Military equipment and aerospace:
Strengthening Europe’s defence manufacturing base, advancing military aviation, and enhancing strategic capabilities.
Investing in Europe's defence transformation
Europe is experiencing a significant increase in defence spending, influenced by external threats, North Atlantic Treaty Organisation (NATO) alliance commitments and the pursuit of strategic autonomy. The Russia-Ukraine conflict has accelerated this shift, pushing governments to reduce reliance on the US and strengthen domestic capabilities. European leaders increasingly recognise that reducing reliance on the United States is essential for building a strong and independent defence strategy capable of addressing threats from adversaries.
Investments in emerging technologies—such as cyber defence and advanced weaponry—are key to maintaining technological superiority. As a result, European defence budgets are rising to meet these strategic imperatives and the WisdomTree Europe Defence UCITS ETF has been built to capture this untapped growth opportunity.
Europe’s defence investment gap
Source: The Draghi Report, The Future of European Competitiveness, September 2024. Historical performance is not an indication of future performance, and any investments may go down in value.
Capturing Europe’s defence expansion
The WisdomTree Europe Defence UCITS ETF is built on the structural transformation of Europe’s defence sector. As geopolitical tensions escalate and governments commit to increased defence spending, significant investment opportunities are emerging across key defence verticals.
We focus on companies leading innovation and expansion in:
Cybersecurity and artificial intelligence (AI):
Safeguarding digital infrastructure, integrating AI-driven defence systems, and modernising operational security.
Advanced weaponry and surveillance:
Enhancing military capabilities through next-generation technologies, precision weaponry, and intelligence solutions.
By targeting companies at the forefront of Europe’s rearmament, our strategy ensures exposure to the long-term growth potential of the evolving defence landscape.
Source: WisdomTree as of 10 January 2025.
