Constituent dispersion · breadth vs the index

WTAI — WisdomTree AI & Innovation

47/48 covered · 77% by weight · benchmark: WTAI price · closes through 2026-07-28 ·holdings as of 2026-06-16

Concentration 26.8% in top 5 33.11 effective names · HHI 302
RS vs S&P 500 21d -19.66pp sector return − SPY
RS vs Nasdaq-100 21d -13.64pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -18.03% · A/D -10 (-0.21/name)
WTAI price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week -12.62% -0.89 +7pp +7.65pp Confirming ↓
1 month -18.03% -0.21 +40pp +20.19pp Confirming ↓
1 quarter +2.50% -0.4 +57pp +29.94pp Weakening

Over the last 126 sessions: price up +17.44%, breadth up (+2.28/name) · % beating 34→83 · median−ETF -6.05pp→+18.80pp.

Stocks above their moving average — participation breadth

Of the 47 covered constituents, the share trading above each simple moving average — the classic breadth gauge. A firm index price with a low %-above-MA is a narrow, top-heavy tape. As of 2026-07-28.

5-day 44.68% 21/47 above
20-day 34.04% 16/47 above
50-day 36.17% 17/47 above
100-day 55.32% 26/47 above
150-day 68.09% 32/47 above
200-day 64.44% 29/45 above
% of constituents above their 50-day average — breadth over the last year; 50% is the participation midpoint

New highs & new lows — by horizon

How many of the 47 covered constituents closed today at a new high (or low) over each window, and the net. A shrinking net as the index holds up = fewer names leading.

HorizonNew highsNew lowsNet
5-Day 17 (36%) 19 (40%) -2
1-Month 6 (13%) 16 (34%) -10
3-Month 3 (6%) 3 (6%) +0
6-Month 1 (2%) 0 (0%) +1
52-Week 1 (2%) 0 (0%) +1
YTD 1 (2%) 0 (0%) +1

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -4.43% -0.23% +4.20pp 22 / 24 37 / 10 3 of 47 ±4.24%
5d -12.62% -2.85% +9.76pp 17 / 30 39 / 8 2 of 47 ±8.14%
21d -18.03% +1.41% +19.44pp 24 / 23 39 / 8 0 of 47 ±14.49%
YTD +25.26% +18.47% -6.79pp 29 / 18 20 / 27 0 of 47 ±51.53%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • CLS+10.04%+0.16pp
  • GOOGL+2.19%+0.12pp
  • NOW+4.79%+0.1pp
  • CRM+4.55%+0.06pp
  • IBM+5.21%+0.05pp
  • MU-8.85%-0.36pp
  • AMD-8.15%-0.18pp
  • MRVL-7.77%-0.14pp
  • INTC-5.86%-0.12pp
  • ALAB-7.89%-0.11pp

This month (21d)

  • TEAM+26.97%+0.31pp
  • NOW+12.49%+0.25pp
  • CRM+14.61%+0.2pp
  • MSFT+5.46%+0.17pp
  • SNOW+8.60%+0.17pp
  • MU-27.52%-1.11pp
  • INTC-32.75%-0.65pp
  • ORCL-19.24%-0.62pp
  • MRVL-34.60%-0.62pp
  • TER-26.60%-0.52pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • TEAM+26.97%
  • SAIL+19.73%
  • CRM+14.61%
  • GTLB+13.40%
  • NOW+12.49%
  • MRVL-34.60%
  • ALAB-33.57%
  • INTC-32.75%
  • MU-27.52%
  • TER-26.60%

WTAI — constituent leadership race

$100 in each covered WTAI constituent at 2025-12-30, rebased to 100. Watch leadership change hands.

0%

Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 47 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
GOOGL Alphabet Cl A 5.66% 333.71 +2.19% -3.87% -1.09% +6.69% 43
NVDA Nvidia Corp 4.20% 197.01 +0.25% -4.96% +2.33% +5.76% 51
MU Micron Technology 4.02% 820.53 -8.85% -15.48% -27.52% +187.61% 6
AMZN Amazon.com Inc 3.81% 230.86 -0.23% -6.74% -0.79% +0.02% 47
ORCL Oracle Corp 3.24% 119.96 +0.05% -5.58% -19.24% -38.08% 11
AVGO Broadcom Ltd 3.12% 380.91 -0.60% -1.45% +4.35% +10.29% 62
MSFT Microsoft Corp 3.10% 393.35 +1.09% -1.11% +5.46% -18.48% 70
TSM Taiwan Semiconductor ADR 2.24% 392.31 -1.70% -7.61% -9.26% +29.39% 34
PANW Palo Alto Networks 2.20% 319.00 +0.53% -6.77% +4.87% +73.18% 68
AMD Adv Micro Devices 2.17% 454.62 -8.15% -16.50% -12.84% +112.28% 26
INTC Intel Corp 1.99% 86.30 -5.86% -18.16% -32.75% +133.88% 4
NOW Servicenow Inc 1.99% 110.62 +4.79% +8.39% +12.49% -27.79% 89
SNOW Snowflake Inc Cl A 1.97% 270.36 -0.94% -0.50% +8.60% +23.25% 79
TER Teradyne Inc 1.94% 320.65 -4.22% -14.27% -26.60% +65.73% 9
MRVL Marvell Technology Inc 1.79% 174.47 -7.77% -16.10% -34.60% +105.56% 0
CMI Cummins Inc 1.78% 641.60 -3.06% -2.85% -6.45% +26.51% 36
CLS Celestica Inc 1.56% 350.20 +10.04% +3.12% +3.75% +18.47% 60
VRT Vertiv Holdings Llc. 1.55% 269.56 -6.27% -11.47% -11.31% +66.42% 32
ASML ASML Holdings NY Reg ADR 1.52% 1582.95 -4.24% -12.02% -11.79% +48.48% 30
PLTR Palantir Technologies Cl A 1.44% 123.53 -6.08% -6.88% +9.39% -30.50% 81
ALAB Astera Labs Inc 1.43% 260.23 -7.89% -18.62% -33.57% +56.43% 2
MDB Mongodb Inc Cl A 1.37% 310.62 +0.29% +0.97% -1.08% -25.99% 45
CRM Salesforce Inc 1.34% 181.50 +4.55% +6.73% +14.61% -31.31% 94
CHKP Check Point Software 1.32% 137.64 +3.68% +5.50% +5.84% -25.82% 72
DOCN Digitalocean Holdings Inc 1.30% 112.51 -6.40% -17.54% -19.22% +133.81% 13
FROG Jfrog Ltd 1.23% 76.43 -5.91% -11.70% -12.73% +22.37% 28
CRWD Crowdstrike Holdings 1.23% 181.80 +0.94% -4.89% +3.72% +55.13% 57
CFLT Confluent Inc Cl A 1.20% 30.99 +0.00% +0.85% +1.41% +2.48% 49
TEAM Atlassian Corp 1.14% 99.98 +4.29% +10.35% +26.97% -38.34% 98
LSCC Lattice Semicond 1.13% 120.06 -2.32% -11.61% -13.48% +63.17% 23
ANET Arista Networks Inc 1.09% 169.71 -0.61% -2.79% +7.68% +29.52% 74
NET Cloudflare Inc Cl A 1.08% 264.10 -0.57% -3.01% +11.32% +33.96% 85
LYFT Lyft Inc Cl A 1.07% 15.45 +2.39% +1.71% +8.27% -20.24% 77
CRDO Credo Technology Group Holding Ltd 1.05% 192.28 -7.62% -14.11% -19.21% +33.63% 15
IBM Intl Business Machines 0.97% 227.55 +5.21% +8.10% -16.23% -22.74% 17
DDOG Datadog Inc Cl A 0.92% 250.88 -0.39% -1.53% +4.63% +84.48% 66
MCHP Microchip Technology 0.91% 75.71 -2.81% -9.20% -13.90% +19.52% 21
SYM Symbotic Inc 0.89% 42.34 +2.05% -1.21% +2.67% -28.84% 55
EQIX Equinix Inc 0.84% 1034.86 -1.14% +0.68% -5.17% +36.48% 38
SPOT Spotify Technology S.A. 0.78% 511.56 +3.40% +3.72% +11.20% -11.91% 83
DE Deere & Company 0.68% 639.84 +2.37% +9.02% +4.61% +37.83% 64
SAIL Sailpoint Inc 0.66% 15.78 +2.87% +6.84% +19.73% -22.00% 96
KR Kroger Company 0.58% 59.19 +2.09% +2.44% +2.53% -4.29% 53
NFLX Netflix Inc 0.57% 72.39 +2.83% +5.42% -1.92% -22.79% 40
SHOP Shopify Inc 0.48% 130.28 +2.68% +5.89% +11.48% -19.07% 87
GTLB Gitlab Inc Cl A 0.46% 32.97 +0.26% +0.35% +13.40% -12.16% 91
QCOM Qualcomm Inc 0.43% 162.88 -4.21% -6.12% -14.00% -4.17% 19

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.