WisdomTree US Efficient Core
Large US companies
(WTEF)
£26.82
Previous business day’s close price
+£5.38 (+25.09%)
max available period
£21.45
£27.08
12 Dec 23
20 Nov 24
Details
ETF description
This ETF aims to provide exposure to both stocks and bonds, allowing investors to potentially benefit from the performance of both asset classes. The fund achieves this by combining investments in large U.S. companies with U.S. Treasury bonds, while also using a strategy that seeks to efficiently manage capital. This means that instead of needing to invest separately in stocks and bonds, investors can access both markets through this single investment.
The equity portion focuses on well‑established, large companies in the U.S. market, while the bond component is designed to offer stability and income through exposure to government‑issued debt. By holding both asset types, the ETF seeks to provide a balance between growth and risk management.
This ETF may appeal to investors who want diversified exposure to both stocks and bonds, without having to manage separate investments. It could also be attractive to those looking for a more capital‑efficient way to balance risk and return, with a focus on combining potential growth from equities with the relative safety of government bonds.
Issuer details
WisdomTree is a leading asset management firm specializing in innovative ETFs and ETPs (exchange‑traded products), with over $80 billion in assets under management as of June 2024. WisdomTree offers an extensive range of investment products across various market segments. Founded in 2006, WisdomTree is known for its fundamentally weighted ETFs and its focus on providing innovative and thematic investment strategies. The firm places a strong emphasis on income‑focused products, catering to the needs of income‑seeking investors. Notable ETFs include the WisdomTree U.S. Quality Dividend Growth Fund (DGRW), the WisdomTree Europe Hedged Equity Fund (HEDJ), and the WisdomTree Cloud Computing Fund (WCLD), reflecting WisdomTree’s commitment to delivering diverse and forward‑looking investment solutions.
Index details
The ETF follows the WisdomTree US Efficient Core index which is designed to track the performance of a portfolio of large‑capitalization US equity securities and US Treasury futures contracts.
Key information
ETF Breakdown
Us Long Bond (Cbt) Sep24 Xcbt 20240919
10.8%
NVIDIA Corp
6.5%
Apple Inc
6.3%
Microsoft Corporation
5.7%
Alphabet Inc
4.0%
Amazon.com Inc.
4.0%
Meta Platforms Inc
2.7%
Tesla Inc
1.9%
Berkshire Hathaway Inc.
1.8%
Broadcom Inc
1.5%
Lilly
1.4%
JPMorgan Chase & Co.
1.3%
Walmart Inc
1.2%
Visa
1.1%
Unitedhealth Group Inc
1.0%
Oracle Corp.
0.9%
Mastercard Incorporated
0.9%
Exxon Mobil Corp.
0.9%
Costco Wholesale Corp
0.7%
Home Depot, Inc.
0.7%
Procter & Gamble Co.
0.7%
Johnson & Johnson
0.7%
Bank Of America Corp.
0.7%
NetFlix Inc
0.7%
Salesforce Inc
0.6%
Abbvie Inc
0.5%
Chevron USA Inc
0.5%
T‑Mobile US Inc
0.5%
Coca‑Cola Co
0.5%
Merck & Co Inc
0.4%
Adobe Inc
0.4%
Cisco Systems, Inc.
0.4%
Advanced Micro Devices Inc.
0.4%
PepsiCo Inc
0.4%
Morgan Stanley
0.4%
Blackstone Group Inc
0.4%
ServiceNow Inc
0.4%
McDonald`s Corp
0.4%
American Express Co.
0.4%
Thermo Fisher
0.4%
Abbott Laboratories
0.4%
Intuit Inc
0.4%
Caterpillar Inc.
0.4%
General Electric Co.
0.4%
Goldman Sachs Group, Inc.
0.4%
International Business Machines Corp.
0.3%
Walt Disney
0.3%
Intuitive Surgical Inc
0.3%
Texas Instruments Inc.
0.3%
Booking Holdings Inc
0.3%
Qualcomm, Inc.
0.3%
Comcast Corp
0.3%
Danaher Corp.
0.3%
Verizon Communications Inc
0.3%
AMGEN Inc.
0.3%
S&P Global Inc
0.3%
AT&T, Inc.
0.3%
Progressive Corp.
0.3%
Lowe’s Companies
0.3%
NextEra Energy Inc
0.3%
Pfizer Inc.
0.3%
Applied Materials Inc.
0.3%
Stryker Corp.
