WisdomTree ETF (WDEF) Performance
WDEF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −4.5% since Dec 31, 2025
- 1 year
- −12.1% total return
- Since first price
- −7.7% since 2025
WDEF trailing returns vs SPY, QQQ, AGG
| Period | WDEF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −5.2% | −5.2% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.0% | −4.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −9.8% | −9.8% | +7.8% | +8.4% | −1.5% |
| YTD | −4.5% | −4.5% | +12.3% | +15.1% | −1.0% |
| 1 year | −12.1% | −12.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 17, 2025 | −7.7% | −7.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: WDEF vs SPY
From Jul 17, 2025: WDEF grew to $9,226, SPY to $12,265.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WDEF returns by calendar year
2026 is year to date.
WDEF annual returns table
| Year | WDEF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −4.5% | −23.9% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
WDEF largest drawdowns
Now 20.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 27, 2026 | −23.9% | Jun 26, 2026 | not yet | 5 months | 9 months so far |
| Oct 3, 2025 | −21.8% | Nov 24, 2025 | Jan 12, 2026 | 52 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WDEF risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | −2.5% |
| Volatility (annualized) | 32.1% |
| Sharpe ratio | -0.05 |
| Sortino ratio | -0.07 |
| Best month | +15.2% |
| Worst month | −12.9% |
| Best 12 months | +5.5% |
| Worst 12 months | −17.0% |
| Positive months | 57% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
WDEF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 4 | −17.0% | −2.4% | +5.5% | 50% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
WDEF performance overview
WisdomTree ETF (WDEF) returned −12.1% over the past year, with distributions reinvested. Since its first recorded price on Jul 17, 2025 it has returned −7.7%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −23.9%, from Jan 27, 2026 to Jun 26, 2026; the fund has not yet regained that high. Volatility has been 32.1% a year.
Related: WDEF chart, WDEF holdings, WDEF dividends. See the WDEF overview for the latest quote and fund facts.
WDEF performance FAQ
What is the WDEF return over the past year?
WDEF returned −12.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 12.2%.
How much would $10,000 invested in WDEF be worth?
$10,000 invested in WDEF at its first recorded close on July 17, 2025 would be worth about $9,226 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of WDEF?
The largest peak-to-trough decline was −23.9% between January 27, 2026 and June 26, 2026. It has not yet recovered to that high; it is 20.0% below its peak.
How volatile is WDEF?
Over the past history WDEF had an annualized volatility of 32.1% and a Sharpe ratio of -0.05 (excess return over 1–3 month T-bills per unit of risk).