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Capital gain distributions from an ETF result from the Fund selling securities at a gain, and are distributed on a per share basis each December. This tool provides information on estimated capital gains for selected US ETFs and Mutual Funds where the data is available from the fund issuer. It will be updated from October to December as capital gains estimates are released.
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This is an educational tool that you can use to look up capital gains estimates. WisdomTree does not recommend any funds and this information should not be considered as an offer or solicitation with respect to the purchase or sale of any security. The information provided is not intended for trading purposes, and should not be considered investment advice. This tool should not be used as the primary basis for your investment decisions.
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\n These estimates may be subject to significant change; the information presented here isn’t final.\n
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\n WisdomTree plans to provide final distributions for all WisdomTree Funds on or around December 7th, 2023.{' '}\n {/*
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Please keep in mind the following:
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Short-term capital gains, long-term capital gains, and ordinary income are taxed at different rates. Please consult a tax advisor regarding your specific tax situation. Prospective investors should consider purchasing shares after the record date in order to avoid a tax liability on gains their shares did not earn. You should not make investment decisions based on the information found here. Investors should consult their legal, tax and financial advisors before making any financial decisions.
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\n This tool will compare funds provided by the user to a relevant set of WisdomTree ETFs using a proprietary categorization process developed by WisdomTree. This categorization process assigns to each US domiciled fund, a category based on the fund's region, market capitalization, currency exposure, factor exposures, and industry sector characteristics. Using this categorization, for each category that WisdomTree has an ETF, funds provided by the user are mapped to one or more WisdomTree ETFs. This functionality can be disabled by turning off Show similar WisdomTree funds.\n
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