0.3%
Uber Technologies Inc
0.3%
Union Pacific Corp.
0.3%
Charles Schwab Corp.
0.3%
TJX Companies, Inc.
0.3%
KKR & Co. Inc
0.2%
Citigroup Inc
0.2%
Palantir Technologies Inc
0.2%
Boston Scientific Corp.
0.2%
Automatic Data Processing Inc.
0.2%
Fiserv, Inc.
0.2%
Vertex Pharmaceuticals, Inc.
0.2%
Palo Alto Networks Inc
0.2%
Apollo Global Management Llc
0.2%
Arista Networks Inc
0.2%
Nike, Inc.
0.2%
Bristol‑Myers Squibb Co.
0.2%
Starbucks Corp.
0.2%
Gilead Sciences, Inc.
0.2%
United Parcel Service, Inc.
0.2%
Deere & Co.
0.2%
Micron Technology Inc.
0.2%
Prologis Inc
0.2%
Marsh & McLennan Companies Inc
0.2%
Intel Corp.
0.2%
Analog Devices Inc.
0.2%
Cigna Group (The)
0.2%
Sherwin‑Williams Co.
0.2%
Elevance Health Inc
0.2%
Dell Technologies Inc
0.2%
Applovin Corp
0.2%
Lam Research Corp.
0.2%
HCA Healthcare Inc
0.2%
Regeneron Pharmaceuticals, Inc.
0.2%
PayPal Holdings Inc
0.2%
American Tower Corp.
0.2%
Parker‑Hannifin Corp.
0.2%
Mondelez International Inc.
0.2%
Cintas Corporation
0.2%
Synopsys, Inc.
0.2%
Waste Management, Inc.
0.2%
Moody`s Corp.
0.2%
Intercontinental Exchange Inc
0.2%
KLA Corp.
0.2%
Amphenol Corp.
0.2%
Ge Vernova When Issued
0.2%
Marriott International, Inc.
0.2%
Airbnb Inc
0.2%
Crowdstrike Holdings Inc
0.2%
Motorola Solutions Inc
0.2%
Chipotle Mexican Grill
0.2%
Cadence Design Systems, Inc.
0.1%
Zoetis Inc
0.1%
Equinix Inc
0.1%
Illinois Tool Works, Inc.
0.1%
General Motors Company
0.1%
PNC Financial Services Group Inc
0.1%
Mckesson Corporation
0.1%
Fortinet Inc
0.1%
Southern Copper Corporation
0.1%
CME Group Inc
0.1%
Emerson Electric Co.
0.1%
Colgate‑Palmolive Co.
0.1%
U.S. Bancorp.
0.1%
Constellation Energy Corporation
0.1%
Welltower Inc
0.1%
Fedex Corp
0.1%
Ecolab, Inc.
0.1%
Marvell Technology Inc
0.1%
3M Co.
0.1%
Target Corp
0.1%
CVS Health Corp
0.1%
O`Reilly Automotive, Inc.
0.1%
Fair, Isaac Corp.
0.1%
Capital One Financial Corp.
0.1%
Workday Inc
0.1%
TransDigm Inc
0.1%
Becton, Dickinson And Co.
0.1%
Williams Companies
0.1%
DoorDash Inc
0.1%
Autodesk Inc.
0.1%
Air Products and Chemicals
0.1%
Enterprise Products Partners L P
0.1%
Carrier Global Corp
0.1%
Atlassian Corp Class A
0.1%
Hilton Worldwide Holdings Inc
0.1%
Republic Services, Inc.
0.1%
Arthur J. Gallagher & Co.
0.1%
Coinbase Global Inc
0.1%
Charter Communications Inc.
0.1%
Metlife Inc
0.1%
Bank Of New York Mellon Corp
0.1%
Aflac Inc.
0.1%
Truist Financial Corporation
0.1%
Simon Property Group, Inc.
0.1%
Marathon Petroleum Corp
0.1%
Freeport‑McMoRan Inc
0.1%
United Rentals, Inc.
0.1%
Oneok Inc.
0.1%
Paccar Inc.
0.1%
Trade Desk Inc
0.1%
Kinder Morgan Inc
0.1%
Sempra Energy
0.1%
W W Grainger Inc
0.1%
Monster Beverage Corp.
0.1%
Roper Technologies Inc
0.1%
Public Storage
0.1%
Copart, Inc.
0.1%
Paychex Inc.
0.1%
Travelers Companies Inc.
< 0.1%
Phillips 66
< 0.1%
American International Group Inc
< 0.1%
D.R. Horton Inc.
