ESG
Responsible Investing
Sustainability and responsibility are embedded throughout our business, which we believe benefits our investors, employees and shareholders.
We believe there is a need for diversification and full transparency in how investors allocate their money. ESG (environmental, social and governance) investing is a big part of WisdomTree’s global approach.
Walk the Walk
We’re proud to have built a diverse and inclusive workforce across gender, race, age, and ability, including in our leadership teams and boards.
- Our employee-led Women's Initiative Network (WIN) events also showcase our commitment to equity in the workforce and are designed to empower women in our organization.
- Our ESG Steering Committee keeps us accountable in our efforts to embed sustainability mandates at a corporate level.
- In 2019, we achieved UN Principles for Responsible Investment (UNPRI) signatory status.
Our ESG Approach
WisdomTree’s proprietary ESG methodology seeks to select those companies with both attractive ESG characteristics AND the potential to outperform.
Additional Resources for Financial Advisors
E. S. G. These three letters are making a big impact today—and will be having an even more significant impact in the coming years. And your clients should learn about them from you. WisdomTree recently conducted investor and advisor research to better understand where environmental, social and governance investing stands and the best way for you to talk about it with your clients.
Research Overview
Understand the ESG concepts and terms that matter most to investors
ESG Governance Brief
Access three insights from investors about ESG and three insights for you to share with your clients
ESG Investing: Client Talking Points
Use these talking points to help you speak to your clients more knowledgeably about ESG
A Fundamental Shift for ESG
Discover the benefits of ESG investing and build better relationships with your clients.
Our ESG Offering
Our ex-state-owned methodology, introduced in 2014, underlines our conviction that government-owned companies, particularly in emerging markets, can often have a negative impact on long-term performance. We offer four distinct ex-state-owned approaches in broad emerging markets (XSOE), China (CXSE), emerging markets ex-China (XC) and India (IXSE).
Additionally, we offer a family of broad-based U.S. (RESP), international (RESD) and emerging market (RESE) equity strategies that combine the potential performance benefits of our multifactor methodology while reflecting ESG values to meet investors' evolving needs.
Ex-State-Owned
Seeks to provide access to performing markets without the government ownership that can affect governance and performance.
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
The WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seeks to track the investment results of emerging market companies that are not state-owned enterprises.
Morningstar Sustainability Rating
(as of 04/30/2021)
Category: Diversified Emerging Mkts
| As of 3/31/2021 | Average Annual Total Returns | ||||||
|---|---|---|---|---|---|---|---|
| Ticker | WisdomTree Fund / Benchmark | 1-Year | 3-Year | 5-Year | 10-Year | Common Period 12/31/2014 - 3/31/2021 | |
| XSOE | Emerging Markets ex-State-Owned Enterprises Fund (NAV) | 67.18% | 9.85% | 15.00% | - | 10.05% | |
| Emerging Markets ex-State-Owned Enterprises Fund (MP) | 69.08% | 9.78% | 15.36% | - | 10.25% | ||
| EMXSOETR | Emerging Markets ex-State-Owned Enterprises Index | 68.85% | 10.29% | 15.68% | - | 11.07% | |
| MXEF | MSCI EM Index | 58.39% | 6.48% | 12.07% | 3.65% | 7.60% | |
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized and the most recent month-end performance data for the funds can be found on the individual funds' website. For this and other important information please click on the fund's ticker symbol above.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
Common Period - the time period over which all funds and indexes existed and have pricing history.
CXSE
WisdomTree China ex-State-Owned Enterprises Fund
The WisdomTree China ex-State-Owned Enterprises Fund seeks to add value by excluding state-owned enterprises that do not always act in the best interest of private investors
Morningstar Sustainability Rating
(as of 04/30/2021)
Category: China Region
| As of 3/31/2021 | Average Annual Total Returns | ||||||
|---|---|---|---|---|---|---|---|
| Ticker | WisdomTree Fund / Benchmark | 1-Year | 3-Year | 5-Year | 10-Year | Common Period 3/31/2015 - 3/31/2021 | |
| CXSE | China ex-State-Owned Enterprises Fund (NAV) | 68.74% | 15.02% | 23.75% | - | 16.35% | |
| China ex-State-Owned Enterprises Fund (MP) | 71.82% | 15.12% | 24.26% | - | 16.49% | ||
| CHXSOETR | China ex-State-Owned Enterprises Index | 69.14% | 14.40% | 23.52% | - | 17.42% | |
| MXCN | MSCI CHINA Index | 43.61% | 8.25% | 16.09% | 7.26% | 9.23% | |
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized and the most recent month-end performance data for the funds can be found on the individual funds' website. For this and other important information please click on the fund's ticker symbol above.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
Common Period - the time period over which all funds and indexes existed and have pricing history. The start date for the Common Period associated with the WisdomTree China Ex-State-Owned Enterprises ETF (CXSE) refers to the date that the Index tracked by this Fund was launched rather than the Fund inception date.
