WisdomTree US Efficient Core
Large US companies
(WTEF)
£25.98
Previous business day’s close price
+£4.54 (+21.17%)
max available period
£21.45
£26.11
12 Dec 23
25 Oct 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
Apple Inc
6.6%
NVIDIA Corp
6.1%
Microsoft Corporation
5.7%
Alphabet Inc
3.8%
Amazon.com Inc.
3.5%
Meta Platforms Inc
2.7%
Berkshire Hathaway Inc.
1.8%
Lilly
1.6%
Broadcom Inc
1.5%
Tesla Inc
1.3%
Walmart Inc
1.2%
JPMorgan Chase & Co.
1.2%
Visa
1.1%
Unitedhealth Group Inc
1.0%
Exxon Mobil Corp.
0.9%
Mastercard Incorporated
0.9%
Oracle Corp.
0.9%
Home Depot, Inc.
0.8%
Procter & Gamble Co.
0.7%
Johnson & Johnson
0.7%
Costco Wholesale Corp
0.7%
Bank Of America Corp.
0.6%
Abbvie Inc
0.6%
Coca‑Cola Co
0.6%
NetFlix Inc
0.6%
Salesforce Inc
0.5%
Chevron USA Inc
0.5%
Merck & Co Inc
0.5%
T‑Mobile US Inc
0.5%
Advanced Micro Devices Inc.
0.5%
PepsiCo Inc
0.4%
Cisco Systems, Inc.
0.4%
Adobe Inc
0.4%
Thermo Fisher
0.4%
McDonald`s Corp
0.4%
International Business Machines Corp.
0.4%
Abbott Laboratories
0.4%
General Electric Co.
0.4%
American Express Co.
0.4%
Caterpillar Inc.
0.4%
Morgan Stanley
0.4%
Danaher Corp.
0.4%
Blackstone Group Inc
0.3%
Qualcomm, Inc.
0.3%
ServiceNow Inc
0.3%
Verizon Communications Inc
0.3%
Texas Instruments Inc.
0.3%
Walt Disney
0.3%
Goldman Sachs Group, Inc.
0.3%
AMGEN Inc.
0.3%
NextEra Energy Inc
0.3%
Intuit Inc
0.3%
Comcast Corp
0.3%
Pfizer Inc.
0.3%
Uber Technologies Inc
0.3%
Intuitive Surgical Inc
0.3%
S&P Global Inc
0.3%
Lowe’s Companies
0.3%
Booking Holdings Inc
0.3%
AT&T, Inc.
0.3%
Progressive Corp.
0.3%
Applied Materials Inc.
0.3%
Union Pacific Corp.
0.3%
Stryker Corp.
0.3%
TJX Companies, Inc.
0.2%
Charles Schwab Corp.
0.2%
Nike, Inc.
0.2%
Arista Networks Inc
0.2%
Boston Scientific Corp.
0.2%
Vertex Pharmaceuticals, Inc.
0.2%
Citigroup Inc
0.2%
KKR & Co. Inc
0.2%
Automatic Data Processing Inc.
0.2%
Micron Technology Inc.
0.2%
Prologis Inc
0.2%
Elevance Health Inc
0.2%
Fiserv, Inc.
0.2%
Palo Alto Networks Inc
0.2%
Deere & Co.
0.2%
United Parcel Service, Inc.
0.2%
Regeneron Pharmaceuticals, Inc.
0.2%
HCA Healthcare Inc
0.2%
Starbucks Corp.
0.2%
Analog Devices Inc.
0.2%
Apollo Global Management Llc
0.2%
Marsh & McLennan Companies Inc
0.2%
Gilead Sciences, Inc.
0.2%
Cigna Group (The)
0.2%
American Tower Corp.
0.2%
Bristol‑Myers Squibb Co.
0.2%
Sherwin‑Williams Co.
0.2%
Mondelez International Inc.
0.2%
Lam Research Corp.
0.2%
Intel Corp.
0.2%
Constellation Energy Corporation
0.2%
Dell Technologies Inc
0.2%
KLA Corp.
