The Future of Security Is European – So Is This ETF
After decades of reliance on US guarantees, Europe is taking back control and strengthening its defence capabilities amidst rising geopolitical tensions. As we enter a new era of security and defence, governments are committing to long-term military expansion and investors now have a unique opportunity to be part of this historic transformation.
From Reliance to Resurgence: Europe’s Defence Boom Takes Flight
Since launching in March 2025, the WisdomTree Europe Defence UCITS ETF (WDEF) has surged past $3 billion[1] in AUM[2], underscoring the scale and urgency of investor interest in Europe’s rearmament.
After decades of reliance on US guarantees, Europe is taking back control and strengthening its defence capabilities amidst rising geopolitical tensions. As we enter a new era of security and defence, governments are committing to long-term military expansion and investors now have a unique opportunity to be part of this historic transformation.
European defence stocks have seen great momentum over the last year, but this is just the beginning, and the sector presents an investment theme that is not just timely, but inevitable.
The WisdomTree Europe Defence UCITS ETF (WDEF) was the world’s first exchange-traded fund (ETF) to focus solely on European companies, giving it a potential edge versus global strategies that may be over exposed to US defence companies and face limitations from US defence spending policies. The WisdomTree Europe Defence UCITS ETF (WDEF) offers investors the opportunity to capitalise on the growth potential of European defence stocks across the European defence value chain, providing exposure to leading European defence companies.
[1] WisdomTree, as of 1 July 2025.
[2] Assets under management.
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