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Upturn AI SWOT - About
WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW)
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Upturn Advisory Summary
08/14/2025: PUTW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 16.77% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.56 | 52 Weeks Range 27.45 - 33.35 | Updated Date 06/29/2025 |
52 Weeks Range 27.45 - 33.35 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree CBOE S&P 500 PutWrite Strategy Fund
ETF Overview
Overview
The WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) seeks to track the CBOE S&P 500 PutWrite Index (PUT), which is designed to represent a strategy that sells S&P 500 Index put options and holds the proceeds in cash.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its rules-based, fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated team with experience in index construction and ETF management.
Investment Objective
Goal
To track the price and yield performance, before fees and expenses, of the CBOE S&P 500 PutWrite Index (PUT).
Investment Approach and Strategy
Strategy: The fund implements a put-write strategy, selling S&P 500 Index put options and holding cash collateral.
Composition The fund's assets are primarily cash and short-dated U.S. Treasury securities backing the put options, with a derivative overlay of the put options.
Market Position
Market Share: PUTW has a moderate market share among options-based ETFs.
Total Net Assets (AUM): 557600000
Competitors
Key Competitors
- XYLD
- QYLD
- JEPI
Competitive Landscape
The market for income-generating ETFs is competitive. PUTW differentiates itself with a focus on put-writing on the S&P 500. Advantages include income generation and potential downside protection. Disadvantages include capped upside potential and potential losses if the market declines sharply.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions, but generally aims to provide income with potentially lower volatility than the S&P 500.
Benchmark Comparison: The ETF's performance is compared to the CBOE S&P 500 PutWrite Index (PUT) to gauge its tracking effectiveness.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
PUTW's average trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and trading efficiency.
Market Dynamics
Market Environment Factors
The fund's performance is influenced by factors such as S&P 500 volatility, interest rates, and market sentiment.
Growth Trajectory
The fund's growth is tied to the demand for income-generating strategies and its ability to track the PutWrite index effectively.
Moat and Competitive Advantages
Competitive Edge
PUTW offers a specific put-write strategy focusing on the S&P 500, differentiating it from broader income-focused ETFs. Its management by WisdomTree, a reputable ETF provider, adds credibility. The index-tracking approach provides transparency and rules-based implementation. This makes it potentially attractive to investors seeking a defined income strategy.
Risk Analysis
Volatility
PUTW generally exhibits lower volatility compared to the S&P 500 due to the income generated from put option premiums.
Market Risk
The fund is subject to market risk, particularly downside risk if the S&P 500 declines sharply, potentially leading to losses exceeding the put option premiums received.
Investor Profile
Ideal Investor Profile
PUTW is suitable for investors seeking income generation, potential downside protection, and exposure to the S&P 500.
Market Risk
PUTW is suitable for long-term investors seeking income with moderate risk, but it's not ideal for investors seeking maximum capital appreciation.
Summary
The WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) is designed to track the CBOE S&P 500 PutWrite Index, offering investors income through put option premiums. The ETF is managed by WisdomTree, a reputable provider, which has a rules-based approach. PUTW can potentially provide downside protection during market downturns, but it also limits upside potential. This ETF is most suitable for income-seeking investors who are comfortable with the risks associated with options strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- CBOE website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consultation with a qualified financial advisor.
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 CBOE S&P 500 PutWrite Strategy Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Advisor intends to implement its principal investment strategies primarily through the use of put options on the S&P 500® Index in place of put options of the SPDR S&P 500® ETF. The index tracks the value of a cash-secured (i.e., collateralized) put option sales strategy, which consists of (1) selling (or "writing") put options on the SPDR S&P 500® ETF Trust ("SPY") (the "SPY Puts") and (2) a cash collateral account that accrues interest at a theoretical three-month Treasury bill rate on a daily basis. The fund is non-diversified.
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