ETFs Built for Performance Potential & Cost Efficiency | BE

In June 2006, WisdomTree launched with a big idea and an impressive mission — to create a better way to invest.

We believed investors shouldn’t have to choose between cost efficiency and performance potential, so we developed the first family of ETFs designed to deliver both. Our strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance. WisdomTree has launched many first-to-market ETFs and pioneered alternative weighting methods commonly referred to as “smart beta.” But our ETFs are not beta, smart or otherwise - they are an investment innovation we call "Modern Alpha™".

What Is Modern Alpha™?

At WisdomTree, we believe investors shouldn’t have to choose between cost efficiency and performance potential. Modern Alpha™ combines the outperformance potential of active management with the benefits of passive management—to offer investors cost-effective funds that are built to perform.

The traditional active management, or “legacy alpha” can often carry higher cost, less transparency in your portfolio and the risk of human judgment. But it can also mean an outperformance potential. The traditional passive investing, or “legacy beta” usually offers lower cost, and more transparency and objectivity. But it doesn’t give investors the opportunity to potentially outperform the market. Modern Alpha™ combines the positives of each of the legacy investment approaches to enhance the investment experience.

*Ordinary brokerage commissions apply. Low cost represents lower expense ratio compared to higher priced investment options and ETFs.

The Benefits of Modern Alpha™

In an environment where investors demand more value for their money, where regulations increasingly concern investors best interests, and where fee pressure is growing, ETFs offer a number of advantages including lower fees, zero investment minimums, greater transparency, and more. Of course, not all ETFs are created equal.

WisdomTree’s Modern Alpha™ ETFs offer additional advantages, including the potential for:

Enhanced portfolio returns

Increased dividend income

Reduced portfolio volatility and risk

More efficient exposure to risk premiums

In Their Own Words

Jonathan Steinberg

CEO and President
WisdomTree Asset Management

Professor Jeremy Siegel

Senior Advisor
WisdomTree Asset Management

Our Modern Alpha™ Family

Our Modern Alpha™ family of ETFs provides the potential to outperform in many ways.

Dividend-Weighted

Dividend-weighted ETFs magnify the effects dividends have on performance, providing the potential for more income, for strength during down markets, for enhanced returns and reduced risk, and for improved overall portfolio returns.

Discover our range of Dividend-weighted ETFs

Factor

Factor ETFs provide the potential to benefit from exposure to specific factors (risk premiums) that have been proven to drive returns.

Discover our Factor ETFs

Thematic

Thematic ETFs provide investors with targeted exposure to a specific secular or economic trend which allows for potentially higher risk-adjusted returns vs. broader-based strategies.

Discover our Thematic ETFs

Enhanced Commodities

Enhanced Commodities ETFs provide the potential to deliver alpha with lower volatility, using broad commodities within multi-asset portfolios as a means of balancing portfolio risks, especially relative to equity mandates.

Discover our Enhanced Commodities ETFs

Fixed Income

Fixed income ETFs provide the potential to enhance yields, to reduce risk and to capitalize on local currency debt as well as the ability to manage risk, and more.

Discover our range of Fixed Income ETFs

Alternative

Alternative ETFs enable investors to access sophisticated institutional strategies in the ETF format, providing the potential for enhanced returns, reduced risk and increased diversification.

Dividend-Weighted

Dividend-weighted ETFs magnify the effects dividends have on performance, providing the potential for more income, for strength during down markets, for enhanced returns and reduced risk, and for improved overall portfolio returns.

Discover our range of Dividend-weighted ETFs

Factor

Factor ETFs provide the potential to benefit from exposure to specific factors (risk premiums) that have been proven to drive returns.

Discover our Factor ETFs

Thematic

Thematic ETFs provide investors with targeted exposure to a specific secular or economic trend which allows for potentially higher risk-adjusted returns vs. broader-based strategies.

