Warren Buffett is fond of saying, “Price is what you pay, value is what you get.” In our view, WisdomTree’s efficient core family delivers much more than just a low-cost building block for asset allocation. By combining exposure to equities with an overlay of futures contracts, investors can seek to magnify returns or increase diversification for the same $1 invested.
We started building the Efficient Core ETF family with a focus on improving the capital efficiency of traditional equity and bond portfolios. 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 received from futures overlays can make portfolios more efficient; by controlling the same assets with less capital, investors have the potential to allocate to other assets or hold more of their portfolio in cash.
The 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.
This suite is designed to provide investors with diversified access to risk-aware strategies, including gold futures and broad commodities such as energy, metals, grains and more.
This strategy is designed as a core-plus allocation, a replacement or enhancement for existing large-cap U.S. equity exposures, offering the possibility of incremental, compounding alpha through time.
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.
Gold’s sharp January 30 selloff looked dramatic, but history shows these moves often reflect positioning resets, not broken theses. Christopher Gannatti analyzes why this correction fits a familiar pattern of liquidity, leverage and regime repricing rather than a collapse in gold’s long-term role.
Gold’s breakout above $5,000 has investors rethinking its role in portfolios. Chris Gannatti explains how the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) combines gold’s defensive traits with the upside of miners in one capital-efficient strategy.
Traditional long/short strategies often start with cash, but starting with equities can offer a different kind of efficiency. Christopher Gannatti introduces the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS), designed to enhance core equity exposure through a machine-learning-powered long/short overlay built on the S&P 500.
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