Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WTAI (WisdomTree Trust – WisdomTree Artificial Intelligence and Innovation Fund) 52.09% 95.13% 33.27% NA NA NA NA
Data as of 06/12/2026, Common starting date is 12/09/2021
More Performance Analytics Comparison
Name Start Date End Date
WTAI (WisdomTree Trust – WisdomTree Artificial Intelligence and Innovation Fund) 12/09/2021 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 5.95 95.13 33.27 NA NA NA NA 52.09 34.83 6.53 46.32 -42.76 0.03
Sharpe Ratio NA 2.98 1.01 NA NA NA NA 4.03 0.99 0.11 1.69 -1.17 0.02
Standard Deviation(%) NA 31.01 29.63 NA NA NA NA 37.76 32.27 25.28 25.57 37.64 27.15
Draw Down(%) NA 15.42 31.83 NA NA NA NA 14.63 31.83 19.47 21.53 45.57 4.64
Yield(%) 0.00 2.28 1.07 0.52 0.26 0.17 0.13 0.00 2.38 0.21 0.35 0.12 0.00
Data as of 06/12/2026, Common starting date is 12/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTAI (WisdomTree Trust – WisdomTree Artificial Intelligence and Innovation Fund) -1.61%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTAI (WisdomTree Trust – WisdomTree Artificial Intelligence and Innovation Fund) 35.30%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return