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Upturn AI SWOT - About
WisdomTree Cybersecurity Fund (WCBR)
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Upturn Advisory Summary
04/01/2025: WCBR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -1.65% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 24461 | Beta 0.77 | 52 Weeks Range 22.19 - 32.71 | Updated Date 04/2/2025 |
52 Weeks Range 22.19 - 32.71 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree Cybersecurity Fund
ETF Overview
Overview
The WisdomTree Cybersecurity Fund (WCBR) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Cybersecurity Index. It provides exposure to companies primarily involved in offering cybersecurity solutions.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its rules-based, fundamentally weighted indexes.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in ETF management and index construction.
Investment Objective
Goal
To track the investment results of the WisdomTree Cybersecurity Index, which is designed to provide exposure to equity securities of companies that derive at least 50% of their revenue from providing cybersecurity products and/or services.
Investment Approach and Strategy
Strategy: WCBR aims to replicate the WisdomTree Cybersecurity Index, a rules-based index focusing on cybersecurity companies.
Composition WCBR primarily holds stocks of companies involved in cybersecurity, including software, hardware, and service providers.
Market Position
Market Share: WCBR holds a notable market share within the cybersecurity ETF market, though it is subject to competition from larger, more established funds.
Total Net Assets (AUM): 53030000
Competitors
Key Competitors
- HACK
- CIBR
- IHAK
Competitive Landscape
The cybersecurity ETF market is competitive, with several established funds. WCBR distinguishes itself through its index methodology. Advantages include its focused approach, while disadvantages include relatively smaller AUM and trading volume compared to larger competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers and is subject to market fluctuations.
Benchmark Comparison: Performance is typically benchmarked against the WisdomTree Cybersecurity Index. Actual performance will vary due to expenses and tracking error.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
WCBR's average trading volume is moderate, which can impact trading costs for larger transactions.
Bid-Ask Spread
The bid-ask spread fluctuates with market conditions and can represent a cost to trade the ETF.
Market Dynamics
Market Environment Factors
Growing cybersecurity threats, increased regulatory scrutiny, and technological advancements drive demand for cybersecurity solutions, influencing WCBR's performance.
Growth Trajectory
WCBR's growth is tied to the expansion of the cybersecurity industry and investor interest in targeted sector exposure. Changes to the index methodology or holdings are disclosed in fund documentation.
Moat and Competitive Advantages
Competitive Edge
WCBR's competitive edge lies in its focused exposure to cybersecurity companies and WisdomTree's reputation for smart beta ETFs. The fund offers a targeted approach to capturing growth in the cybersecurity sector. This can be attractive for investors seeking pure-play exposure. However, smaller AUM and lower trading volume may be drawbacks compared to larger competitors. It uses a unique index for fund investments.
Risk Analysis
Volatility
WCBR's volatility is tied to the overall stock market and the specific performance of cybersecurity companies.
Market Risk
Specific risks include cybersecurity sector downturns, regulatory changes, and competition among cybersecurity providers.
Investor Profile
Ideal Investor Profile
WCBR is suitable for investors seeking targeted exposure to the cybersecurity sector and who are willing to accept sector-specific risks.
Market Risk
WCBR may be best for long-term investors with a high risk tolerance or active traders looking for short-term gains in the cybersecurity sector.
Summary
The WisdomTree Cybersecurity Fund (WCBR) provides focused exposure to the cybersecurity sector through a rules-based index. While it offers a targeted approach, its smaller AUM and trading volume may be a concern for some investors. Its performance is closely tied to the growth and stability of the cybersecurity industry. Investors should consider their risk tolerance and investment objectives before investing in WCBR. The cybersecurity market is a fast-growing sector that is influenced by cyber security threats and security trends.
Similar Companies
CIBR
First Trust NASDAQ Cybersecurity ETF
CIBR
First Trust NASDAQ Cybersecurity ETF
HACK
Amplify ETF Trust
HACK
Amplify ETF Trust
IHAK
iShares Cybersecurity and Tech ETF
IHAK
iShares Cybersecurity and Tech ETF
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Cybersecurity Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to provide exposure to equity securities of exchange-listed companies globally, which are primarily involved in cybersecurity and security-oriented technology that generate a meaningful part of their revenue from cybersecurity activities and are experiencing revenue growth. To the extent the index concentrates in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent as the index. It is non-diversified.
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