What does WISD track?

WISD is the Wisdom Short Duration Income ETF, a Other ETF.

What is the expense ratio of WISD?

Expense ratio data for WISD is shown on the page when available from our data provider.

What are the largest holdings in WISD?

WISD's top holdings are listed on this page when available.

How can PortView analyze WISD overlap with other ETFs?

PortView computes the holdings overlap between WISD and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Wisdom Short Duration Income (WISD) ETF Holdings & Analysis

ETFOther

$101.00-0.17%

1-year price historyRange $100.47 – $101.98

52-week range$101.00

$100.47$102.29

What WISD does

The Wisdom Short Duration Income ETF (WISD) primarily seeks investment opportunities within global fixed-income markets, concentrating on securities with a brief maturity period of one year or less. Its diversified holdings encompass both domestic U.S. and international bonds, various debt instruments, commercial paper, mortgage-backed securities, and floating-rate notes. The fund allocates up to 30% of its capital to asset-backed securities, including investment-grade collateralized loan obligations (CLOs). Exposure to higher-risk, sub-investment-grade bonds (junk bonds) is strictly limited to 15% of its net assets. WISD maintains flexibility to invest up to half of its portfolio in foreign-denominated securities, with a maximum of 10% directed towards emerging market debt. To manage potential fluctuations, the fund caps its net foreign currency exposure at 10%, employing financial derivatives such as treasury and bond futures, swaps, and credit default swaps to mitigate both interest rate and currency risks. Given its active management strategy and frequent trading, the ETF may exhibit a higher portfolio turnover rate. It's worth noting that prior to November 11, 2025, this fund operated as a mutual fund before transitioning into its current actively managed ETF structure, launching with an initial asset base of $368.81 million.

Fund profile

PortView Portfolio Insights

PortView analyzes how WISD fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does WISD track?: WISD is the Wisdom Short Duration Income ETF, a Other ETF.
What is the expense ratio of WISD?: Expense ratio data for WISD is shown on the page when available from our data provider.
What are the largest holdings in WISD?: WISD's top holdings are listed on this page when available.
How can PortView analyze WISD overlap with other ETFs?: PortView computes the holdings overlap between WISD and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.