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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 2026-07-17 ·holdings as of 2026-06-16

Concentration 26.8% in top 5 33.11 effective names · HHI 302
RS vs S&P 500 21d -11.25pp sector return − SPY
RS vs Nasdaq-100 21d -7.30pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -11.93% · A/D -32 (-0.68/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 -9.77% -1.02 +33pp +11.50pp Confirming ↓
1 month -11.93% -0.68 +29pp +13.75pp Confirming ↓
1 quarter +17.83% +2.13 +35pp +16.85pp Confirming ↑

Over the last 126 sessions: price up +31.52%, breadth up (+3/name) · % beating 35→70 · median−ETF -4.62pp→+9.68pp.

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 2026-07-17.

5-day 23.4% 11/47 above
20-day 42.55% 20/47 above
50-day 36.17% 17/47 above
100-day 65.96% 31/47 above
150-day 69.57% 32/46 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 3 (6%) 19 (40%) -16
1-Month 2 (4%) 10 (21%) -8
3-Month 2 (4%) 2 (4%) +0
6-Month 2 (4%) 1 (2%) +1
52-Week 2 (4%) 0 (0%) +2
YTD 2 (4%) 1 (2%) +1

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -0.75% -0.83% -0.08pp 17 / 29 23 / 24 22 of 47 ±1.93%
5d -9.77% -3.86% +5.91pp 16 / 31 36 / 11 7 of 47 ±8.72%
21d -11.93% -2.22% +9.71pp 20 / 27 33 / 14 2 of 47 ±14.21%
YTD +35.59% +10.87% -24.72pp 30 / 17 16 / 31 0 of 47 ±57.71%

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)

  • ORCL+1.77%+0.06pp
  • PANW+1.32%+0.03pp
  • FROG+2.32%+0.03pp
  • DOCN+1.62%+0.02pp
  • NET+1.91%+0.02pp
  • GOOGL-2.17%-0.12pp
  • NVDA-2.21%-0.09pp
  • ALAB-5.04%-0.07pp
  • MDB-4.95%-0.07pp
  • TSM-2.77%-0.06pp

This month (21d)

  • PANW+28.15%+0.62pp
  • SNOW+12.83%+0.25pp
  • CRWD+19.55%+0.24pp
  • NET+20.21%+0.22pp
  • CHKP+12.41%+0.16pp
  • ORCL-32.88%-1.07pp
  • MU-16.83%-0.68pp
  • MRVL-32.29%-0.58pp
  • DOCN-31.73%-0.41pp
  • TER-21.25%-0.41pp

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)

  • PANW+28.15%
  • NET+20.21%
  • CRWD+19.55%
  • GTLB+17.66%
  • SNOW+12.83%
  • ORCL-32.88%
  • MRVL-32.29%
  • DOCN-31.73%
  • IBM-21.47%
  • TER-21.25%