IXSE
WisdomTree India ex-State-Owned Enterprises Fund
The WisdomTree India ex-State-Owned Enterprises Fund provides the exposure to one of the most dynamic and fastest- growing economies in the world, while avoiding the potential pitfalls of state ownership
Morningstar Sustainability Rating
(as of 04/30/2021)
Category: India Equity
| As of 3/31/2021 | Average Annual Total Returns | ||||||
|---|---|---|---|---|---|---|---|
| Ticker | WisdomTree Fund / Benchmark | 1-Year | 3-Year | 5-Year | 10-Year | Common Period 4/30/2019 - 3/31/2021 | |
| IXSE | India ex-State-Owned Enterprises Fund (NAV) | 72.25% | - | - | - | 10.36% | |
| India ex-State-Owned Enterprises Fund (MP) | 73.74% | - | - | - | 10.69% | ||
| INXSOETR | India ex-State-Owned Enterprises Index | 84.16% | - | - | - | 14.50% | |
| MXIN | MSCI INDIA Index | 76.35% | 9.19% | 11.18% | 4.45% | 10.10% | |
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized and the most recent month-end performance data for the funds can be found on the individual funds' website. For this and other important information please click on the fund's ticker symbol above.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
Common Period - the time period over which all funds and indexes existed and have pricing history.
XC
WisdomTree Emerging Markets ex-China Fund
The WisdomTree Emerging Markets ex-China Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets ex-China Index.
Morningstar Sustainability Rating
(as of 04/30/2021)
Category: Diversified Emerging Mkts
| As of 3/31/2021 | Average Annual Total Returns | ||||||
|---|---|---|---|---|---|---|---|
| Ticker | WisdomTree Fund / Benchmark | 1-Year | 3-Year | 5-Year | 10-Year | Common Period 12/31/2014 - 3/31/2021 | |
| XC | Emerging Markets ex-China Fund (NAV) | 67.18% | 9.85% | 15.00% | - | 10.05% | |
| Emerging Markets ex-China Fund (MP) | 69.08% | 9.78% | 15.36% | - | 10.25% | ||
| WTEMXC | Emerging Markets ex-China Index | 68.85% | 10.29% | 15.68% | - | 11.07% | |
| MXEF | MSCI EM Index | 58.39% | 6.48% | 12.07% | 3.65% | 7.60% | |
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized and the most recent month-end performance data for the funds can be found on the individual funds' website. For this and other important information please click on the fund's ticker symbol above.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
Common Period - the time period over which all funds and indexes existed and have pricing history.
Multifactor
This family seeks to identify and capitalize on those companies with a combination of ESG characteristics and performance factors.
RESP
WisdomTree U.S. ESG Fund
The WisdomTree U.S. ESG Fund by integrating factor-based investing provides exposure to the U.S. companies who screen favorably on environmental, social and governance (ESG) standards.
Morningstar Sustainability Rating
(as of 04/30/2021)
Category: Large Blend
| As of 3/31/2021 | Average Annual Total Returns | ||||||
|---|---|---|---|---|---|---|---|
| Ticker | WisdomTree Fund / Benchmark | 1-Year | 3-Year | 5-Year | 10-Year | Common Period 2/28/2007 - 3/31/2021 | |
| RESP | U.S. ESG Fund (NAV) | 60.80% | 14.28% | 15.09% | 12.95% | 9.38% | |
| U.S. ESG Fund (MP) | 61.44% | 14.31% | 15.16% | 12.96% | 9.39% | ||
| 500 | S&P 500 Index | 56.35% | 16.78% | 16.29% | 13.91% | 9.85% | |
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized and the most recent month-end performance data for the funds can be found on the individual funds' website. For this and other important information please click on the fund's ticker symbol above.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
Common Period - the time period over which all funds and indexes existed and have pricing history.
RESD
WisdomTree International ESG Fund
The WisdomTree International ESG Fund by integrating factor-based investing provides exposure to the developed market (ex U.S. and Canada) companies who screen favorably on environmental, social and governance (ESG) standards.
