WisdomTree, Inc. (1WT)
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2 WisdomTree Income ETFs For Retirement Income
Key Points Inflation and loss of buying power is one of the greatest concerns among retirees living on fixed incomes. ETFs combinations that can deliver income, protect against inflation, and show upside appreciation is a win-win package that most investors will welcome. WisdomTree’s ETF menu can also offer strong dividend income, capital appreciation, and inflation protection via precious metals among its selections. Are you ahead or behind on retirement? Are you intimidated by your lack of investment knowledge when it comes to your portfolio? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted and must act in your best interests. Don’t waste another minute – get started by clicking here.(Sponsor) According to the Senior Citizens League, loss of buying power is the #1 concern facing retirees in the US, with 92% listing it among their greatest fears in a recent survey. When retirees are living on a fixed income tied to a retirement portfolio, the erosion of buying power through inflation or a market downturn that erodes principal funds can be devastating. Retirees who want to live out their golden years without undue worries about finances will ideally benefit from a portfolio that combines the following elements: Solid income Inflation mitigation Capital appreciation Nailing this investment trifecta ideal on a consistent and foolproof basis is something that has eluded many financial planners, although many have attained at least 2 out of the 3 often enough to build successful practices. Exchange Traded Funds (ETFs) are an asset class that track specific market indices and can help to reach that goal on a mix-and-match basis to suit a wide range of investor objectives and risk tolerances. Founded in 1985, New York headquartered WisdomTree Investments has parlayed its ETF product and asset management skills into an 84 ETF strong catalog and $125.4 billion in total global assets under management. While many portfolios will typically track the S&P 500 Index and the Nasdaq 100 for growth, with the S&P 500 High Dividend Index or the 10-year US Treasury bond for yields, there are two (2) WisdomTree selections that are outside the norm that can contribute nicely to a retirement portfolio and to supply one of the missing legs of the trifecta: WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM) WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (CBOE: GDMN) WisdomTree Emerging Markets High Dividend Fund Saudi Arabian Oil Company (better known as ARAMCO) stock is the fifth largest holding in the DEM portfolio. While US GDP growth is expected to grow between 1.7% to 2.7%, according to JP Morgan, other economists anticipate that Emerging Market GDP growth is likely to exceed 4%. The WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM) was created to capitalize on the emerging market opportunities that often are only covered in their respective nations and receive little to any international news coverage. Tracking WisdomTree’s Emerging Markets High Dividend Index, DEM focuses on the highest dividend yielding stocks among the various emerging market exchanges. Many of the names in its portfolio are familiar, but more oriented in energy, commodities, construction, and finance, as opposed to healthcare, for example. Category As of time of this writing: Yield 5.14% Net Assets $2.92 Billion Beta 0.86 Expense Ratio 0.63% Inception date 7-13-2007 Average Daily Volume 249,508 shares 1-year Return 6.88% 3-year Return 8.41% 5-year Return 10.79% 10-year Return 5.04% Total Holdings 488 Sectorwise, DEM is weighted most heavily towards the following industries: Financial Services – 28.30% Energy – 12.07% Technology – 11.06% Basic Materials – 10.51% Industrials – 8.67% The top 5 largest holdings in the DEM portfolio are: China Construction Bank Corp. Class H – 4.84% (China) Vale SA – 3.29% (Brazil) MediaTek, Inc. – 2.89% (Taiwan) Industrial and Commerce Bank of China Ltd. Class H – 2.39% (China) Saudi Arabian Oil Corp. – 2.28% (Saudi Arabia) WisdomTree Efficient Gold Plus Gold Miners Strategy Fund WisdomTree’s GDMN ETF invests directly in gold futures contracts or in stocks of companies that derive at least 50% of their revenues through gold mining activities or ownership. When it comes to a hedge against inflation, gold has been the go-to hedge by cultures around the world for centuries. Inflation erodes the buying power of currency, which is the scourge of retirees across the nation. A number of economists have attributed recent weakness in the US dollar to several factors: The ascension of the BRICS (Brazil, Russia, India, China, South Africa) economic coalition, which has fostered significant international non-dollar trade between member nations; Uncertainty over US tariffs and unresolved trade agreements between the US and nations with yet to be negotiated new trade deals; Concerns over the future of NATO and potential oil supply interruptions due to war in the Middle East. The WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (CBOE: GDMN) is an ETF contemporary market approach to capitalizing on gold exposure for a portfolio. It does this by: Investing directly in a portfolio of US-listed gold futures contracts; Global stocks that derive at least half of their revenues through gold mining operations. US Treasury securities to hedge the gold futures contracts. Category As of time of this writing: Yield 5.52% Net Assets $36.59 million Beta 1.17 Expense Ratio 0.45% Inception date 12-14-2021 Average Daily Volume 30,669 shares 1-year Return 82.26% 3-year Return 29.88% US equity portfolio ratio 14.84% Non-US portfolio ratio 77.92% Total Holdings 58 The top 10 largest weighted holdings in GDMN are: Agnico Eagle Mines, Ltd. – 8.26% Newmont Corp – 7.38% Barrick Mining Corp. – 6.46% Anglogold Ashanti PLC – 6.38% Wheaton Precious Metals Corp. – 4.67% Kinross Gold Corp. – 4.67% Gold Fields Ltd. ADR – 4.51% Franco-Nevada Corp. – 4.44% Northern Star Resources, Ltd. – 4.20% Alamos Gold Inc. Class A – 3.16% While neither DEM nor GDMN should be taken to serve as the cornerstone of a portfolio, both of these ETFs offer exposure to sectors that can supply the missing components of growth, inflation mitigation, and income when a conventional S&P 500 oriented growth allocation or something comparable falters in the US markets. The post 2 WisdomTree Income ETFs For Retirement Income appeared first on 24/7 Wall St..
