Constituent dispersion · breadth vs the index

WTAI — WisdomTree AI & Innovation

47/48 covered · 77% by weight · benchmark: WTAI price · closes through 2026-09-14 ·holdings as of 2026-06-16

Concentration 26.8% in top 5 33.11 effective names · HHI 302
RS vs S&P 500 21d -5.38pp sector return − SPY
RS vs Nasdaq-100 21d -4.44pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -7.57% · A/D -101 (-2.15/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 -4.53% -0.38 +28pp +6.09pp Confirming ↓
1 month -7.57% -2.15 +2pp +2.04pp Confirming ↓
1 quarter -9.66% -1.04 +15pp +3.03pp Confirming ↓

Over the last 126 sessions: price up +35.18%, breadth up (+4.02/name) · % beating 51→67 · median−ETF +0.23pp→+4.53pp.

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 2026-09-14.

5-day 53.19% 25/47 above
20-day 55.32% 26/47 above
50-day 53.19% 25/47 above
100-day 55.32% 26/47 above
150-day 70.21% 33/47 above
200-day 71.74% 33/46 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 21 (45%) 20 (43%) +1
1-Month 6 (13%) 9 (19%) -3
3-Month 2 (4%) 5 (11%) -3
6-Month 2 (4%) 0 (0%) +2
52-Week 2 (4%) 0 (0%) +2
YTD 2 (4%) 0 (0%) +2

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -4.26% +0.00% +4.26pp 23 / 23 34 / 13 8 of 47 ±6.62%
5d -4.53% -0.59% +3.95pp 23 / 24 36 / 11 4 of 47 ±6.9%
21d -7.57% -2.90% +4.67pp 16 / 31 32 / 15 5 of 47 ±11.97%
YTD +37.41% +12.84% -24.57pp 32 / 15 19 / 28 1 of 47 ±56.16%

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)

  • PANW+13.09%+0.29pp
  • GOOGL+3.22%+0.18pp
  • CRWD+13.85%+0.17pp
  • NOW+7.41%+0.15pp
  • SAIL+15.31%+0.1pp
  • TER-13.30%-0.26pp
  • MU-5.25%-0.21pp
  • ALAB-11.74%-0.17pp
  • AVGO-4.77%-0.15pp
  • NVDA-3.36%-0.14pp

This month (21d)

  • CRM+28.83%+0.39pp
  • NOW+11.87%+0.24pp
  • TEAM+16.14%+0.18pp
  • SPOT+11.66%+0.09pp
  • DE+11.28%+0.08pp
  • AVGO-17.50%-0.55pp
  • CRDO-43.57%-0.46pp
  • TER-19.81%-0.38pp
  • ALAB-20.37%-0.29pp
  • VRT-17.31%-0.27pp

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)

  • CRM+28.83%
  • TEAM+16.14%
  • GTLB+13.61%
  • NOW+11.87%
  • SPOT+11.66%
  • CRDO-43.57%
  • ALAB-20.37%
  • TER-19.81%
  • MDB-19.06%
  • AVGO-17.50%

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% 349.39 +3.22% +3.23% +0.87% +11.70% 66
NVDA Nvidia Corp 4.20% 210.96 -3.36% -8.32% -6.36% +13.25% 40
MU Micron Technology 4.02% 924.03 -5.25% -9.10% -2.72% +223.89% 51
AMZN Amazon.com Inc 3.81% 253.54 -1.26% -1.92% -4.37% +9.84% 45
ORCL Oracle Corp 3.24% 144.79 -3.65% -8.81% -7.32% -25.26% 32
AVGO Broadcom Ltd 3.12% 344.72 -4.77% -3.68% -17.50% -0.19% 9
MSFT Microsoft Corp 3.10% 505.41 +1.97% +1.14% +1.91% +4.74% 70
TSM Taiwan Semiconductor ADR 2.24% 418.01 -3.52% -2.54% -2.90% +37.86% 49
PANW Palo Alto Networks 2.20% 373.94 +13.09% +12.21% -5.57% +103.01% 43
AMD Adv Micro Devices 2.17% 493.41 -4.40% +3.32% +2.15% +130.39% 72
INTC Intel Corp 1.99% 97.19 -5.59% +1.45% -7.05% +163.39% 36
NOW Servicenow Inc 1.99% 142.35 +7.41% +0.77% +11.87% -7.08% 91
SNOW Snowflake Inc Cl A 1.97% 332.35 +1.02% -1.43% -1.49% +51.51% 57
TER Teradyne Inc 1.94% 329.20 -13.30% -7.79% -19.81% +70.15% 4
MRVL Marvell Technology Inc 1.79% 218.82 -7.32% -2.12% -1.51% +157.81% 55
CMI Cummins Inc 1.78% 541.10 -2.81% -3.50% -14.01% +6.69% 19
CLS Celestica Inc 1.56% 316.08 -8.79% +1.19% -9.08% +6.92% 23
VRT Vertiv Holdings Llc. 1.55% 237.39 -7.63% -15.36% -17.31% +46.56% 11
ASML ASML Holdings NY Reg ADR 1.52% 1575.15 -7.25% -8.15% -14.76% +47.75% 17
PLTR Palantir Technologies Cl A 1.44% 173.31 +3.64% -0.59% -3.18% -2.50% 47
ALAB Astera Labs Inc 1.43% 257.04 -11.74% -17.19% -20.37% +54.51% 2
MDB Mongodb Inc Cl A 1.37% 382.29 +5.54% +3.67% -19.06% -8.91% 6
CRM Salesforce Inc 1.34% 259.43 +4.73% +0.08% +28.83% -1.82% 98
CHKP Check Point Software 1.32% 138.50 +5.21% +1.05% +3.18% -25.36% 77
DOCN Digitalocean Holdings Inc 1.30% 120.21 -2.23% +6.88% -9.13% +149.81% 21
FROG Jfrog Ltd 1.23% 93.00 +6.68% +6.16% -2.26% +48.90% 53
CRWD Crowdstrike Holdings 1.23% 235.38 +13.85% +10.46% +4.37% +100.85% 79
CFLT Confluent Inc Cl A 1.20% 30.99 +0.00% +0.85% +1.41% +2.48% 68
TEAM Atlassian Corp 1.14% 192.77 +7.27% +1.68% +16.14% +18.89% 96
LSCC Lattice Semicond 1.13% 106.50 -11.07% -8.11% -17.08% +44.74% 13
ANET Arista Networks Inc 1.09% 187.81 -5.90% -3.08% -7.76% +43.33% 30
NET Cloudflare Inc Cl A 1.08% 330.36 +7.77% +18.44% -0.14% +67.57% 64
LYFT Lyft Inc Cl A 1.07% 15.90 +3.79% -4.90% -7.18% -17.91% 34
CRDO Credo Technology Group Holding Ltd 1.05% 150.09 -7.89% -12.01% -43.57% +4.31% 0
IBM Intl Business Machines 0.97% 249.09 +2.38% +6.05% +5.04% -15.43% 81
DDOG Datadog Inc Cl A 0.92% 230.05 +4.00% +8.04% -8.80% +69.17% 26
MCHP Microchip Technology 0.91% 71.48 -3.67% -3.63% -7.99% +12.84% 28
SYM Symbotic Inc 0.89% 41.60 -1.26% -3.12% -0.48% -30.08% 62
EQIX Equinix Inc 0.84% 998.72 -3.76% -3.60% -6.55% +31.71% 38
SPOT Spotify Technology S.A. 0.78% 556.31 +5.81% +2.56% +11.66% -4.20% 89
DE Deere & Company 0.68% 681.46 +0.85% -1.74% +11.28% +46.80% 87
SAIL Sailpoint Inc 0.66% 19.88 +15.31% +5.63% -0.55% -1.73% 60
KR Kroger Company 0.58% 60.91 +4.14% +3.96% +7.16% -1.51% 83
NFLX Netflix Inc 0.57% 80.32 +3.77% +2.65% +2.66% -14.33% 74
SHOP Shopify Inc 0.48% 133.89 +3.96% -7.72% -15.54% -16.82% 15
GTLB Gitlab Inc Cl A 0.46% 49.25 +4.81% -1.16% +13.61% +31.23% 94
QCOM Qualcomm Inc 0.43% 180.15 -1.00% +6.76% +9.32% +6.00% 85

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.

FAQ · from the current data

WTAI dispersion — data Q&A

Is WTAI's move broad or carried by a few names (21 sessions)?

As of 2026-09-14: over 21 sessions the fund returned -7.57% while its median constituent returned -2.90% — a dispersion of 11.97 pp; 68% of 47 members beat the fund. Broad decline - breadth is falling with price.

How did WTAI's members trade in the last session?

As of 2026-09-14: fund -4.26%, median member +0.00%, 23 advancers vs 23 decliners.

What does the dispersion page for WTAI measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 47 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.