Not Registered? Register Now.

1. My Profile >2. Additional Information

By submitting below you certify that you have read and agree to our privacy policy.

WTBAL

WisdomTree Balanced Income Index

The WisdomTree Balanced Income Index is comprised of exchange-traded funds listed on a major U.S. exchange and aims to maintain a 60% equity and 40% fixed income exposure. The equity exposure is diversified across both domestic (U.S.) and foreign equities, including emerging markets. The fixed income exposure includes government bonds, corporate bonds, mortgage-backed securities and other mortgage-related products. The Index was established with a base value of 200 on November 30, 2017.

Index Facts

Index Facts
As of 03/18/2019
Bloomberg Index Symbol WTBAL
Exchange Index Symbol
Index Inception Date 12/01/2017
Base Index Value 200
Number of Components in Index 11
Current Index Value 196.01
Total Return Index Closing Value 204.77

Index Statistics

Index Statistics
As of 03/18/2019
Dividend Yield 4.14
Price/Earnings 14.38
Estimated Price/Earnings 13.16
Price/Book 1.83
Price/Sales 1.27
Price/Cash Flow 8.37
Gross Buyback Yield 1.95
Net Buyback Yield 1.22

Top Components

As of 03/18/2019
*Holdings are subject to change without notice.

Industry Group Breakdown

As of 03/18/2019
*Sectors are subject to change without notice

Country Allocation

Country Allocation
Country
As of 03/18/2019
Weight
1. United States 53.60%
2. United Kingdom 7.17%
3. Japan 4.28%
4. France 3.59%
5. Switzerland 3.29%
6. Australia 3.05%
7. China 2.99%
8. Hong Kong 2.65%
9. Germany 2.65%
10. Taiwan 2.14%

Definitions

  • Index Dividend Yield is a measure of the annual dividends of the shares of all Index components divided by the Index value.
  • Price/Book Ratio is a ratio used to compare a stock's market value to its book value.
  • Price/Earnings Ratio is a valuation ratio of a company's current share price compared to its per-share earnings.
  • Estimated Price/Earnings is a valuation ratio of a company's current share price compared to the consensus estimates for per-share earnings over the next 12 months.
  • Price/Cash Flow Ratio is a measure of the market's expectations of a firm's future financial health.
  • Price/Sales Ratio is a ratio for valuing a stock relative to its own past performance, other companies or the market itself.
  • Total Return Index Values assume reinvestment of dividends after the deduction of withholding taxes, which apply to non-U.S. dividends.
  • Gross Buyback Yield is the amount of a company’s gross share repurchase over the past year to its market capitalization.
  • Net Buyback Yield is the amount of a company’s net share repurchase over the past year to its market capitalization.

  • Index Statistics, Industry Group Breakdown and Country Allocation are aggregated based on the underlying equity portion of the Index.