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Upturn AI SWOT - About
WisdomTree New Economy Real Estate ETF (WTRE)
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Upturn Advisory Summary
08/14/2025: WTRE (1-star) is a SELL. SELL since 4 days. Profits (9.34%). Updated daily EoD!
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 15.48% | Avg. Invested days 38 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 Fund (WKRE) is an exchange-traded fund that invests in real estate companies that are positioned to benefit from the new economy, focusing on sectors like data centers, logistics, and cell towers.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a good reputation for innovation and thematic investing.
Management Expertise
WisdomTree has a team of experienced portfolio managers and analysts focused on ETF development and management.
Investment Objective
Goal
The investment objective of WKRE is to track the price and yield performance, before fees and expenses, of the WisdomTree New Economy Real Estate Index.
Investment Approach and Strategy
Strategy: WKRE tracks the WisdomTree New Economy Real Estate Index, which selects and weights companies based on their exposure to the new economy real estate sectors.
Composition WKRE primarily holds stocks of real estate investment trusts (REITs) and other companies involved in data centers, cell towers, logistics, and other new economy real estate sectors.
Market Position
Market Share: WKRE's market share in the broader real estate ETF market is relatively small but growing within the niche of new economy real estate.
Total Net Assets (AUM): 63851331.8
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- iShares Core U.S. REIT ETF (USRT)
Competitive Landscape
The real estate ETF market is highly competitive, dominated by large, broad-based REIT ETFs. WKRE differentiates itself by focusing on new economy real estate sectors, which may offer higher growth potential but also comes with higher risk. WKRE's advantages are its thematic focus and potential for higher growth, while its disadvantages are its smaller size, higher expense ratio, and higher concentration risk.
Financial Performance
Historical Performance: Historical performance can be found on WisdomTree's official website or through financial data providers. (Data would go here)
Benchmark Comparison: WKRE's performance should be compared to the WisdomTree New Economy Real Estate Index. (Data would go here)
Expense Ratio: 0.45
Liquidity
Average Trading Volume
WKRE's average trading volume is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread for WKRE is typically competitive, reflecting its trading volume and market maker support.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, sector-specific growth prospects (e.g., demand for data centers), and overall market conditions all impact WKRE's performance.
Growth Trajectory
WKRE's growth trajectory depends on the continued growth of the new economy sectors it targets and its ability to attract investors seeking exposure to these areas. The fund's strategy has remained consistent since its inception.
Moat and Competitive Advantages
Competitive Edge
WKRE's competitive advantage lies in its focused approach on the new economy real estate sectors, offering investors targeted exposure to potentially high-growth areas. This niche focus differentiates it from broader real estate ETFs. It appeals to investors seeking thematic investments and those who believe in the long-term growth of data centers, cell towers, and logistics. The fund provides a way to access these sectors through publicly traded real estate companies.
Risk Analysis
Volatility
WKRE's volatility may be higher than broad-based real estate ETFs due to its concentrated focus on specific sectors.
Market Risk
Specific risks include interest rate sensitivity, sector concentration risk, and the potential for technological disruption within the new economy real estate sectors.
Investor Profile
Ideal Investor Profile
The ideal investor for WKRE is someone seeking targeted exposure to the new economy real estate sectors and willing to accept a higher level of risk for potentially higher returns.
Market Risk
WKRE is 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 (WKRE) offers investors a focused approach to real estate investing by targeting companies involved in data centers, logistics, and cell towers, which are key components of the modern economy. While this thematic focus can provide growth opportunities, it also brings a higher level of risk and volatility compared to broader real estate ETFs. WKRE's expense ratio is moderate, and it is most suitable for long-term investors seeking growth potential. The fund's future performance is tied to the ongoing expansion of the new economy and its impact on real estate demand.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in 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 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.