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WisdomTree International Adaptive Moving Average Fund WIMA
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WIMA | Replication |
|---|---|---|
| Annualized growth | 15.2% | 18.1% |
| Annualized volatility | 11.8% | 10.4% |
| Sharpe ratio | 1.26 | 1.65 |
| Maximum drawdown | 5.6% | 3.8% |
| Replication fit (R²) | 0.93 · Tracking error 3.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model WIMA’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| EFV | Intl · Value | 37.2% |
| DBEF | Intl · Dev Hedged | 33.3% |
| DGS | EM Small Cap | 12.3% |
| XLF | Sector · Financials | 9.4% |
| XLY | Sector · Cons Discr | 7.8% |