WisdomTree Aggressive Allocation CF (S:0P0001BFAF)
23.28
+1.72
(+7.97%)
USD |
Apr 30 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 09, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| WisdomTree US Quality Growth Fund | 19.79% | 64.90 | 1.25% |
| WisdomTree US Quality Dividend Growth Fund | 15.90% | 95.00 | 0.17% |
| WisdomTree Dynamic International Equity Fund | 10.41% | 46.17 | 0.65% |
| WisdomTree US Value Fund | 10.39% | 100.23 | 0.38% |
| WisdomTree Yield Enhanced US Aggregate Bond Fund | 7.39% | 43.69 | 0.36% |
| State Street SPDR Portfolio Devt World ex-US ETF | 6.51% | 50.41 | 1.61% |
| JPMorgan US Value Factor ETF | 6.43% | 55.46 | 1.28% |
|
iShares S&P Mid-Cap ETF
|
4.45% | -- | -- |
| WisdomTree EM ex-State-Owned Enterprises | 4.29% | 48.11 | 1.86% |
| WisdomTree Mortgage Plus Bond Fund | 3.64% | 44.31 | 0.26% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |