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WisdomTree, Inc. (WT)

Market Closed
11 Jul, 20:00
NYSE NYSE
$
12. 73
+0.08
+0.63%
$
1.8B Market Cap
20.45 P/E Ratio
0.12% Div Yield
3,298,400 Volume
0.36 Eps
$ 12.65
Previous Close
Day Range
12.51 12.74
Year Range
7.47 12.84
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Earnings results expected in 9 days
2 WisdomTree Income ETFs For Retirement Income

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..

247wallst | 1 week ago
Should You Buy WisdomTree, Inc. (WT) After Golden Cross?

Should You Buy WisdomTree, Inc. (WT) After Golden Cross?

WisdomTree, Inc. (WT) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, WT's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross.

Zacks | 1 week ago
WisdomTree, Inc. (WT) is a Great Momentum Stock: Should You Buy?

WisdomTree, Inc. (WT) is a Great Momentum Stock: Should You Buy?

Does WisdomTree, Inc. (WT) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks | 1 week ago
WisdomTree, Inc. (WT) Moves 6.6% Higher: Will This Strength Last?

WisdomTree, Inc. (WT) Moves 6.6% Higher: Will This Strength Last?

WisdomTree, Inc. (WT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Zacks | 1 week ago
WisdomTree's Jeremy Schwartz on International Equities

WisdomTree's Jeremy Schwartz on International Equities

At the recent Midyear Market Outlook Symposium, TMX VettaFi Investment Strategist Cinthia Murphy led a timely discussion on the shifting global investment landscape. With uncertainty building in U.S. markets and international equities outperforming in 2025, investors are increasingly asking whether this trend has staying power.

Etftrends | 2 weeks ago
WisdomTree: The Bull Case Remains Compelling

WisdomTree: The Bull Case Remains Compelling

WisdomTree shares have returned 44% since my initial buy, driven by strong earnings growth. I expect continued business strength and margin expansion for WT over the next few years. Despite the stock's rally, WT still trades at an attractive valuation.

Seekingalpha | 1 month ago
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?

Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?

Launched on 02/23/2007, the WisdomTree U.S. LargeCap ETF (EPS) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

Zacks | 1 month ago
Put/Write ETF Could Gain Steam as Investors Embrace Options ETFs

Put/Write ETF Could Gain Steam as Investors Embrace Options ETFs

The newly revamped WisdomTree Equity Premium Income Fund (WTPI) could be a solid choice as income-hungry investors turn to options-based ETFs to source yield without interest rate risk. Previously known as the WisdomTree Putwrite Strategy Fund (PUTW), WTPI was updated last month.

Etftrends | 1 month ago
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?

Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?

Launched on 02/23/2007, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Zacks | 2 months ago
WisdomTree's Kevin Flanagan on How to Navigate Fixed Income

WisdomTree's Kevin Flanagan on How to Navigate Fixed Income

Uncertainty in U.S. equities is pushing many advisors and investors to increase their fixed income allocations. However, which fixed income strategies offer the most attractive risk/reward profile?

Etftrends | 2 months ago
WisdomTree, Inc. (WT) Q1 2025 Earnings Call Transcript

WisdomTree, Inc. (WT) Q1 2025 Earnings Call Transcript

WisdomTree, Inc. (NYSE:WT ) Q1 2025 Earnings Conference Call May 2, 2025 11:00 AM ET Company Participants Jessica Zaloom - IR Bryan Edmiston - CFO Jarrett Lilien - President and COO Jono Steinberg - Founder and CEO Will Peck - Head of Digital Assets Jeremy Schwartz - Chief Investment Officer Conference Call Participants George Sutton - Craig-Hallum Mike Grondahl - Northland Securities Operator Greetings, and welcome to the WisdomTree Q1 2025 Earnings Call. At this time all participants are in a listen only mode.

Seekingalpha | 2 months ago
WisdomTree, Inc. (WT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

WisdomTree, Inc. (WT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for WisdomTree, Inc. (WT) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks | 2 months ago
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