For some, investing is all about allocating to the lowest-cost beta exposure in the market. Not for WisdomTree. While our investing approach seeks to provide a low-cost building block for asset allocation, it also strives to meaningfully boost capital efficiency—giving investors the flexibility and capacity to add further portfolio diversifiers. How is this possible? Through an overlay of futures.
We started building the Efficient ETF family with a focus on the U.S. large-cap market but have expanded the lineup to include similar U.S. Treasury futures overlays for developed international and emerging markets. Most recently, we added a tactical strategy that stacks exposure to gold miners and gold futures. To us, the idea is simple: the additional diversification that futures can provide is helpful for investing globally; and this extended family can help create more room for diversifiers in a portfolio.
Our Efficient Core ETFsThe WisdomTree Efficient Core suite seeks to leverage the benefits of fixed income overlays to boost the risk efficiency of U.S., international and EM equity markets.
A Core Alternative
Learn more about WisdomTree’s Efficient Core Funds and how the Funds can help diversify your portfolio while providing upside potential during bull markets, with lower volatility and smaller drawdowns during market corrections.
Our Tactical Subset of Efficient ETFs
Commentaries from Our Thought Leaders
On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Warren Pies, Founder and Strategist at 3Fourteen Research. The conversation focused on an array of topics, including asset allocation, inflation hedging, oil, gold and bitcoin.
A little more than three years ago, we launched our WisdomTree U.S. Efficient Core Fund (NTSX). Since the launch, this Fund has outperformed the S&P 500 with fewer drawdowns. Jeremy Schwartz and Brad Krom discuss why now is the right time to reconsider how NTSX could enhance your portfolio.