BATS:WBAT

WisdomTree Battery Value Chain and Innovation Fund

$ 27.95 0.1322 ( +0.48%) 04:00 PM EST
PE Ratio:
63.57
PB Ratio:
2.51
Volume:
1.74K
Dividend Yield %:
1.26
Last Holding update 2025-06-26 114 Stocks (0 new)
Value $3.00 Mil Turnover 3 %
Top Holdings: BE(6.81%) LSE:RR.(4.78%) JOBY(4.35%) XTER:BMW(3.88%) ENS(3.52%)
Portfolio Report
Registrant: WisdomTree Battery Value Chain and Innovation Fund
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10Y: -%
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Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

WisdomTree Battery Value Chain and Innovation Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree Battery Value Chain and Innovation Fund Key Statistics

Name Value
Day's Open ($) 28
Day's Range ($) 27.88 - 28.14
Day's Volume 1,740
52-Week Range ($) 22.12 - 29.69
Beta 1.13
3-Year Sharpe Ratio -0.36
3-Year Sortino Ratio -0.47
Volatility 14.25
14-Day RSI 60.69
14-Day ATR ($) 0.133131
20-Day SMA ($) 27.916

Fundamental Data

Name Value
Market Cap (Mil $) -
Shares Outstanding (Mil) 0.1
PE Ratio 63.57
PE Ratio (10y Range) 11.8 - 63.57
PE Ratio (10y Median) 15.7
PB Ratio 2.51
PB Ratio (10y Range) 1.58 - 3.18
PB Ratio (10y Median) 1.93

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.351
Dividend Yield % 1.26
Dividend Yield % (10y Range) 0.39 - 3.07
Dividend Yield % (10y Median) 1.3
Next Dividend Payment Date
Dividend Frequency Annually

WBAT WisdomTree Battery Value Chain and Innovation Fund Fundamental Charts

Historical TTM Price-to-Earnings for WBAT WisdomTree Battery Value Chain and Innovation Fund

Historical TTM Price-to-Earnings without NRI for WBAT WisdomTree Battery Value Chain and Innovation Fund

Historical Price-to-Book Ratio for WBAT WisdomTree Battery Value Chain and Innovation Fund

Historical Dividend Yields for WBAT WisdomTree Battery Value Chain and Innovation Fund

WisdomTree Battery Value Chain and Innovation Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with BATS:WBAT

No Available Data

BATS:WBAT is held by these investors

No Available Data
WisdomTree Battery Value Chain... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BE
Bloom Energy Corp
8,980
176.6
+2.62%
6.810
+0.17%
0.000
+41.30%
+9.68%
5,657.1
Industrial Products
LSE:RR.
Rolls-Royce Holdings PLC
12,818
123.9
+2.89%
4.780
+0.13%
0.000
+53.81%
+71.98%
80,946.7
Aerospace & Defense
JOBY
Joby Aviation Inc
18,752
112.9
+2.41%
4.350
+0.10%
0.000
+91.04%
+31.12%
8,970.4
Transportation
XTER:BMW
Bayerische Motoren Werke AG
1,265
100.7
+1.20%
3.880
+0.05%
0.000
+22.78%
+4.28%
48,277.1
Vehicles & Parts
ENS
EnerSys
996
91.2
+2.15%
3.520
+0.07%
0.000
+9.04%
-4.13%
3,402.0
Industrial Products
TSE:7011
Mitsubishi Heavy Industries Ltd
4,400
74.3
+2.33%
2.870
+0.07%
0.000
+65.00%
+54.00%
11,442,931.8
Industrial Products
OSL:KOG
Kongsberg Gruppen ASA
2,160
63.0
+1.41%
2.430
+0.03%
0.000
+27.63%
+45.87%
326,163.9
Aerospace & Defense
XTER:NDA
Aurubis AG
648
60.9
+1.73%
2.350
+0.04%
0.000
+12.28%
+15.31%
3,798.3
Industrial Products
XTER:EOAN
E.ON SE
3,578
54.0
+1.42%
2.080
+0.03%
0.000
+17.39%
+46.42%
41,234.4
Utilities - Regulated
XPAR:AIR
Airbus SE
288
50.6
+3.23%
1.950
+0.06%
0.000
+32.50%
+17.11%
139,577.8
Aerospace & Defense

WisdomTree Battery Value Chain and Innovation Fund's Historical Top Holdings Breakdowns

WisdomTree Battery Value Chain and Innovation Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALTM Unlock Delisted
Arcadium Lithium PLC
2025-03-31
Sold Out
Sold Out
-1.59%
●
5.16 ($5.71) 5.84
$5.84
2.28%
Sold Out
0
-8,229
SHSE:601011
Baotailong New Materials Co Ltd
2025-03-31
Sold Out
Sold Out
-0.61%
●
2.53 (¥2.78) 3.26
¥2.69
-3.24%
Sold Out
0
-39,600
BE
Bloom Energy Corp
2025-03-31
Add
Add
+0.17%
●
19.66 ($23.87) 29.81
$24.36
2.05%
Add 2.62%
8,980
229
LSE:RR.
Rolls-Royce Holdings PLC
2025-03-31
Add
Add
+0.13%
●
5.63 (£6.65) 8.13
£9.70
45.83%
Add 2.89%
12,818
360
JOBY
Joby Aviation Inc
2025-03-31
Add
Add
+0.10%
●
5.99 ($7.49) 10.27
$10.66
42.32%
Add 2.41%
18,752
442
XBRU:UMI
Umicore SA
2025-03-31
Add
Add
+0.08%
●
8.36 (€9.6) 10.59
€14.11
46.98%
Add 4.88%
4,233
197
TSE:7203
Toyota Motor Corp
2025-03-31
Add
Add
+0.07%
●
2616 (円2854.41) 3146
円2,453.50
-14.05%
Add 16.67%
700
100
ENS
EnerSys
2025-03-31
Add
Add
+0.07%
●
89.62 ($97.54) 103.2
$88.15
-9.63%
Add 2.15%
996
21
TSE:8031
Mitsui & Co Ltd
2025-03-31
Add
Add
+0.07%
●
2716.5 (円2941.57) 3311
円2,996.00
1.85%
Add 4.76%
2,200
100
TSE:7011
Mitsubishi Heavy Industries Ltd
2025-03-31
Add
Add
+0.07%
●
1987 (円2300.79) 2890.5
円3,408.00
48.12%
Add 2.33%
4,400
100

WisdomTree Battery Value Chain and Innovation Fund Total Holding History ($B)

To

WisdomTree Battery Value Chain and Innovation Fund's Asset Allocation

To

WisdomTree Battery Value Chain and Innovation Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree Battery Value Chain and Innovation Fund's Hypothetical Growth since 2025-03-31

WisdomTree Battery Value Chain and Innovation Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree Battery Value Chain and Innovation Fund's Holdings Heat Map

Size field:

WisdomTree Battery Value Chain and Innovation Fund's Holdings Bubble Chart

WisdomTree Battery Value Chain and Innovation Fund News

  • 1

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