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 11/12/2019
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 203.23
Total Return Index Closing Value 217.83

Index Statistics

Index Statistics
As of 11/12/2019
Dividend Yield 4.09
Price/Earnings 14.72
Estimated Price/Earnings 13.72
Price/Book 1.79
Price/Sales 1.18
Price/Cash Flow 7.62
Gross Buyback Yield 1.73
Net Buyback Yield 0.96

Top Components

As of 11/12/2019
*Holdings are subject to change without notice.

Industry Group Breakdown

As of 11/12/2019
*Sectors are subject to change without notice

Country Allocation

Country Allocation
Country
As of 11/12/2019
Weight
1. United States 54.59%
2. United Kingdom 7.38%
3. Japan 5.73%
4. France 3.52%
5. Germany 3.20%
6. Australia 2.73%
7. China 2.67%
8. Taiwan 2.16%
9. Hong Kong 2.11%
10. Switzerland 1.78%

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.