WisdomTree US Efficient Core
Large US companies
(WTEF)
£28.30
Previous business day’s close price
+£6.86 (+31.97%)
max available period
£21.45
£28.30
12 Dec 23
17 Jan 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
6.3%
NVIDIA Corp
6.2%
Microsoft Corporation
5.3%
Amazon.com Inc.
3.8%
Alphabet Inc
3.7%
Meta Platforms Inc
2.2%
Tesla Inc
2.0%
Berkshire Hathaway Inc.
1.8%
Broadcom Inc
1.7%
Lilly
1.3%
Walmart Inc
1.3%
JPMorgan Chase & Co.
1.3%
Visa
0.9%
Unitedhealth Group Inc
0.9%
Exxon Mobil Corp.
0.9%
Mastercard Incorporated
0.9%
Oracle Corp.
0.8%
Procter & Gamble Co.
0.7%
Costco Wholesale Corp
0.7%
Home Depot, Inc.
0.7%
NetFlix Inc
0.6%
Johnson & Johnson
0.6%
Bank Of America Corp.
0.6%
Abbvie Inc
0.6%
Salesforce Inc
0.5%
Chevron USA Inc
0.5%
T‑Mobile US Inc
0.5%
Coca‑Cola Co
0.5%
Wells Fargo & Co.
0.4%
Merck & Co Inc
0.4%
Cisco Systems, Inc.
0.4%
American Express Co.
0.4%
Accenture plc
0.4%
PepsiCo Inc
0.4%
Advanced Micro Devices Inc.
0.4%
ServiceNow Inc
0.4%
Morgan Stanley
0.4%
McDonald`s Corp
0.4%
International Business Machines Corp.
0.4%
Linde Plc
0.4%
Abbott Laboratories
0.4%
Walt Disney
0.4%
Thermo Fisher
0.4%
General Electric Co.
0.3%
Goldman Sachs Group, Inc.
0.3%
Intuitive Surgical Inc
0.3%
Caterpillar Inc.
0.3%
Texas Instruments Inc.
0.3%
Intuit Inc
0.3%
Adobe Inc
0.3%
Qualcomm, Inc.
0.3%
Verizon Communications Inc
0.3%
Danaher Corp.
0.3%
S&P Global Inc
0.3%
Booking Holdings Inc
0.3%
AT&T, Inc.
0.3%
Comcast Corp
0.3%
NextEra Energy Inc
0.3%
Palantir Technologies Inc
0.3%
Progressive Corp.
0.3%
Pfizer Inc.
0.3%
Uber Technologies Inc
0.3%
Union Pacific Corp.
0.3%
KKR & Co. Inc
0.3%
Blackrock Funding Incde Usd Npv
0.3%
Arista Networks Inc
0.3%
Lowe’s Companies
0.3%
Applied Materials Inc.
0.3%
Stryker Corp.
0.2%
AMGEN Inc.
0.2%
TJX Companies, Inc.
0.2%
Eaton Corporation plc
0.2%
Citigroup Inc
0.2%
Boston Scientific Corp.
0.2%
Charles Schwab Corp.
0.2%
Blackstone Group Inc
0.2%
Fiserv, Inc.
0.2%
Deere & Co.
0.2%
Automatic Data Processing Inc.
0.2%
Palo Alto Networks Inc
0.2%
Gilead Sciences, Inc.
0.2%
Chubb Limited
0.2%
Bristol‑Myers Squibb Co.
0.2%
Medtronic Plc
0.2%
Marsh & McLennan Companies Inc
0.2%
Vertex Pharmaceuticals, Inc.
0.2%
Analog Devices Inc.
0.2%
United Parcel Service, Inc.
0.2%
Starbucks Corp.
0.2%
Applovin Corp
0.2%
Intel Corp.
0.2%
Apollo Global Management Llc
0.2%
MercadoLibre Inc
0.2%
Prologis Inc
0.2%
PayPal Holdings Inc
0.2%
Equinix Inc
0.2%
Ge Vernova When Issued
0.2%
Micron Technology Inc.
0.2%
Lam Research Corp.
0.2%
Trane Technologies plc
0.2%
KLA Corp.
0.2%
Moody`s Corp.
0.2%
Nike, Inc.
0.2%
Sherwin‑Williams Co.
0.2%
Marvell Technology Inc
0.2%
American Tower Corp.
