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Data as of .

TCAI vs WTAI: which is really different?

TCAI and WTAI hold 17% of their weight in the same names, and TCAI returned more over the year.

Tortoise AI Infrastructure ETF and WisdomTree Artificial Intelligence and Innovation Fund.

63.2%TCAI in the S&P 500
65.1%WTAI in the S&P 500
+67.6%TCAI total return, 1 year
+49.7%WTAI total return, 1 year

ETFIQ Off-Index Score: TCAI scores higher

How much of it is not the index it is sold as an alternative to?

TCAI 28.5WTAI 5.10.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

TCAI37% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
63%37%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 93% · top ten 51% of the fund · 43 holdings filed May 31, 2026 · Nasdaq-100: 26% in63%37%in the S&P 500outsideactive share 93% · top ten 51% of the fund
WTAI35% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
65%35%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 71% · top ten 37% of the fund · 57 holdings filed Jun 30, 2026 · Nasdaq-100: 52% in65%35%in the S&P 500outsideactive share 71% · top ten 37% of the fund

17% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, TCAI and WTAI hold 17% of their money in the same securities at the same weight.

Positions TCAI and WTAI both hold, largest shared weight first
HoldingTCAIWTAI
Micron Technology Inc7.64%5.23%
Sandisk Corp/DE3.47%4.01%
Vertiv Holdings Co4.48%1.66%
Credo Technology Group Holding3.03%1.27%
GE Vernova Inc1.12%1.91%
Coherent Corp0.96%1.73%
Lumentum Holdings Inc0.86%1.90%
Nebius Group NV1.55%0.80%
NVIDIA Corp0.59%3.76%
Ciena Corp5.10%0.50%
Cummins Inc0.49%1.10%
Only in each
Only in TCAIOnly in WTAI
Dell Technologies Inc 8.94%SAMSUNG ELECTRONICS CO LTD 4.37%
Seagate Technology Holdings PL 5.77%KIOXIA HOLDINGS CORP 3.98%
Western Digital Corp 5.14%SK SQUARE CO LTD 3.41%
Quanta Services Inc 3.58%AMAZON.COM INC 3.33%
MYR Group Inc 3.29%ALPHABET INC 3.13%
nVent Electric PLC 3.18%TAIWAN SEMICONDUCTOR MANUFACTURING COMPA 3.04%
IREN Ltd 2.78%PALO ALTO NETWORKS INC 2.86%
Constellation Energy Corp 2.70%META PLATFORMS INC 2.82%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

Performance, window by window

TCAI and WTAI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
TCAIWTAITCAIWTAITCAIWTAI
3 months−16.4%−11.4%−18.6 pts−13.6 pts−13.9 pts−8.9 pts
6 months+34.7%+46.3%+16.7 pts+28.3 pts+10.5 pts+22.1 pts
1 year+67.6%+49.7%+51.0 pts+33.2 pts+45.8 pts+28.0 pts
3 yearsnot published+142.4%not published+64.0 ptsnot published+44.3 pts
Since launch+88.8%+74.0%+65.8 pts−0.6 pts+59.4 pts−14.6 pts
Open the live comparison on ETFIQ
TCAI and WTAI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
TCAI
Tortoise AI Infrastructure ETF
Holds 43 stocks in aI infrastructure and chips, 63% of its weight in S&P 500 companies
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
Holds 57 stocks in artificial intelligence, 65% of its weight in S&P 500 companies
IssuerTortoiseWisdomTree
ThemeAI infrastructure and chipsArtificial intelligence
In the S&P 50063.2%65.1%
Active share vs the S&P 50092.7%71.4%
In the Nasdaq-10026.2%51.7%
Holdings4357
Top ten, share of the fund50.6%37.1%
Expense ratio0.65%0.45%
Fee for the differing part0.70%0.63%
Total return, 1 year+67.6%+49.7%
vs the S&P 500+51.0 pts+33.2 pts
vs the Nasdaq-100+45.8 pts+28.0 pts
Below its high−18.4%−12.8%
Net assets$217m$674m

TCAI in plain words

By weight, 63% of TCAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 93%. The top ten holdings are 51% of the fund across 43 positions, as filed for May 31, 2026. Over the year to Sep 18, 2026 the fund returned +67.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 51.0 pts. It sits 18.4% below its all-time high of Jun 22, 2026.

WTAI in plain words

By weight, 65% of WTAI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 71%. The top ten holdings are 37% of the fund across 57 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +49.7% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 33.2 pts. It sits 12.8% below its all-time high of Jun 22, 2026.

Questions people ask

Do TCAI and WTAI hold the same stocks?
By their latest filings, 17% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, TCAI or WTAI?
TCAI has 63% of its weight in S&P 500 names and WTAI has 65%, so TCAI differs more from the index.
Which is cheaper, TCAI or WTAI?
TCAI charges 0.65% a year and WTAI charges 0.45%, so WTAI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

TCAI against WTAI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, TCAI against WTAI, data as of Sep 18, 2026. https://etfiq.com/compare/themes/tcai-vs-wtai Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources