NTSX

WisdomTree
U.S. EFFICIENT CORE FUND WisdomTree
U.S. EFFICIENT CORE FUND

Access NTSX Research
Access NTSX Research

A Capital Efficient Balanced Fund

NTSX: WisdomTree U.S. Efficient Core Fund

The WisdomTree U.S. Efficient Core Fund  (NTSX) takes a unique approach to balanced fund investing. The Fund offers investors a risk profile that is similar to the traditional 60/40 portfolio with the potential for enhanced returns and increased tax efficiency. The 90/60 strategy has the potential to enhance total returns while also helping dampen volatility by combining 90% equities, 10% short-term fixed income plus a 60% Treasury futures overlay to help boost capital efficiency.

Based on the track record of NTSX, WisdomTree launched International (NTSI) and Emerging Markets (NTSE) versions to help investors manage risk across multiple regions and select from a globally diversified efficient core suite.

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Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. To obtain a prospectus containing this and other important information, please call 866.909.9473 or visit WisdomTree.com/investments to view or download a prospectus. Read the prospectus carefully before you invest.

There are risks associated with investing, including possible loss of principal.  While the Fund is actively managed, the Fund’s investment process is expected to be heavily dependent on quantitative models and the models may not perform as intended.  Equity securities, such as common stocks, are subject to market, economic and business risks that may cause their prices to fluctuate.  The Fund invests in derivatives to gain exposure to U.S. Treasuries.  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 and 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. Interest rate risk is the risk that fixed income securities, and financial instruments related to fixed income securities, will decline in value because of an increase in interest rates and changes to other factors, such as perception of an issuer’s creditworthiness.  Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

Neither WisdomTree Investments, Inc., nor its affiliates, nor Foreside Fund Services, LLC, or its affiliates provide tax advice. All references to tax matters or information provided in this material are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor.

WisdomTree Funds are distributed by Foreside Fund Services, LLC.

WisdomTree.com    •    866.909.9473