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The Space Economy takes flight

The space economy is transitioning from concept to commercial reality. At an expected annual growth rate of 9% through 2035, the global space economy is estimated to reach $1.8 trillion1 in value, highlighting both the scale of the opportunity and the pace of its expansion. The WisdomTree Space Economy UCITS ETF offers targeted exposure to this accelerating shift, investing in companies operating across the space value chain, from infrastructure and launch systems to data, connectivity and commercial applications on Earth.

At the heart of this shift stands SpaceX, which has materially altered the economics of launch and satellite deployment. Alongside it, a broader ecosystem is emerging, spanning defence, communications and data-driven services. As use cases expand and capital continues to flow into the sector, the space economy is evolving into a powerful, long‑term investment theme.

1Source: World Economic Forum, McKinsey & Company, “Space: The $1.8 Trillion Opportunity for Global Economic Growth”, April 2024.

Estimated value of the global space economy from 2023 to 2035

Estimated value of the global space economy from 2023 to 2035

Source: World Economic Forum, McKinsey & Company, “Space: The $1.8 Trillion Opportunity for Global Economic Growth”, April 2024. Forecasts are not an indicator of future performance, and any investments are subject to risks and uncertainties.

Structural drivers of the space economy

Several long-term forces are accelerating adoption:

Why invest in the WisdomTree Space Economy UCITS ETF?

  • Early exposure to a multi-decade growth theme:

    The space economy is in the early stages of a long-term growth cycle, supported by improving launch capabilities, sustained government investment, renewed interest in space exploration, and expanding commercial use cases.

  • A diversified portfolio capturing key space verticals:

    Access a broad set of opportunities across launches and infrastructure, commercial space, defence space, and emerging technologies. The portfolio captures both established leaders and emerging players positioned to benefit from the expected growth potential of the field.

  • A dynamic and forward-looking exposure:

    Company selection and weighting are driven by WisdomTree’s proprietary research into the space economy, with quarterly reviews ensuring the portfolio benefits from a dynamic, forward-looking approach, and stays aligned with the most relevant and meaningful space opportunities.

  • WisdomTree’s thematic expertise:

    The strategy leverages WisdomTree’s established track record in building thematic indices, executing rigorous in-house research, and developing rules-based frameworks. This approach allows us to identify the most relevant companies within the theme and select those that may be positioned to benefit from the growth of the space economy.

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