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% 346.77 -2.17% -2.91% -7.09% +10.87% 36
NVDA Nvidia Corp 4.20% 202.81 -2.21% -3.86% -2.22% +8.88% 49
MU Micron Technology 4.02% 848.95 -0.50% -13.31% -16.83% +197.57% 17
AMZN Amazon.com Inc 3.81% 247.23 -1.06% +0.77% +0.50% +7.11% 60
ORCL Oracle Corp 3.24% 126.41 +1.77% -10.12% -32.88% -34.75% 0
AVGO Broadcom Ltd 3.12% 370.83 -0.97% -7.29% -1.40% +7.37% 51
MSFT Microsoft Corp 3.10% 393.82 -1.82% +2.26% +0.00% -18.38% 55
TSM Taiwan Semiconductor ADR 2.24% 398.37 -2.77% -8.23% -6.45% +31.39% 40
PANW Palo Alto Networks 2.20% 358.68 +1.32% +10.05% +28.15% +94.72% 98
AMD Adv Micro Devices 2.17% 495.76 -1.03% -11.14% -2.27% +131.49% 47
INTC Intel Corp 1.99% 95.04 -2.00% -13.47% -18.80% +157.56% 15
NOW Servicenow Inc 1.99% 103.24 -0.74% -4.15% +1.88% -32.61% 68
SNOW Snowflake Inc Cl A 1.97% 268.90 -0.41% +2.85% +12.83% +22.58% 89
TER Teradyne Inc 1.94% 322.36 +0.02% -10.36% -21.25% +66.61% 9
MRVL Marvell Technology Inc 1.79% 188.68 +0.20% -19.99% -32.29% +122.30% 2
CMI Cummins Inc 1.78% 648.48 +0.10% -4.06% -7.36% +27.87% 34
CLS Celestica Inc 1.56% 301.34 -0.83% -16.26% -21.12% +1.94% 11
VRT Vertiv Holdings Llc. 1.55% 289.56 -1.55% -9.19% -3.35% +78.77% 43
ASML ASML Holdings NY Reg ADR 1.52% 1747.58 -2.09% -2.77% -3.12% +63.92% 45
PLTR Palantir Technologies Cl A 1.44% 132.38 -1.53% +4.41% -0.65% -25.52% 53
ALAB Astera Labs Inc 1.43% 303.62 -5.04% -26.48% -16.06% +82.51% 19
MDB Mongodb Inc Cl A 1.37% 312.33 -4.95% -8.70% -10.46% -25.58% 30
CRM Salesforce Inc 1.34% 170.77 -1.11% +4.56% +5.60% -35.38% 72
CHKP Check Point Software 1.32% 137.10 +0.43% +4.10% +12.41% -26.12% 85
DOCN Digitalocean Holdings Inc 1.30% 118.91 +1.62% -8.87% -31.73% +147.11% 4
FROG Jfrog Ltd 1.23% 88.54 +2.32% -2.42% +12.82% +41.75% 87
CRWD Crowdstrike Holdings 1.23% 203.08 -0.33% +8.49% +19.55% +73.29% 94
CFLT Confluent Inc Cl A 1.20% 30.99 +0.00% +0.85% +1.41% +2.48% 64
TEAM Atlassian Corp 1.14% 93.29 +1.01% +4.99% +6.07% -42.46% 74
LSCC Lattice Semicond 1.13% 125.23 +0.59% -8.88% -12.72% +70.20% 26
ANET Arista Networks Inc 1.09% 168.61 +0.03% -9.81% +0.36% +28.68% 57
NET Cloudflare Inc Cl A 1.08% 277.66 +1.91% +3.45% +20.21% +40.84% 96
LYFT Lyft Inc Cl A 1.07% 15.52 -2.88% -0.58% +8.68% -19.88% 77
CRDO Credo Technology Group Holding Ltd 1.05% 202.68 -2.54% -21.38% -15.26% +40.86% 23
IBM Intl Business Machines 0.97% 212.67 -2.91% -26.04% -21.47% -27.79% 6
DDOG Datadog Inc Cl A 0.92% 258.69 -1.38% +0.45% +11.93% +90.23% 83
MCHP Microchip Technology 0.91% 80.96 -0.88% -8.61% -15.34% +27.80% 21
SYM Symbotic Inc 0.89% 41.25 -1.74% -5.48% +1.08% -30.67% 62
EQIX Equinix Inc 0.84% 1020.00 +1.08% -2.97% -6.82% +34.52% 38
SPOT Spotify Technology S.A. 0.78% 478.14 +0.43% -0.34% +1.77% -17.66% 66
DE Deere & Company 0.68% 597.24 -0.29% +1.77% +2.04% +28.66% 70
SAIL Sailpoint Inc 0.66% 15.68 -1.13% +14.37% +11.28% -22.49% 81
KR Kroger Company 0.58% 58.82 +0.36% -2.84% -8.28% -4.89% 32
NFLX Netflix Inc 0.57% 68.95 -7.26% -6.02% -12.41% -26.46% 28
SHOP Shopify Inc 0.48% 123.56 -1.20% +0.83% +9.12% -23.24% 79
GTLB Gitlab Inc Cl A 0.46% 32.72 +3.04% +0.93% +17.66% -12.82% 91
QCOM Qualcomm Inc 0.43% 171.78 +0.69% -9.19% -19.76% +1.07% 13

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.