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Upturn AI SWOT - About
WisdomTree New Economy Real Estate ETF (WTRE)
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Upturn Advisory Summary
10/10/2025: WTRE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.65% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta -0.25 | 52 Weeks Range 15.22 - 19.73 | Updated Date 06/30/2025 |
52 Weeks Range 15.22 - 19.73 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree New Economy Real Estate ETF
ETF Overview
Overview
The WisdomTree New Economy Real Estate ETF (WFRE) focuses on companies involved in the 'New Economy' real estate sectors, such as data centers, cell towers, logistics facilities, and specialized REITs, excluding traditional sectors like office and retail.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and rules-based investment strategies.
Management Expertise
WisdomTree has a seasoned team of investment professionals with expertise in ETF management and sector-specific knowledge.
Investment Objective
Goal
WFRE aims to provide investment results that closely correspond to the price and yield performance of the WisdomTree New Economy Real Estate Index.
Investment Approach and Strategy
Strategy: WFRE seeks to track the performance of an index focused on companies involved in new economy real estate sectors.
Composition The ETF primarily holds stocks of REITs and other companies involved in data centers, cell towers, logistics, and other specialized real estate sectors.
Market Position
Market Share: WFRE holds a moderate market share within the specialized real estate ETF sector.
Total Net Assets (AUM): 27040000
Competitors
Key Competitors
- Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR)
- Real Estate Select Sector SPDR Fund (XLRE)
- iShares Cohen & Steers REIT ETF (ICF)
Competitive Landscape
The competitive landscape includes broad-based REIT ETFs and specialized ETFs focusing on specific real estate segments. WFRE's advantage lies in its targeted exposure to the 'New Economy' real estate, but it faces competition from larger, more liquid ETFs. Its smaller AUM and focused strategy may limit its appeal compared to broader funds like XLRE. SRVR offers more AUM compared to WFRE and is focused on data and infrastructure which could appeal to more investors.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial websites. It should be analyzed over 1-year, 3-year, and 5-year periods if available.
Benchmark Comparison: The ETF's performance should be compared to its benchmark, the WisdomTree New Economy Real Estate Index, to assess tracking accuracy.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, with an average daily trading volume that varies depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically moderate, reflecting the ETF's trading volume and underlying asset liquidity.
Market Dynamics
Market Environment Factors
WFRE is influenced by factors such as interest rates, economic growth, technological advancements driving data center demand, and the expansion of e-commerce impacting logistics facilities.
Growth Trajectory
The ETF's growth trajectory depends on the continued expansion of the 'New Economy' real estate sectors, particularly data centers, cell towers, and logistics.
Moat and Competitive Advantages
Competitive Edge
WFRE's competitive edge is its targeted focus on 'New Economy' real estate sectors, which are expected to experience strong growth. Its strategy offers exposure to innovative areas of the real estate market. This differentiates it from traditional REIT ETFs. However, a concentrated investment approach and smaller AUM may pose challenges.
Risk Analysis
Volatility
WFRE's volatility can be influenced by market sentiment towards the tech and real estate sectors, as well as interest rate fluctuations.
Market Risk
Specific risks include concentration in specialized real estate sectors, potential for slower growth in certain new economy areas, and vulnerability to changes in technology trends.
Investor Profile
Ideal Investor Profile
WFRE is suitable for investors seeking targeted exposure to the high-growth 'New Economy' real estate sectors and who understand the associated risks.
Market Risk
WFRE may be best suited for long-term investors with a growth-oriented investment strategy and a higher risk tolerance.
Summary
The WisdomTree New Economy Real Estate ETF (WFRE) offers targeted exposure to the rapidly expanding 'New Economy' real estate sectors. While its focused strategy provides a unique opportunity, it also carries specific risks associated with concentration and market volatility. WFRE is best suited for investors seeking growth and a high-risk tolerance. Its smaller AUM and liquidity compared to larger REIT ETFs should be considered.
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 based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
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 New Economy Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is maintained in accordance with a rules-based methodology overseen and implemented by the WisdomTree New Economy Real Estate Index Committee. 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.