Morningstar Sustainability Rating
(as of 04/30/2021)
Category: Foreign Large Growth
| As of 3/31/2021 | Average Annual Total Returns | ||||||
|---|---|---|---|---|---|---|---|
| Ticker | WisdomTree Fund / Benchmark | 1-Year | 3-Year | 5-Year | 10-Year | Common Period 11/30/2016 - 3/31/2021 | |
| RESD | International ESG Fund (NAV) | 39.80% | 9.56% | - | - | 12.20% | |
| International ESG Fund (MP) | 40.94% | 9.61% | - | - | 12.26% | ||
| MXEA | MSCI EAFE Index | 44.57% | 6.02% | 8.85% | 5.52% | 9.90% | |
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized and the most recent month-end performance data for the funds can be found on the individual funds' website. For this and other important information please click on the fund's ticker symbol above.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
Common Period - the time period over which all funds and indexes existed and have pricing history.
RESE
WisdomTree Emerging Markets ESG Fund
The WisdomTree Emerging Markets ESG Fund by integrating factor-based investing provides exposure to the emerging market companies who screen favorably on environmental, social and governance (ESG) standards.
Morningstar Sustainability Rating
(as of 04/30/2021)
Category: Diversified Emerging Mkts
| As of 3/31/2021 | Average Annual Total Returns | ||||||
|---|---|---|---|---|---|---|---|
| Ticker | WisdomTree Fund / Benchmark | 1-Year | 3-Year | 5-Year | 10-Year | Common Period 4/30/2016 - 3/31/2021 | |
| RESE | Emerging Markets ESG Fund (NAV) | 60.87% | 6.33% | - | - | 10.92% | |
| Emerging Markets ESG Fund (MP) | 64.38% | 6.05% | - | - | 11.07% | ||
| MXEF | MSCI EM Index | 58.39% | 6.48% | 12.07% | 3.65% | 11.94% | |
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized and the most recent month-end performance data for the funds can be found on the individual funds' website. For this and other important information please click on the fund's ticker symbol above.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness or delays or for any actions taken in reliance on information contained herein.
Common Period - the time period over which all funds and indexes existed and have pricing history.
The Morningstar Sustainability Rating is a measure of the financially material environmental, social and governance, or ESG, risks in a portfolio relative to a portfolio's peer group. The Morningstar Sustainability Rating is calculated through a three-step process. First, Morningstar calculates the Morningstar Portfolio Sustainability Score for every portfolio reported within the trailing 12 months. This score is a historical holdings-based calculation using the company-level ESG Risk Rating from Sustainalytics, a leading provider of ESG research. The Sustainalytics’ company-level ESG Risk Rating measures the degree to which a company’s economic value may be at risk driven by ESG issues. To be considered material to the risk rating, an ESG issue must have a potentially substantial impact on the economic value of a company and therefore on the risk-return profile of an investment in the company. The ESG issues that are material vary across industry groups and companies. Second, Morningstar uses these scores to calculate a portfolio's Morningstar Historical Portfolio Sustainability Score. Third, Morningstar assigns a Morningstar Sustainability Rating for a portfolio based on its Morningstar Historical Portfolio Sustainability Score relative to its Morningstar Global Category. Additionally, Morningstar applies ratings buffers to increase the rating's stability and makes ratings adjustments for portfolios with extreme Morningstar Historical Portfolio Sustainability Scores. For each product category, 5 globes are assigned to the top 10%, 4 globes to the next 22.5%, 3 globes to the next 35%,2 globes to the next 22.5%, and 1 globe to the bottom 10%.
Commentaries from Our Thought Leaders
A Conversation about Deep Decarbonization
On the latest episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Nat Bullard, an independent energy analyst focused on deep decarbonization. Nat shares his vast knowledge of ESG and carbon reduction as it affects macroeconomic pressures.
Read the blog post
Revisiting the WisdomTree ESG Model Portfolios
Last year, we launched our ESG (environmental, social and governance) Model Portfolios—our first U.S. Models with explicit and specific ESG objectives. Scott Welch provides an update on how these Model Portfolios have performed during volatile market conditions.
Read the blog post
Is Hurried Decarbonization Causing an Oil Crisis?
Oil’s last bull market lasted more than 10 years, from 1998 to 2008. This one is barely a year old. Jeff Wenger discusses why oil’s run may be in its early days.
For more daily insights from our thought leaders, visit our blog.
Additional Offering for Financial Professionals
ESG-focused
Our ESG-focused Model Portfolios emphasize what we feel are best-of-breed positive-impact ESG ETFs to create globally diversified equity and fixed income portfolios. The models surround an ESG-adherent core with satellites that capture differentiated ESG themes.
