Constituent dispersion · breadth vs the index

WTAI — WisdomTree AI & Innovation

47/48 covered · 77% by weight · benchmark: WTAI price · closes through 2026-09-17 ·holdings as of 2026-06-16

Concentration 26.8% in top 5 33.11 effective names · HHI 302
RS vs S&P 500 21d +0.39pp sector return − SPY
RS vs Nasdaq-100 21d -0.16pp sector return − QQQ
Weakening below the surface - the A/D line is falling while price holds up; leadership is narrowing. Last 21 sessions — price -0.24% · 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 +0.00% +0.87 +22pp +5.47pp Improving
1 month -0.24% -0.38 +8pp +1.20pp Weakening
1 quarter -8.04% -0.3 +35pp +11.25pp Confirming ↓

Over the last 126 sessions: price up +37.93%, breadth up (+4.51/name) · % beating 43→65 · median−ETF -2.50pp→+3.25pp.

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 2026-09-17.

5-day 74.47% 35/47 above
20-day 68.09% 32/47 above
50-day 68.09% 32/47 above
100-day 61.7% 29/47 above
150-day 68.09% 32/47 above
200-day 69.57% 32/46 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%) 4 (9%) +17
1-Month 9 (19%) 2 (4%) +7
3-Month 4 (9%) 1 (2%) +3
6-Month 4 (9%) 0 (0%) +4
52-Week 3 (7%) 0 (0%) +3
YTD 4 (9%) 0 (0%) +4

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +2.30% +1.89% -0.41pp 35 / 11 16 / 31 19 of 47 ±2.65%
5d +0.00% +2.63% +2.63pp 37 / 10 37 / 10 8 of 47 ±4.81%
21d -0.24% +2.74% +2.98pp 30 / 17 31 / 16 2 of 47 ±11%
YTD +42.14% +16.93% -25.21pp 33 / 14 18 / 29 1 of 47 ±63.38%

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)

  • MU+5.50%+0.22pp
  • ORCL+5.19%+0.17pp
  • INTC+7.67%+0.15pp
  • AMD+6.36%+0.14pp
  • ALAB+9.06%+0.13pp
  • CRM-2.90%-0.04pp
  • SPOT-3.40%-0.03pp
  • NOW-0.97%-0.02pp
  • CHKP-1.06%-0.01pp
  • LYFT-1.21%-0.01pp

This month (21d)

  • CRM+23.81%+0.32pp
  • NOW+15.88%+0.32pp
  • AMD+12.53%+0.27pp
  • INTC+12.52%+0.25pp
  • TEAM+19.18%+0.22pp
  • CRDO-31.60%-0.33pp
  • CMI-15.30%-0.27pp
  • AVGO-8.61%-0.27pp
  • TER-12.65%-0.25pp
  • VRT-11.39%-0.18pp

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+23.81%
  • GTLB+21.13%
  • TEAM+19.18%
  • QCOM+17.80%
  • DE+16.46%
  • CRDO-31.60%
  • CMI-15.30%
  • TER-12.65%
  • LSCC-12.62%
  • SHOP-12.27%

