- What are the top holdings of WIMA?
- A machine-readable holdings disclosure for WisdomTree International Adaptive Moving Average Fund (WIMA) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does WIMA invest in?
- WisdomTree International Adaptive Moving Average Fund (WIMA) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is WIMA most exposed to?
- WIMA's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is WIMA a US-only fund?
- The country allocation card on this page shows WIMA's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- 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.
