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Constituent dispersion · breadth vs the index

WTAI — WisdomTree AI & Innovation

47/48 covered · 77% by weight · benchmark: WTAI price · closes through 2026-09-24 ·holdings as of 2026-06-16

Concentration 26.8% in top 5 33.11 effective names · HHI 302
RS vs S&P 500 21d +7.27pp sector return − SPY
RS vs Nasdaq-100 21d +3.17pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +7.44% · A/D +45 (+0.96/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 +5.31% +0.68 -17pp -5.06pp Confirming ↑
1 month +7.44% +0.96 -2pp -2.15pp Confirming ↑
1 quarter -6.11% +1.06 +22pp +5.59pp Improving

Over the last 126 sessions: price up +55.34%, breadth up (+5.79/name) · % beating 67→48 · median−ETF +2.41pp→-1.81pp.

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 2026-09-24.

5-day 59.57% 28/47 above
20-day 74.47% 35/47 above
50-day 72.34% 34/47 above
100-day 68.09% 32/47 above
150-day 76.6% 36/47 above
200-day 76.09% 35/46 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 12 (26%) 7 (15%) +5
1-Month 9 (19%) 4 (9%) +5
3-Month 6 (13%) 1 (2%) +5
6-Month 5 (11%) 0 (0%) +5
52-Week 3 (7%) 0 (0%) +3
YTD 5 (11%) 0 (0%) +5

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -0.43% +0.00% +0.43pp 23 / 23 29 / 18 25 of 47 ±1.66%
5d +5.31% +2.39% -2.92pp 33 / 14 19 / 28 4 of 47 ±6.69%
21d +7.44% +5.41% -2.03pp 33 / 14 22 / 25 3 of 47 ±13.62%
YTD +49.69% +20.57% -29.13pp 36 / 11 18 / 29 2 of 47 ±73.69%

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)

  • INTC+3.91%+0.08pp
  • GOOGL+1.34%+0.08pp
  • AMD+2.38%+0.05pp
  • CLS+3.24%+0.05pp
  • MU+0.81%+0.03pp
  • ORCL-3.47%-0.11pp
  • CHKP-3.45%-0.05pp
  • NOW-2.13%-0.04pp
  • AVGO-1.30%-0.04pp
  • IBM-2.45%-0.02pp

This month (21d)

  • INTC+45.62%+0.91pp
  • AMD+31.32%+0.68pp
  • MU+15.82%+0.64pp
  • CRWD+40.07%+0.49pp
  • ALAB+27.55%+0.39pp
  • LYFT-16.43%-0.18pp
  • AMZN-4.47%-0.17pp
  • CMI-9.01%-0.16pp
  • CRDO-13.48%-0.14pp
  • ORCL-3.61%-0.12pp

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)

  • INTC+45.62%
  • CRWD+40.07%
  • AMD+31.32%
  • NET+29.27%
  • ALAB+27.55%
  • LYFT-16.43%
  • CRDO-13.48%
  • NFLX-12.78%
  • CMI-9.01%
  • SPOT-7.45%