0.2%
Intercontinental Exchange Inc
0.2%
Palantir Technologies Inc
0.2%
Zoetis Inc
0.2%
Moody`s Corp.
0.2%
Southern Copper Corporation
0.2%
Airbnb Inc
0.2%
Colgate‑Palmolive Co.
0.2%
CVS Health Corp
0.2%
PayPal Holdings Inc
0.2%
Cintas Corporation
0.2%
Chipotle Mexican Grill
0.2%
Waste Management, Inc.
0.2%
Parker‑Hannifin Corp.
0.1%
Motorola Solutions Inc
0.1%
Equinix Inc
0.1%
Amphenol Corp.
0.1%
Synopsys, Inc.
0.1%
Marriott International, Inc.
0.1%
CME Group Inc
0.1%
Illinois Tool Works, Inc.
0.1%
Ecolab, Inc.
0.1%
3M Co.
0.1%
Target Corp
0.1%
Crowdstrike Holdings Inc
0.1%
U.S. Bancorp.
0.1%
PNC Financial Services Group Inc
0.1%
TransDigm Inc
0.1%
Welltower Inc
0.1%
Becton, Dickinson And Co.
0.1%
Cadence Design Systems, Inc.
0.1%
Ge Vernova When Issued
0.1%
O`Reilly Automotive, Inc.
0.1%
Air Products and Chemicals
0.1%
Fedex Corp
0.1%
Carrier Global Corp
0.1%
General Motors Company
0.1%
Freeport‑McMoRan Inc
0.1%
Fortinet Inc
0.1%
Marvell Technology Inc
0.1%
Emerson Electric Co.
0.1%
D.R. Horton Inc.
0.1%
Metlife Inc
0.1%
Mckesson Corporation
0.1%
Aflac Inc.
0.1%
Williams Companies
0.1%
Enterprise Products Partners L P
0.1%
Bank Of New York Mellon Corp
0.1%
Newmont Corp
0.1%
Arthur J. Gallagher & Co.
0.1%
Autodesk Inc.
0.1%
Workday Inc
0.1%
Republic Services, Inc.
0.1%
Hilton Worldwide Holdings Inc
0.1%
Capital One Financial Corp.
0.1%
Marathon Petroleum Corp
0.1%
Fair, Isaac Corp.
0.1%
Simon Property Group, Inc.
0.1%
Public Storage
0.1%
Truist Financial Corporation
0.1%
United Rentals, Inc.
0.1%
DoorDash Inc
0.1%
Roper Technologies Inc
0.1%
Phillips 66
0.1%
Lennar Corp.
0.1%
American International Group Inc
0.1%
Trade Desk Inc
0.1%
Kinder Morgan Inc
0.1%
Monster Beverage Corp.
< 0.1%
Sempra Energy
< 0.1%
Paccar Inc.
< 0.1%
W W Grainger Inc
< 0.1%
Paychex Inc.
< 0.1%
Fidelity National Information Services, Inc.
< 0.1%
Copart, Inc.
< 0.1%
Oneok Inc.
< 0.1%
Travelers Companies Inc.
< 0.1%
MSCI Inc
< 0.1%
Keurig Dr Pepper Inc
< 0.1%
Autozone Inc.
< 0.1%
Ameriprise Financial Inc
< 0.1%
Charter Communications Inc.
< 0.1%
Amerisource Bergen Corp.
< 0.1%
Ross Stores, Inc.
< 0.1%
AllState
< 0.1%
Kimberly‑Clark Corp.
< 0.1%
Applovin Corp
< 0.1%
Crown Castle Inc
< 0.1%
Prudential Financial Inc.
< 0.1%
Atlassian Corp Class A
< 0.1%
Digital Realty Trust Inc
< 0.1%
Cummins Inc.
< 0.1%
Coinbase Global Inc
< 0.1%
Realty Income Corp.
< 0.1%
Public Service Enterprise Group Inc.
< 0.1%
Coupang Inc
< 0.1%
Kvue
< 0.1%
Valero Energy Corp.
< 0.1%
Gartner, Inc.
< 0.1%
Quanta Services, Inc.
