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Wisdom Short Duration Income ETF · AMEX
Price: $101.00 · Annual div: $2.95/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in WISD → $13.3K in 10 years · $31.56/month
The Wisdom Short Duration Income ETF (WISD) primarily seeks investment opportunities within global fixed-income markets, concentrating on securities with a brief maturity period of one year or less. Its diversified holdings encompass both domestic U.S. and international bonds, various debt instruments, commercial paper, mortgage-backed securities, and floating-rate notes. The fund allocates up to 30% of its capital to asset-backed securities, including investment-grade collateralized loan obligations (CLOs). Exposure to higher-risk, sub-investment-grade bonds (junk bonds) is strictly limited to 15% of its net assets. WISD maintains flexibility to invest up to half of its portfolio in foreign-denominated securities, with a maximum of 10% directed towards emerging market debt. To manage potential fluctuations, the fund caps its net foreign currency exposure at 10%, employing financial derivatives such as treasury and bond futures, swaps, and credit default swaps to mitigate both interest rate and currency risks. Given its active management strategy and frequent trading, the ETF may exhibit a higher portfolio turnover rate. It's worth noting that prior to November 11, 2025, this fund operated as a mutual fund before transitioning into its current actively managed ETF structure, launching with an initial asset base of $368.81 million.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold WISD.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 2.92% | 0.12% | $292 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.48% | -0.32% | $248 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.34% | -0.46% | $234 / yr |
| 🇬🇧 UK ISA | 0% | 2.92% | 0.12% | $292 / yr |
| 🇬🇧 UK Taxable | 8.75% | 2.66% | -0.14% | $266 / yr |
| 🇨🇦 TFSA | 0% | 2.92% | 0.12% | $292 / yr |
| 🇨🇦 CA Taxable | 25% | 2.19% | -0.61% | $219 / yr |
| 🇦🇺 Super (pension) | 15% | 2.48% | -0.32% | $248 / yr |
| 🇦🇺 AU Taxable | 30% | 2.04% | -0.76% | $204 / yr |
| 🇩🇪 DE Taxable | 26.375% | 2.15% | -0.65% | $215 / yr |
| 🇫🇷 FR Taxable | 30% | 2.04% | -0.76% | $204 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $2.95/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
WISD pays quarterly — 4 times per year. Next ex-div: TBD.
How WISD compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for WISD sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the WISD dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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