SeekingAlpha
2025 Midyear Investment Outlook - Getting A Grip On Uncertainty
SeekingAlpha
Q2 2025 Commentary: The Innovation Imperative In A Time Of Transition
SeekingAlpha
If investors just keep following headlines, they wonât be able to access these critical areas of growth that will generate return opportunities for the future.
SeekingAlpha
There And Back Again - A 2025 Market Story
SeekingAlpha
The S&P 500 rallied +5.0%, the Dow Jones Industrial Average climbed +4.3%, and the Nasdaq catapulted +6.6%, powered largely by artificial intelligence stocks like Nvidia Corp.
SeekingAlpha
July 2025 Perspective
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IGM | 96.85% | $6.69B | 0.41% | |
| QTEC | 96.31% | $2.72B | 0.55% | |
| AIQ | 96.31% | $3.72B | 0.68% | |
| VGT | 96.29% | $94.11B | 0.09% | |
| FTEC | 96.25% | $13.98B | 0.084% | |
| IGPT | 96.18% | $482.60M | 0.58% | |
| FXL | 96.16% | $1.37B | 0.62% | |
| IYW | 96.03% | $21.61B | 0.39% | |
| XLK | 95.44% | $79.93B | 0.09% | |
| SIXG | 95.36% | $628.37M | 0.3% | |
| IXN | 95.33% | $5.53B | 0.41% | |
| QGRW | 95.22% | $1.51B | 0.28% | |
| QQQM | 95.19% | $52.88B | 0.15% | |
| FBCG | 95.17% | $4.39B | 0.59% | |
| QQQ | 95.16% | $353.15B | 0.2% | |
| ARTY | 95.14% | $1.09B | 0.47% | |
| ILCG | 95.13% | $2.74B | 0.04% | |
| AIPI | 95.03% | $324.62M | 0.65% | |
| JGRO | 94.99% | $6.39B | 0.44% | |
| RSPT | 94.90% | $3.61B | 0.4% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -79.68% | $99.63M | 0.59% | |
| BTAL | -76.42% | $296.22M | 1.43% | |
| VIXY | -74.07% | $164.54M | 0.85% | |
| IVOL | -41.87% | $347.03M | 1.02% | |
| SPTS | -37.21% | $5.80B | 0.03% | |
| XONE | -34.23% | $625.28M | 0.03% | |
| UTWO | -32.18% | $379.52M | 0.15% | |
| FTSD | -31.35% | $231.81M | 0.25% | |
| FXY | -31.24% | $816.38M | 0.4% | |
| SCHO | -30.42% | $11.03B | 0.03% | |
| VGSH | -30.24% | $22.80B | 0.03% | |
| IBTG | -28.00% | $1.92B | 0.07% | |
| IBTI | -27.85% | $1.06B | 0.07% | |
| IBTH | -26.57% | $1.62B | 0.07% | |
| IBTJ | -25.87% | $688.19M | 0.07% | |
| IEI | -24.23% | $15.48B | 0.15% | |
| IBTK | -23.31% | $448.89M | 0.07% | |
| XHLF | -21.60% | $1.73B | 0.03% | |
| VGIT | -21.34% | $31.89B | 0.04% | |
| IBTL | -21.12% | $381.01M | 0.07% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAXF | 0.01% | $489.34M | 0.29% | |
| TBIL | -0.02% | $5.81B | 0.15% | |
| JMUB | 0.05% | $3.05B | 0.18% | |
| CCOR | -0.13% | $51.66M | 1.18% | |
| IBND | -0.14% | $384.31M | 0.5% | |
| AGZD | 0.30% | $102.70M | 0.23% | |
| HYMB | -0.32% | $2.63B | 0.35% | |
| ICSH | 0.46% | $6.02B | 0.08% | |
| BBAG | -0.62% | $1.29B | 0.03% | |
| USDU | 0.75% | $162.43M | 0.5% | |
| IBMP | 0.80% | $553.65M | 0.18% | |
| EAGG | -0.81% | $3.99B | 0.1% | |
| FISR | -0.81% | $430.58M | 0.5% | |
| EUSB | 0.94% | $735.36M | 0.12% | |
| MMIN | -1.06% | $336.10M | 0.3% | |
| IBMN | -1.13% | $447.08M | 0.18% | |
| IAGG | 1.20% | $10.44B | 0.07% | |
| FLDR | 1.22% | $941.22M | 0.15% | |
| TIP | 1.28% | $13.96B | 0.18% | |
| TIPZ | -1.35% | $94.79M | 0.2% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| MKSI | 84.83% | $7.02B | -22.47% | 0.84% |
| ETN | 83.54% | $140.16B | +12.49% | 1.10% |
| RMBS | 82.65% | $6.98B | +7.42% | 0.00% |
| LRCX | 82.36% | $126.42B | -8.72% | 3.02% |
| MTSI | 81.60% | $10.40B | +24.92% | 0.00% |
| NVDA | 80.97% | $3.84T | +22.58% | 0.03% |
| ASX | 80.90% | $22.38B | -8.28% | 6.53% |
| KLAC | 80.62% | $121.81B | +7.94% | 0.74% |
| APH | 80.51% | $119.17B | +45.33% | 0.67% |
| AEIS | 80.28% | $5.18B | +28.61% | 0.29% |
| COHR | 80.14% | $13.73B | +19.63% | 0.00% |
| ARM | 80.11% | $163.44B | -8.09% | 0.00% |
| NVT | 79.56% | $12.09B | -5.02% | 1.06% |
| TSM | 79.52% | $1.21T | +28.01% | 1.14% |
| ENTG | 79.51% | $13.09B | -38.54% | 0.46% |
| AMKR | 79.11% | $5.51B | -43.82% | 1.46% |
| AMAT | 79.00% | $152.48B | -21.91% | 0.87% |
| AMD | 78.99% | $224.60B | -15.49% | 0.00% |
| SNPS | 78.86% | $81.17B | -13.82% | 0.00% |
| MRVL | 78.72% | $64.02B | +2.84% | 0.32% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ED | -36.59% | $36.00B | +12.64% | 3.34% |
| CBOE | -33.76% | $24.23B | +35.36% | 1.09% |
| AWK | -31.69% | $27.36B | +9.65% | 2.21% |
| DUK | -23.50% | $90.99B | +17.25% | 3.56% |
| SO | -23.03% | $100.18B | +17.28% | 3.18% |
| AEP | -22.97% | $55.16B | +17.93% | 3.54% |
| EXC | -22.64% | $43.33B | +23.58% | 3.62% |
| JNJ | -21.44% | $374.29B | +6.77% | 3.23% |
| CME | -20.55% | $99.39B | +40.68% | 3.86% |
| AMT | -20.08% | $104.32B | +14.40% | 3.00% |
| MO | -20.01% | $99.67B | +28.77% | 6.90% |
| WTRG | -19.28% | $10.40B | +1.01% | 3.50% |
| GIS | -18.34% | $29.20B | -14.66% | 4.47% |
| CL | -17.32% | $74.88B | -3.64% | 2.19% |
| MKTX | -16.25% | $8.22B | +9.03% | 1.38% |
| KR | -16.03% | $46.43B | +38.38% | 1.85% |
| CMS | -15.63% | $20.85B | +18.38% | 3.02% |
| TU | -15.45% | $24.75B | +7.77% | 7.12% |
| AWR | -15.33% | $2.98B | +8.16% | 2.41% |
| KO | -15.27% | $305.22B | +11.97% | 2.81% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| EVRG | 0.08% | $15.87B | +31.49% | 3.83% |
| NEOG | -0.12% | $1.14B | -65.61% | 0.00% |
| ELS | 0.17% | $11.78B | -3.08% | 3.23% |
| VHC | 0.25% | $48.19M | +108.24% | 0.00% |
| ES | -0.29% | $23.68B | +12.46% | 4.54% |
| IDA | 0.31% | $6.22B | +24.75% | 2.98% |
| POR | -0.39% | $4.46B | -4.03% | 4.95% |
| LITB | 0.57% | $21.24M | -78.57% | 0.00% |
| AEE | 0.62% | $26.42B | +35.32% | 2.89% |
| PNW | 0.72% | $10.77B | +19.40% | 3.95% |
| HUSA | 0.76% | $19.66M | -19.53% | 0.00% |
| SJM | -0.83% | $11.18B | -3.93% | 4.14% |
| SPTN | 1.02% | $898.36M | +47.04% | 3.30% |
| BULL | 1.06% | $6.47B | +25.76% | 0.00% |
| LNT | 1.17% | $15.61B | +19.58% | 3.22% |
| UNH | 1.30% | $279.00B | -37.22% | 2.74% |
| DTE | 1.39% | $27.12B | +19.63% | 3.26% |
| MCK | -1.43% | $88.11B | +20.93% | 0.40% |
| BMY | -1.58% | $96.93B | +18.90% | 5.20% |
| ATO | 1.60% | $24.07B | +31.56% | 2.25% |
Current Value
$24.071 Year Return
Current Value
$24.071 Year Return
WTAI - WisdomTree Artificial Intelligence and Innovation Fund contains 73 holdings. The top holdings include AVGO, PLTR, NVDA, TSM
Name | Weight |
|---|---|
 AVGOBroadcom Inc. | 3.84% |
3.57% | |
 NVDANVIDIA Corp. | 3.45% |
2.94% | |
| - | 2.90% |
2.89% | |
2.56% | |
2.40% | |
2.22% | |
2.22% | |
 GOOGLAlphabet, Inc. | 2.07% |
 MSFTMicrosoft Corp. | 2.06% |
2.06% | |
1.98% | |
 ASMLASML Holding NV | 1.89% |
1.84% | |
 AMZNAmazon.com, Inc. | 1.81% |
1.70% | |
 SNOWSnowflake, Inc. | 1.69% |
 QCOMQUALCOMM, Inc. | 1.67% |
 DDOGDatadog, Inc. | 1.58% |
1.57% | |
1.51% | |
 INTCIntel Corp. | 1.50% |
1.49% | |
 OKTAOkta, Inc. | 1.45% |
| - | 1.43% |
 ADSKAutodesk, Inc. | 1.41% |
 TSLATesla, Inc. | 1.41% |
1.39% | |
Sector | Weight |
|---|---|
Information Technology | 71.53% |
Communication Services | 4.96% |
Consumer Discretionary | 4.58% |
Industrials | 4.07% |
Health Care | 2.11% |
Consumer Staples | 0.86% |
