AAII ETF Evaluator

ETF Evaluator: WisdomTree Space Economy (WSPC) Follow This ETF

Equity
Global Asset Class
Sector Equity
Fund Group
Industrials
Category
$0.000
Last Trade
(as of )
$ 1 Mil
Share Class Assets
na
TTM Yield
$0.000 - $0.000
52-Wk High-Low Range
0.75% F
Expense Ratio
na
Portfolio Turnover
1 (k)
Avg. Daily Trading Vol.

Best Performing in Industrials Over the Last Year

115.3% Leverage Shares 2X Long UNH Daily ETF (UNHG)
63.0% Stt Strt® SPDR® S&PKenshoFnlFrntrsETF (ROKT)
58.9% SonicShares™ Global Shipping ETF (BOAT)
45.9% Aztlan NA Nearshoring Stk Sel ETF (NRSH)
39.7% US Global Sea to Sky Cargo ETF (SEA)
Data as of 7/31/2026
na (NAV)
na (Price)
1-Mo Return
na (NAV)
na (Price)
3-Mo Return
na (NAV)
na (Price)
YTD Return
na (NAV)
na (Price)
1-Yr Return
na (NAV)
na (Price)
3-Yr Return
na (NAV)
na (Price)
5-Yr Return
na
Category
Risk
Index
na
Total
Risk
Index

ETF Details

Fund Family
WisdomTree

Inception Date
7/7/2026

Website

Phone
866-909-9473

Primary Benchmark
N/A: 100%

Additional Fund Details

WisdomTree Space Economy Overview

WisdomTree Space Economy (WSPC) is an actively managed Sector Equity Industrials exchange-traded fund (ETF). WisdomTree launched the ETF in 2026.

The investment seeks to provide capital appreciation. The fund is actively managed and seeks to achieve its investment objective by investing primarily in equity securities that provide exposure to global companies involved in activities that form the space economy. Under normal circumstances, the fund will invest at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in Space Economy Companies and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such Space Economy Companies. It is non-diversified.

About WisdomTree Space Economy (WSPC)

There are 5 members of the management team with an average tenure of 0.07 years: Marlene Walker-Smith (2026), David France (2026), Todd Frysinger (2026), Vlasta Sheremeta (2026) and Michael Stoll (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.

WisdomTree Space Economy has 60 securities in its portfolio. The top 10 holdings constitute 43.0% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

WisdomTree Space Economy is part of the Equity global asset class and is within the Sector Equity ETF group. WisdomTree Space Economy has 34.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 65.4% There is 34.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WisdomTree Space Economy has 0.1% of the portfolio in cash.

Assets Under Management

The fund has $1 million in total assets, which is below the $1 billion average for the Industrials category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

WSPC Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree Space Economy expense ratio is above average compared to funds in the Industrials category. WisdomTree Space Economy has an expense ratio of 0.75%, which is 47% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree Space Economy has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 40% for the Industrials category.

Recently, in the month of July 2026, WisdomTree Space Economy returned 0.0%, which earned it a grade of NA, as the Industrials category had an average return of -4.0%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

WisdomTree Space Economy has a trailing yield of 0.00%, which is below the 1.11% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

For more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.

Otherwise, for more information about WisdomTree Space Economy, including its riskiness, submit your email to unlock the rest of the article.


WSPC Trailing NAV Total Returns Data as of 7/31/26

Last
Month
Last
Quarter
Ann'l.
1Yr
Ann'l.
3Yr
Ann'l.
5Yr
Ann'l.
10Yr
WSPC Return (NAV) na na na na na na
WSPC Return (Price) na na na na na na
NAV +/- Price Return na na na na na na
Industrials Avg -4.0% -1.4% 24.7% 17.8% 11.5% 13.6%
WSPC Grade (NAV) na na na na na na
+/- Category (NAV) na na na na na na
WSPC Tax-Cost Ratio na na na na na na

WSPC Annual NAV Total ReturnsData as of 7/31/26

2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
WSPC Return (NAV) na na na na na na na na na na na
WSPC Return (Price) na na na na na na na na na na na
NAV +/- Price Ret na na na na na na na na na na na
Industrials Avg 12.6% 27.1% 14.2% 21.4% -12.8% 20.7% 15.4% 30.3% -13.4% 22.8% 22.1%
WSPC Grade (NAV) na na na na na na na na na na na
+/- Category na na na na na na na na na na na
Risk Measures
Beta: na
R-Squared: na
Standard Deviation: na
Category Risk Index: na
Category Risk Rating:
Total Risk Index: na
Total Risk Rating:
Portfolio Characteristics
Yield: --
Total Assets: $ 1 Mil
Share Class Assets: $ 1 Mil
Turnover: na
Expense Ratio: 0.75%
Index Fund: No
Index Tracked: N/A
Index Weighting: 100%
Leveraged: No
Socially Responsible Fund: No
Capital Gains Distribution Frequency: Annually
Income Distribution Frequency: Annually

Management Team

Number of Managers: 5
Longest Tenure: 0.1 years
Average Tenure: 0.1 years
Managers (Year): Walker-Smith Marlene (2026), France David (2026), Frysinger Todd (2026), Sheremeta Vlasta (2026), Stoll Michael (2026)

Portfolio Composition (as of 7/31/26)

# of Holdings: 60
% in Top 10 Holdings: 43.0%
Fund is Non-Diversified: Yes
% in Foreign Issues: 34.4%
 

Portfolio Allocation

Domestic Stock: 65.4%
Foreign Stock: 34.4%
Preferred Stock: 0.0%
Domestic Bond: 0.0%
Foreign Bond: 0.0%
Convertible Bond: 0.0%
Other: 0.0%
Cash: 0.1%

Purchase Information

Legal Structure: Open Ended Investment Company
Fund Family: WisdomTree
Phone Number: 866-909-9473
Website: www.wisdomtree.com
Inception Date: July 7, 2026

Expenses and Fees

Expense Ratio (%): 0.75% (Rating: Above Avg)
Category Average Expense Ratio (%): 0.51%
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