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WisdomTree Core Laddered Municipal Fund WTMU
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WTMU | Replication |
|---|---|---|
| Annualized growth | 0.8% | 0.4% |
| Annualized volatility | 4.0% | 4.0% |
| Sharpe ratio | 0.22 | 0.12 |
| Maximum drawdown | 5.4% | 4.5% |
| Replication fit (R²) | 0.97 · Tracking error 0.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model WTMU’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| MUB | FI · Municipal | 80.4% |
| VCSH | FI · Short Corp | 19.6% |