0.2%
Waste Management, Inc.
0.2%
Elevance Health Inc
0.2%
Amphenol Corp.
0.2%
Constellation Energy Corporation
0.2%
Intercontinental Exchange Inc
0.2%
Synopsys, Inc.
0.1%
Mondelez International Inc.
0.1%
Cadence Design Systems, Inc.
0.1%
Parker‑Hannifin Corp.
0.1%
Crowdstrike Holdings Inc
0.1%
Aon
0.1%
PNC Financial Services Group Inc
0.1%
Cintas Corporation
0.1%
CME Group Inc
0.1%
Mckesson Corporation
0.1%
Cigna Group (The)
0.1%
Chipotle Mexican Grill
0.1%
HCA Healthcare Inc
0.1%
Marriott International, Inc.
0.1%
U.S. Bancorp.
0.1%
Welltower Inc
0.1%
Illinois Tool Works, Inc.
0.1%
Motorola Solutions Inc
0.1%
Fortinet Inc
0.1%
3M Co.
0.1%
Colgate‑Palmolive Co.
0.1%
Fedex Corp
0.1%
Zoetis Inc
0.1%
TransDigm Inc
0.1%
Regeneron Pharmaceuticals, Inc.
0.1%
Williams Companies
0.1%
Capital One Financial Corp.
0.1%
Emerson Electric Co.
0.1%
DoorDash Inc
0.1%
CRH Plc
0.1%
O`Reilly Automotive, Inc.
0.1%
Air Products and Chemicals
0.1%
Arthur J. Gallagher & Co.
0.1%
Carrier Global Corp
0.1%
Oneok Inc.
0.1%
Ecolab, Inc.
0.1%
Hilton Worldwide Holdings Inc
0.1%
Microstrategy Inc.
0.1%
Kinder Morgan Inc
0.1%
Becton, Dickinson And Co.
0.1%
Digital Realty Trust Inc
0.1%
Republic Services, Inc.
0.1%
General Motors Company
0.1%
Target Corp
0.1%
Travelers Companies Inc.
0.1%
Truist Financial Corporation
0.1%
Aflac Inc.
0.1%
Airbnb Inc
0.1%
Metlife Inc
0.1%
Autozone Inc.
0.1%
Bank Of New York Mellon Corp
0.1%
Roper Technologies Inc
0.1%
Coinbase Global Inc
0.1%
CVS Health Corp
0.1%
Sempra Energy
0.1%
Copart, Inc.
0.1%
Autodesk Inc.
0.1%
SLB
< 0.1%
Simon Property Group, Inc.
< 0.1%
Royal Caribbean Cruises Ltd
< 0.1%
Paccar Inc.
< 0.1%
Monster Beverage Corp.
< 0.1%
Trade Desk Inc
< 0.1%
Freeport‑McMoRan Inc
< 0.1%
Cheniere Energy Inc.
< 0.1%
Ross Stores, Inc.
< 0.1%
NXP Semiconductors NV
< 0.1%
Public Storage
< 0.1%
Ameriprise Financial Inc
< 0.1%
Block Inc
< 0.1%
Marathon Petroleum Corp
< 0.1%
Charter Communications Inc.
< 0.1%
Johnson Controls
< 0.1%
W W Grainger Inc
< 0.1%
Cummins Inc.
< 0.1%
Snowflake Inc
< 0.1%
Phillips 66
< 0.1%
Fair, Isaac Corp.
< 0.1%
AllState
< 0.1%
American International Group Inc
< 0.1%
Vertiv Holdings Co
< 0.1%
Howmet Aerospace Inc
< 0.1%
Paychex Inc.
< 0.1%
Fidelity National Information Services, Inc.
< 0.1%
D.R. Horton Inc.
< 0.1%
United Rentals, Inc.
< 0.1%
MSCI Inc
< 0.1%
Nasdaq Inc
< 0.1%
Realty Income Corp.
< 0.1%
Quanta Services, Inc.
< 0.1%
Workday Inc
< 0.1%
Axon Enterprise Inc
< 0.1%
Datadog Inc
< 0.1%
Discover Financial Services
< 0.1%
Kimberly‑Clark Corp.
< 0.1%
Edwards Lifesciences Corp
< 0.1%
Public Service Enterprise Group Inc.