< 0.1%
Howmet Aerospace Inc
< 0.1%
Otis Worldwide Corp
< 0.1%
Ford Motor Co.
< 0.1%
Monolithic Power System Inc
< 0.1%
Kraft Heinz Co
< 0.1%
Nasdaq Inc
< 0.1%
Block Inc
< 0.1%
PG&E Corp.
< 0.1%
MPLX LP
< 0.1%
Old Dominion Freight Line, Inc.
< 0.1%
Fastenal Co.
< 0.1%
Datadog Inc
< 0.1%
Vertiv Holdings Co
< 0.1%
Ingersoll‑Rand Inc
< 0.1%
General Mills, Inc.
< 0.1%
Ge Healthcare Technologies Inc
< 0.1%
Microchip Technology, Inc.
< 0.1%
Constellation Brands Inc
< 0.1%
Agilent Technologies Inc.
< 0.1%
Edwards Lifesciences Corp
< 0.1%
Snowflake Inc
< 0.1%
Corteva Inc
< 0.1%
Exelon Corp.
< 0.1%
Yum Brands Inc.
< 0.1%
IQVIA
< 0.1%
Cognizant Technology Solutions Corp.
< 0.1%
Las Vegas Sands Corp
< 0.1%
Idexx Laboratories, Inc.
< 0.1%
Nucor Corp.
< 0.1%
Hershey Company
< 0.1%
Corning, Inc.
< 0.1%
Verisk Analytics Inc
< 0.1%
Sysco Corp.
< 0.1%
Kroger Co.
< 0.1%
Alnylam Pharmaceuticals Inc
< 0.1%
Centene Corp.
< 0.1%
Discover Financial Services
< 0.1%
Baker Hughes Holdings LLC
< 0.1%
CBRE Group Inc
< 0.1%
Electronic Arts, Inc.
< 0.1%
EBay Inc.
< 0.1%
Equifax, Inc.
< 0.1%
Veeva Systems Inc
< 0.1%
Axon Enterprise Inc
< 0.1%
Iron Mountain Inc.
< 0.1%
Resmed Inc.
< 0.1%
Extra Space Storage Inc.
< 0.1%
HP Inc
< 0.1%
VICI Properties Inc
< 0.1%
Ametek Inc
< 0.1%
Consolidated Edison, Inc.
< 0.1%
Dow Inc
< 0.1%
Delta Air Lines, Inc.
< 0.1%
Hartford Financial Services Group Inc.
< 0.1%
DuPont de Nemours Inc
< 0.1%
Xylem Inc
< 0.1%
Rockwell Automation Inc
< 0.1%
Tractor Supply Co.
< 0.1%
Targa Resources Corp
< 0.1%
Samsara Inc
< 0.1%
Heico Corp.
< 0.1%
Martin Marietta Materials, Inc.
< 0.1%
PPG Industries, Inc.
< 0.1%
Edison International
< 0.1%
Costar Group, Inc.
< 0.1%
Vulcan Materials Co
< 0.1%
Humana Inc.
< 0.1%
Zscaler Inc
< 0.1%
NVR Inc.
< 0.1%
Westinghouse Air Brake Technologies Corp
< 0.1%
M&T Bank Corp
< 0.1%
SBA Communications Corp
< 0.1%
Brown & Brown, Inc.
< 0.1%
State Street Corp.
< 0.1%
PulteGroup Inc
< 0.1%
Deckers Outdoor Corp.
< 0.1%
Cloudflare Inc
< 0.1%
Estée Lauder
< 0.1%
Fifth Third Bancorp
< 0.1%
Archer Daniels Midland Co.
< 0.1%
American Water Works Co. Inc.
< 0.1%
ON Semiconductor Corp.
< 0.1%
Corpay Inc Usd 0.001
< 0.1%
Raymond James Financial, Inc.
< 0.1%
Avalonbay Communities Inc.
< 0.1%
Cardinal Health, Inc.
< 0.1%
Veralto Corp
< 0.1%
Equity Residential
< 0.1%
Entergy Corp.
< 0.1%
Tradeweb Markets Inc
< 0.1%
CDW Corp
< 0.1%
Broadridge Financial Solutions, Inc.