Discover our Thematic ETFs

Enhanced Commodities

Enhanced Commodities ETFs provide the potential to deliver alpha with lower volatility, using broad commodities within multi-asset portfolios as a means of balancing portfolio risks, especially relative to equity mandates.

Discover our Enhanced Commodities ETFs

Fixed Income

Fixed income ETFs provide the potential to enhance yields, to reduce risk and to capitalize on local currency debt as well as the ability to manage risk, and more.

Discover our range of Fixed Income ETFs

Alternative

Alternative ETFs enable investors to access sophisticated institutional strategies in the ETF format, providing the potential for enhanced returns, reduced risk and increased diversification.

Dividend-Weighted

Dividend-weighted ETFs magnify the effects dividends have on performance, providing the potential for more income, for strength during down markets, for enhanced returns and reduced risk, and for improved overall portfolio returns.

Discover our range of Dividend-weighted ETFs

Factor

Factor ETFs provide the potential to benefit from exposure to specific factors (risk premiums) that have been proven to drive returns.

Discover our Factor ETFs

Thematic

Thematic ETFs provide investors with targeted exposure to a specific secular or economic trend which allows for potentially higher risk-adjusted returns vs. broader-based strategies.

Discover our Thematic ETFs

Enhanced Commodities

Enhanced Commodities ETFs provide the potential to deliver alpha with lower volatility, using broad commodities within multi-asset portfolios as a means of balancing portfolio risks, especially relative to equity mandates.

Discover our Enhanced Commodities ETFs

Fixed Income

Fixed income ETFs provide the potential to enhance yields, to reduce risk and to capitalize on local currency debt as well as the ability to manage risk, and more.

Discover our range of Fixed Income ETFs

Alternative

Alternative ETFs enable investors to access sophisticated institutional strategies in the ETF format, providing the potential for enhanced returns, reduced risk and increased diversification.

The Rules of Modern Alpha™

At WisdomTree, we believe in following rules—just not those set by others. We make our own rules and develop both our own Indexes and our own ETFs. But we do not innovate simply for innovation’s sake.

When considering whether to develop a new investment, we always ask the three following questions. If the answer to at least two of these criteria is not yes, we will not pursue the investment idea.

Is it a truly distinct investment?

Because we don’t believe in developing “me too” investments.

Does the strategy add value?

Because we want to offer unique access, a distinct way to reduce risk or a better way to achieve a goal.

Are we adding value through structure?

Because we want people to be able to access sophisticated strategies with all the advantages of ETFs.

Is it a truly distinct investment?

Because we don’t believe in developing “me too” investments.

Does the strategy add value?

Because we want to offer unique access, a distinct way to reduce risk or a better way to achieve a goal.

Are we adding value through structure?

Because we want people to be able to access sophisticated strategies with all the advantages of ETFs.

Is it a truly distinct investment?

Because we don’t believe in developing “me too” investments.

Does the strategy add value?

Because we want to offer unique access, a distinct way to reduce risk or a better way to achieve a goal.

Are we adding value through structure?

Because we want people to be able to access sophisticated strategies with all the advantages of ETFs.

A Relentless Focus on Performance and Creating Better Ways to Invest

In June 2006, WisdomTree launched with a big idea and an impressive mission — to create a better way to invest.

What Is Modern Alpha™?

The Benefits of Modern Alpha™

In Their Own Words

Jonathan Steinberg

Professor Jeremy Siegel

Our Modern Alpha™ Family

Dividend-Weighted

Factor

Thematic

Enhanced Commodities

Fixed Income

Alternative

Dividend-Weighted

Factor

Thematic

Enhanced Commodities

Fixed Income

Alternative

Dividend-Weighted

Factor

Thematic

Enhanced Commodities

Fixed Income

Alternative

The Rules of Modern Alpha™

Is it a truly distinct investment?

Does the strategy add value?

Are we adding value through structure?

Is it a truly distinct investment?

Does the strategy add value?

Are we adding value through structure?

Is it a truly distinct investment?

Does the strategy add value?

Are we adding value through structure?