< 0.1%
Flutter Entertainment Plc
< 0.1%
Baker Hughes Holdings LLC
< 0.1%
PG&E Corp.
< 0.1%
Amerisource Bergen Corp.
< 0.1%
Newmont Corp
< 0.1%
Waste Connections
< 0.1%
Kroger Co.
< 0.1%
Valero Energy Corp.
< 0.1%
Prudential Financial Inc.
< 0.1%
Agilent Technologies Inc.
< 0.1%
Corning, Inc.
< 0.1%
Coupang Inc
< 0.1%
Ford Motor Co.
< 0.1%
Fastenal Co.
< 0.1%
Targa Resources Corp
< 0.1%
Te Connectivity Plc
< 0.1%
Otis Worldwide Corp
< 0.1%
CBRE Group Inc
< 0.1%
Keurig Dr Pepper Inc
< 0.1%
Kvue
< 0.1%
Cognizant Technology Solutions Corp.
< 0.1%
Verisk Analytics Inc
< 0.1%
Old Dominion Freight Line, Inc.
< 0.1%
Dell Technologies Inc
< 0.1%
Crown Castle Inc
< 0.1%
Atlassian Corp Class A
< 0.1%
Ametek Inc
< 0.1%
Corteva Inc
< 0.1%
General Mills, Inc.
< 0.1%
Constellation Brands Inc
< 0.1%
Kraft Heinz Co
< 0.1%
Delta Air Lines, Inc.
< 0.1%
Ge Healthcare Technologies Inc
< 0.1%
Electronic Arts, Inc.
< 0.1%
Exelon Corp.
< 0.1%
Gartner, Inc.
< 0.1%
Lennar Corp.
< 0.1%
Ferguson Enterprises Inc Common Stock Usd.0001
< 0.1%
Garmin Ltd
< 0.1%
Las Vegas Sands Corp
< 0.1%
Sysco Corp.
< 0.1%
Ingersoll‑Rand Inc
< 0.1%
Yum Brands Inc.
< 0.1%
Roblox Corporation
< 0.1%
Centene Corp.
< 0.1%
IQVIA
< 0.1%
Martin Marietta Materials, Inc.
< 0.1%
Raymond James Financial, Inc.
< 0.1%
Humana Inc.
< 0.1%
Arch Capital Group Ltd
< 0.1%
Avalonbay Communities Inc.
< 0.1%
Vulcan Materials Co
< 0.1%
Cloudflare Inc
< 0.1%
Entergy Corp.
< 0.1%
Hartford Financial Services Group Inc.
< 0.1%
M&T Bank Corp
< 0.1%
United Airlines Holdings Inc
< 0.1%
Veeva Systems Inc
< 0.1%
HP Inc
< 0.1%
Westinghouse Air Brake Technologies Corp
< 0.1%
Equifax, Inc.
< 0.1%
VICI Properties Inc
< 0.1%
Lululemon Athletica inc.
< 0.1%
Extra Space Storage Inc.
< 0.1%
Take‑Two Interactive Software, Inc.
< 0.1%
Microchip Technology, Inc.
< 0.1%
Iron Mountain Inc.
< 0.1%
Resmed Inc.
< 0.1%
Idexx Laboratories, Inc.
< 0.1%
Rockwell Automation Inc
< 0.1%
Dexcom Inc
< 0.1%
DuPont de Nemours Inc
< 0.1%
Ares Management Corp
< 0.1%
Costar Group, Inc.
< 0.1%
Edison International
< 0.1%
Cardinal Health, Inc.
< 0.1%
Consolidated Edison, Inc.
< 0.1%
Heico Corp.
< 0.1%
Texas Pacific Land Trust
< 0.1%
Brown & Brown, Inc.
< 0.1%
Alnylam Pharmaceuticals Inc
< 0.1%
HubSpot Inc
< 0.1%
Xylem Inc
< 0.1%
EBay Inc.
< 0.1%
Monolithic Power System Inc
< 0.1%
Nucor Corp.
< 0.1%
Willis Towers Watson
< 0.1%
Fifth Third Bancorp
< 0.1%
Ansys Inc.
< 0.1%
Global Payments, Inc.
< 0.1%
Deckers Outdoor Corp.