WTAI — constituent leadership race

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

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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% 342.36 +1.34% -1.43% -1.26% +9.46% 26
NVDA Nvidia Corp 4.20% 224.58 -0.41% +2.39% +5.41% +20.57% 49
MU Micron Technology 4.02% 1080.53 +0.81% +10.54% +15.82% +278.75% 77
AMZN Amazon.com Inc 3.81% 249.38 +0.04% -0.72% -4.47% +8.04% 13
ORCL Oracle Corp 3.24% 139.54 -3.47% -7.34% -3.61% -27.97% 17
AVGO Broadcom Ltd 3.12% 350.36 -1.30% +1.06% -1.79% +1.44% 23
MSFT Microsoft Corp 3.10% 497.93 -0.53% +0.04% +1.26% +3.19% 32
TSM Taiwan Semiconductor ADR 2.24% 451.15 +1.03% +4.86% +8.08% +48.79% 57
PANW Palo Alto Networks 2.20% 389.92 -0.86% +3.96% +14.72% +111.68% 68
AMD Adv Micro Devices 2.17% 629.26 +2.38% +15.44% +31.32% +193.83% 94
INTC Intel Corp 1.99% 127.39 +3.91% +17.09% +45.62% +245.23% 98
NOW Servicenow Inc 1.99% 137.78 -2.13% -0.50% +8.49% -10.06% 60
SNOW Snowflake Inc Cl A 1.97% 334.00 -0.24% -1.30% +5.36% +52.26% 47
TER Teradyne Inc 1.94% 387.70 -0.37% +9.79% +5.85% +100.38% 51
MRVL Marvell Technology Inc 1.79% 258.95 -0.75% +7.56% +7.73% +205.09% 53
CMI Cummins Inc 1.78% 521.07 -0.68% -0.54% -9.01% +2.75% 6
CLS Celestica Inc 1.56% 373.56 +3.24% +13.22% +21.74% +26.37% 83
VRT Vertiv Holdings Llc. 1.55% 245.30 -1.40% +1.58% -4.09% +51.45% 15
ASML ASML Holdings NY Reg ADR 1.52% 1722.50 -1.27% +5.70% -1.24% +61.57% 28
PLTR Palantir Technologies Cl A 1.44% 192.59 +0.42% +9.28% +11.50% +8.35% 66
ALAB Astera Labs Inc 1.43% 360.51 +0.01% +22.81% +27.55% +116.70% 89
MDB Mongodb Inc Cl A 1.37% 421.40 -1.62% +7.11% +4.07% +0.41% 38
CRM Salesforce Inc 1.34% 238.22 +0.27% -1.91% +15.82% -9.85% 74
CHKP Check Point Software 1.32% 136.29 -3.45% +0.04% +5.23% -26.55% 40
DOCN Digitalocean Holdings Inc 1.30% 141.57 +0.25% +6.46% +25.76% +194.20% 87
FROG Jfrog Ltd 1.23% 94.20 +2.03% +0.23% +5.27% +50.82% 45
CRWD Crowdstrike Holdings 1.23% 259.67 -1.07% +5.69% +40.07% +121.58% 96
CFLT Confluent Inc Cl A 1.20% 30.99 +0.00% +0.85% +1.41% +2.48% 34
TEAM Atlassian Corp 1.14% 192.61 -1.27% +0.04% +15.69% +18.79% 72
LSCC Lattice Semicond 1.13% 122.22 +0.46% +12.61% +5.27% +66.10% 43
ANET Arista Networks Inc 1.09% 205.70 +1.10% +3.09% +7.73% +56.99% 55
NET Cloudflare Inc Cl A 1.08% 358.82 +1.84% +7.45% +29.27% +82.00% 91
LYFT Lyft Inc Cl A 1.07% 14.75 -0.14% -4.84% -16.43% -23.85% 0
CRDO Credo Technology Group Holding Ltd 1.05% 195.97 +1.08% +16.48% -13.48% +36.19% 2
IBM Intl Business Machines 0.97% 227.06 -2.45% -4.50% -3.04% -22.91% 21
DDOG Datadog Inc Cl A 0.92% 256.92 +2.16% +8.86% +15.22% +88.93% 70
MCHP Microchip Technology 0.91% 74.69 -1.11% +5.46% +1.62% +17.91% 36
SYM Symbotic Inc 0.89% 44.04 +0.80% -1.28% +8.98% -25.98% 62
EQIX Equinix Inc 0.84% 1034.76 -0.28% +0.86% -3.60% +36.47% 19
SPOT Spotify Technology S.A. 0.78% 511.38 +0.19% -3.30% -7.45% -11.94% 9
DE Deere & Company 0.68% 694.94 -2.05% +1.36% +10.19% +49.70% 64
SAIL Sailpoint Inc 0.66% 22.12 +3.32% +9.56% +23.78% +9.34% 85
KR Kroger Company 0.58% 58.92 +2.22% -3.01% +0.80% -4.73% 30
NFLX Netflix Inc 0.57% 71.72 +0.50% -4.77% -12.78% -23.51% 4
SHOP Shopify Inc 0.48% 145.16 +1.98% +12.88% -5.67% -9.82% 11
GTLB Gitlab Inc Cl A 0.46% 48.62 -0.80% -3.28% +16.71% +29.55% 79
QCOM Qualcomm Inc 0.43% 194.26 -1.51% +2.94% +21.65% +14.30% 81

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 2026-09-24: over 21 sessions the fund returned +7.44% while its median constituent returned +5.41% — a dispersion of 13.62 pp; 47% of 47 members beat the fund. Broad advance - breadth is rising with price.

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

As of 2026-09-24: fund -0.43%, 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 Closelooknet lake.

Is this investment advice?

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