WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Total Return:82.13%(TTM)
The total return cagr for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) is +82.13% over the latest trailing 12-month period. The comparable SPY value is +22.75%. Year-to-date total return is +41.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WTAI
$17,017
(1.7x return)
Invested on Dec 9, 2021
Growth of $10,000 in SPY (S&P 500)
$16,824
(1.7x return)
Invested on Dec 9, 2021
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+41.4%
1-Year Total Return
+82.1%
Current Dividend Yield
1.28%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +78.9% | +82.1% | +3.2% |
| 3 Years | +30.0% | +31.0% | +1.0% |
| 5 Years | — | — | — |
| 10 Years | — | — | — |
| 15 Years | — | — | — |
| 20 Years | — | — | — |
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