WisdomTree International Adaptive Moving Average Fund (WIMA) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
WisdomTree International Adaptive Moving Average Fund (WIMA) trades at $43.66 with AI Score 44/100 (Grade C). The WisdomTree International Adaptive Moving Average Fund (WIMA) aims to replicate the performance of the WisdomTree International Adaptive… Market cap: $69.0M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for WIMA: WIMA does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates WIMA against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
WIMA: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
WisdomTree International Adaptive Moving Average Fund (WIMA) Financial Services Profile
WisdomTree International Adaptive Moving Average Fund (WIMA) provides investors access to international equity markets through a dynamic, rule-based investment strategy. By tracking the WisdomTree International Adaptive Moving Average Index, the fund offers a systematic approach to adjusting asset allocation based on prevailing market trends, appealing to investors seeking diversified international exposure.
What Is the Investment Thesis for WIMA?
WIMA presents an investment opportunity for those seeking exposure to international equity markets through a dynamic, rules-based approach. The fund's adaptive moving average strategy aims to outperform traditional passive international equity investments by adjusting asset allocation based on market trends. A key value driver is the potential for enhanced returns during trending markets, as the fund's methodology seeks to capitalize on upward momentum. Upcoming catalysts include increased investor demand for international diversification and growing adoption of adaptive investment strategies. However, potential risks include the possibility of underperformance during periods of market volatility or choppy trading conditions. The fund's success hinges on the continued effectiveness of its adaptive moving average methodology in navigating international equity markets.
Based on FMP financials and quantitative analysis
WIMA Key Highlights
WIMA's investment strategy focuses on tracking the WisdomTree International Adaptive Moving Average Index, providing exposure to international equities.
- The fund utilizes an adaptive moving average technique to adjust asset allocation based on market trends.
- WIMA offers investors a way to diversify their portfolios with international stocks while benefiting from a systematic investment approach.
- The fund's objective is to replicate the price and yield performance of its benchmark index before fees and expenses.
- WIMA is managed by WisdomTree, a provider of ETFs focused on innovative investment strategies.
Who Are WIMA's Competitors?
WIMA is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| VEA Vanguard FTSE Developed Markets ETF | $72.84 | +0.01% | $325B | 44 |
| IXUS iShares Core MSCI Total International Stock ETF | $97.21 | +0.04% | $59.8B | 47 |
| ACWX iShares MSCI ACWI ex U.S. ETF | $77.30 | +0.05% | $11.9B | 47 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.62 | -0.18% | $127M | 70 |
| CHECU Chenghe Acquisition III Co. Units | $10.25 | +0.39% | $134M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WIMA's Key Strengths?
Adaptive investment strategy.
- Exposure to international equity markets.
- Managed by WisdomTree, a reputable ETF provider.
What Are WIMA's Weaknesses?
Potential for underperformance during volatile markets.
- Reliance on the effectiveness of the adaptive moving average methodology.
- Management fees can impact overall returns.
What Could Drive WIMA Stock Higher?
Increased investor demand for international diversification.
- Growing adoption of adaptive investment strategies.
- Potential for outperformance during trending markets.
What Are the Key Risks for WIMA?
Underperformance during periods of market volatility or choppy trading conditions.
- Changes in market conditions can impact the effectiveness of the adaptive moving average methodology.
- Management fees can reduce overall returns.
What Are the Growth Opportunities for WIMA?
- Growing demand for international diversification: As investors seek to enhance portfolio returns and reduce risk, the demand for international equity exposure is expected to increase. WIMA offers a convenient way to access a diversified portfolio of international stocks, potentially attracting investors looking to broaden their geographic exposure. This trend is expected to continue as global economies become more interconnected.
- Adoption of adaptive investment strategies: The increasing popularity of smart beta and factor-based investing is driving demand for adaptive investment strategies. WIMA's adaptive moving average methodology aligns with this trend, offering investors a dynamic approach to managing international equity exposure. As investors become more sophisticated, the adoption of adaptive strategies is expected to grow.
- Expansion into new markets: WisdomTree could expand WIMA's availability into new international markets, increasing its reach and attracting new investors. This could involve listing the fund on additional exchanges or partnering with local distributors to promote the fund to a wider audience. The timeline for this expansion would depend on regulatory approvals and market conditions.
- Development of new adaptive strategies: WisdomTree could develop new adaptive investment strategies based on different factors or asset classes, expanding its product lineup and attracting a broader range of investors. This could involve creating new ETFs that track different indexes or employ different methodologies. The timeline for this development would depend on market research and product development efforts.
- Increased marketing and education efforts: WisdomTree could increase its marketing and education efforts to raise awareness of WIMA and its adaptive investment strategy. This could involve advertising campaigns, educational webinars, and partnerships with financial advisors. The goal would be to educate investors about the benefits of WIMA and its potential role in a diversified portfolio.
What Threats Does WIMA Face?
- Competition from other ETFs and investment vehicles.
- Changes in market conditions can impact performance.
- Regulatory changes can affect the ETF industry.
What Are WIMA's Competitive Advantages?
- Brand recognition: WisdomTree is a well-known provider of ETFs with a reputation for innovation.
