WisdomTree (UK) Performance

3USL Etf   152.28  2.53  1.69%   
The entity maintains a market beta of 1.36, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, WisdomTree will likely underperform.

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree SP 500 are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, WisdomTree is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
  

WisdomTree Relative Risk vs. Return Landscape

If you would invest  14,569  in WisdomTree SP 500 on November 5, 2025 and sell it today you would earn a total of  659.00  from holding WisdomTree SP 500 or generate 4.52% return on investment over 90 days. WisdomTree SP 500 is generating 0.0943% of daily returns and assumes 2.1067% volatility on return distribution over the 90 days horizon. Simply put, 18% of etfs are less volatile than WisdomTree, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon WisdomTree is expected to generate 2.78 times more return on investment than the market. However, the company is 2.78 times more volatile than its market benchmark. It trades about 0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of risk.
Below is the normalized historical share price chart for WisdomTree SP 500 extending back to December 27, 2012. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of WisdomTree stands at 152.28, as last reported on the 3rd of February, with the highest price reaching 152.51 and the lowest price hitting 145.48 during the day.
3 y Volatility
37.01
200 Day MA
128.6902
1 y Volatility
34.55
50 Day MA
147.7464
Inception Date
2012-12-13
 
Yuan Drop
 
Covid
 
Interest Hikes

WisdomTree Target Price Odds to finish over Current Price

The tendency of WisdomTree Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 152.28 90 days 152.28 
about 11.75
Based on a normal probability distribution, the odds of WisdomTree to move above the current price in 90 days from now is about 11.75 (This WisdomTree SP 500 probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon the etf has the beta coefficient of 1.36 . This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, WisdomTree will likely underperform. Additionally WisdomTree SP 500 has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   WisdomTree Price Density   
       Price  

Predictive Modules for WisdomTree

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as WisdomTree SP 500. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
150.17152.28154.39
Details
Intrinsic
Valuation
LowRealHigh
147.55149.66167.51
Details
Naive
Forecast
LowNextHigh
149.20151.31153.42
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
145.12150.00154.88
Details

WisdomTree Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. WisdomTree is not an exception. The market had few large corrections towards the WisdomTree's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold WisdomTree SP 500, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of WisdomTree within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.06
β
Beta against Dow Jones1.36
σ
Overall volatility
5.01
Ir
Information ratio -0.02

WisdomTree Fundamentals Growth

WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree, and WisdomTree fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Etf performance.

About WisdomTree Performance

Assessing WisdomTree's fundamental ratios provides investors with valuable insights into WisdomTree's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
WisdomTree is entity of United Kingdom. It is traded as Etf on LSE exchange.