WisdomTree New Economy Real Estate ETF (WTRE) Performance
WTRE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.4% since Dec 31, 2025
- 1 year
- −7.0% total return
- 5 years
- −1.8% a year
- 10 years
- +1.6% a year
- Since first price
- +0.4% a year since 2007
WTRE trailing returns vs SPY, QQQ, AGG
| Period | WTRE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −8.0% | −8.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −11.2% | −11.6% | +3.2% | +1.9% | −0.4% |
| 6 months | −13.4% | −14.4% | +7.8% | +8.4% | −1.5% |
| YTD | +1.4% | +0.2% | +12.3% | +15.1% | −1.0% |
| 1 year | −7.0% | −9.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +55.6%+15.9%/yr | +45.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −8.5%−1.8%/yr | −18.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +16.7%+1.6%/yr | −22.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +67.6%+3.5%/yr | −12.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionJun 5, 2007 | +8.3%+0.4%/yr | −59.1% | — | — | — |
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: WTRE vs SPY
From Jun 5, 2007: WTRE grew to $10,828, SPY to $70,694.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WTRE returns by calendar year
10 of 18 full years positive. Best 2009 (+43.3%), worst 2008 (−56.8%). 2026 is year to date.
WTRE annual returns table
| Year | WTRE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +1.4% | −20.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +26.4% | −14.2% | +17.7% | +20.8% | +7.2% |
| 2024 | −3.3% | −14.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.1% | −21.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −31.7% | −38.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +1.0% | −11.7% | +28.7% | +27.4% | −1.8% |
| 2020 | −15.7% | −39.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.3% | −9.9% | +31.2% | +39.0% | +8.5% |
| 2018 | −11.2% | −18.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +37.8% | −3.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +2.4% | −12.5% | +12.0% | +7.1% | +2.4% |
| 2015 | −3.0% | −19.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +7.7% | −9.7% | +13.5% | +19.2% | +6.0% |
| 2013 | −3.8% | −18.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +39.3% | −10.4% | +16.0% | +18.1% | +3.8% |
| 2011 | −14.4% | −26.1% | +1.9% | +3.4% | +7.7% |
| 2010 | +17.8% | −18.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +43.3% | −38.2% | +26.4% | +54.7% | +3.0% |
| 2008 | −56.8% | −64.9% | −36.8% | −41.7% | +7.9% |
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.
WTRE largest drawdowns
Now 20.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 31, 2007 | −74.2% | Mar 9, 2009 | Jul 14, 2017 | 1.4 years | 9.7 years |
| Jan 16, 2020 | −48.5% | Oct 14, 2022 | May 27, 2026 | 2.7 years | 6.4 years |
| May 28, 2026 | −20.6% | Oct 22, 2026 | not yet | 5 months | 5 months so far |
| Jan 26, 2018 | −18.9% | Oct 24, 2018 | Dec 26, 2019 | 9 months | 1.9 years |
| Jun 5, 2007 | −15.7% | Aug 16, 2007 | Sep 26, 2007 | 2 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WTRE risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +14.8% | −0.0% | +1.5% | +0.9% |
| Volatility (annualized) | 20.7% | 21.3% | 19.1% | 21.2% |
| Sharpe ratio | 0.56 | -0.07 | 0.06 | 0.09 |
| Sortino ratio | 0.95 | -0.09 | 0.08 | 0.12 |
| Best month | +13.3% | +13.3% | +13.3% | +18.3% |
| Worst month | −8.7% | −14.5% | −22.4% | −27.1% |
| Best 12 months | +51.3% | +51.3% | +51.3% | +82.8% |
| Worst 12 months | −3.3% | −36.4% | −36.4% | −62.6% |
| Positive months | 56% | 48% | 52% | 53% |
| Beta vs S&P 500 | 1.27 | 1.08 | 0.96 | — |
| Correlation with S&P 500 | 0.76 | 0.79 | 0.77 | — |
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.
WTRE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 221 | −62.6% | +4.5% | +82.8% | 61% |
| 3-year (a year) | 197 | −17.1% | +4.3% | +30.5% | 63% |
| 5-year (a year) | 173 | −8.8% | +4.1% | +20.7% | 68% |
| 10-year (a year) | 113 | −1.9% | +3.2% | +13.9% | 79% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
WTRE performance overview
WisdomTree New Economy Real Estate ETF (WTRE) returned −7.0% over the past year and +1.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +0.4% a year, turning $10,000 into about $10,828. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −74.2%, from Oct 31, 2007 to Mar 9, 2009, and it took 8.3 years to get back to the old high. WTRE finished 10 of its 18 full calendar years with a gain; the best year was 2009 (+43.3%) and the worst 2008 (−56.8%). Volatility has been 21.2% a year.
Related: WTRE chart, WTRE holdings, WTRE dividends. See the WTRE overview for the latest quote and fund facts.
WTRE performance FAQ
What is the WTRE return over the past year?
WTRE returned −7.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 9.3%.
What is the average annual return of WTRE?
WTRE has returned −1.8% a year over 5 years, +1.6% a year over 10 years, +0.4% a year since June 5, 2007 (total return, distributions reinvested).
How much would $10,000 invested in WTRE be worth?
$10,000 invested in WTRE at its first recorded close on June 5, 2007 would be worth about $10,828 on October 23, 2026 with distributions reinvested.
What was the worst year for WTRE?
The worst calendar year was 2008, with a total return of −56.8%. The best was 2009 at +43.3%.
What is the biggest drawdown of WTRE?
The largest peak-to-trough decline was −74.2% between October 31, 2007 and March 9, 2009. It recovered to the old high on July 14, 2017, 8.3 years after the bottom.
How volatile is WTRE?
Over the past 3 years WTRE had an annualized volatility of 20.7% and a Sharpe ratio of 0.56 (excess return over 1–3 month T-bills per unit of risk).