WisdomTree US Efficient Core
Large US companies
(WTEF)
£27.99
Previous business day’s close price
+£6.55 (+30.53%)
max available period
£21.45
£28.45
12 Dec 23
04 Feb 25
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
Apple Inc
6.0%
NVIDIA Corp
5.4%
Microsoft Corporation
5.4%
Amazon.com Inc.
4.0%
Alphabet Inc
3.7%
Meta Platforms Inc
2.4%
Tesla Inc
1.9%
Berkshire Hathaway Inc.
1.8%
Broadcom Inc
1.5%
JPMorgan Chase & Co.
1.3%
Walmart Inc
1.3%
Lilly
1.3%
Visa
1.0%
Unitedhealth Group Inc
0.9%
Mastercard Incorporated
0.9%
Exxon Mobil Corp.
0.9%
Oracle Corp.
0.7%
Costco Wholesale Corp
0.7%
Home Depot, Inc.
0.7%
Procter & Gamble Co.
0.7%
NetFlix Inc
0.7%
Johnson & Johnson
0.6%
Bank Of America Corp.
0.6%
Salesforce Inc
0.6%
Abbvie Inc
0.5%
Chevron USA Inc
0.5%
T‑Mobile US Inc
0.5%
Wells Fargo & Co.
0.5%
Coca‑Cola Co
0.5%
Merck & Co Inc
0.4%
Cisco Systems, Inc.
0.4%
Accenture plc
0.4%
American Express Co.
0.4%
Abbott Laboratories
0.4%
Morgan Stanley
0.4%
ServiceNow Inc
0.4%
General Electric Co.
0.4%
Thermo Fisher
0.4%
Linde Plc
0.4%
PepsiCo Inc
0.4%
Goldman Sachs Group, Inc.
0.4%
International Business Machines Corp.
0.4%
Walt Disney
0.4%
Intuitive Surgical Inc
0.4%
McDonald`s Corp
0.3%
Caterpillar Inc.
0.3%
Advanced Micro Devices Inc.
0.3%
Qualcomm, Inc.
0.3%
Danaher Corp.
0.3%
Adobe Inc
0.3%
AT&T, Inc.
0.3%
Verizon Communications Inc
0.3%
S&P Global Inc
0.3%
Texas Instruments Inc.
0.3%
Intuit Inc
0.3%
KKR & Co. Inc
0.3%
Comcast Corp
0.3%
Union Pacific Corp.
0.3%
Booking Holdings Inc
0.3%
Progressive Corp.
0.3%
Palantir Technologies Inc
0.3%
Uber Technologies Inc
0.3%
NextEra Energy Inc
0.3%
Stryker Corp.
0.3%
Citigroup Inc
0.3%
Boston Scientific Corp.
0.3%
Lowe’s Companies
0.3%
Pfizer Inc.
0.3%
AMGEN Inc.
0.3%
Blackrock Funding Incde Usd Npv
0.3%
Applied Materials Inc.
0.2%
Charles Schwab Corp.
0.2%
Deere & Co.
0.2%
TJX Companies, Inc.
0.2%
Blackstone Group Inc
0.2%
Fiserv, Inc.
0.2%
Eaton Corporation plc
0.2%
Palo Alto Networks Inc
0.2%
Medtronic Plc
0.2%
Automatic Data Processing Inc.
0.2%
Gilead Sciences, Inc.
0.2%
Bristol‑Myers Squibb Co.
0.2%
Vertex Pharmaceuticals, Inc.
0.2%
Chubb Limited
0.2%
United Parcel Service, Inc.
0.2%
Starbucks Corp.
0.2%
Marsh & McLennan Companies Inc
0.2%
Prologis Inc
0.2%
Applovin Corp
0.2%
Analog Devices Inc.
0.2%
MercadoLibre Inc
0.2%
Apollo Global Management Llc
0.2%
Intel Corp.
0.2%
KLA Corp.
0.2%
Sherwin‑Williams Co.
0.2%
PayPal Holdings Inc
0.2%
Constellation Energy Corporation
0.2%
Crowdstrike Holdings Inc
0.2%
Ge Vernova When Issued
0.2%
Elevance Health Inc
0.2%
Micron Technology Inc.
