WisdomTree U.S. Quality Shareholder Yield Fund (WTV) Performance
WTV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.7% since Dec 31, 2025
- 1 year
- +18.9% total return
- 5 years
- +13.4% a year
- 10 years
- +15.1% a year
- Since first price
- +9.6% a year since 2007
WTV trailing returns vs SPY, QQQ, AGG
| Period | WTV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.7% | +2.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.7% | +3.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +10.6% | +9.4% | +7.8% | +8.4% | −1.5% |
| YTD | +16.7% | +14.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.9% | +16.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +90.3%+23.9%/yr | +80.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +87.3%+13.4%/yr | +70.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +307.7%+15.1%/yr | +241.0% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +598.5%+13.8%/yr | +440.3% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionFeb 23, 2007 | +506.1%+9.6%/yr | +328.7% | — | — | — |
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: WTV vs SPY
From Feb 23, 2007: WTV grew to $60,608, SPY to $74,975.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WTV returns by calendar year
14 of 18 full years positive. Best 2013 (+30.7%), worst 2008 (−41.4%). 2026 is year to date.
WTV annual returns table
| Year | WTV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.7% | −7.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.5% | −17.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +24.0% | −7.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.4% | −13.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.1% | −19.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +30.6% | −6.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +6.2% | −42.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +29.7% | −9.2% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.3% | −20.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +23.8% | −3.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +7.6% | −11.7% | +12.0% | +7.1% | +2.4% |
| 2015 | −0.7% | −16.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.5% | −11.9% | +13.5% | +19.2% | +6.0% |
| 2013 | +30.7% | −6.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +11.2% | −8.3% | +16.0% | +18.1% | +3.8% |
| 2011 | +5.1% | −22.4% | +1.9% | +3.4% | +7.7% |
| 2010 | +14.2% | −18.8% | +15.1% | +19.9% | +6.4% |
| 2009 | +29.5% | −31.6% | +26.4% | +54.7% | +3.0% |
| 2008 | −41.4% | −57.8% | −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.
WTV largest drawdowns
Now 1.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 13, 2007 | −62.0% | Nov 20, 2008 | Mar 14, 2013 | 1.4 years | 5.7 years |
| Jan 16, 2020 | −42.2% | Mar 23, 2020 | Nov 23, 2020 | 2 months | 10 months |
| Jun 25, 2015 | −22.6% | Feb 11, 2016 | Feb 15, 2017 | 8 months | 1.6 years |
| Sep 21, 2018 | −20.5% | Dec 24, 2018 | Apr 5, 2019 | 3 months | 6 months |
| Jan 4, 2022 | −19.3% | Sep 30, 2022 | Feb 1, 2023 | 9 months | 1.1 years |
| Nov 29, 2024 | −18.5% | Apr 8, 2025 | Jul 23, 2025 | 4 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WTV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +20.6% | +13.6% | +14.4% | +9.6% |
| Volatility (annualized) | 14.1% | 17.2% | 18.1% | 17.8% |
| Sharpe ratio | 1.10 | 0.63 | 0.71 | 0.53 |
| Sortino ratio | 1.97 | 1.04 | 1.09 | 0.78 |
| Best month | +11.3% | +11.6% | +15.1% | +15.1% |
| Worst month | −6.2% | −11.0% | −20.0% | −20.0% |
| Best 12 months | +41.9% | +41.9% | +77.3% | +77.3% |
| Worst 12 months | +5.1% | −12.2% | −22.2% | −49.2% |
| Positive months | 69% | 60% | 66% | 63% |
| Beta vs S&P 500 | 0.87 | 0.93 | 1.06 | — |
| Correlation with S&P 500 | 0.77 | 0.85 | 0.90 | — |
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.
WTV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 225 | −49.2% | +13.9% | +77.3% | 78% |
| 3-year (a year) | 201 | −13.2% | +12.7% | +27.5% | 94% |
| 5-year (a year) | 177 | −2.6% | +12.3% | +23.3% | 96% |
| 10-year (a year) | 117 | +4.8% | +11.8% | +16.2% | 100% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
WTV performance overview
WisdomTree U.S. Quality Shareholder Yield Fund (WTV) returned +18.9% over the past year and +15.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +9.6% a year, turning $10,000 into about $60,608. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −62.0%, from Jul 13, 2007 to Nov 20, 2008, and it took 4.3 years to get back to the old high. WTV finished 14 of its 18 full calendar years with a gain; the best year was 2013 (+30.7%) and the worst 2008 (−41.4%). Volatility has been 17.8% a year.
Related: WTV chart, WTV holdings, WTV dividends, WTV valuation. See the WTV overview for the latest quote and fund facts.
WTV performance FAQ
What is the WTV return over the past year?
WTV returned +18.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.3%.
What is the average annual return of WTV?
WTV has returned +13.4% a year over 5 years, +15.1% a year over 10 years, +9.6% a year since February 23, 2007 (total return, distributions reinvested).
How much would $10,000 invested in WTV be worth?
$10,000 invested in WTV at its first recorded close on February 23, 2007 would be worth about $60,608 on October 23, 2026 with distributions reinvested.
What was the worst year for WTV?
The worst calendar year was 2008, with a total return of −41.4%. The best was 2013 at +30.7%.
What is the biggest drawdown of WTV?
The largest peak-to-trough decline was −62.0% between July 13, 2007 and November 20, 2008. It recovered to the old high on March 14, 2013, 4.3 years after the bottom.
How volatile is WTV?
Over the past 3 years WTV had an annualized volatility of 14.1% and a Sharpe ratio of 1.10 (excess return over 1–3 month T-bills per unit of risk).