< 0.1%
Ameriprise Financial Inc
< 0.1%
Amerisource Bergen Corp.
< 0.1%
Digital Realty Trust Inc
< 0.1%
Fidelity National Information Services, Inc.
< 0.1%
Cummins Inc.
< 0.1%
MSCI Inc
< 0.1%
Axon Enterprise Inc
< 0.1%
Block Inc
< 0.1%
AllState
< 0.1%
Lennar Corp.
< 0.1%
Howmet Aerospace Inc
< 0.1%
Kvue
< 0.1%
Autozone Inc.
< 0.1%
Old Dominion Freight Line, Inc.
< 0.1%
Prudential Financial Inc.
< 0.1%
Ross Stores, Inc.
< 0.1%
Vertiv Holdings Co
< 0.1%
Nasdaq Inc
< 0.1%
Keurig Dr Pepper Inc
< 0.1%
Gartner, Inc.
< 0.1%
Quanta Services, Inc.
< 0.1%
Valero Energy Corp.
< 0.1%
Coupang Inc
< 0.1%
Fastenal Co.
< 0.1%
Newmont Corp
< 0.1%
PG&E Corp.
< 0.1%
Kimberly‑Clark Corp.
< 0.1%
Ford Motor Co.
< 0.1%
MPLX LP
< 0.1%
Discover Financial Services
< 0.1%
Snowflake Inc
< 0.1%
Ingersoll‑Rand Inc
< 0.1%
Public Service Enterprise Group Inc.
< 0.1%
Baker Hughes Holdings LLC
< 0.1%
Crown Castle Inc
< 0.1%
Datadog Inc
< 0.1%
Otis Worldwide Corp
< 0.1%
Cognizant Technology Solutions Corp.
< 0.1%
Ametek Inc
< 0.1%
Electronic Arts, Inc.
< 0.1%
Verisk Analytics Inc
< 0.1%
Delta Air Lines, Inc.
< 0.1%
Realty Income Corp.
< 0.1%
Targa Resources Corp
< 0.1%
Constellation Brands Inc
< 0.1%
Kroger Co.
< 0.1%
CBRE Group Inc
< 0.1%
Yum Brands Inc.
< 0.1%
Corning, Inc.
< 0.1%
Agilent Technologies Inc.
< 0.1%
Veeva Systems Inc
< 0.1%
Edwards Lifesciences Corp
< 0.1%
Kraft Heinz Co
< 0.1%
Ge Healthcare Technologies Inc
< 0.1%
Corteva Inc
< 0.1%
Hershey Company
< 0.1%
Sysco Corp.
< 0.1%
General Mills, Inc.
< 0.1%
Nucor Corp.
< 0.1%
Las Vegas Sands Corp
< 0.1%
Texas Pacific Land Trust
< 0.1%
Exelon Corp.
< 0.1%
Humana Inc.
< 0.1%
Microchip Technology, Inc.
< 0.1%
Vulcan Materials Co
< 0.1%
Idexx Laboratories, Inc.
< 0.1%
Rockwell Automation Inc
< 0.1%
Resmed Inc.
< 0.1%
Samsara Inc
< 0.1%
M&T Bank Corp
< 0.1%
HP Inc
< 0.1%
IQVIA
< 0.1%
Zscaler Inc
< 0.1%
Hartford Financial Services Group Inc.
< 0.1%
Heico Corp.
< 0.1%
Martin Marietta Materials, Inc.
< 0.1%
Extra Space Storage Inc.
< 0.1%
Deckers Outdoor Corp.
< 0.1%
Iron Mountain Inc.
< 0.1%
DuPont de Nemours Inc
< 0.1%
VICI Properties Inc
< 0.1%
EBay Inc.
< 0.1%
Raymond James Financial, Inc.
< 0.1%
Equifax, Inc.
< 0.1%
Roblox Corporation
< 0.1%
Westinghouse Air Brake Technologies Corp
< 0.1%
Alnylam Pharmaceuticals Inc
< 0.1%
Brown & Brown, Inc.
< 0.1%
Consolidated Edison, Inc.
< 0.1%
State Street Corp.
< 0.1%
Costar Group, Inc.
< 0.1%
Tractor Supply Co.
< 0.1%
Fifth Third Bancorp
< 0.1%
Centene Corp.
< 0.1%
Cloudflare Inc
< 0.1%
Cardinal Health, Inc.