< 0.1%
Ares Management Corp
< 0.1%
Ansys Inc.
< 0.1%
Kellogg Co
< 0.1%
Texas Pacific Land Trust
< 0.1%
Netapp Inc
< 0.1%
Dexcom Inc
< 0.1%
First Citizens BancShares Inc (Delaware)
< 0.1%
Keysight Technologies Inc
< 0.1%
Church & Dwight Co., Inc.
< 0.1%
Hewlett Packard Enterprise Co
< 0.1%
Roblox Corporation
< 0.1%
Take‑Two Interactive Software, Inc.
< 0.1%
Fortive Corp
< 0.1%
Halliburton Co.
< 0.1%
Global Payments, Inc.
< 0.1%
Expedia Group Inc
< 0.1%
Lennox International Inc
< 0.1%
Super Micro Computer Inc
< 0.1%
Builders Firstsource Inc
< 0.1%
Hubbell Inc.
< 0.1%
Tyler Technologies, Inc.
< 0.1%
Ventas Inc
< 0.1%
Dover Corp.
< 0.1%
West Pharmaceutical Services, Inc.
< 0.1%
Illumina Inc
< 0.1%
United Airlines Holdings Inc
< 0.1%
Live Nation Entertainment Inc
< 0.1%
Weyerhaeuser Co.
< 0.1%
Biogen Inc
< 0.1%
Synchrony Financial
< 0.1%
PTC Inc
< 0.1%
Cincinnati Financial Corp.
< 0.1%
Fox
< 0.1%
Principal Financial Group Inc
< 0.1%
Brown‑Forman Corp.
< 0.1%
Rollins, Inc.
< 0.1%
J.B. Hunt Transport Services, Inc.
< 0.1%
Huntington Bancshares, Inc.
< 0.1%
Pinterest Inc
< 0.1%
W. R. Berkley Corp
< 0.1%
HubSpot Inc
< 0.1%
Omnicom Group, Inc.
< 0.1%
Regions Financial Corp.
< 0.1%
Zimmer Biomet Holdings Inc
< 0.1%
Eversource Energy
< 0.1%
Steel Dynamics Inc.
< 0.1%
Moderna Inc
< 0.1%
Erie Indemnity Co.
< 0.1%
LPL Financial Holdings Inc
< 0.1%
Teradyne, Inc.
< 0.1%
Watsco Inc.
< 0.1%
Best Buy Co. Inc.
< 0.1%
Booz Allen Hamilton Holding Corp
< 0.1%
Alexandria Real Estate Equities Inc.
< 0.1%
Godaddy Inc
< 0.1%
Hologic, Inc.
< 0.1%
Clorox Co.
< 0.1%
First Solar Inc
< 0.1%
Waters Corp.
< 0.1%
Darden Restaurants, Inc.
< 0.1%
Expeditors International Of Washington, Inc.
< 0.1%
McCormick & Co., Inc.
< 0.1%
Tyson Foods, Inc.
< 0.1%
Loews Corp.
< 0.1%
Northern Trust Corp.
< 0.1%
Zoom Video Communications Inc
< 0.1%
Invitation Homes Inc
< 0.1%
Liberty Formula One Group Registered Shs Series ‑C‑ Formula One
< 0.1%
Aspen Technology Inc.
< 0.1%
Western Digital Corp.
< 0.1%
MongoDB Inc
< 0.1%
Ball Corp.
< 0.1%
Factset Research Systems Inc.
< 0.1%
Citizens Financial Group Inc
< 0.1%
Corebridge Financial Inc.
< 0.1%
Warner Bros Discovery Inc
< 0.1%
Williams‑Sonoma, Inc.
< 0.1%
Carlisle Companies Inc.
< 0.1%
Insulet Corporation
< 0.1%
Mid‑America Apartment Communities, Inc.
< 0.1%
SS&C Technologies Holdings Inc
< 0.1%
Molina Healthcare Inc
< 0.1%
Centerpoint Energy Inc.
< 0.1%
NortonLifeLock Inc
< 0.1%
Quest Diagnostics, Inc.