0.2%
Moody`s Corp.
0.2%
Lam Research Corp.
0.2%
Waste Management, Inc.
0.2%
Intercontinental Exchange Inc
0.2%
American Tower Corp.
0.2%
Nike, Inc.
0.2%
HCA Healthcare Inc
0.2%
Synopsys, Inc.
0.2%
Cintas Corporation
0.2%
Equinix Inc
0.2%
Cigna Group (The)
0.2%
Parker‑Hannifin Corp.
0.2%
Aon
0.1%
Trane Technologies plc
0.1%
Welltower Inc
0.1%
3M Co.
0.1%
Mckesson Corporation
0.1%
PNC Financial Services Group Inc
0.1%
Amphenol Corp.
0.1%
Marriott International, Inc.
0.1%
CME Group Inc
0.1%
Cadence Design Systems, Inc.
0.1%
Capital One Financial Corp.
0.1%
Mondelez International Inc.
0.1%
Illinois Tool Works, Inc.
0.1%
U.S. Bancorp.
0.1%
Chipotle Mexican Grill
0.1%
Air Products and Chemicals
0.1%
Marvell Technology Inc
0.1%
Fortinet Inc
0.1%
Motorola Solutions Inc
0.1%
Zoetis Inc
0.1%
TransDigm Inc
0.1%
Fedex Corp
0.1%
Emerson Electric Co.
0.1%
Colgate‑Palmolive Co.
0.1%
DoorDash Inc
0.1%
O`Reilly Automotive, Inc.
0.1%
CVS Health Corp
0.1%
CRH Plc
0.1%
Arthur J. Gallagher & Co.
0.1%
Williams Companies
0.1%
Ecolab, Inc.
0.1%
Becton, Dickinson And Co.
0.1%
Regeneron Pharmaceuticals, Inc.
0.1%
Hilton Worldwide Holdings Inc
0.1%
Republic Services, Inc.
0.1%
Bank Of New York Mellon Corp
0.1%
Carrier Global Corp
0.1%
Royal Caribbean Cruises Ltd
0.1%
Truist Financial Corporation
0.1%
Microstrategy Inc.
0.1%
Oneok Inc.
0.1%
Target Corp
0.1%
Kinder Morgan Inc
0.1%
Roper Technologies Inc
0.1%
Aflac Inc.
0.1%
Metlife Inc
0.1%
Travelers Companies Inc.
0.1%
SLB
0.1%
Coinbase Global Inc
0.1%
Autodesk Inc.
0.1%
Autozone Inc.
0.1%
General Motors Company
0.1%
Snowflake Inc
0.1%
Copart, Inc.
< 0.1%
Airbnb Inc
< 0.1%
Paccar Inc.
< 0.1%
Ameriprise Financial Inc
< 0.1%
Simon Property Group, Inc.
< 0.1%
Digital Realty Trust Inc
< 0.1%
Cheniere Energy Inc.
< 0.1%
Howmet Aerospace Inc
< 0.1%
W W Grainger Inc
< 0.1%
Marathon Petroleum Corp
< 0.1%
Trade Desk Inc
< 0.1%
NXP Semiconductors NV
< 0.1%
Sempra Energy
< 0.1%
United Rentals, Inc.
< 0.1%
Phillips 66
< 0.1%
Charter Communications Inc.
< 0.1%
Discover Financial Services
< 0.1%
Public Storage
< 0.1%
Paychex Inc.
< 0.1%
Freeport‑McMoRan Inc
< 0.1%
Ross Stores, Inc.
< 0.1%
American International Group Inc
< 0.1%
Monster Beverage Corp.
< 0.1%
Cummins Inc.
< 0.1%
Block Inc
< 0.1%
D.R. Horton Inc.
< 0.1%
AllState
< 0.1%
MSCI Inc
< 0.1%
Workday Inc
< 0.1%
Nasdaq Inc
< 0.1%
Amerisource Bergen Corp.
< 0.1%
Axon Enterprise Inc
< 0.1%
Fidelity National Information Services, Inc.
