WisdomTree Correlations

WT Stock

16.23 0.22 1.34%

The current 90-days correlation between WisdomTree and Acadian Asset Management is 0.14 (i.e., Average diversification). The correlation of WisdomTree is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

WisdomTree Correlation With Market

Poor diversification

The correlation between WisdomTree and DJI is 0.77 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree and DJI in the same portfolio, assuming nothing else is changed.

Build AI portfolio with WisdomTree Stock

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in poverty.

For more information on how to buy WisdomTree Stock please use our How to Invest in WisdomTree guide.

Moving together with WisdomTree Stock

0.74	LBS	Life Banc Split	Pair Corr
0.92	DFN	Dividend 15 Split	Pair Corr
0.82	CSOC-A	Canso Select Opportu	Pair Corr
0.94	DGS	Dividend Growth Split	Pair Corr
0.87	ASA	ASA Gold	Pair Corr
0.64	BTI	Bailador Technology	Pair Corr
0.78	HRZN	Horizon Technology	Pair Corr
0.79	SBC	Brompton Split Banc	Pair Corr
0.77	URB-A	Urbana	Pair Corr
0.78	LCS	Brompton Lifeco Split Split	Pair Corr
0.68	URB	Urbana	Pair Corr
0.66	BBDC	Barings BDC	Pair Corr
0.91	PWI	Sustainable Power	Pair Corr
0.97	TRIN	Trinity Capital	Pair Corr
0.82	CSWC	Capital Southwest	Pair Corr
0.78	JNJ	Johnson Johnson	Pair Corr

Moving against WisdomTree Stock

0.6	NMFC	New Mountain Finance	Pair Corr
0.52	MFIC	MidCap Financial Inv	Pair Corr
0.71	MSFT	Microsoft	Pair Corr
0.65	MMM	3M Company	Pair Corr
0.34	NVNIW	Nvni Group Limited	Pair Corr
0.33	T	ATT Inc Aggressive Push	Pair Corr

Related Correlations Analysis

	AAMI	TY	GRAB	OXLC	GAM	CET	PACS	NIC	NWBI	TSLX
AAMI		-0.31	-0.76	0.15	0.91	0.87	0.63	0.75	0.65	0.66	AAMI
TY	-0.31		0.47	0.09	-0.25	-0.36	-0.47	-0.15	-0.38	-0.12	TY
GRAB	-0.76	0.47		0.18	-0.81	-0.79	-0.73	-0.77	-0.68	-0.32	GRAB
OXLC	0.15	0.09	0.18		0.15	0.17	0.19	-0.24	-0.16	0.51	OXLC
GAM	0.91	-0.25	-0.81	0.15		0.97	0.8	0.74	0.72	0.59	GAM
CET	0.87	-0.36	-0.79	0.17	0.97		0.86	0.7	0.76	0.59	CET
PACS	0.63	-0.47	-0.73	0.19	0.8	0.86		0.43	0.66	0.54	PACS
NIC	0.75	-0.15	-0.77	-0.24	0.74	0.7	0.43		0.78	0.35	NIC
NWBI	0.65	-0.38	-0.68	-0.16	0.72	0.76	0.66	0.78		0.46	NWBI
TSLX	0.66	-0.12	-0.32	0.51	0.59	0.59	0.54	0.35	0.46		TSLX
	AAMI	TY	GRAB	OXLC	GAM	CET	PACS	NIC	NWBI	TSLX

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

CET	+ 0.97	GAM
GAM	+ 0.91	AAMI
CET	+ 0.87	AAMI
PACS	+ 0.86	CET
PACS	+ 0.8	GAM
NWBI	+ 0.78	NIC

High negative correlations

GAM	- 0.81	GRAB
CET	- 0.79	GRAB
NIC	- 0.77	GRAB
GRAB	- 0.76	AAMI
PACS	- 0.73	GRAB
NWBI	- 0.68	GRAB

Risk-Adjusted Indicators

There is a big difference between WisdomTree Stock performing well and WisdomTree Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze WisdomTree's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AAMI	1.62	0.02	0.02	0.07	2.66	(1.52)	3.38	(3.91)	12.39
TY	0.54	(0.08)	0.00	(0.08)	0.00	0.00	1.04	(0.89)	7.86
GRAB	1.87	(0.57)	0.00	(0.51)	0.00	0.00	3.54	(4.32)	12.33
OXLC	1.60	(0.34)	0.00	(0.33)	0.00	0.00	2.53	(3.64)	20.96
GAM	0.44	0.05	0.05	0.16	0.35	(0.49)	1.04	(0.83)	2.57
CET	0.53	0.07	0.08	0.15	0.48	(0.60)	1.13	(1.05)	3.06
PACS	4.55	2.00	0.55	14.67	2.41	(5.64)	8.95	(6.63)	63.26
NIC	1.37	0.33	0.23	0.35	1.06	(1.62)	3.09	(2.36)	13.07
NWBI	1.13	0.18	0.13	0.42	1.02	(1.31)	3.66	(1.44)	7.37
TSLX	0.97	(0.12)	0.00	(0.12)	0.00	0.00	2.13	(2.57)	5.99

WisdomTree Corporate Management

Marci Frankenthaler	Chief Secretary	Profile
Alexis Marinof	Chief Europe	Profile
Bryan Edmiston	Chief Officer	Profile
Will Abbott	Head Distribution	Profile
Peter JD	Senior Officer	Profile
Bryan CPA	Chief Officer	Profile
Jonathan Steinberg	CEO Founder	Profile

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