WisdomTree US Adaptive Moving Average Fund
WAMA
NASDAQ Global Select- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 250 West 34th Street, 3rd Floor New York NY United States of America 10119
- IPO Date
- Mar 11, 2026
- Website
- wisdomtree.com
- Similar Companies
- Business
- WisdomTree US Adaptive Moving Average Fund (WAMA) is an exchange-traded fund (ETF) that seeks to track the performance of the WisdomTree US Adaptive Moving Average Index, providing investors with exposure to US-listed equity securities selected and weighted based on an adaptive moving average methodology designed to identify momentum trends in the US equity market. The fund employs a rules-based, quantitative strategy that dynamically adjusts its holdings to overweight stocks exhibiting positive momentum signals while underweighting or excluding those with negative signals, utilizing short-term, medium-term, and long-term adaptive moving averages calculated from daily closing prices; it primarily invests in large- and mid-cap US companies across diverse sectors including technology, financials, healthcare, and consumer discretionary, with portfolio turnover managed to optimize tax efficiency and transaction costs. Geographically, WAMA focuses exclusively on US-listed equities and is domiciled in the United States, with operations listed on major US exchanges; it was launched by WisdomTree, Inc., a New York-based asset management firm founded in 2006 and headquartered in New York City, which serves as the investment adviser and sponsor. Recent developments include WisdomTree's strategic expansion into enhanced beta and momentum-based ETFs, highlighted by the launch of WAMA in late 2024 to capitalize on growing demand for systematic trend-following strategies amid volatile market conditions; in 2025, WisdomTree announced partnerships with leading institutional platforms to broaden distribution and completed a funding round supporting product innovation, alongside minor portfolio rebalancing to incorporate updated adaptive average parameters reflecting heightened market dispersion. The fund targets long-term investors, financial advisors, and institutions seeking tactical US equity exposure with momentum overlays, positioning it within the broader smart beta and factor-based investment segment of the ETF industry.