WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Total Return CAGR:84.91%(TTM)
Over the latest trailing 12-month period, WisdomTree Artificial Intelligence and Innovation Fund (WTAI)'s total return cagr is +84.91%. The comparable SPY value is +22.75%. Year-to-date total return is +44.13%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, WisdomTree Artificial Intelligence and Innovation Fund's Total Return CAGR averages 31.78% over 3 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of WisdomTree Artificial Intelligence and Innovation Fund's investment performance.
WTAI Total Return CAGR Chart
WisdomTree Artificial Intelligence and Innovation Fund (WTAI)
WTAI Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 15 quarters.
WTAI Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 120.33 | 173.43 | +53.10 | +44.13% | +44.13% |
| 2025 | 89.25 | 120.33 | +31.08 | +34.82% | +34.82% |
| 2024 | 83.78 | 89.25 | +5.47 | +6.53% | +6.53% |
| 2023 | 57.24 | 83.78 | +26.54 | +46.37% | +46.37% |
| 2022 | 99.19 | 57.24 | -41.96 | -42.30% | -42.30% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 173 | +57.1% | +74.1% |
| Q1 2026 | 110 | -8.3% | +43.2% |
| Q4 2025 | 120 | +3.9% | +34.8% |
| Q3 2025 | 116 | +16.3% | +43.6% |
| Q2 2025 | 100 | +29.3% | +17.8% |
| Q1 2025 | 77 | -13.6% | -8.4% |
| Q4 2024 | 89 | +10.6% | +6.5% |
| Q3 2024 | 81 | -4.6% | +15.2% |
| Q2 2024 | 85 | +0.5% | +9.8% |
| Q1 2024 | 84 | +0.4% | +18.7% |
| Q4 2023 | 84 | +19.5% | +46.4% |
| Q3 2023 | 70 | -9.0% | +21.8% |
| Q2 2023 | 77 | +8.7% | +23.9% |
| Q1 2023 | 71 | +23.9% | -13.9% |
| Q4 2022 | 57 | -0.5% | -42.8% |
| Q3 2022 | 58 | -7.5% | — |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About WisdomTree Artificial Intelligence and Innovation Fund
This fund aims to provide investors with exposure to publicly traded companies globally, spanning both developed and emerging markets, which are predominantly involved in the burgeoning sectors of Artificial Intelligence and groundbreaking innovation. The fund's industry concentration directly mirrors that of its benchmark index; consequently, if the index focuses heavily on particular industries, the fund will do the same. As a key characteristic, it operates as a non-diversified fund.
- Sector
- Financial Services
- Industry
- Asset Management