< 0.1%
Xylem Inc
< 0.1%
Corpay Inc Usd 0.001
< 0.1%
Edison International
< 0.1%
PPG Industries, Inc.
< 0.1%
Entergy Corp.
< 0.1%
Take‑Two Interactive Software, Inc.
< 0.1%
Expedia Group Inc
< 0.1%
Dow Inc
< 0.1%
United Airlines Holdings Inc
< 0.1%
Avalonbay Communities Inc.
< 0.1%
HubSpot Inc
< 0.1%
Global Payments, Inc.
< 0.1%
Ansys Inc.
< 0.1%
Monolithic Power System Inc
< 0.1%
West Pharmaceutical Services, Inc.
< 0.1%
Broadridge Financial Solutions, Inc.
< 0.1%
ON Semiconductor Corp.
< 0.1%
Equity Residential
< 0.1%
Ares Management Corp
< 0.1%
Hewlett Packard Enterprise Co
< 0.1%
SBA Communications Corp
< 0.1%
Dexcom Inc
< 0.1%
Synchrony Financial
< 0.1%
NVR Inc.
< 0.1%
Kellogg Co
< 0.1%
American Water Works Co. Inc.
< 0.1%
Church & Dwight Co., Inc.
< 0.1%
PulteGroup Inc
< 0.1%
Tradeweb Markets Inc
< 0.1%
Halliburton Co.
< 0.1%
Live Nation Entertainment Inc
< 0.1%
Keysight Technologies Inc
< 0.1%
LPL Financial Holdings Inc
< 0.1%
Veralto Corp
< 0.1%
Archer Daniels Midland Co.
< 0.1%
Lennox International Inc
< 0.1%
First Citizens BancShares Inc (Delaware)
< 0.1%
Tyler Technologies, Inc.
< 0.1%
Dover Corp.
< 0.1%
Fortive Corp
< 0.1%
Fox
< 0.1%
Cincinnati Financial Corp.
< 0.1%
Netapp Inc
< 0.1%
Huntington Bancshares, Inc.
< 0.1%
Zoom Video Communications Inc
< 0.1%
Illumina Inc
< 0.1%
Hubbell Inc.
< 0.1%
PTC Inc
< 0.1%
Ventas Inc
< 0.1%
Regions Financial Corp.
< 0.1%
J.B. Hunt Transport Services, Inc.
< 0.1%
Steel Dynamics Inc.
< 0.1%
Godaddy Inc
< 0.1%
Rollins, Inc.
< 0.1%
Warner Bros Discovery Inc
< 0.1%
CDW Corp
< 0.1%
Zimmer Biomet Holdings Inc
< 0.1%
Watsco Inc.
< 0.1%
W. R. Berkley Corp
< 0.1%
Builders Firstsource Inc
< 0.1%
Insulet Corporation
< 0.1%
Northern Trust Corp.
< 0.1%
Weyerhaeuser Co.
< 0.1%
Waters Corp.
< 0.1%
Principal Financial Group Inc
< 0.1%
Omnicom Group, Inc.
< 0.1%
Booz Allen Hamilton Holding Corp
< 0.1%
MongoDB Inc
< 0.1%
Liberty Formula One Group Registered Shs Series ‑C‑ Formula One
< 0.1%
Citizens Financial Group Inc
< 0.1%
Darden Restaurants, Inc.
< 0.1%
Tyson Foods, Inc.
< 0.1%
Estée Lauder
< 0.1%
Loews Corp.
< 0.1%
Biogen Inc
< 0.1%
Clorox Co.
< 0.1%
Aspen Technology Inc.
< 0.1%
Laboratory Corp. Of America Holdings
< 0.1%
Factset Research Systems Inc.
< 0.1%
NortonLifeLock Inc
< 0.1%
Eversource Energy
< 0.1%
Teledyne Technologies Inc
< 0.1%
Mid‑America Apartment Communities, Inc.
< 0.1%
Quest Diagnostics, Inc.
< 0.1%
Pinterest Inc
< 0.1%
Expeditors International Of Washington, Inc.
< 0.1%
Packaging Corp Of America
< 0.1%
Hologic, Inc.
< 0.1%
Invitation Homes Inc
< 0.1%
IDEX
< 0.1%
Corebridge Financial Inc.
< 0.1%
DraftKings Inc
< 0.1%
Centerpoint Energy Inc.
< 0.1%
Carlisle Companies Inc.
< 0.1%
McCormick & Co., Inc.
< 0.1%
Best Buy Co. Inc.
