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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 2026-07-24 ·holdings as of 2026-06-16

Concentration 26.8% in top 5 33.11 effective names · HHI 302
RS vs S&P 500 21d -13.64pp sector return − SPY
RS vs Nasdaq-100 21d -9.15pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -12.86% · A/D -18 (-0.38/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 -1.54% -0.55 +6pp +2.53pp Confirming ↓
1 month -12.86% -0.38 +46pp +19.14pp Confirming ↓
1 quarter +12.40% +0.11 +39pp +18.50pp Confirming ↑

Over the last 126 sessions: price up +28.13%, breadth up (+2.74/name) · % beating 36→76 · median−ETF -8.00pp→+12.21pp.

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 2026-07-24.

5-day 23.4% 11/47 above
20-day 19.15% 9/47 above
50-day 31.91% 15/47 above
100-day 59.57% 28/47 above
150-day 56.52% 26/46 above
200-day 57.78% 26/45 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 5 (11%) 15 (32%) -10
1-Month 1 (2%) 6 (13%) -5
3-Month 1 (2%) 2 (4%) -1
6-Month 1 (2%) 1 (2%) +0
52-Week 1 (2%) 1 (2%) +0
YTD 1 (2%) 1 (2%) +0

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -4.70% -0.36% +4.34pp 18 / 28 38 / 9 2 of 47 ±4.38%
5d -1.54% -2.67% -1.12pp 21 / 26 22 / 25 0 of 47 ±4.99%
21d -12.86% -0.37% +12.49pp 21 / 26 36 / 11 1 of 47 ±12.65%
YTD +33.49% +11.04% -22.45pp 29 / 18 16 / 31 3 of 47 ±60.83%

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)

  • NOW+7.44%+0.15pp
  • TEAM+8.40%+0.1pp
  • CRM+4.29%+0.06pp
  • CHKP+3.62%+0.05pp
  • EQIX+4.90%+0.04pp
  • MU-6.99%-0.28pp
  • INTC-7.89%-0.16pp
  • ALAB-10.82%-0.15pp
  • CLS-8.80%-0.14pp
  • ORCL-4.21%-0.14pp

This month (21d)

  • SNOW+18.64%+0.37pp
  • PANW+13.51%+0.3pp
  • NET+17.30%+0.19pp
  • NVDA+3.94%+0.17pp
  • MSFT+4.44%+0.14pp
  • ORCL-27.00%-0.87pp
  • INTC-29.87%-0.59pp
  • MRVL-29.80%-0.53pp
  • MU-12.17%-0.49pp
  • GOOGL-7.40%-0.42pp

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)

  • SAIL+18.93%
  • SNOW+18.64%
  • NET+17.30%
  • PANW+13.51%
  • DDOG+10.87%
  • INTC-29.87%
  • MRVL-29.80%
  • ALAB-27.09%
  • ORCL-27.00%
  • CRDO-20.76%