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% 347.33 +1.30% +4.43% +0.91% +11.05% 38
NVDA Nvidia Corp 4.20% 219.34 +2.54% +0.45% -0.18% +17.75% 34
MU Micron Technology 4.02% 977.50 +5.50% +0.01% +3.91% +242.63% 55
AMZN Amazon.com Inc 3.81% 251.19 +2.13% -0.28% -3.18% +8.83% 30
ORCL Oracle Corp 3.24% 150.59 +5.19% -1.54% +5.46% -22.26% 66
AVGO Broadcom Ltd 3.12% 347.30 +2.29% -3.75% -8.61% +0.56% 19
MSFT Microsoft Corp 3.10% 497.75 +1.52% +1.08% +3.54% +3.16% 53
TSM Taiwan Semiconductor ADR 2.24% 430.26 +3.00% +0.79% +4.08% +41.90% 60
PANW Palo Alto Networks 2.20% 375.06 -0.16% +10.80% +0.25% +103.62% 36
AMD Adv Micro Devices 2.17% 545.09 +6.36% +8.24% +12.53% +154.52% 83
INTC Intel Corp 1.99% 108.80 +7.67% +8.45% +12.52% +194.85% 81
NOW Servicenow Inc 1.99% 138.47 -0.97% +5.57% +15.88% -9.61% 87
SNOW Snowflake Inc Cl A 1.97% 338.39 +2.23% +2.63% +4.01% +54.26% 57
TER Teradyne Inc 1.94% 353.13 +3.51% -4.61% -12.65% +82.52% 4
MRVL Marvell Technology Inc 1.79% 240.76 +4.81% +6.08% +11.46% +183.66% 79
CMI Cummins Inc 1.78% 523.88 -0.69% -4.75% -15.30% +3.30% 2
CLS Celestica Inc 1.56% 329.94 +1.89% +1.45% +6.23% +11.61% 70
VRT Vertiv Holdings Llc. 1.55% 241.49 +0.87% -2.65% -11.39% +49.09% 11
ASML ASML Holdings NY Reg ADR 1.52% 1629.67 +1.71% -3.42% -9.61% +52.86% 13
PLTR Palantir Technologies Cl A 1.44% 176.24 +1.09% +6.26% +2.74% -0.85% 49
ALAB Astera Labs Inc 1.43% 293.56 +9.06% +3.17% -3.26% +76.46% 28
MDB Mongodb Inc Cl A 1.37% 393.42 +4.54% +5.23% -9.48% -6.26% 15
CRM Salesforce Inc 1.34% 242.85 -2.90% +0.11% +23.81% -8.10% 98
CHKP Check Point Software 1.32% 136.23 -1.06% +4.38% +4.54% -26.58% 62
DOCN Digitalocean Holdings Inc 1.30% 132.98 +7.45% +1.47% +6.17% +176.35% 68
FROG Jfrog Ltd 1.23% 93.98 +1.47% +6.01% +2.60% +50.46% 47
CRWD Crowdstrike Holdings 1.23% 245.70 +1.80% +17.64% +15.40% +109.66% 85
CFLT Confluent Inc Cl A 1.20% 30.99 +0.00% +0.85% +1.41% +2.48% 40
TEAM Atlassian Corp 1.14% 194.26 +2.09% +8.18% +19.18% +19.81% 94
LSCC Lattice Semicond 1.13% 108.53 +2.08% -4.92% -12.62% +47.50% 6
ANET Arista Networks Inc 1.09% 199.53 +1.01% +5.58% +3.29% +52.28% 51
NET Cloudflare Inc Cl A 1.08% 333.94 +2.86% +7.32% +10.81% +69.38% 77
LYFT Lyft Inc Cl A 1.07% 15.50 -1.21% +3.20% -8.45% -19.98% 21
CRDO Credo Technology Group Holding Ltd 1.05% 168.25 +4.19% +4.95% -31.60% +16.93% 0
IBM Intl Business Machines 0.97% 237.75 +0.11% +1.59% +2.18% -19.28% 43
DDOG Datadog Inc Cl A 0.92% 236.00 +2.26% +6.44% -4.07% +73.54% 26
MCHP Microchip Technology 0.91% 70.82 +1.77% -1.06% -8.88% +11.80% 17
SYM Symbotic Inc 0.89% 44.61 +3.48% +8.54% +10.26% -25.03% 74
EQIX Equinix Inc 0.84% 1025.94 +0.96% +0.21% -5.00% +35.30% 23
SPOT Spotify Technology S.A. 0.78% 528.84 -3.40% +1.36% +2.43% -8.93% 45
DE Deere & Company 0.68% 685.63 +2.41% +1.13% +16.46% +47.70% 89
SAIL Sailpoint Inc 0.66% 20.19 -0.83% +14.46% +5.16% -0.20% 64
KR Kroger Company 0.58% 60.75 -0.64% +6.67% +7.83% -1.77% 72
NFLX Netflix Inc 0.57% 75.31 -1.44% -0.92% -3.16% -19.68% 32
SHOP Shopify Inc 0.48% 128.60 -1.05% +1.58% -12.27% -20.11% 9
GTLB Gitlab Inc Cl A 0.46% 50.27 +3.08% +6.28% +21.13% +33.95% 96
QCOM Qualcomm Inc 0.43% 188.71 +2.09% +6.69% +17.80% +11.03% 91

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 2026-09-17: over 21 sessions the fund returned -0.24% while its median constituent returned +2.74% — a dispersion of 11.00 pp; 66% of 47 members beat the fund. Weakening below the surface - the A/D line is falling while price holds up; leadership is narrowing.

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

As of 2026-09-17: fund +2.30%, median member +1.89%, 35 advancers vs 11 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.