# WisdomTree Heating Oil (HEAT)

**Source:** https://fundology.uk/fund/heat · ISIN GB00B15KXY63 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, HEAT (WisdomTree Heating Oil, ISIN GB00B15KXY63) closed at $65.22 on the London Stock Exchange. Its ongoing charge is 0.54% a year (about £54 on £10,000). Over the five years to 30/09/2026 its total return was +444.1%, or +325.3% after UK CPIH inflation.

## Summary

WisdomTree Heating Oil is an exchange-traded fund (ETF) from WisdomTree, launched in 2006. It tracks the Bloomberg Heating Oil Subindex. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.54% a year — about £54 a year on every £10,000 invested, taken from the fund's value rather than billed to you.

Latest close: **$65.22** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | HEAT |
| ISIN | GB00B15KXY63 |
| Category | Gold & commodities |
| Type | ETF |
| Provider | WisdomTree |
| Tracks | Bloomberg Heating Oil Subindex |
| Ongoing charge | 0.54% a year (£54 per £10,000) |
| Fund size | £6.3m |
| Launched | 2006 |
| Domicile | United Kingdom |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +156.78% | +148.72% | income reinvested |
| 3 years | +117.70% | +96.45% | income reinvested |
| 5 years | +444.10% | +325.34% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of WisdomTree Heating Oil in pounds (price only; the fund pays no income): 2022 +109.7%, 2023 −7.9%, 2024 −2.3%, 2025 +4.6%; 2026 to 30/09/2026 +177.7%. Returns of WisdomTree Heating Oil in pounds (price only; the fund pays no income) over the 12 months to 30/09/2026: +155.2%; to 30/09/2025: +26.5%; to 30/09/2024: −30.9%; to 30/09/2023: +19.5%; to 30/09/2022: +117.8%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | +109.7% | +91.9% | Price |
| 2023 | -7.9% | -11.6% | Price |
| 2024 | -2.3% | -5.6% | Price |
| 2025 | +4.6% | +1.0% | Price |
| 2026 to 30/09/2026 | +177.7% | +169.9% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 55.25% | -21.01% |
| 3 years | 41.16% | -29.29% |
| 5 years | 42.34% | -38.37% |

## Largest fall

Volatility of WisdomTree Heating Oil in pounds, annualised from weekly returns to 30/09/2026: 55.2% over 1 year, 41.2% over 3 years, 42.3% over 5 years. Largest fall in the price of WisdomTree Heating Oil since October 2021, in pounds: −38.4% from 04/11/2022 to 05/05/2023. The lowest 12-month return of WisdomTree Heating Oil in pounds (price only; the fund pays no income) since January 2021 was −30.9% (12 months to 27/09/2024); the highest was +183.2% (12 months to 18/09/2026). On 30/09/2026 the price of WisdomTree Heating Oil was 4.2% below its highest weekly close since October 2021 (18/09/2026), in pounds.

## Charges compared with similar funds

Ongoing charge of WisdomTree Heating Oil 0.54% a year, as of 01/10/2026: 22 of the 137 other gold and commodity funds charge more, 13 the same and 102 less (share classes counted once).

## Charges & eligibility

- Ongoing charges figure (OCF): **0.54%** per year
- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.