< 0.1%
Synchrony Financial
< 0.1%
Robinhood Markets Inc
< 0.1%
Hewlett Packard Enterprise Co
< 0.1%
Keysight Technologies Inc
< 0.1%
State Street Corp.
< 0.1%
Kellogg Co
< 0.1%
Live Nation Entertainment Inc
< 0.1%
ON Semiconductor Corp.
< 0.1%
Equity Residential
< 0.1%
First Citizens BancShares Inc (Delaware)
< 0.1%
Dow Inc
< 0.1%
Church & Dwight Co., Inc.
< 0.1%
Warner Bros Discovery Inc
< 0.1%
Zscaler Inc
< 0.1%
Fortive Corp
< 0.1%
American Water Works Co. Inc.
< 0.1%
Markel Corp
< 0.1%
Veralto Corp
< 0.1%
Carnival Corp.
< 0.1%
Smurfit Westrock Plc
< 0.1%
Archer Daniels Midland Co.
< 0.1%
Godaddy Inc
< 0.1%
Tractor Supply Co.
< 0.1%
Broadridge Financial Solutions, Inc.
< 0.1%
Expedia Group Inc
< 0.1%
Williams‑Sonoma, Inc.
< 0.1%
Netapp Inc
< 0.1%
Corpay Inc Usd 0.001
< 0.1%
Tyler Technologies, Inc.
< 0.1%
Halliburton Co.
< 0.1%
PPG Industries, Inc.
< 0.1%
Cincinnati Financial Corp.
< 0.1%
Hershey Company
< 0.1%
LyondellBasell Industries NV
< 0.1%
Dover Corp.
< 0.1%
Darden Restaurants, Inc.
< 0.1%
Huntington Bancshares, 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%
PulteGroup Inc
< 0.1%
LPL Financial Holdings Inc
< 0.1%
Illumina Inc
< 0.1%
Atmos Energy Corp.
< 0.1%
Hubbell Inc.
< 0.1%
Ventas Inc
< 0.1%
CDW Corp
< 0.1%
Teradyne, Inc.
< 0.1%
Zimmer Biomet Holdings Inc
< 0.1%
W. R. Berkley Corp
< 0.1%
Regions Financial Corp.
< 0.1%
Northern Trust Corp.
< 0.1%
Rollins, Inc.
< 0.1%
Lennox International Inc
< 0.1%
Fox
< 0.1%
Carvana Co.
< 0.1%
Citizens Financial Group Inc
< 0.1%
Clorox Co.
< 0.1%
Zoom Video Communications Inc
< 0.1%
Weyerhaeuser Co.
< 0.1%
Waters Corp.
< 0.1%
Watsco Inc.
< 0.1%
Centerpoint Energy Inc.
< 0.1%
Factset Research Systems Inc.
< 0.1%
NVR Inc.
< 0.1%
SBA Communications Corp
< 0.1%
Emcor Group, Inc.
< 0.1%
Southwest Airlines Co
< 0.1%
NRG Energy Inc.
< 0.1%
Essex Property Trust, Inc.
< 0.1%
Principal Financial Group Inc
< 0.1%
Mid‑America Apartment Communities, Inc.
< 0.1%
Tyson Foods, Inc.
< 0.1%
Interactive Brokers Group Inc
< 0.1%
Corebridge Financial Inc.
< 0.1%
Teledyne Technologies Inc
< 0.1%
Eversource Energy
< 0.1%
Laboratory Corp. Of America Holdings
< 0.1%
Biogen Inc
< 0.1%
SS&C Technologies Holdings Inc
< 0.1%
McCormick & Co., Inc.
< 0.1%
Insulet Corporation
< 0.1%
Steel Dynamics Inc.
< 0.1%
Twilio Inc
< 0.1%
Packaging Corp Of America
< 0.1%
Western Digital Corp.
< 0.1%
Invitation Homes Inc
< 0.1%
NortonLifeLock Inc
< 0.1%
Hologic, Inc.
< 0.1%
Cboe Global Markets Inc.
< 0.1%
MongoDB Inc
< 0.1%
Toast Inc
< 0.1%
Builders Firstsource Inc
< 0.1%
Ulta Beauty Inc
< 0.1%
Omnicom Group, Inc.
< 0.1%
First Solar Inc
< 0.1%
Natera Inc
< 0.1%
Seagate Technology Plc
< 0.1%
US Foods Holding Corp
< 0.1%