< 0.1%
Southwest Airlines Co
< 0.1%
International Paper Co.
< 0.1%
SS&C Technologies Holdings Inc
< 0.1%
Brown‑Forman Corp.
< 0.1%
Snap Inc
< 0.1%
Atmos Energy Corp.
< 0.1%
Dominos Pizza Inc
< 0.1%
Western Digital Corp.
< 0.1%
Ball Corp.
< 0.1%
Alexandria Real Estate Equities Inc.
< 0.1%
Align Technology, Inc.
< 0.1%
First Solar Inc
< 0.1%
Teradyne, Inc.
< 0.1%
Reliance Steel & Aluminum Co.
< 0.1%
Keycorp
< 0.1%
Molina Healthcare Inc
< 0.1%
Carlyle Group Inc
< 0.1%
Erie Indemnity Co.
< 0.1%
Cooper Companies, Inc.
< 0.1%
Avery Dennison Corp.
< 0.1%
RPM International, Inc.
< 0.1%
Incyte Corp.
< 0.1%
Twilio Inc
< 0.1%
Zebra Technologies Corp.
< 0.1%
Williams‑Sonoma, Inc.
< 0.1%
Warner Music Group Corp
< 0.1%
Jabil Inc
< 0.1%
Masco Corp.
< 0.1%
Hormel Foods Corp.
< 0.1%
Owens Corning
< 0.1%
Manhattan Associates, Inc.
< 0.1%
Westlake Chemical Corp
< 0.1%
Dollar General Corp.
< 0.1%
Ulta Beauty Inc
< 0.1%
Moderna Inc
< 0.1%
Sun Communities, Inc.
< 0.1%
Dynatrace Inc
< 0.1%
News Corp
< 0.1%
Essex Property Trust, Inc.
< 0.1%
Genuine Parts Co.
< 0.1%
Verisign Inc.
< 0.1%
Fidelity National Financial Inc
< 0.1%
Snap‑on, Inc.
< 0.1%
Baxter International Inc.
< 0.1%
Akamai Technologies Inc
< 0.1%
Graco Inc.
< 0.1%
Markel Corp
< 0.1%
Pool
< 0.1%
Kimco Realty Corporation
< 0.1%
Avantor
< 0.1%
Morningstar Inc
< 0.1%
Stanley Black & Decker Inc
< 0.1%
MGM Resorts International
< 0.1%
CF Industries Holdings Inc
< 0.1%
Bentley Systems Inc
< 0.1%
AECOM
< 0.1%
Skyworks Solutions, Inc.
< 0.1%
Dollar Tree Inc
< 0.1%
Albemarle Corp.
< 0.1%
Avangrid Inc
< 0.1%
Hyatt Hotels Corporation
< 0.1%
Molson Coors Beverage Company
< 0.1%
Entegris Inc
< 0.1%
Campbell Soup Co.
< 0.1%
Conagra Brands Inc
< 0.1%
American Homes 4 Rent
< 0.1%
Gaming and Leisure Properties Inc
< 0.1%
Equity Lifestyle Properties Inc.
< 0.1%
Host Hotels & Resorts Inc
< 0.1%
Liberty Broadband Corp
< 0.1%
WP Carey Inc
< 0.1%
Biomarin Pharmaceutical Inc.
< 0.1%
Interpublic Group of Companies Inc
< 0.1%
Franklin Resources, Inc.
< 0.1%
Nordson Corp.
< 0.1%
Rivian Automotive Inc
< 0.1%
Super Micro Computer Inc
< 0.1%
Albertsons Companies Inc
< 0.1%
EPAM Systems Inc
< 0.1%
Lamb Weston Holdings Inc
< 0.1%
Sirius XM Holdings Inc
< 0.1%
LKQ Corp
< 0.1%
Roku Inc
< 0.1%
Solventum Corp
< 0.1%
Enphase Energy Inc
< 0.1%
Walgreens Boots Alliance Inc
< 0.1%
Unity Software Inc
< 0.1%
UiPath Inc
< 0.1%
Celsius Holdings Inc
< 0.1%
Others
0%
No holdings found.
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North America
90.9%
UK
0.1%
Europe ex‑UK
< 0.1%
Rest of the World
8.9%
Technology
27.1%
Industrial
25.7%
Financial
14.3%
Consumer
11.2%
Healthcare
4.6%
Property
1.5%
Energy
1.2%
Mining
0.6%
Sector ‐ Other
13.8%
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