Wisdomtree 9060 Balanced Etf Profile
| NTSX Etf | USD 55.05 0.54 0.97% |
PerformanceWeak
| Odds Of DistressLow
|
WisdomTree 9060 is trading at 55.05 as of the 5th of February 2026; that is 0.97 percent decrease since the beginning of the trading day. The etf's open price was 55.59. WisdomTree 9060 has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. The performance scores are derived for the period starting the 7th of November 2025 and ending today, the 5th of February 2026. Click here to learn more.
It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Wisdomtree is traded on NYSEARCA Exchange in the United States. More on WisdomTree 9060 Balanced
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WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Asset Allocation ETFs, Target Outcome ETFs, Multi-Asset Leveraged, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2018-08-02 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.29 Billion |
| Average Trading Volume | 92,393 |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Marlene Walker-Smith, David France, Todd Frysinger, Vlasta Sheremeta, Michael Stoll |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 510 |
| Market Maker | Jane Street |
| Total Expense | 0.2 |
| Management Fee | 0.2 |
| Country Name | USA |
| Returns Y T D | 0.61 |
| Name | WisdomTree 9060 US Balanced |
| Currency Code | USD |
| Open Figi | BBG00LLPH5Y7 |
| In Threey Volatility | 13.24 |
| 1y Volatility | 10.23 |
| 200 Day M A | 51.8818 |
| 50 Day M A | 55.1242 |
| Code | NTSX |
| Updated At | 5th of February 2026 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 1.12 |
WisdomTree 9060 Balanced [NTSX] is traded in USA and was established 2018-08-02. The fund is listed under Multi-Asset Leveraged category and is part of WisdomTree family. The entity is thematically classified as Asset Allocation ETFs. WisdomTree 9060 Balanced now have 644.33 M in assets. , while the total return for the last 3 years was 18.6%.
Check WisdomTree 9060 Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree 9060 Balanced Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree 9060 Balanced Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree 9060. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.5505 | |||
| Standard Deviation | 0.7218 | |||
| Variance | 0.521 | |||
| Risk Adjusted Performance | (0.01) |
WisdomTree 9060 Balanced Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. WisdomTree 9060 Balanced Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe WisdomTree 9060 price patterns.
WisdomTree 9060 Against Markets
WisdomTree Etf Analysis Notes
WisdomTree 9060 is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 510 constituents with avarage daily trading value of 92.4 K. The fund charges 0.2 percent management fee with a total expences of 0.2 percent of total asset. The fund last dividend was 0.037 per share. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Wisdomtree is traded on NYSEARCA Exchange in the United States. To find out more about WisdomTree 9060 Balanced contact the company at NA.WisdomTree 9060 Thematic Classifications
In addition to having WisdomTree 9060 etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Asset Allocation ETFsUSA ETFs from Asset Allocation clasification | |
| Target Outcome ETFsUSA ETFs from Target Outcome clasification |
Management Efficiency
WisdomTree 9060's management efficiency ratios could be used to measure how well WisdomTree 9060 manages its routine affairs as well as how well it operates its assets and liabilities.Leadership at WisdomTree 9060 emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Returns 3 Y 18.66 | Returns 5 Y 9.46 | Returns 1 Y 15.26 | Total Assets 1.3 B | Yield 1.13 |
Top WisdomTree 9060 Balanced Etf Constituents
Institutional Etf Holders for WisdomTree 9060
Have you ever been surprised when a price of an equity instrument such as WisdomTree 9060 is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WisdomTree 9060 Balanced backward and forwards among themselves. WisdomTree 9060's institutional investor refers to the entity that pools money to purchase WisdomTree 9060's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although WisdomTree 9060's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses. WisdomTree 9060 Outstanding Bonds
WisdomTree 9060 issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WisdomTree 9060 Balanced uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WisdomTree bonds can be classified according to their maturity, which is the date when WisdomTree 9060 Balanced has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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WisdomTree 9060 Predictive Daily Indicators
WisdomTree 9060 intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WisdomTree 9060 etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
WisdomTree 9060 Forecast Models
WisdomTree 9060's time-series forecasting models are one of many WisdomTree 9060's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WisdomTree 9060's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in WisdomTree 9060 Balanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Investors evaluate WisdomTree 9060 Balanced using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating WisdomTree 9060's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause WisdomTree 9060's market price to deviate significantly from intrinsic value.
It's important to distinguish between WisdomTree 9060's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding WisdomTree 9060 should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, WisdomTree 9060's market price signifies the transaction level at which participants voluntarily complete trades.