WTRE vs. KCE ETF Comparison

Comparison of WisdomTree New Economy Real Estate Fund (WTRE) to SPDR S&P Capital Markets ETF (KCE)
WTRE

WisdomTree New Economy Real Estate Fund

WTRE Description

Watford Holdings Ltd., together with its subsidiaries, operates as a property and casualty insurance and reinsurance company worldwide. The company offers casualty reinsurance products, such as executive assurance, medical malpractice liability, other professional liability, workers' compensation, excess and umbrella liability, and excess auto liability; other specialty reinsurance, including personal and commercial auto, mortgage, surety, accident and health, workers' compensation catastrophe, agriculture and marine, and aviation; and property catastrophe reinsurance, as well as other insurance programs comprising general liability, umbrella liability, professional liability, personal and commercial automobile, and inland marine and property business with minimal catastrophe exposure. The company was incorporated in 2013 and is headquartered in Pembroke, Bermuda. As of July 1, 2021, Watford Holdings Ltd. was taken private.

Grade (RS Rating)

Last Trade

$19.54

Average Daily Volume

4,236

Number of Holdings *

22

* may have additional holdings in another (foreign) market
KCE

SPDR S&P Capital Markets ETF

KCE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges. In seeking to track the performance of the S&P Capital Markets Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the capital markets industry group of the S&P Total Market Index ("S&P TMI"). It is non-diversified.

Grade (RS Rating)

Last Trade

$125.03

Average Daily Volume

34,205

Number of Holdings *

59

* may have additional holdings in another (foreign) market
Performance
Period WTRE KCE
30 Days 2.23% 5.04%
60 Days 4.87% 9.98%
90 Days 12.16% 13.47%
12 Months 32.01% 50.83%
1 Overlapping Holdings
Symbol Grade Weight in WTRE Weight in KCE Overlap
DBRG D 0.6% 1.67% 0.6%
WTRE Overweight 21 Positions Relative to KCE
Symbol Grade Weight
SBAC C 5.69%
ABNB D 5.07%
DLR C 4.91%
EQIX C 4.8%
ARE D 4.74%
VTR C 4.7%
CCI C 4.55%
AMT C 4.5%
PLD D 4.41%
DOC C 3.51%
IRM A 3.23%
REXR D 2.74%
EGP D 2.02%
COLD D 2.02%
TRNO D 1.58%
FR D 1.31%
KRC C 1.1%
CUZ C 1.1%
DEI A 0.63%
LXP D 0.52%
JBGS C 0.27%
WTRE Underweight 58 Positions Relative to KCE
Symbol Grade Weight
LPLA C -1.85%
IVZ B -1.84%
COIN F -1.83%
STEP A -1.81%
HLNE A -1.81%
SF A -1.8%
EVR C -1.79%
OWL A -1.79%
KKR C -1.78%
PJT C -1.78%
MS B -1.77%
VCTR A -1.77%
FHI C -1.77%
IBKR A -1.77%
CG B -1.77%
STT C -1.76%
ARES A -1.76%
APAM C -1.76%
AMP A -1.76%
BLK A -1.76%
JHG B -1.75%
TROW D -1.74%
PIPR B -1.74%
BK C -1.73%
JEF A -1.73%
AMG B -1.73%
TW A -1.72%
GS D -1.72%
BEN F -1.72%
CNS C -1.72%
RJF B -1.72%
SEIC B -1.71%
FDS C -1.7%
TPG B -1.7%
HLI B -1.7%
MC C -1.7%
SCHW D -1.7%
HOOD C -1.69%
NTRS C -1.69%
MORN C -1.69%
BX C -1.68%
CME A -1.67%
MSCI B -1.67%
NDAQ B -1.65%
MCO D -1.65%
SPGI B -1.64%
MKTX B -1.64%
ICE A -1.63%
CBOE B -1.63%
VIRT B -1.61%
BGC B -1.6%
SNEX C -1.37%
VRTS F -1.21%
DFIN D -1.04%
PX A -0.66%
BSIG D -0.65%
DHIL C -0.39%
LPRO D -0.37%
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