WisdomTree

One of the app's features lets you select WisdomTree ETFs in the Watchlist and aggregate their holdings to see how often each ticker appears across the selected funds. Repeated holdings make overlapping exposure visible: the more selected funds include a ticker, the greater its potential influence on the portfolio; gains in that holding may help, while declines may hurt, and actual impact also depends on each fund's position size. Another feature makes it faster and easier to find funds with stronger growth over different periods, higher dividend yields or distributions, greater Total Return (price performance plus dividends), and other key performance metrics. A single-file client-side tool reading the generated ./api/wisdomtree static feed (WisdomTree product pages - including official Market Price/NAV/Underlying Index returns and the official tax-character distributions table, SEC EDGAR N-PORT-P holdings, Yahoo Finance history with a narrow distributions/returns fallback) into a searchable ETF/asset-class catalog with per-fund tabs, watchlist, N-PORT upload, CSV/TXT export - the same look, feel, columns and business logic as the sibling applications.

bunx degit daggerok/WisdomTree#main ./12345 && cd $_
bunx serve . -p 1234
open http://0:1234

The published application is available at https://daggerok.github.io/WisdomTree/.

Run the updater with Bun:

bun scripts/update-data.ts

Run bun scripts/update-data.ts -h (or --help) to print every control with its default and usage examples.

Defaults live in scripts/update-data.config.json. Precedence: file defaults < advanced JSON < nonblank workflow inputs < protected Actions variable or environment variable. A blank input inherits the file value, and the CLI and the Update WisdomTree ETF data workflow share one resolver (resolveControls in scripts/update-data.ts). The workflow exposes 24 controls as individual inputs; every other control (HOLDINGS_PAGE_SIZE, STORE_RAW_DOWNLOADS, SEC_UA, VERBOSE, USE_SYSTEM_CA) is reachable through the advanced JSON input, for example {"STORE_RAW_DOWNLOADS":"true"}. An explicitly set environment variable always wins, even when empty. The protected SEC_UA repository Actions variable overrides the SEC contact when nonblank. Output is always written to api/wisdomtree. All supplied filters use AND logic.

Each fund carries a derived metrics object that powers the catalog columns shared with the sibling sites:

• ytd / tr1y - official YTD and 1-year returns -> YTD Return, TR 1Y
• cagr3y / cagr5y / cagr10y - published annualized 3Y/5Y/10Y figures -> CAGR 3Y/5Y/10Y
• tr3y / tr5y / tr10y - cumulative 3Y/5Y/10Y figures (1 + CAGR)^n - 1 -> TR 3Y/5Y/10Y
• siAnn - since-inception annualized -> SI Ann.
• dividendYield - 12-month trailing yield or indicated yield (latest distribution x frequency / price)
• secYield - 30-day SEC yield when published; unavailable values stay empty and are never shown as 0
• returnsBasis - mandatory non-empty text saying how the returns were computed: official WisdomTree month-end Market Price Returns (gaps filled with Yahoo estimates), or estimates derived from Yahoo adjusted closes when the product page is unavailable
• performanceAsOf - mandatory ISO YYYY-MM-DD date the returns are as of: the WisdomTree month-end performance table date, or the last Yahoo close date when derived (not the NAV date); null only when truly unknown
• NAV and the catalog figures come from WisdomTree; history and returns derived from Yahoo adjusted closes are market-price estimates, not official NAV returns
• A limited HISTORY_RANGE shortens the published history, so long-tenor figures derived from Yahoo are unavailable for ranges shorter than the tenor

Every control is a key in scripts/update-data.config.json; values are strings.

TICKERS combines with the AUM, TER, yield and return filters using AND logic; it does not override them. Filtered or bounded runs (TICKERS, MAX_FETCHES, filters, SKIP_WISDOMTREE) and runs where the live catalog could not be read never shrink the feed: funds that were not refreshed keep their published row and files, and index.json always lists every known fund (the published index plus every funds/*/meta.json).

MAX_FETCHES=10 ./scripts/update-data.ts
TICKERS="DGRW USFR WCLD" ./scripts/update-data.ts
AUM="1B:" TER=":0.5" ./scripts/update-data.ts
HISTORY_RANGE=5y SEC_YIELD="3:" ./scripts/update-data.ts
PERFORMANCE_1Y="15:" ./scripts/update-data.ts

The browser app is intentionally build-free: index.html carries the markup, styles and bootstrap, and app.tsx is TypeScript compiled in the browser with Babel standalone - no build step, no bundler, no tsconfig.json needed. Bun runs TypeScript out of the box.

Verification before every publish:

bun install --frozen-lockfile
bun test
bun build --target=bun scripts/update-data.ts --outfile=/dev/null
git diff --check

bun test (scripts/update-data.test.ts) also covers the config file, --help, README controls table and workflow shape.

MIT - same as all sibling ETF repositories.

WisdomTree® and the fund names/tickers referenced here are trademarks of WisdomTree, Inc. This is an independent, unofficial tool; it is not affiliated with, endorsed by, or sponsored by WisdomTree. All data is reproduced from WisdomTree's own public product pages, public SEC EDGAR filings and Yahoo Finance for research purposes. All other trademarks, including index names, are the property of their respective owners.