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WisdomTree International Adaptive Moving Average Fund (WIMA)
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WisdomTree Launches 2 New ETFs Rooted in Moving Averages
Etftrends· 2026-03-20 14:21
Core Viewpoint - WisdomTree has launched two new ETFs, the WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and the WisdomTree International Adaptive Moving Average Fund (WIMA), designed to simplify the application of moving average market analysis for investors [1][3]. Group 1: ETF Features - WAMA and WIMA utilize a rules-based strategy that triggers investments in stocks when the underlying index moves above its 200-day moving average and shifts to T-bills if it closes below the 200-day SMA for two consecutive days [3][4]. - The ETFs follow adaptive moving average strategies based on the WisdomTree 500 and WisdomTree International LargeCap Indexes, initiating long positions when the index closes 1% above its 200-day SMA for two consecutive trading days [4][5]. - The 1% buffer is implemented to avoid false signals from minor fluctuations around the 200-day SMA, which can lead to costly mistakes for investors [4]. Group 2: Fees and Flexibility - WAMA has an annual fee of 0.32%, equating to $32 on a $10,000 position, while WIMA charges 0.42% per year [5]. - The adaptive moving average strategies include a breadth overlay to enhance participation in market recoveries, addressing the slow-moving nature of the 200-day SMA during rapid market recoveries [5].