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Upturn AI SWOT - About
WisdomTree Emerging Currency Strategy Fund (CEW)
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Upturn Advisory Summary
08/14/2025: CEW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.39% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.65 | 52 Weeks Range 16.76 - 18.87 | Updated Date 06/29/2025 |
52 Weeks Range 16.76 - 18.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Emerging Currency Strategy Fund
ETF Overview
Overview
The WisdomTree Emerging Currency Strategy Fund (CEW) seeks to achieve total return by investing in emerging market currencies. The fund primarily invests in forward currency contracts and money market instruments, aiming to benefit from emerging market currency appreciation and interest rate differentials.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its fundamentally weighted and currency-hedged ETFs. They have a solid track record of innovation and product development.
Management Expertise
WisdomTree has a dedicated team of portfolio managers and analysts with expertise in currency markets and macroeconomic analysis.
Investment Objective
Goal
To achieve total return by investing in emerging market currencies.
Investment Approach and Strategy
Strategy: The fund actively manages its exposure to emerging market currencies, using forward contracts and money market instruments to capture potential appreciation and interest rate differentials.
Composition The ETF holds forward currency contracts of various emerging market currencies and invests in short-term US Treasury securities and other money market instruments as collateral.
Market Position
Market Share: Market share data is difficult to determine due to the uniqueness of the strategy. There are limited comparable ETFs with the same specific focus.
Total Net Assets (AUM): 27770000
Competitors
Key Competitors
- DBIQ Optimum Yield Diversified Currency Strategy Fund (DBIQ)
Competitive Landscape
The competitive landscape is limited as CEW provides unique access to emerging market currencies. DBIQ offers a broader basket of developed and emerging market currencies, making CEW's niche focus a competitive advantage for investors specifically seeking emerging market currency exposure. A potential disadvantage is the higher risk associated with emerging market currencies compared to diversified or developed market strategies.
Financial Performance
Historical Performance: Historical performance data is available in fund fact sheets and financial websites.
Benchmark Comparison: The ETF's performance is compared against benchmarks related to emerging market currency indices.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, but it may vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread is generally competitive, typically ranging from a few cents, depending on market liquidity.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, interest rate differentials, geopolitical events, and global risk appetite are key factors affecting the fund's performance.
Growth Trajectory
The growth trajectory depends on emerging market currency performance and investor demand for currency exposure; changes in strategy are disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
CEW offers a specialized strategy focused on emerging market currencies, providing a unique investment opportunity. WisdomTree's expertise in currency management and ETF structuring further enhances its competitive edge. The fund aims to capitalize on interest rate differentials and currency appreciation in emerging markets. This niche focus can attract investors seeking targeted exposure to this asset class, differentiating it from broader currency ETFs. However, it also concentrates risk within the emerging markets.
Risk Analysis
Volatility
Emerging market currencies can be volatile, and the fund's performance may fluctuate significantly.
Market Risk
Risks include currency fluctuations, political instability, economic downturns, and changes in monetary policy in emerging market countries.
Investor Profile
Ideal Investor Profile
Investors seeking to diversify their portfolio with exposure to emerging market currencies and potentially benefit from interest rate differentials are ideal for this fund.
Market Risk
The ETF is suitable for investors with a higher risk tolerance and a longer-term investment horizon.
Summary
The WisdomTree Emerging Currency Strategy Fund (CEW) provides exposure to emerging market currencies using forward contracts. It is managed by WisdomTree, a reputable ETF issuer, focusing on interest rate differentials and currency appreciation. The ETF is designed for investors with a higher risk tolerance seeking diversification through emerging market currency exposure. Performance is linked to emerging market economies and influenced by global market conditions, presenting both opportunities and risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Fund Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be precise due to the difficulty in defining the exact market category. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Emerging Currency Strategy Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investments whose combined performance is tied economically to selected emerging market countries. It generally will maintain a weighted average portfolio maturity of 90 days or less with respect to the money market securities in its portfolio. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.