WCBR
- WISDOMTREE CYBERSECURITY FUNDKey Information
Earliest date | 2021-01-28 |
About WCBR
WisdomTree, Inc. (“WisdomTree”), the Index Providerand parent company of the Fund’s investment adviser, WisdomTree Asset Management, Inc. (“WisdomTree Asset Management”or the “Adviser”), designed the Index to provide exposure to equity securities of exchange-listed companies globally, whichare primarily involved in cybersecurity and security-oriented technology that generate a meaningful part of their revenue from securityprotocols that prevent intrusion and attacks to systems, networks, applications, computers, and mobile devices (collectively, “cybersecurityactivities”) and are experiencing revenue growth. The cybersecurity themes used as guidelines to determine if a company is primarilyinvolved in cybersecurity activities are described in detail in the “Additional Information About the Fund's Investment Strategies”section of the Prospectus.To be eligible for inclusion in the Index, a company must meetthe following criteria as of the Index screening date: (i) derive at least 50% of their revenue from cybersecurity activities; (ii) revenuegrowth greater than or equal to 7% over the trailing three years for new constituents and revenue growth greater than or equal to 5%over the trailing three years for existing Index constituents; (iii) have a market capitalization of at least $300 million; and (iv)have a median daily dollar trading volume of at least $1 million for each of the preceding three months.The Index is reconstituted and rebalancedsemi-annually. The Index Provider currently uses the Global Industry Classification Standard (GICS®),a widely recognized industry classification methodology developed by MSCI, Inc. and Standard & Poor’s Financial Services LLC,to identify the extent of the Index’s exposure to a sector or industry. A GICS sector typically is comprised of multiple industries.Because the Fund seeks to track the Index it is expected to have the same sector and industry exposure as the Index. While the Index’sand the Fund’s sector exposure may vary from time to time, as of September 30, 2024, the Index had significant exposure (e.g.,approximately 15% or more of the Index’s total weight) to the Information Technology Sector. To the extent the Index’s constituents are concentrated (i.e., holds more than 25% of constituents) in the securities of companies assigned to a particular industry or group of industries, the Fund will seek to concentrate its investments in such industry or group of industries to approximately the same extent as the Index.As of September 30, 2024, the equity securities of companies domiciledin or otherwise tied to the United States, comprised a significant portion (e.g., approximately 15% or more of the Index’stotal weight) of the Index, although the Index’s geographic exposure may change from time to time. As a result, the Fund can beexpected to also have significant exposure to this country.