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% 319.74 +0.65% -7.79% -7.40% +2.23% 32
NVDA Nvidia Corp 4.20% 206.84 -0.92% +1.99% +3.94% +11.04% 62
MU Micron Technology 4.02% 920.95 -6.99% +8.48% -12.17% +222.81% 23
AMZN Amazon.com Inc 3.81% 232.11 -0.66% -6.12% -0.92% +0.56% 47
ORCL Oracle Corp 3.24% 114.99 -4.21% -9.03% -27.00% -40.64% 6
AVGO Broadcom Ltd 3.12% 381.92 -2.69% +2.99% -0.04% +10.58% 53
MSFT Microsoft Corp 3.10% 381.70 +0.03% -3.08% +4.44% -20.89% 64
TSM Taiwan Semiconductor ADR 2.24% 403.41 -2.93% +1.27% -8.49% +33.05% 28
PANW Palo Alto Networks 2.20% 323.79 -0.57% -9.73% +13.51% +75.78% 91
AMD Adv Micro Devices 2.17% 521.95 -3.29% +5.28% +0.43% +143.72% 55
INTC Intel Corp 1.99% 92.32 -7.89% -2.86% -29.87% +150.19% 0
NOW Servicenow Inc 1.99% 98.78 +7.44% -4.32% +5.31% -35.52% 72
SNOW Snowflake Inc Cl A 1.97% 268.06 +1.11% -0.31% +18.64% +22.20% 96
TER Teradyne Inc 1.94% 349.92 -6.38% +8.55% -18.09% +80.86% 13
MRVL Marvell Technology Inc 1.79% 194.23 -7.21% +2.94% -29.80% +128.84% 2
CMI Cummins Inc 1.78% 664.65 -0.06% +2.49% -4.35% +31.06% 34
CLS Celestica Inc 1.56% 305.28 -8.80% +1.31% -15.72% +3.27% 17
VRT Vertiv Holdings Llc. 1.55% 290.36 -4.50% +0.28% -8.24% +79.27% 30
ASML ASML Holdings NY Reg ADR 1.52% 1757.09 -2.55% +0.54% -0.32% +64.81% 51
PLTR Palantir Technologies Cl A 1.44% 122.92 -0.36% -7.15% +8.30% -30.85% 83
ALAB Astera Labs Inc 1.43% 291.58 -10.82% -3.97% -27.09% +75.27% 4
MDB Mongodb Inc Cl A 1.37% 298.22 -0.31% -4.52% -1.40% -28.94% 40
CRM Salesforce Inc 1.34% 163.66 +4.29% -4.16% +7.14% -38.07% 79
CHKP Check Point Software 1.32% 130.57 +3.62% -4.76% +4.72% -29.63% 68
DOCN Digitalocean Holdings Inc 1.30% 123.54 -5.80% +3.89% -16.86% +156.73% 15
FROG Jfrog Ltd 1.23% 80.16 -1.34% -9.46% +4.57% +28.34% 66
CRWD Crowdstrike Holdings 1.23% 183.28 -0.08% -9.75% +8.93% +56.40% 85
CFLT Confluent Inc Cl A 1.20% 30.99 +0.00% +0.85% +1.41% +2.48% 57
TEAM Atlassian Corp 1.14% 86.88 +8.40% -6.87% +6.54% -46.42% 77
LSCC Lattice Semicond 1.13% 128.42 -7.03% +2.55% -10.78% +74.53% 26
ANET Arista Networks Inc 1.09% 173.99 -1.48% +3.19% +7.57% +32.79% 81
NET Cloudflare Inc Cl A 1.08% 262.15 -0.06% -5.59% +17.30% +32.97% 94
LYFT Lyft Inc Cl A 1.07% 14.20 +1.28% -8.51% -1.39% -26.69% 43
CRDO Credo Technology Group Holding Ltd 1.05% 213.15 -9.87% +5.17% -20.76% +48.13% 9
IBM Intl Business Machines 0.97% 214.19 +3.65% +0.71% -18.55% -27.28% 11
DDOG Datadog Inc Cl A 0.92% 246.86 +1.01% -4.57% +10.87% +81.53% 89
MCHP Microchip Technology 0.91% 78.86 -3.06% -2.59% -14.73% +24.49% 21
SYM Symbotic Inc 0.89% 40.15 -1.04% -2.67% +1.83% -32.52% 60
EQIX Equinix Inc 0.84% 1084.24 +4.90% +6.30% -0.98% +42.99% 45
SPOT Spotify Technology S.A. 0.78% 482.66 +2.91% +0.95% +6.08% -16.88% 74
DE Deere & Company 0.68% 628.16 +2.97% +5.18% +4.83% +35.32% 70
SAIL Sailpoint Inc 0.66% 14.95 +4.44% -4.66% +18.93% -26.10% 98
KR Kroger Company 0.58% 56.87 +1.99% -3.32% -2.75% -8.04% 36
NFLX Netflix Inc 0.57% 70.09 +1.74% +1.65% -2.44% -25.25% 38
SHOP Shopify Inc 0.48% 113.75 +1.56% -7.94% -0.37% -29.33% 49
GTLB Gitlab Inc Cl A 0.46% 31.28 +3.51% -4.40% +10.65% -16.65% 87
QCOM Qualcomm Inc 0.43% 166.97 -2.42% -2.80% -15.42% -1.76% 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.