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TER
0.29% p.a.
Distribution policy
Distributing
Replication
Full replication
Fund size
11 m
Holdings
62
Overview
Quote
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Description
The WisdomTree UK Equity Income UCITS ETF seeks to track the WisdomTree UK Equity Income index. The WisdomTree UK Equity Income index tracks UK stocks with high dividend yields. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). The index is a fundamentally weighted index.
Documents
Chart
Basics
Data
| Fund size | EUR 11 m |
| Total expense ratio | 0.29% p.a. |
| Replication | Physical (Full replication) |
| Legal structure | ETF |
| Strategy risk | Long-only |
| Fund currency | GBP |
| Currency risk | Currency unhedged |
| Volatility 1 year (in EUR) | 16.71% |
| Inception/ Listing Date | 28 September 2015 |
| Distribution policy | Distributing |
| Distribution frequency | Semi annually |
| Fund domicile | Ireland |
| Fund Provider | WisdomTree |
| Fund Structure | Open-ended Investment Company (OEIC) |
| UCITS compliance | Yes |
| Administrator | State Street International Ireland Ltd |
| Investment Advisor | WisdomTree Management Ltd |
| Custodian Bank | State Street Custodial Services (Ireland) Limited |
| Revision Company | Ernst & Young |
| Fiscal Year End | 31 December |
| Swiss representative | Société Générale, Paris, Zweigniederlassung Zürich |
| Swiss paying agent | Société Générale, Paris, Zweigniederlassung Zürich |
| Tax data | Bundesanzeiger | |
| Germany | 30% tax rebate | |
| Switzerland | ESTV Reporting | |
| Austria | Tax Reporting Fund | |
| UK | UK Reporting | |
| Indextype | Total return index |
| Swap counterparty | - |
| Collateral manager | State Street Custodial Services (Ireland) Limited |
| Securities lending | No |
| Securities lending counterparty |
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Holdings
Below you find information about the composition of the WisdomTree UK Equity Income UCITS ETF.
Top 10 Holdings
Weight of top 10 holdings
out of 62
42.33%
| J.SAINSBURY PLC | 5.51% |
| TESCO ORD | 4.91% |
| SSE PLC | 4.20% |
| NATIONAL GRID PLC | 4.14% |
| LAND SECURITIES GRP. PLC | 4.13% |
| RIO TINTO PLC | 4.04% |
| UNITED UTILITIES GRP. PLC | 3.96% |
| GSK PLC ORD | 3.96% |
| KINGFISHER PLC | 3.87% |
| HSBC HLDGS. PLC | 3.61% |
Countries
| United Kingdom | 96.10% |
| Israel | 1.06% |
| Other | 2.84% |
Sectors
| Financials | 20.03% |
| Utilities | 16.97% |
| Basic Materials | 13.84% |
| Consumer Staples | 13.83% |
| Other | 35.33% |
As of 30/08/2023
ETF Savings plan offers
Here you can find information about the savings plan availability of the ETF. You can use the table to compare all savings plan offers for the selected savings rate.
Performance
The performance numbers include distributions/dividends (if there are any). By default, the total performance of the ETF is displayed.
Returns overview
| YTD | +2.71% |
| 1 month | +2.72% |
| 3 months | +0.96% |
| 6 months | +0.96% |
| 1 year | +8.04% |
| 3 years | +26.68% |
| 5 years | -1.99% |
| Since inception (MAX) | +0.60% |
| 2022 | -10.86% |
| 2021 | +24.24% |
| 2020 | -25.48% |
| 2019 | +27.98% |
Monthly returns in a heat map
Dividends
Current dividend yield
| Current dividend yield | 5.66% |
| Dividends (last 12 months) | EUR 0.26 |
Historic dividend yields
| Period | Dividend in EUR | Dividend yield in % |
|---|---|---|
| 1 Year | EUR 0.26 | 5.79% |
| 2022 | EUR 0.31 | 5.59% |
| 2021 | EUR 0.25 | 5.40% |
| 2020 | EUR 0.28 | 4.22% |
| 2019 | EUR 0.36 | 6.61% |
Dividend yield contribution
Monthly dividends in EUR
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The greater the volatility, the more significantly the price of the ETF changed in the past. ETFs with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an ETF in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the ETF’s return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the ETF at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 16.71% |
| Volatility 3 years | 16.35% |
| Volatility 5 years | 20.49% |
| Return per risk 1 year | 0.48 |
| Return per risk 3 years | 0.50 |
| Return per risk 5 years | -0.02 |
| Maximum drawdown 1 year | -11.13% |
| Maximum drawdown 3 years | -23.85% |
| Maximum drawdown 5 years | -45.36% |
| Maximum drawdown since inception | -45.36% |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| London Stock Exchange | GBX | WUKD | WUKD LN HEDJEIV | WUKD.L .FTHEDJEIV | JS |
Further information
Further ETFs with similar investment focus
| Fund name | Fund Size in m € (AuM) | TER in % p.a. | Distribution policy | Replication method |
|---|---|---|---|---|
| iShares UK Dividend UCITS ETF | 948 | 0.40% p.a. | Distributing | Full replication |
| SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) | 128 | 0.30% p.a. | Distributing | Full replication |
| L&G Quality Equity Dividends ESG Exclusions UK UCITS ETF | 46 | 0.25% p.a. | Distributing | Full replication |
Latest articles
Frequently asked questions
What is the name of WUKD?
The name of WUKD is WisdomTree UK Equity Income UCITS ETF.
What is the ticker of WisdomTree UK Equity Income UCITS ETF?
The primary ticker of WisdomTree UK Equity Income UCITS ETF is WUKD.
What is the ISIN of WisdomTree UK Equity Income UCITS ETF?
The ISIN of WisdomTree UK Equity Income UCITS ETF is IE00BYPGTJ26.
What are the costs of WisdomTree UK Equity Income UCITS ETF?
The total expense ratio (TER) of WisdomTree UK Equity Income UCITS ETF amounts to 0.29% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
Is WisdomTree UK Equity Income UCITS ETF paying dividends?
Yes, WisdomTree UK Equity Income UCITS ETF is paying dividends. Usually, the dividend payments take place semi annually for WisdomTree UK Equity Income UCITS ETF.
What's the fund size of WisdomTree UK Equity Income UCITS ETF?
The fund size of WisdomTree UK Equity Income UCITS ETF is 11m Euro. See the following article for more information about the size of ETFs.
— Data provided by Trackinsight, etfinfo, Xignite Inc. and justETF GmbH. All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.
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