Capital Efficiency Is in Our Futures

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 ETFs

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.

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.

NTSX
WisdomTree U.S. Efficient Core Fund
The WisdomTree U.S. Efficient Core Fund seeks total return by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts.
Learn more about NTSX
NTSI
WisdomTree International Efficient Core Fund
The WisdomTree International Efficient Core Fund seeks total return by investing in international equity securities and U.S. Treasury futures contracts.
Learn more about NTSI
NTSE
WisdomTree Emerging Markets Efficient Core Fund
The WisdomTree Emerging Markets Efficient Core Fund seeks total return by investing in emerging markets equity securities and U.S. Treasury futures contracts.
Learn more about NTSE
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
The WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.
Learn more about GDE

Our Tactical Subset of Efficient ETFs

The WisdomTree Tactical suite seeks to leverage the benefits of futures to boost the efficiency of tactical equity exposures.
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
The WisdomTree Efficient Gold Plus Gold Miners Strategy Fund seeks total return by investing in gold miners and gold futures contracts.
Learn more about GDMN

Commentaries from Our Thought Leaders

For more daily insights from our thought leaders, visit our blog.