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Upturn AI SWOT - About
WisdomTree 7-10 Year Laddered Treasury Fund (USIN)
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Upturn Advisory Summary
10/24/2025: 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 11.22% | Avg. Invested days 132 | 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 10/24/2025 |
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: USSY) seeks to provide current income by investing in a laddered portfolio of U.S. Treasury securities with maturities between 7 and 10 years. The fund focuses on U.S. government debt and aims to mitigate interest rate risk through a laddered maturity structure.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its innovative and rules-based indexing strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in managing fixed income portfolios and ETF products.
Investment Objective
Goal
To provide current income while maintaining exposure to U.S. Treasury securities with staggered maturities.
Investment Approach and Strategy
Strategy: The fund does not track a specific index but rather constructs a portfolio of U.S. Treasury securities with maturities between 7 and 10 years, equally weighted at issuance within each maturity year.
Composition The ETF holds U.S. Treasury bonds.
Market Position
Market Share: Data on the exact market share of USSY is not readily available, as market share data is not typically tracked for niche strategies.
Total Net Assets (AUM): 22950000
Competitors
Key Competitors
- IEF
- TLH
- SCHR
Competitive Landscape
The competitive landscape is dominated by larger ETFs like IEF that track broad intermediate-term Treasury indices. USSY differentiates itself through its laddered maturity strategy, which aims to provide a more consistent yield and reduce interest rate risk compared to a traditional duration-weighted Treasury ETF. Compared to competitors, USSY is a smaller ETF with a unique investment strategy.
Financial Performance
Historical Performance: Historical performance data should be obtained from official sources like WisdomTree's website or financial data providers.
Benchmark Comparison: Benchmark comparison should be done against a relevant intermediate-term Treasury index, such as the Bloomberg US Treasury 7-10 Year Index, to assess relative performance.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is moderate and should be checked regularly to determine liquidity based on specific needs.
Bid-Ask Spread
The bid-ask spread is typically low, reflecting the ETF's underlying liquidity of US Treasury bonds.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rate expectations, and monetary policy decisions influence the performance of USSY.
Growth Trajectory
Growth trends depend on investor demand for laddered Treasury strategies and overall interest rate environment.
Moat and Competitive Advantages
Competitive Edge
USSY's laddered maturity strategy provides a competitive advantage by mitigating interest rate risk compared to traditional Treasury ETFs. The laddered approach ensures that a portion of the portfolio matures each year, allowing the fund to reinvest proceeds at prevailing interest rates. This can help to smooth out returns and provide a more consistent yield. Additionally, WisdomTree's expertise in fixed income ETFs contributes to the fund's appeal.
Risk Analysis
Volatility
USSY's volatility is generally low due to its investment in U.S. Treasury securities.
Market Risk
The primary market risk is interest rate risk, as Treasury bond prices are inversely related to interest rate movements.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual or institution seeking current income and capital preservation through U.S. Treasury securities with a laddered maturity structure.
Market Risk
USSY is best suited for long-term investors seeking a stable income stream and a hedge against economic uncertainty.
Summary
The WisdomTree 7-10 Year Laddered Treasury Fund (USSY) offers exposure to U.S. Treasury securities with maturities between 7 and 10 years, utilizing a laddered maturity strategy. This approach aims to provide a more consistent yield and reduce interest rate risk compared to traditional Treasury ETFs. The fund is suitable for risk-averse investors seeking current income and capital preservation. While it faces competition from larger, more established Treasury ETFs, its laddered strategy offers a unique advantage. Overall, USSY provides a targeted and relatively safe investment option within the fixed income market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is based on available data and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is approximate and may vary.
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.