WisdomTree Aggressive Allocation CF (S:0P0001BFAF)
22.01
+0.11
(+0.50%)
USD |
Dec 31 2025
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 January 14, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| WisdomTree US Quality Growth Fund | 19.42% | 58.87 | -0.98% |
| WisdomTree US Quality Dividend Growth Fund | 15.92% | 91.02 | -0.16% |
| WisdomTree US Value Fund | 10.62% | 96.06 | 0.46% |
| WisdomTree Dynamic International Equity Fund | 10.16% | 44.94 | 0.35% |
| WisdomTree Yield Enhanced US Aggregate Bond Fund | 7.33% | 44.18 | 0.15% |
| SPDR Portfolio Developed World ex-US ETF | 7.01% | 46.08 | 0.43% |
| JPMorgan US Value Factor ETF | 6.39% | 50.72 | -0.22% |
|
iShares S&P Mid-Cap ETF
|
4.32% | -- | -- |
| WisdomTree EM ex-State-Owned Enterprises | 4.20% | 40.87 | 0.23% |
| WisdomTree Mortgage Plus Bond Fund | 3.59% | 44.89 | 0.12% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |
| Attributes | |
| Socially Responsible Fund | -- |