PendingDownload the FactSet Analyst Insight Report here.
|Day Lo||-||Day Hi||-|
The Wilshire wShares Enhanced Gold Trust seeks to closely reflect the performance of the Wilshire Gold Index less the Fund’s liabilities and expenses. WGLD rebalances physical gold and cash utilizing a rules-based methodology that automatically adapts to market conditions within the gold and US equity markets (the “S&P 500®”). The Fund’s purpose is to seek to outperform a stand-alone investment in gold and reduce its risk profile without the use of any futures, leverage, or derivatives.
Holdings data for this ETF is not available.
This section compares the P/E ratio of this ETF to its peers.
This section compares the dividend yield of this ETF to its peers.
|WGLD||ETF Database Category Average||FactSet Segment Average|
|Dividend||N/A||$ 0.25||$ 0.35|
|Annual Dividend Rate||N/A||$ 0.19||$ 0.30|
|Annual Dividend Yield||N/A||0.39%||0.63%|
View charts featuring ETF fund flow data.5 Day Net Flows: 0 1 Month Net Flows: 0 3 Month Net Flows: 0 6 Month Net Flows: 0 1 Year Net Flows: 0 3 Year Net Flows: 0 5 Year Net Flows: 0 10 Year Net Flows: 0
View charts that break down the influence that fund flows and price had on overall assets.
The adjacent table gives investors an individual Realtime Rating for WGLD on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETF Database Pro members, shows the ETF in the Precious Metals with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETF Database Pro. To view information on how the ETF Database Realtime Ratings work, click here.
This section compares the cost efficiency of this ETF to its peers.
|Max ST Capital Gains Rate||39.60%|
|Max LT Capital Gains Rate||20.00%|
|Tax On Distributions||Ordinary income|
WGLD does not have an ESG score. There are no ESG themes that map to this ETF.
This section shows how this ETF has performed relative to its peers.
|1 Month Return||0.52%||2.79%||0.75%|
|3 Month Return||-2.15%||-3.19%||-1.38%|
|1 Year Return||N/A||-3.47%||-5.38%|
|3 Year Return||N/A||31.02%||24.98%|
|5 Year Return||N/A||21.23%||11.61%|
The following charts reflect the geographic spread of WGLD's underlying holdings.
The following charts reflect the allocation of WGLD's underlying holdings.
This section shows how the volatility of this ETF compares to the peer group ETF Database Category.
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