Update to the methodology for the WisdomTree Global Megatrends Equity Index
09 April 2025
Effective from April 23, 2025, the methodology for the WisdomTree Global Megatrends Equity Index (the “Index”) will be updated as follows:
- Companies support nuclear weapons programmes to countries outside the Treaty on the Non-Proliferation of Nuclear Weapons (commonly known as the Non-Proliferation Treaty or “NPT”) will be excluded from the investment universe.
- The strategic weight allocation of each selected theme is calculated as the average of the equal-weights and the weights based on the inverse of its 12-month volatility.
- Companies with the bottom 20% momentum scores are removed from each Theme Basket proportionally such that the remaining stocks are selected for the Index when combining the holdings from all the Theme Baskets.
Effective from April 16, 2025, the index name for the WisdomTree Energy Transition Metals and Rare Earths Miners Index will be updated as WisdomTree Strategic Metals and Rare Earths Miners Index. There’s no change on the index ticker: WTMRARE