WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11) 5-Year Yield-on-Cost %: 13.29 (As of Aug. 03, 2026) — 10% Above Median

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BSP:WHGR11 WHG Real Estate Fundo De Investimento Imobiliario - FII BSP:WHGR11
19 GF Score
Price R$9.03
! 1 Warning Sign
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What is WHG Real Estate Fundo De Investimento Imobiliario - FII 5-Year Yield-on-Cost %?

WHG Real Estate Fundo De Investimento Imobiliario - FII BSP:WHGR11 +0.33% 19 5-Year Yield-on-Cost % is 13.29 as of Aug. 03, 2026, which is 10% above its 10-year median of 12.08. GuruFocus rates BSP:WHGR11 with a GF Score™ of 19/100. The stock has 1 warning sign investors should review. Among 861 REITs companies, WHG Real Estate Fundo De Investimento Imobiliario - FII ranks better than 79.44% on this metric.

WHG Real Estate Fundo De Investimento Imobiliario - FII's yield on cost for the quarter that ended in Jun. 2025 was 13.29.


The historical rank and industry rank for WHG Real Estate Fundo De Investimento Imobiliario - FII's 5-Year Yield-on-Cost % or its related term are showing as below:

BSP:WHGR11' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 11.29   Med: 12.08   Max: 15.07
Current: 13.29


During the past 4 years, WHG Real Estate Fundo De Investimento Imobiliario - FII's highest Yield on Cost was 15.07. The lowest was 11.29. And the median was 12.08.


BSP:WHGR11's 5-Year Yield-on-Cost % is ranked better than
79.44% of 861 companies
in the REITs industry
Industry Median: 7.35 vs BSP:WHGR11: 13.29

WHG Real Estate Fundo De Investimento Imobiliario - FII  (BSP:WHGR11) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


WHG Real Estate Fundo De Investimento Imobiliario - FII 5-Year Yield-on-Cost % Related Terms


BSP:WHGR11 vs EQIX, AMT, DLR: 5-Year Yield-on-Cost % Comparison

For the REIT - Specialty subindustry, WHG Real Estate Fundo De Investimento Imobiliario - FII's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


WHG Real Estate Fundo De Investimento Imobiliario - FII 5-Year Yield-on-Cost % vs REITs Industry

For the REITs industry and Real Estate sector, WHG Real Estate Fundo De Investimento Imobiliario - FII's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where WHG Real Estate Fundo De Investimento Imobiliario - FII's 5-Year Yield-on-Cost % falls into.


BSP:WHGR11
19GF Score
WHG Real Estate Fundo De Investimento Imobiliario - FII BSP:WHGR11
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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WHG Real Estate Fundo De Investimento Imobiliario - FII 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of WHG Real Estate Fundo De Investimento Imobiliario - FII is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 13.29 mean?
WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11) has a 5-Year Yield-on-Cost % of 13.29 as of Aug. 03, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on WHG Real Estate Fundo De Investimento Imobiliario - FII and its competitors. This is 10% above median its historical median of 12.08. Over the past decade, WHG Real Estate Fundo De Investimento Imobiliario - FII's 5-Year Yield-on-Cost % has ranged from 11.29 to 15.07. According to the industry distribution chart, WHG Real Estate Fundo De Investimento Imobiliario - FII ranks #177 out of 861 companies in the REITs industry, placing it in the top 20.6%.
Is WHG Real Estate Fundo De Investimento Imobiliario - FII's 5-Year Yield-on-Cost % too high?
WHG Real Estate Fundo De Investimento Imobiliario - FII's current 5-Year Yield-on-Cost % of 13.29 is 10% above median its 10-year median of 12.08. Over the past 10 years, this metric has ranged from a low of 11.29 to a high of 15.07. The REITs industry median 5-Year Yield-on-Cost % is 7.35. WHG Real Estate Fundo De Investimento Imobiliario - FII's value of 13.29 is 80.8% above this industry median. Based on the distribution chart, WHG Real Estate Fundo De Investimento Imobiliario - FII ranks #177 out of 861 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, WHG Real Estate Fundo De Investimento Imobiliario - FII has a GF Score™ of 19/100, reflecting its overall financial health beyond just this single metric.
How does WHG Real Estate Fundo De Investimento Imobiliario - FII's 5-Year Yield-on-Cost % compare to EQIX and AMT?
According to the REITs industry distribution chart, WHG Real Estate Fundo De Investimento Imobiliario - FII ranks #177 out of 861 companies for 5-Year Yield-on-Cost %. This places WHG Real Estate Fundo De Investimento Imobiliario - FII in the top 21% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 7.35. WHG Real Estate Fundo De Investimento Imobiliario - FII's value of 13.29 is 80.8% above this benchmark. Historically, WHG Real Estate Fundo De Investimento Imobiliario - FII's own 5-Year Yield-on-Cost % has ranged from 11.29 to 15.07 over the past decade. While the company's 10-year median is 12.08 vs. the industry median of 7.35, WHG Real Estate Fundo De Investimento Imobiliario - FII has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a REITs company?
The median 5-Year Yield-on-Cost % among REITs companies is 7.35, based on 861 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. WHG Real Estate Fundo De Investimento Imobiliario - FII's current 5-Year Yield-on-Cost % of 13.29 is 80.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on WHG Real Estate Fundo De Investimento Imobiliario - FII and its competitors. For the REITs industry, the median 5-Year Yield-on-Cost % is 7.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WHG Real Estate Fundo De Investimento Imobiliario - FII's current 5-Year Yield-on-Cost % is 13.29, which is 10% above median its own 10-year median of 12.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WHG Real Estate Fundo De Investimento Imobiliario - FII stock overvalued right now?
WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11) has a current 5-Year Yield-on-Cost % of 13.29. The current 5-Year Yield-on-Cost % is 13.29, which is 10% above median its 10-year median of 12.08 and 80.8% above the REITs industry median of 7.35. WHG Real Estate Fundo De Investimento Imobiliario - FII's overall GF Score™ is 19/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11), the current 5-Year Yield-on-Cost % is 13.29 as of Aug. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

WHG Real Estate Fundo De Investimento Imobiliario - FII Business Description

Industry Real EstateREITs
Address AVENIDA ATAULFO DE PAIVA 153 - 5th Floor, LEBLON, Rio de Janeiro, RJ, BRA, 22440032
WHG Real Estate Fundo De Investimento Imobiliario - FII is a closed-end fund with an indefinite term. The fund aims to generate income and/or capital gains, as well as provide shareholders with the appreciation of their shares through investment and, as the case may be, divestment in real estate, shares, debentures, subscription warrants, their coupons, rights, subscription receipts and split certificates, securities deposit certificates, debenture bonds, investment fund units, promissory notes and any other securities.
19GF Score

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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