WisdomTree Carbon

ISIN JE00BP2PWW32

 | 

WKN A3GTR6

TER
0.35% p.a.
Distribution policy
Accumulating
Replication
Swap-based
Fund size
201 m
 

Overview

Quote

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Description

The WisdomTree Carbon seeks to track the Solactive Carbon Emission Allowances Rolling Futures index. The Solactive Carbon Emission Allowances Rolling Futures index tracks the price of futures contracts on European Union Carbon Allowances (EUAs).
 
The ETC's TER (total expense ratio) amounts to 0.35% p.a.. The WisdomTree Carbon is the only ETC that tracks the Solactive Carbon Emission Allowances Rolling Futures index. The ETC replicates the performance of the underlying index synthetically with a swap.
 
The WisdomTree Carbon has 201m Euro assets under management. The ETC was launched on 18 August 2021 and is domiciled in Jersey.
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Chart

Basics

Data

Fund size
EUR 201 m
Total expense ratio
0.35% p.a.
Replication Synthetic (Swap-based)
Legal structure ETC
Strategy risk Long-only
Fund currency EUR
Currency risk Currency unhedged
Volatility 1 year (in EUR)
31.53%
Inception/ Listing Date 18 August 2021
Distribution policy Accumulating
Distribution frequency -
Fund domicile Jersey
Fund Provider WisdomTree
Tax data Bundesanzeiger
Germany Unknown
Switzerland Unknown
Austria Unknown
UK Unknown
Indextype -
Swap counterparty -
Collateral manager -
Securities lending No
Securities lending counterparty -

Similar ETCs

This section provides you with information on other ETCs with a similar investment focus to the WisdomTree Carbon.
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How do you like our new ETF profile? Here you'll find our Questionnaire.

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.
 
Broker Rating Savings plan offer Brokerage fee More information
free of charge
free of charge
More info
free of charge
free of charge
More info
free of charge
free of charge
More info
free of charge
free of charge
More info
EUR 1.50
1.50%
free of charge
More info
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Performance

Returns overview

YTD -29.06%
1 month -8.95%
3 months -24.73%
6 months -35.69%
1 year -42.74%
3 years -
5 years -
Since inception (MAX) -21.26%
2023 -6.65%
2022 -0.87%
2021 -
2020 -

Monthly returns in a heat map

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 higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets 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 asset 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 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 asset 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%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 31.53%
Volatility 3 years -
Volatility 5 years -
Return per risk 1 year -1.35
Return per risk 3 years -
Return per risk 5 years -
Maximum drawdown 1 year -48.53%
Maximum drawdown 3 years -
Maximum drawdown 5 years -
Maximum drawdown since inception -49.55%

Rolling 1 year volatility

Stock exchange

Listings

Listing Trade Currency Ticker Bloomberg /
iNAV Bloomberg Code
Reuters RIC /
iNAV Reuters
Market Maker
Euronext Paris EUR CARB -
-
-
-
-
XETRA EUR WCO2 -
-
-
-
-
gettex EUR WCO2 -
-
-
-
-
Borsa Italiana EUR CARB -
-
-
-
-
London Stock Exchange GBX CARP -
-
-
-
-
London Stock Exchange USD CARB -
-
-
-
-

Further information

Further ETCs with similar investment focus

Fund name Fund Size in m € (AuM) TER
in % p.a.
Distribution policy Replication method
HANetf SparkChange Physical Carbon EUA ETC 78 0.89% p.a. Accumulating Full replication
WisdomTree California Carbon 2 0.49% p.a. Accumulating Swap-based
SG ETC ICE EUA Futures-Kontrakt - 4.00% p.a. Accumulating Swap-based

Frequently asked questions

What is the name of WCO2?

The name of WCO2 is WisdomTree Carbon.

What is the ticker of WisdomTree Carbon?

The primary ticker of WisdomTree Carbon is WCO2.

What is the ISIN of WisdomTree Carbon?

The ISIN of WisdomTree Carbon is JE00BP2PWW32.

What are the costs of WisdomTree Carbon?

The total expense ratio (TER) of WisdomTree Carbon amounts to 0.35% 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.

What's the fund size of WisdomTree Carbon?

The fund size of WisdomTree Carbon is 201m Euro. See the following article for more information about the size of ETFs.

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— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.