
WDTE Total Return Calculator
$10,000 since Sep 2023, with and without reinvesting · data through Oct 2026
Since Sep 2023, $10,000 became $14,932 reinvested (13.9% a year), or $12,797 taking the distributions as cash, $8,146 of it paid out along the way.
WDTE became
$14,932
S&P 500: $18,331
Return a year
13.9%
S&P 500: 21.7%
Payouts reinvested
$14,020
bought more shares
Worst drop
-8.7%
S&P 500: -7.6%
$10,000, Sep 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | WDTE total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +11.3% | $3,525 | +11.7% |
| 2025 | +14.3% | $4,104 | +17.7% |
| 2024 | +9.2% | $4,773 | +24.9% |
| 2023 (part) | +7.6% | $1,617 | +11.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: WDTE total return
Data as of · Source: SmarterDividends data
- $10,000 invested in WDTE at the end of Sep 2023, with distributions reinvested, was worth $14,932 at the end of Oct 2026: 13.9% a year, against $18,331 (21.7% a year) in the S&P 500.
- Taking WDTE's distributions as cash instead of reinvesting them, the same $10,000 ended at $12,797, including $8,146 of cash received; reinvesting added $2,135.
- WDTE's best calendar year in that time was 2025 (14.3%) and its worst 2024 (9.2%), with distributions reinvested.
Cite this page
SmarterDividends, "WDTE Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/WDTE/total-return
WDTE total return questions
What is WDTE's total return since Sep 2023?
49% in total, or 13.9% a year, through Oct 2026 with distributions reinvested. The share price alone fell 53%.
How much of WDTE's return came from distributions?
About 100% of its yearly return since Sep 2023. Reinvesting them, rather than taking cash, left you $2,135 better off on a $10,000 start.
What was WDTE's worst year?
2024, at 9.2% with distributions reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -8.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.