< 0.1%
Teledyne Technologies Inc
< 0.1%
Packaging Corp Of America
< 0.1%
Cooper Companies, Inc.
< 0.1%
Laboratory Corp. Of America Holdings
< 0.1%
Southwest Airlines Co
< 0.1%
Align Technology, Inc.
< 0.1%
Atmos Energy Corp.
< 0.1%
Snap Inc
< 0.1%
Avery Dennison Corp.
< 0.1%
Genuine Parts Co.
< 0.1%
Dominos Pizza Inc
< 0.1%
Masco Corp.
< 0.1%
Westlake Chemical Corp
< 0.1%
Stanley Black & Decker Inc
< 0.1%
IDEX
< 0.1%
Manhattan Associates, Inc.
< 0.1%
Akamai Technologies Inc
< 0.1%
Dollar General Corp.
< 0.1%
DraftKings Inc
< 0.1%
Sun Communities, Inc.
< 0.1%
Hormel Foods Corp.
< 0.1%
Baxter International Inc.
< 0.1%
Reliance Steel & Aluminum Co.
< 0.1%
RPM International, Inc.
< 0.1%
Avantor
< 0.1%
Carlyle Group Inc
< 0.1%
Skyworks Solutions, Inc.
< 0.1%
Keycorp
< 0.1%
International Paper Co.
< 0.1%
Warner Music Group Corp
< 0.1%
Dynatrace Inc
< 0.1%
Fidelity National Financial Inc
< 0.1%
Owens Corning
< 0.1%
Zebra Technologies Corp.
< 0.1%
Verisign Inc.
< 0.1%
Pool
< 0.1%
Ulta Beauty Inc
< 0.1%
Jabil Inc
< 0.1%
Essex Property Trust, Inc.
< 0.1%
Markel Corp
< 0.1%
MGM Resorts International
< 0.1%
Bentley Systems Inc
< 0.1%
Morningstar Inc
< 0.1%
Graco Inc.
< 0.1%
News Corp
< 0.1%
Dollar Tree Inc
< 0.1%
Kimco Realty Corporation
< 0.1%
CF Industries Holdings Inc
< 0.1%
Campbell Soup Co.
< 0.1%
Incyte Corp.
< 0.1%
Conagra Brands Inc
< 0.1%
AECOM
< 0.1%
Avangrid Inc
< 0.1%
Gaming and Leisure Properties Inc
< 0.1%
Entegris Inc
< 0.1%
Hyatt Hotels Corporation
< 0.1%
American Homes 4 Rent
< 0.1%
WP Carey Inc
< 0.1%
Snap‑on, Inc.
< 0.1%
Albemarle Corp.
< 0.1%
Host Hotels & Resorts Inc
< 0.1%
Interpublic Group of Companies Inc
< 0.1%
Twilio Inc
< 0.1%
Biomarin Pharmaceutical Inc.
< 0.1%
Enphase Energy Inc
< 0.1%
Equity Lifestyle Properties Inc.
< 0.1%
Molson Coors Beverage Company
< 0.1%
Nordson Corp.
< 0.1%
Franklin Resources, Inc.
< 0.1%
Sirius XM Holdings Inc
< 0.1%
Liberty Broadband Corp
< 0.1%
Albertsons Companies Inc
< 0.1%
LKQ Corp
< 0.1%
Roku Inc
< 0.1%
Walgreens Boots Alliance Inc
< 0.1%
Solventum Corp
< 0.1%
Rivian Automotive Inc
< 0.1%
Lamb Weston Holdings Inc
< 0.1%
EPAM Systems Inc
< 0.1%
Unity Software Inc
< 0.1%
Celsius Holdings Inc
< 0.1%
UiPath Inc
< 0.1%
Others
9.1%
No holdings found.
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North America
89.5%
UK
0.1%
Europe ex‑UK
< 0.1%
Rest of the World
10.2%
Technology
26.5%
Industrial
25.2%
Financial
13.9%
Consumer
10.8%
Healthcare
5.0%
Property
1.5%
Energy
1.3%
Mining
0.6%
Sector ‐ Other
15.2%
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