WisdomTree Europe Defence ETF Surpasses $3bn in AUM

The WisdomTree Europe Defence UCITS ETF (WDEF) has crossed the $3 billion assets under management threshold just three months after its launch. The milestone underscores growing investor confidence in Europe's defence sector as governments ramp up military spending.

NATO's revised spending guidelines have transformed defence budgets from symbolic targets into binding commitments. Member states now aim to allocate 5% of GDP—with 3.5% dedicated to Core capabilities and 1.5% to adjacent sectors like cybersecurity. This policy shift creates sustained capital flows into defence-related assets.

"This isn't temporary budget inflation," says a WisdomTree spokesperson. "We're witnessing structural reallocation of national resources that will drive sector growth for years." The ETF provides targeted exposure to companies benefiting from Europe's military modernization programs.