WisdomTree Artificial Intelligence and… (WTAI) Performance
WTAI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +25.7% since Dec 31, 2025
- 1 year
- +23.2% total return
- 3 years
- +31.2% a year
- Since first price
- +8.9% a year since 2021
WTAI trailing returns vs SPY, QQQ, AGG
| Period | WTAI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −16.4% | −16.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −10.3% | −10.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.8% | +5.8% | +7.8% | +8.4% | −1.5% |
| YTD | +25.7% | +25.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +23.2% | +21.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +126.0%+31.2%/yr | +121.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionDec 9, 2021 | +51.3%+8.9%/yr | +47.6% | — | — | — |
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: WTAI vs SPY
From Dec 9, 2021: WTAI grew to $15,126, SPY to $17,424.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WTAI returns by calendar year
3 of 4 full years positive. Best 2023 (+46.3%), worst 2022 (−42.3%). 2026 is year to date.
WTAI annual returns table
| Year | WTAI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +25.7% | −27.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +34.8% | −31.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.5% | −19.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +46.3% | −21.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −42.3% | −45.6% | −18.2% | −32.6% | −13.0% |
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.
WTAI largest drawdowns
Now 24.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 27, 2021 | −45.9% | Oct 14, 2022 | Jul 17, 2025 | 10 months | 3.6 years |
| Jun 22, 2026 | −27.6% | Jul 29, 2026 | not yet | 37 days | 4 months so far |
| Nov 3, 2025 | −15.4% | Mar 30, 2026 | Apr 13, 2026 | 5 months | 5 months |
| Jun 2, 2026 | −12.3% | Jun 10, 2026 | Jun 18, 2026 | 8 days | 16 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WTAI risk statistics
| Statistic | 3 years | Since 2021 |
|---|---|---|
| Annualized return | +36.9% | +13.4% |
| Volatility (annualized) | 32.4% | 33.1% |
| Sharpe ratio | 1.00 | 0.43 |
| Sortino ratio | 1.91 | 0.71 |
| Best month | +26.0% | +26.0% |
| Worst month | −19.0% | −19.0% |
| Best 12 months | +104.0% | +104.0% |
| Worst 12 months | −8.4% | −42.3% |
| Positive months | 67% | 60% |
| Beta vs S&P 500 | 1.99 | — |
| Correlation with S&P 500 | 0.76 | — |
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.
WTAI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 47 | −42.3% | +19.8% | +104.0% | 85% |
| 3-year (a year) | 23 | −3.5% | +23.3% | +36.9% | 91% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
WTAI performance overview
WisdomTree Artificial Intelligence and… (WTAI) returned +23.2% over the past year, with distributions reinvested. Since its first recorded price in 2021 it has returned +8.9% a year, turning $10,000 into about $15,126. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −45.9%, from Dec 27, 2021 to Oct 14, 2022, and it took 2.8 years to get back to the old high. WTAI finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+46.3%) and the worst 2022 (−42.3%). Volatility has been 33.1% a year.
Related: WTAI chart, WTAI holdings, WTAI dividends, WTAI valuation. See the WTAI overview for the latest quote and fund facts.
WTAI performance FAQ
What is the WTAI return over the past year?
WTAI returned +23.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 21.1%.
How much would $10,000 invested in WTAI be worth?
$10,000 invested in WTAI at its first recorded close on December 9, 2021 would be worth about $15,126 on October 23, 2026 with distributions reinvested.
What was the worst year for WTAI?
The worst calendar year was 2022, with a total return of −42.3%. The best was 2023 at +46.3%.
What is the biggest drawdown of WTAI?
The largest peak-to-trough decline was −45.9% between December 27, 2021 and October 14, 2022. It recovered to the old high on July 17, 2025, 2.8 years after the bottom.
How volatile is WTAI?
Over the past 3 years WTAI had an annualized volatility of 32.4% and a Sharpe ratio of 1.00 (excess return over 1–3 month T-bills per unit of risk).