- Proprietary index: The WisdomTree International Adaptive Moving Average Index is a unique benchmark that cannot be easily replicated.
- Distribution network: WisdomTree has established relationships with financial advisors and institutional investors, providing access to a wide distribution network.
What Does WIMA Do?
The WisdomTree International Adaptive Moving Average Fund (WIMA) is an exchange-traded fund (ETF) designed to mirror the investment results of the WisdomTree International Adaptive Moving Average Index. The fund's strategy revolves around providing exposure to international equity markets, excluding the United States, through a methodology that adapts to changing market conditions. WIMA's underlying index employs a moving average technique to identify and capitalize on market trends, adjusting its asset allocation accordingly. This adaptive approach seeks to enhance returns while managing risk in the often-volatile international equity landscape. The fund's investment objective is to track the price and yield performance of its benchmark index, before accounting for fees and expenses. WIMA offers investors a way to diversify their portfolios with international stocks, while also benefiting from a systematic investment approach. The fund's focus on adaptive moving averages aims to capture potential gains during uptrends and mitigate losses during downtrends, making it an appealing option for investors seeking a dynamic and risk-managed international equity strategy. WIMA is managed by WisdomTree, a well-known provider of ETFs focused on innovative investment strategies.
What Products and Services Does WIMA Offer?
- Tracks the WisdomTree International Adaptive Moving Average Index.
- Provides exposure to international equity markets, excluding the United States.
- Employs a moving average technique to identify and capitalize on market trends.
- Adjusts asset allocation based on prevailing market conditions.
- Offers investors a way to diversify their portfolios with international stocks.
- Seeks to enhance returns while managing risk in the international equity landscape.
How Does WIMA Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net investor inflows.
- Expenses include operating costs, marketing expenses, and distribution fees.
What Industry Does WIMA Operate In?
The asset management industry is characterized by intense competition among firms offering a wide range of investment products and services. ETFs like WIMA compete with traditional mutual funds, hedge funds, and other investment vehicles for investor capital. The industry is influenced by macroeconomic factors, market trends, and regulatory changes. The increasing demand for passive and smart beta investment strategies has fueled the growth of ETFs, while investors are also seeking international diversification to enhance portfolio returns. WIMA's adaptive moving average approach positions it within the smart beta segment, offering a dynamic alternative to traditional passive international equity investments.
Who Are WIMA's Key Customers?
- Retail investors seeking international equity exposure.
- Financial advisors looking to diversify client portfolios.
- Institutional investors seeking dynamic investment strategies.
WIMA Valuation & Market Position
Relative to its peer group, WIMA's quantitative score of 44/100 is below the peer average of 57/100.
WIMA Financials
Bull Case vs Bear Case
Bull Case
- Adaptive investment strategy.
- Exposure to international equity markets.
- Managed by WisdomTree, a reputable ETF provider.
- Ongoing: Increased investor demand for international diversification.
Bear Case
- Potential for underperformance during volatile markets.
- Reliance on the effectiveness of the adaptive moving average methodology.
- Management fees can impact overall returns.
- Potential: Underperformance during periods of market volatility or choppy trading conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
WIMA Latest News
No recent news available for WIMA.
WIMA Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WIMA.
Price Targets
Wall Street price target analysis for WIMA.
WIMA MoonshotScore
What does this score mean?
The MoonshotScore rates WIMA 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
WIMA Financial Services Stock FAQ
What does the AI Score mean for WIMA?
WIMA holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The WisdomTree International Adaptive Moving Average Fund (WIMA) aims to replicate the performance of the WisdomTree International Adaptive Moving Average Index. The fund operates within the asset …
What does WisdomTree International Adaptive Moving Average Fund do?
The WisdomTree International Adaptive Moving Average Fund (WIMA) is an exchange-traded fund (ETF) that seeks to track the price and yield performance of the WisdomTree International Adaptive Moving Average Index. The fund provides investors with exposure to international equity markets, excluding the United States, through a dynamic investment strategy.
What are the main risks for WIMA?
The WisdomTree International Adaptive Moving Average Fund (WIMA) faces several risks. One potential risk is underperformance during periods of market volatility or choppy trading conditions, as the fund's adaptive moving average methodology may not be as effective in such environments.
How does WIMA's adaptive moving average strategy work?
WIMA's adaptive moving average strategy involves using moving averages to identify and capitalize on market trends in international equity markets. The fund's underlying index employs a moving average technique to determine the allocation to different international equity markets.
What are the key factors to evaluate for WIMA?
WisdomTree International Adaptive Moving Average Fund (WIMA) holds an AI score of 44/100 (low). WIMA presents an investment opportunity for those seeking exposure to international equity markets through a dynamic, rules-based approach. Not financial advice.
How frequently does WIMA data refresh on this page?
WIMA's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven WIMA's recent stock price performance?
WisdomTree International Adaptive Moving Average Fund (WIMA) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Adaptive investment strategy. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WIMA overvalued or undervalued right now?
WisdomTree International Adaptive Moving Average Fund (WIMA) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research WIMA before investing?
Before investing in WisdomTree International Adaptive Moving Average Fund (WIMA), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for WIMA, limiting the depth of insights.
- Financial data is based on available information and may be subject to change.