< 0.1%
Johnson Controls
< 0.1%
Realty Income Corp.
< 0.1%
Datadog Inc
< 0.1%
Fair, Isaac Corp.
< 0.1%
Valero Energy Corp.
< 0.1%
Newmont Corp
< 0.1%
Flutter Entertainment Plc
< 0.1%
Waste Connections
< 0.1%
Agilent Technologies Inc.
< 0.1%
Baker Hughes Holdings LLC
< 0.1%
Kimberly‑Clark Corp.
< 0.1%
Corteva Inc
< 0.1%
Corning, Inc.
< 0.1%
Edwards Lifesciences Corp
< 0.1%
Delta Air Lines, Inc.
< 0.1%
Targa Resources Corp
< 0.1%
CBRE Group Inc
< 0.1%
Atlassian Corp Class A
< 0.1%
Public Service Enterprise Group Inc.
< 0.1%
Coupang Inc
< 0.1%
Fastenal Co.
< 0.1%
Cognizant Technology Solutions Corp.
< 0.1%
Prudential Financial Inc.
< 0.1%
Te Connectivity Plc
< 0.1%
Quanta Services, Inc.
< 0.1%
Ge Healthcare Technologies Inc
< 0.1%
Kroger Co.
< 0.1%
Otis Worldwide Corp
< 0.1%
Vertiv Holdings Co
< 0.1%
Ford Motor Co.
< 0.1%
Gartner, Inc.
< 0.1%
Old Dominion Freight Line, Inc.
< 0.1%
Cloudflare Inc
< 0.1%
Verisk Analytics Inc
< 0.1%
Kvue
< 0.1%
Exelon Corp.
< 0.1%
Ametek Inc
< 0.1%
Keurig Dr Pepper Inc
< 0.1%
Roblox Corporation
< 0.1%
Humana Inc.
< 0.1%
Crown Castle Inc
< 0.1%
Ferguson Enterprises Inc Common Stock Usd.0001
< 0.1%
Garmin Ltd
< 0.1%
Kraft Heinz Co
< 0.1%
Raymond James Financial, Inc.
< 0.1%
United Airlines Holdings Inc
< 0.1%
Lennar Corp.
< 0.1%
Centene Corp.
< 0.1%
Alnylam Pharmaceuticals Inc
< 0.1%
General Mills, Inc.
< 0.1%
Veeva Systems Inc
< 0.1%
Martin Marietta Materials, Inc.
< 0.1%
Vulcan Materials Co
< 0.1%
Equifax, Inc.
< 0.1%
Westinghouse Air Brake Technologies Corp
< 0.1%
Lululemon Athletica inc.
< 0.1%
IQVIA
< 0.1%
Arch Capital Group Ltd
< 0.1%
Ingersoll‑Rand Inc
< 0.1%
M&T Bank Corp
< 0.1%
PG&E Corp.
< 0.1%
Dexcom Inc
< 0.1%
HubSpot Inc
< 0.1%
Hartford Financial Services Group Inc.
< 0.1%
Resmed Inc.
< 0.1%
Robinhood Markets Inc
< 0.1%
Sysco Corp.
< 0.1%
Yum Brands Inc.
< 0.1%
Entergy Corp.
< 0.1%
Ares Management Corp
< 0.1%
Extra Space Storage Inc.
< 0.1%
Avalonbay Communities Inc.
< 0.1%
VICI Properties Inc
< 0.1%
Cardinal Health, Inc.
< 0.1%
Dell Technologies Inc
< 0.1%
Costar Group, Inc.
< 0.1%
EBay Inc.
< 0.1%
Nucor Corp.
< 0.1%
HP Inc
< 0.1%
Texas Pacific Land Trust
< 0.1%
Take‑Two Interactive Software, Inc.
< 0.1%
Consolidated Edison, Inc.
< 0.1%
DuPont de Nemours Inc
< 0.1%
Idexx Laboratories, Inc.
< 0.1%
Brown & Brown, Inc.
< 0.1%
Constellation Brands Inc
< 0.1%
Microchip Technology, Inc.
< 0.1%
Rockwell Automation Inc
< 0.1%
Willis Towers Watson
< 0.1%
Xylem Inc
< 0.1%
Fifth Third Bancorp
< 0.1%
Live Nation Entertainment Inc
< 0.1%
Heico Corp.
< 0.1%
Las Vegas Sands Corp
< 0.1%
Ansys Inc.
< 0.1%
Electronic Arts, Inc.
< 0.1%
Deckers Outdoor Corp.
< 0.1%
Iron Mountain Inc.
< 0.1%
Monolithic Power System Inc
< 0.1%
Carnival Corp.
< 0.1%
Carvana Co.
< 0.1%
Zscaler Inc
< 0.1%
State Street Corp.
< 0.1%
Keysight Technologies Inc
< 0.1%
Synchrony Financial
< 0.1%
Dow Inc
< 0.1%
Global Payments, Inc.
< 0.1%
Tractor Supply Co.
< 0.1%
Williams‑Sonoma, Inc.
< 0.1%
Kellogg Co
< 0.1%
Corpay Inc Usd 0.001
< 0.1%
Church & Dwight Co., Inc.
< 0.1%
Markel Corp
< 0.1%
Fortive Corp
< 0.1%
Godaddy Inc
< 0.1%
Hewlett Packard Enterprise Co
< 0.1%
First Citizens BancShares Inc (Delaware)
< 0.1%
Smurfit Westrock Plc
< 0.1%
Equity Residential
< 0.1%
PPG Industries, Inc.
< 0.1%
Veralto Corp
< 0.1%
Tyler Technologies, Inc.
< 0.1%
American Water Works Co. Inc.
< 0.1%
Broadridge Financial Solutions, Inc.
< 0.1%
LyondellBasell Industries NV
< 0.1%
Archer Daniels Midland Co.
< 0.1%
Netapp Inc
< 0.1%
Dover Corp.
< 0.1%
Warner Bros Discovery Inc
< 0.1%
LPL Financial Holdings Inc
< 0.1%
Twilio Inc
< 0.1%
Huntington Bancshares, Inc.
< 0.1%
CDW Corp
< 0.1%
Darden Restaurants, Inc.
< 0.1%
PulteGroup Inc
< 0.1%
PTC Inc
< 0.1%
Liberty Formula One Group Registered Shs Series ‑C‑ Formula One
< 0.1%
West Pharmaceutical Services, Inc.
< 0.1%
Northern Trust Corp.
< 0.1%
Halliburton Co.
< 0.1%
Zimmer Biomet Holdings Inc
< 0.1%
Cincinnati Financial Corp.
< 0.1%
Atmos Energy Corp.
< 0.1%
Ventas Inc
< 0.1%
Expedia Group Inc
< 0.1%
Lennox International Inc
< 0.1%
Regions Financial Corp.
< 0.1%
Rollins, Inc.
< 0.1%
ON Semiconductor Corp.
< 0.1%
Illumina Inc
< 0.1%
Waters Corp.
< 0.1%
W. R. Berkley Corp
< 0.1%
Interactive Brokers Group Inc
< 0.1%
Weyerhaeuser Co.
< 0.1%
Zoom Video Communications Inc
< 0.1%
Citizens Financial Group Inc
< 0.1%
Hubbell Inc.
< 0.1%
Teledyne Technologies Inc
< 0.1%
Builders Firstsource Inc
< 0.1%
Steel Dynamics Inc.
< 0.1%
Fox
< 0.1%
Edison International
< 0.1%
Hershey Company
< 0.1%
MongoDB Inc
< 0.1%
Principal Financial Group Inc
< 0.1%
Laboratory Corp. Of America Holdings
< 0.1%
Corebridge Financial Inc.
< 0.1%
Ubiquiti Inc
< 0.1%
Teradyne, Inc.
< 0.1%
Watsco Inc.
< 0.1%
SS&C Technologies Holdings Inc
< 0.1%
Centerpoint Energy Inc.
< 0.1%
NRG Energy Inc.
< 0.1%
Clorox Co.
< 0.1%
Seagate Technology Plc
< 0.1%
Packaging Corp Of America
< 0.1%
NVR Inc.