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WisdomTree, Inc. Dividends
| 1WT 10 months ago | Other | €0.03 Per Share |
| 1WT 7 May 2024 | Other | €0.03 Per Share |
| 1WT 13 Feb 2024 | Other | €0.03 Per Share |
| 1WT 7 Nov 2023 | Other | €0.03 Per Share |
| 1WT 8 Aug 2023 | Other | €0.03 Per Share |
WisdomTree, Inc. Earnings
| 1 Aug 2025 (In 3 weeks) Date | | 0.18 Cons. EPS | - EPS |
| 24 Jul 2025 (In 2 weeks) Date | | - Cons. EPS | - EPS |
| 24 Apr 2025 Date | | - Cons. EPS | - EPS |
| 31 Jan 2025 Date | | - Cons. EPS | - EPS |
| 25 Oct 2024 Date | | - Cons. EPS | - EPS |
| 1WT 10 months ago | Other | €0.03 Per Share |
| 1WT 7 May 2024 | Other | €0.03 Per Share |
| 1WT 13 Feb 2024 | Other | €0.03 Per Share |
| 1WT 7 Nov 2023 | Other | €0.03 Per Share |
| 1WT 8 Aug 2023 | Other | €0.03 Per Share |
| 1 Aug 2025 (In 3 weeks) Date | | 0.18 Cons. EPS | - EPS |
| 24 Jul 2025 (In 2 weeks) Date | | - Cons. EPS | - EPS |
| 24 Apr 2025 Date | | - Cons. EPS | - EPS |
| 31 Jan 2025 Date | | - Cons. EPS | - EPS |
| 25 Oct 2024 Date | | - Cons. EPS | - EPS |
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WisdomTree, Inc. Profile
| Asset Management Industry | Financial Services Sector | Jonathan Laurence Steinberg CEO | XSTU Exchange | US97717P1049 ISIN |
| US Country | 315 Employees | 14 May 2025 Last Dividend | - Last Split | 4 Mar 1993 IPO Date |
Overview
WisdomTree, Inc. is a pioneering firm that specializes in the creation and management of exchange-traded funds (ETFs). Founded in 1985 and headquartered in New York, New York, the company has established itself as a prominent player in the financial services sector by offering innovative investment solutions. WisdomTree operates through its subsidiaries, acting as a sponsor and asset manager for ETFs. The company's approach to investment is distinguished by its utilization of a fundamentally weighted index methodology, which is at the core of its index development. In addition to its primary offerings, WisdomTree also engages in licensing its indexes for use in proprietary products by third parties and promotes the use of its ETFs within 401(k) plans. Moreover, the company extends its expertise to provide investment advisory services, further cementing its role as a comprehensive provider in the financial investment landscape.
Products and Services
- Exchange-Traded Funds (ETFs) - WisdomTree sponsors a wide array of ETFs covering various asset classes, including equities, currency, fixed income, and alternatives. Each ETF is developed using the company's unique fundamentally weighted index methodology, offering investors a diversified option for their portfolio.
- Index Licensing - The company licenses its proprietary indexes to third parties, who may use them for the development of their own proprietary products. This service not only extends the reach of WisdomTree's innovative indexing approach but also enables other financial entities to enhance their offerings with the rigour and expertise of WisdomTree's methodology.
- 401(k) Plan Platform - WisdomTree offers a platform that promotes the inclusion of its ETFs in 401(k) retirement plans. This initiative supports employers and plan sponsors in providing their employees with access to high-quality, ETF-based investment options within their retirement savings plans.
- Investment Advisory Services - Beyond its products, WisdomTree provides investment advisory services, leveraging its extensive expertise in ETFs and index-based investment strategies. This service caters to investors seeking tailored advice and personalized investment solutions to meet their financial goals.
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