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.
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.
As of 3/31/2021 | Average Annual Total Returns | ||||||
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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% |
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.
As of 3/31/2021 | Average Annual Total Returns | ||||||
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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% |
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.
As of 3/31/2021 | Average Annual Total Returns | ||||||
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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% |
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.
As of 3/31/2021 | Average Annual Total Returns | ||||||
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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% |
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.
Multifactor
This family seeks to identify and capitalize on those companies with a combination of ESG characteristics and performance factors.
As of 3/31/2021 | Average Annual Total Returns | ||||||
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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% |
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.
As of 3/31/2021 | Average Annual Total Returns | ||||||
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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% |
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.
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% |
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.
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%.