Summary
WTAI
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 92.98% Volatility 31.81% Sharpe 1.50
Official loaded data — not a live quote.

WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND

Symbol: WTAI

Exchange: BATS

Sector: Technology

Category: Technology

Inception date: 07/12/2021

Latest date: 11/06/2026

Current price: $43.85

Expense ratio: 0.45%

Assets under management
$622.8M
4.70% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

5.92%

Ann. -37.55% (Sharpe / Sortino numerator)

Volatility

43.76%

Sharpe ratio

-0.941

VaR 95%

-4.69%

CVaR 95%: -4.89%
Max drawdown: -10.99%
Sortino ratio: -1.459
Calmar ratio: -3.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

47.05%

Ann. -8.64% (Sharpe / Sortino numerator)

Volatility

32.68%

Sharpe ratio

-0.375

VaR 95%

-3.33%

CVaR 95%: -4.32%
Max drawdown: -14.63%
Sortino ratio: -0.564
Calmar ratio: -0.59

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

47.02%

Ann. -1.03% (Sharpe / Sortino numerator)

Volatility

30.77%

Sharpe ratio

-0.151

VaR 95%

-3.64%

CVaR 95%: -4.40%
Max drawdown: -15.42%
Sortino ratio: -0.212
Calmar ratio: -0.07

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

92.98%

Ann. 51.22% (Sharpe / Sortino numerator)

Volatility

31.81%

Sharpe ratio

1.496

VaR 95%

-3.23%

CVaR 95%: -4.67%
Max drawdown: -15.42%
Sortino ratio: 1.993
Calmar ratio: 3.32

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

120.61%

Ann. 20.18% (Sharpe / Sortino numerator)

Volatility

29.93%

Sharpe ratio

0.553

VaR 95%

-3.19%

CVaR 95%: -4.60%
Max drawdown: -31.83%
Sortino ratio: 0.735
Calmar ratio: 0.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

134.22%

Ann. 19.07% (Sharpe / Sortino numerator)

Volatility

28.02%

Sharpe ratio

0.551

VaR 95%

-2.94%

CVaR 95%: -4.24%
Max drawdown: -31.83%
Sortino ratio: 0.756
Calmar ratio: 0.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.281%

Best day

6.406%

11/06/2026
Worst day

-8.827%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $41.88 $43.90 $41.61 $43.85 241,400
10/06/2026 $41.65 $43.03 $41.11 $41.21 252,100
09/06/2026 $44.10 $44.46 $40.37 $42.50 722,700
08/06/2026 $43.26 $43.85 $42.90 $43.29 299,100
05/06/2026 $44.21 $44.32 $41.58 $41.83 481,300
04/06/2026 $45.00 $46.34 $44.42 $45.88 162,800
03/06/2026 $47.09 $47.19 $45.80 $46.57 345,200
02/06/2026 $46.14 $47.02 $46.00 $46.99 273,000
01/06/2026 $44.79 $46.05 $44.60 $45.87 351,000
29/05/2026 $44.08 $44.34 $43.63 $44.26 213,200