Latest ETFs designed to unlock differentiated sources of return for core portfolios

NEW YORK -- (Business Wire)

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Efficient TIPS Plus Gold Fund (GDT) and WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) on the Chicago Board Options Exchange (CBOE), with expense ratios of 0.30% and 0.88%, respectively. The two new Funds expand WisdomTree’s lineup of capital-efficient strategies and seek to help investors maximize their core portfolios by combining traditional exposures with additional return-seeking strategies in one vehicle.

GDT helps investors manage persistent inflation by pairing U.S. Treasury Inflation-Protected Securities (TIPS) with a targeted gold allocation. TIPS provide direct linkage to realized inflation, while gold has historically responded quickly to shifts in inflation expectations and monetary credibility. Together, they offer a balanced, capital-efficient approach to inflation protection with added diversification during periods of market stress.

WTLS seeks total return by combining U.S. large-cap equity exposure with a dynamic long/short overlay strategy. The Fund pursues U.S. equity outperformance through a multifactor long/short approach applied alongside broad market exposure without reducing an investor’s existing equity allocation. WTLS also helps meet the growing demand for overlay strategies that remain aligned with common market benchmarks while still aiming to enhance return potential. The Fund selects securities investments for both the long/short U.S. equity strategy and the long-only U.S. equity strategy using machine learning models developed by AlphaBeta Investment Indices Ltd, a third-party model provider. WisdomTree is a minority investor in AlphaBeta ETF Ltd, whose parent is AlphaBeta Investment Indices Ltd, the model provider for the Fund.

“Investors today are navigating a market shaped by persistent inflation pressures, higher interest rates, and periods of elevated volatility,” said Chris Gannatti, Global Head of Research at WisdomTree. “With these new fund launches, we are aiming to give investors straightforward methods to strengthen their core portfolios at a time when traditional building blocks alone may not always be enough. Whether investors are looking to better navigate inflation with GDT or seeking an approach that aims to improve equity returns with WTLS, our goal is to create more accessible strategies they can use every day in their portfolios.”

GDT And WTLS: What’s Under the Hood?

GDT:

• Designed for Inflation Protection Through TIPS: The Fund directs exposure to securities linked to realized inflation.
• Forward-Looking Gold Exposure: The Fund targets gold allocation that has historically reacted quickly to shifts in inflation expectations and policy risk.
• A Balanced, Capital-Efficient Structure: The Fund combines two complementary inflation defenses in a single fund.
• Diversification During Market Stress: The Fund blends assets that have reacted differently across economic cycles.

WTLS:

• Broad U.S. Equity Exposure: The Fund pursues U.S. equity alpha¹ using a multifactor long/short investment strategy in tandem with broad market equity exposure
• Insights from AlphaBeta Research Tools: The Fund selects investments using machine learning models developed by AlphaBeta and trained on historical data to make predictions about a security’s return and/or risk.
• Designed to Complement Core Portfolios: The Fund adds a diversifying return source without replacing existing equity exposure.

Read more about the WisdomTree Efficient TIPS Plus Gold Fund (GDT) here and WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) here.

¹Alpha: Can be discussed as both risk-adjusted excess return relative to a specific benchmark, or absolute excess return relative to a benchmark. It is sometimes more generally referred to as excess returns in general.

Investors should carefully consider the investment objectives, risks, charges and expenses of GDT and WTLS before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about GDT and WTLS, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

Efficient Long/Short U.S. Equity Fund

There are risks associated with investing in WTLS, including possible loss of principal. The Fund invests in a basket of equity securities of large capitalization U.S. companies generally weighted by market capitalization. The Fund expects to invest most of its assets in the securities of U.S. companies and is therefore, more likely to be impacted by events or conditions affecting the United States. The Fund invests in derivatives to gain exposure to U.S. equity securities. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund’s use of derivatives will give rise to leverage. Derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. While the Fund is actively managed, the Fund's investment process is heavily dependent on quantitative models and the models may not perform as intended. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

Efficient TIPS Plus Gold Fund

There are risks associated with investing in GDT including possible loss of principal. The Fund invests in a portfolio composed of Inflation-protected U.S. Treasury Bonds (“TIPS”) and U.S. listed gold futures contracts. The interest and principal payments of TIPS are adjusted for inflation and typically have lower yields than conventional fixed-rate bonds. The Fund’s income from TIPS may decline due to deflation or changes in inflation expectations. The value of gold and commodity-linked derivative instruments such as gold futures contracts typically is based upon the price movements of the physical commodity or an economic variable linked to such price movement. Price movements in gold and gold futures contracts may fluctuate quickly and dramatically, have a historically low correlation with the returns of the stock and bond markets. Derivatives are used by the Fund to gain exposure to inflation swaps and U.S. listed gold future contracts. Derivative investments can be volatile and may be less liquid than other investments. As a result, the value of an investment in the Fund may change quickly and without warning you may lose money. While the Fund is actively managed, the Fund's investment process is heavily dependent on quantitative models and the models may not perform as intended. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile. Please read the Fund's prospectus for specific details regarding the Fund's risk profile.

WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC. Foreside Fund Services, LLC, is not affiliated with the other entities mentioned.

Chris Gannatti is a registered representative of Foreside Fund Services, LLC.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect^™, blockchain-native digital wallet, WisdomTree Prime^®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

WisdomTree currently has approximately $153.4 billion in assets under management globally, inclusive of assets under management related to our recently completed acquisition of Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

Please visit us on X at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME:

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

The products and services available through WisdomTree Connect and the WisdomTree Prime app are not endorsed, indemnified or guaranteed by any regulatory agency.

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Contacts:

Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com

Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com

Source: WisdomTree, Inc.