WisdomTree International Adaptive Moving Average Fund

Frequently Asked Questions About WIMA

What does WIMA invest in?

WIMA is passively managed, providing adaptive exposure to US t-bills and international stocks ex-NA. The fund utilizes a trend-following signal based on a 200-day moving average crossover, where the ratio of the indexs current price to its 200-day average determines the allocation. If the ratio remains above 1.01 for two days, the portfolio fully allocates to stocks. Conversely, a ratio of 1.01 or below shifts it to T-bills. The fund also incorporates a breadth overlay that can trigger an early re-entry into equities. If more than 15% of the index constituents trade above their own 200-day averages, even while the system is allocated to T-bills. Additionally, a 5% stop-loss triggers a rebalance back into treasuries if the market declines sharply following an equity allocation. WIMA may use futures, ETFs, money market instruments, and cash equivalents to obtain or hedge exposure. Because the strategy adjusts allocations actively and frequently, a high portfolio turnover is expected.

What is the expense ratio of WIMA?

WisdomTree International Adaptive Moving Average Fund (WIMA) charges an expense ratio of 0.42%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WIMA?

WisdomTree International Adaptive Moving Average Fund (WIMA) manages $72.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WIMA actively managed or an index fund?

WIMA's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WIMA launched?

WisdomTree International Adaptive Moving Average Fund (WIMA) launched in March 2026 and is managed by WisdomTree.

How has WIMA performed?

WIMA's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.