ETF Evaluator:
WisdomTree International Adaptive MovAvr ()
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(as of Aug 26)
Best Performing in Foreign Large Blend Over the Last Year
| 53.2% | Pacer Nasdaq International Ptnt Ldrs ETF (PATN) |
| 37.0% | Touchstone Dynamic International ETF (TDI) |
| 36.8% | Harbor International Equity ETF (EPIN) |
| 34.8% | First Eagle Overseas Equity ETF (FEOE) |
| 33.8% | Lazard International Dynamic Equity ETF (IDEQ) |
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ETF Details
WisdomTree International Adaptive MovAvr Overview
WisdomTree International Adaptive MovAvr (WIMA) is a passively managed International Equity Foreign Large Blend exchange-traded fund (ETF). WisdomTree launched the ETF in 2026.
The investment seeks o track the price and yield performance, before fees and expenses, of the WisdomTree International Adaptive Moving Average Index (the “Index”).
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index consists of the equity constituents of the WisdomTree International LargeCap Index, U.S. Treasury bills, and other instruments. The fund is non-diversified.
About WisdomTree International Adaptive MovAvr (WIMA)
There are 5 members of the management team with an average tenure of 0.39 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.
The ETF has 1 primary benchmark: WisdomTree Int Adaptive Mov Avg TR USD index with a weighting of 100%. WisdomTree International Adaptive MovAvr has 501 securities in its portfolio. The top 10 holdings constitute 16.1% 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 International Adaptive MovAvr is part of the Equity global asset class and is within the International Equity ETF group. WisdomTree International Adaptive MovAvr has 98.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 1.0% There is 98.8% 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 International Adaptive MovAvr has 0.1% of the portfolio in cash.
Assets Under Management
The fund has $71 million in total assets, which is below the $9 billion average for the Foreign Large Blend 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.
WIMA 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 International Adaptive MovAvr expense ratio is average compared to funds in the Foreign Large Blend category. WisdomTree International Adaptive MovAvr has an expense ratio of 0.42%, which is 6% higher than its category average, making the fund expense ratio grade a C. 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 International Adaptive MovAvr 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 38% for the Foreign Large Blend category.
Recently, in the month of July 2026, WisdomTree International Adaptive MovAvr returned 2.8%, which earned it a grade of A, as the Foreign Large Blend category had an average return of 1.1%. 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 International Adaptive MovAvr has a trailing yield of 0.00%, which is below the 2.56% category average.
The fund normally distributes its income quarterly 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.
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WIMA 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 |
|
| WIMA Return (NAV) | 2.8% | 6.0% | na | na | na | na |
| WIMA Return (Price) | 3.1% | 6.2% | na | na | na | na |
| NAV +/- Price Return | -0.294% | -0.225% | na | na | na | na |
| Foreign Large Blend Avg | 1.1% | 4.4% | 25.0% | 16.4% | 9.2% | 9.3% |
| WIMA Grade (NAV) | A | B | na | na | na | na |
| +/- Category (NAV) | 1.7% | 1.6% | na | na | na | na |
| WIMA Tax-Cost Ratio | na | na | na | na | na | na |
WIMA Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WIMA Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| WIMA 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 |
| Foreign Large Blend Avg | 12.1% | 31.2% | 5.2% | 16.9% | -14.7% | 10.3% | 8.8% | 22.0% | -13.2% | 24.6% | 1.9% |
| WIMA 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: | $ 71 Mil |
| Share Class Assets: | $ 71 Mil |
| Turnover: | na |
| Expense Ratio: | 0.42% |
| Index Fund: | Yes |
| Index Tracked: | WisdomTree Int Adaptive Mov Avg TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Quarterly |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 0.4 years | |||
| Average Tenure: 0.4 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: | 501 |
| % in Top 10 Holdings: | 16.1% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 98.8% |
Portfolio Allocation |
|
| Domestic Stock: | 1.0% |
| Foreign Stock: | 98.8% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.1% |
| 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: | March 11, 2026 |
Expenses and Fees
| Expense Ratio (%): | 0.42% (Rating: Avg) |
| Category Average Expense Ratio (%): | 0.40% |
