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Upturn AI SWOT - About
WisdomTree 7-10 Year Laddered Treasury Fund (USIN)
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Upturn Advisory Summary
08/14/2025: USIN (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 8.13% | Avg. Invested days 107 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.13 - 50.63 | Updated Date 06/30/2025 |
52 Weeks Range 47.13 - 50.63 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree 7-10 Year Laddered Treasury Fund
ETF Overview
Overview
The WisdomTree 7-10 Year Laddered Treasury Fund (US ETF Symbol: US:US:USYC) seeks to provide current income consistent with maintaining prudent risk. The fund invests in U.S. Treasury securities with maturities between 7 and 10 years, laddering them to provide relatively consistent income and maturity exposure.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a solid track record of providing innovative and specialized investment solutions.
Management Expertise
WisdomTree has a dedicated management team with experience in fixed-income investing and ETF management.
Investment Objective
Goal
The primary investment goal is to generate current income while maintaining a laddered portfolio of U.S. Treasury securities maturing between 7 and 10 years.
Investment Approach and Strategy
Strategy: The fund employs a laddered strategy, purchasing U.S. Treasury securities with staggered maturities within the 7-10 year range.
Composition The ETF primarily holds U.S. Treasury securities.
Market Position
Market Share: USYC has a smaller market share compared to its larger competitors in the intermediate-term Treasury ETF space.
Total Net Assets (AUM): 62484748
Competitors
Key Competitors
- IEI
- IEF
- VGIT
Competitive Landscape
The intermediate-term Treasury ETF market is dominated by larger, more established funds like IEI and IEF. USYC differentiates itself with its laddered approach, potentially offering a more stable income stream and reduced interest rate risk compared to bullet-maturity ETFs. However, it faces stiff competition in terms of AUM and trading volume.
Financial Performance
Historical Performance: Historical performance depends on prevailing interest rate environment. Data is available from the fund's inception.
Benchmark Comparison: The fund's performance is compared to indexes such as the ICE BofA 7-10 Year US Treasury Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
USYC has a moderate average trading volume, which can affect trade execution costs.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the liquidity of the underlying Treasury market.
Market Dynamics
Market Environment Factors
Interest rate expectations, inflation, and Federal Reserve policy all heavily influence the fund's performance.
Growth Trajectory
Growth depends on investor appetite for fixed-income and laddered Treasury strategies. No major strategy changes have recently occurred.
Moat and Competitive Advantages
Competitive Edge
USYC offers a laddered approach to investing in intermediate-term U.S. Treasuries. This laddered strategy provides potentially more stable income and reduces interest rate risk by staggering maturities. It allows investors to access a diversified portfolio of U.S. Treasury securities within the 7-10 year maturity range. However, other funds may offer greater liquidity or lower expense ratios.
Risk Analysis
Volatility
USYC's volatility is typically low, reflecting the stable nature of U.S. Treasury securities.
Market Risk
The primary risk is interest rate risk, as rising interest rates can negatively impact the fund's net asset value. Inflation risk and reinvestment risk are also considerations.
Investor Profile
Ideal Investor Profile
USYC is suitable for conservative investors seeking a stable stream of income from U.S. Treasury securities, particularly those concerned about interest rate risk.
Market Risk
USYC is best suited for long-term investors seeking income and capital preservation.
Summary
The WisdomTree 7-10 Year Laddered Treasury Fund (USYC) provides exposure to U.S. Treasury securities with maturities between 7 and 10 years. The laddered approach aims to mitigate interest rate risk and provide a more consistent income stream. The fund's performance is closely tied to interest rate movements and economic conditions. USYC is suitable for conservative investors seeking income and capital preservation, but it faces stiff competition from larger, more liquid Treasury ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data may be approximate and based on available public information.
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 7-10 Year Laddered Treasury Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in U.S. Treasuries that have a remaining maturity of seven to ten years and investments that have economic characteristics that are substantially similar to the economic characteristics of such Treasuries. The index is composed of fixed-rate coupon U.S. Treasury securities maturing in 7 to 10 years or with remaining maturities between 7 to 10 years.
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.