< 0.1%
SBA Communications Corp
< 0.1%
International Paper Co.
< 0.1%
Insulet Corporation
< 0.1%
Factset Research Systems Inc.
< 0.1%
Essex Property Trust, Inc.
< 0.1%
DraftKings Inc
< 0.1%
Eversource Energy
< 0.1%
McCormick & Co., Inc.
< 0.1%
Toast Inc
< 0.1%
Carlyle Group Inc
< 0.1%
Cboe Global Markets Inc.
< 0.1%
Mid‑America Apartment Communities, Inc.
< 0.1%
Align Technology, Inc.
< 0.1%
Guidewire Software Inc
< 0.1%
Tyson Foods, Inc.
< 0.1%
Southwest Airlines Co
< 0.1%
NortonLifeLock Inc
< 0.1%
IDEX
< 0.1%
Steris Plc
< 0.1%
US Foods Holding Corp
< 0.1%
Western Digital Corp.
< 0.1%
Emcor Group, Inc.
< 0.1%
Biogen Inc
< 0.1%
Invitation Homes Inc
< 0.1%
Omnicom Group, Inc.
< 0.1%
Best Buy Co. Inc.
< 0.1%
Hologic, Inc.
< 0.1%
Pinterest Inc
< 0.1%
Estée Lauder
< 0.1%
Verisign Inc.
< 0.1%
Natera Inc
< 0.1%
Zillow Group Inc
< 0.1%
TransUnion
< 0.1%
Ulta Beauty Inc
< 0.1%
Erie Indemnity Co.
< 0.1%
Dynatrace Inc
< 0.1%
Moderna Inc
< 0.1%
Zebra Technologies Corp.
< 0.1%
Masco Corp.
< 0.1%
Pure Storage Inc
< 0.1%
SIGA Technologies Inc
< 0.1%
Molina Healthcare Inc
< 0.1%
Carlisle Companies Inc.
< 0.1%
Hormel Foods Corp.
< 0.1%
Cooper Companies, Inc.
< 0.1%
Nutanix Inc
< 0.1%
Trimble Inc
< 0.1%
United Therapeutics Corp
< 0.1%
Alexandria Real Estate Equities Inc.
< 0.1%
Ball Corp.
< 0.1%
Keycorp
< 0.1%
Avery Dennison Corp.
< 0.1%
Booz Allen Hamilton Holding Corp
< 0.1%
J.B. Hunt Transport Services, Inc.
< 0.1%
DocuSign Inc
< 0.1%
Manhattan Associates, Inc.
< 0.1%
Owens Corning
< 0.1%
RPM International, Inc.
< 0.1%
Toll Brothers Inc.
< 0.1%
Loews Corp.
< 0.1%
Reliance Steel & Aluminum Co.
< 0.1%
Quest Diagnostics, Inc.
< 0.1%
First Solar Inc
< 0.1%
Comfort Systems USA, Inc.
< 0.1%
News Corp
< 0.1%
Brown‑Forman Corp.
< 0.1%
Dollar General Corp.
< 0.1%
Pentair plc
< 0.1%
CF Industries Holdings Inc
< 0.1%
Baxter International Inc.
< 0.1%
Burlington Stores Inc
< 0.1%
Snap Inc
< 0.1%
Jefferies Financial Group Inc
< 0.1%
XPO Logistics Inc
< 0.1%
Genuine Parts Co.
< 0.1%
Snap‑on, Inc.
< 0.1%
Westlake Chemical Corp
< 0.1%
Fidelity National Financial Inc
< 0.1%
Expeditors International Of Washington, Inc.
< 0.1%
Affirm Holdings Inc
< 0.1%
Dominos Pizza Inc
< 0.1%
Kimco Realty Corporation
< 0.1%
Super Micro Computer Inc
< 0.1%
Others
9.3%
No holdings found.
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North America
87.0%
Europe ex‑UK
1.1%
UK
0.8%
Rest of the World
11.0%
Technology
25.5%
Industrial
24.2%
Financial
15.1%
Consumer
11.2%
Healthcare
4.4%
Property
1.5%
Energy
1.2%
Mining
0.6%
Sector ‐ Other
16.3%
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