BATS:WBAT

WisdomTree Battery Value Chain and Innovation Fund

$ 28.4835 0.1337 ( +0.47%) 09:41 AM EST
PE Ratio:
44.17
PB Ratio:
2.81
Volume:
157.00
Dividend Yield %:
1.23
Last Holding update 2025-02-27 116 Stocks (22 new)
Value $3.00 Mil Turnover 28 %
Top Holdings: BE(7.32%) JOBY(5.61%) XTER:BMW(3.85%) ENS(3.40%) LSE:RR.(3.34%)
Portfolio Report
Registrant: WisdomTree Battery Value Chain and Innovation Fund
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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 ($) 28.27
Day's Range ($) 28.27 - 28.4835
Day's Volume 157
52-Week Range ($) 22.12 - 29.69
Beta 1.1
3-Year Sharpe Ratio -0.5
3-Year Sortino Ratio -0.64
Volatility 17.73
14-Day RSI 65.22
14-Day ATR ($) 0.38008
20-Day SMA ($) 27.28149

Fundamental Data

Name Value
Market Cap (Mil $) 2.848
Shares Outstanding (Mil) 0.1
PE Ratio 44.17
PE Ratio (10y Range) 11.8 - 44.17
PE Ratio (10y Median) 15.1
PB Ratio 2.81
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 % 1.23
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 2024-12-31 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
8,751
194.4
-0.85%
7.320
-0.02%
0.000
-4.38%
-2.61%
5,023.1
Industrial Products
JOBY 		Joby Aviation Inc
18,310
148.9
-14.30%
5.610
-0.37%
0.000
+53.50%
+16.11%
7,943.8
Transportation
XTER:BMW 		Bayerische Motoren Werke AG
1,250
102.2
+102.27%
3.850
+1.95%
0.000
-2.82%
+2.89%
47,470.3
Vehicles & Parts
ENS 		EnerSys
975
90.1
+7.73%
3.400
+0.24%
0.000
-9.93%
-2.77%
3,513.5
Industrial Products
LSE:RR. 		Rolls-Royce Holdings PLC
12,458
88.7
-9.86%
3.340
-0.23%
0.000
+11.76%
+57.51%
74,231.5
Aerospace & Defense
CHPT 		ChargePoint Holdings Inc
75,963
81.3
New Holding
3.060
+3.06%
0.020
+19.34%
-23.07%
380.0
Retail - Cyclical
TSE:7011 		Mitsubishi Heavy Industries Ltd
4,300
60.8
-51.14%
2.290
-1.61%
0.000
+45.77%
+53.77%
11,425,866.0
Industrial Products
XTER:NDA 		Aurubis AG
637
50.6
+88.46%
1.910
+0.90%
0.000
-10.94%
+6.42%
3,556.0
Industrial Products
OSL:KOG 		Kongsberg Gruppen ASA
2,130
48.0
New Holding
1.810
+1.81%
0.000
+14.01%
+43.85%
326,778.9
Aerospace & Defense
TSE:6762 		TDK Corp
3,400
44.8
-66.00%
1.690
-2.03%
0.000
-0.01%
-24.81%
2,927,934.8
Hardware

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
CHPT 		ChargePoint Holdings Inc2024-12-31New Buy
+3.06%
●
1.07 ($1.24) 1.47
$0.82
-33.61%
New holding
75,963
75,963
SZSE:300068 		Zhejiang Narada Power Source Co Ltd2024-12-31Reduce
-2.47%
●
16.14 (¥19.62) 24.93
¥15.09
-23.09%
Reduce -74.7%
15,000
-44,300
OHEL:WRT1V 		Wartsila Corp2024-12-31Reduce
-2.43%
●
16.99 (€18.39) 20.6
€19.05
3.62%
Reduce -73.61%
1,608
-4,485
BLNK 		Blink Charging Co2024-12-31Sold Out
-2.24%
●
1.39 ($1.77) 2.25
$0.97
-45.45%
Sold Out
0
-53,917
ACHR 		Archer Aviation Inc2024-12-31Sold Out
-2.15%
●
2.94 ($5.6) 11.33
$11.38
103.21%
Sold Out
0
-29,362
TSE:6762 		TDK Corp2024-12-31Reduce
-2.03%
●
1798.5 (円1947.55) 2098.5
円1,543.00
-20.77%
Reduce -66%
3,400
-6,600
XTER:BMW 		Bayerische Motoren Werke AG2024-12-31Add
+1.95%
●
65.96 (€73.95) 80.16
€77.02
4.15%
Add 102.27%
1,250
632
OSL:KOG 		Kongsberg Gruppen ASA2024-12-31New Buy
+1.81%
●
214.8 (kr241.92) 270.8
kr371.95
53.75%
New holding
2,130
426
TSE:8031 		Mitsui & Co Ltd2024-12-31New Buy
+1.67%
●
3083 (円3225.09) 3442
円2,924.50
-9.32%
New holding
2,100
2,100
TSE:7011 		Mitsubishi Heavy Industries Ltd2024-12-31Reduce
-1.61%
●
2060 (円2248.72) 2408.5
円3,403.00
51.33%
Reduce -51.14%
4,300
-4,500

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 2024-12-31

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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