WisdomTree U.S. Growth & Momentum Fund
WGRO
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- WisdomTree U.S. Growth & Momentum Fund (WGRO) is an exchange-traded fund that seeks to track the investment results of the WisdomTree U.S. Growth & Momentum Index, providing exposure to U.S. equities exhibiting strong growth and momentum characteristics. The fund invests primarily in large- and mid-capitalization U.S. companies selected based on earnings growth, sales growth, momentum scores, and quality factors such as return on equity and return on assets; it employs a rules-based methodology to weight holdings by momentum and growth metrics while capping individual stock exposure to manage risk. WGRO offers investors a targeted strategy blending growth potential with momentum-driven performance, with a focus on sectors like technology, consumer discretionary, and healthcare. Launched in March 2023 by WisdomTree, Inc., headquartered in New York, the fund operates within the broader asset management industry, targeting institutional and retail investors seeking U.S. equity growth opportunities. WisdomTree, the fund's sponsor and a global leader in exchange-traded products since 2006, manages approximately $95 billion in assets across ETFs emphasizing smart beta, commodities, and fixed income; WGRO represents part of its U.S. equity suite, which includes thematic and factor-based funds distributed through brokerage platforms worldwide. The fund is available on major U.S. exchanges with primary operations in North America, though WisdomTree's products reach investors in Europe, Asia-Pacific, and other regions via cross-listings and partnerships. In the past year, WGRO has benefited from WisdomTree's strategic expansions, including the 2024 acquisition of Fenimore Asset Management to bolster sustainable and quality-focused strategies, and a multi-year partnership with Gold Bullion International announced in late 2024 to enhance precious metals-linked offerings complementing equity funds like WGRO. The fund saw a portfolio rebalance in Q3 2025 incorporating AI-driven growth stocks amid market volatility, alongside WisdomTree's launch of enhanced ESG-screened variants across its momentum lineup. These developments reflect WisdomTree's ongoing shift toward technology-integrated indexing and diversified factor models to capture evolving market dynamics.