WisdomTree, Inc. Launches Inflation Plus Fund

Published: 2025-06-18 10:37:36 ET WT

Published on 06/18/2025 at 10:37

WisdomTree, Inc. announced the launch of the WisdomTree Inflation Plus Fund (WTIP or "the Fund") on the Nasdaq, with an expense ratio of 0.65%. WTIP seeks to provide consistent returns with low volatility and drawdowns. WTIP offers a balanced, strategic approach to commodities investing across all market conditions, combining WisdomTree's commodity strategies.

Designed to outperform in both high and low inflation environments, the Fund employs an enhanced long/short commodity strategy to deliver consistent returns with reduced volatility and drawdowns with major asset classes. Powered by a robust momentum model and tailored timeframes for each sector, WTIP focuses on commodities that react well to market trends while accounting for costs to help boost returns and improve diversification. The WisdomTree Inflation Plus Fund is built on a diversified, risk-managed framework that includes: Exposure to 18 commodities across six sectors, which include energy, industry metals, grains, precious metals, and oft or agricultural commodities (e.g.,co coffee, sugar, and cocoa) and bitcoin Momentum-based long/short positioning designed to reduce leverage while enhancing return potential.

Strategic long allocations to precious metals like Gold and Silver. Up to 10% exposure to Bitcoin, guided by the same momentum framework. Enhanced contract selection using WisdomTree's proprietary roll methodology.

Sector-specific parameters aligned with supply-demand and storage dynamics. Full collateralization through U.S. Treasury Inflation-Protected Securities (TIPS), reinforcing the Fund's inflation-focused design. Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing.

An investment in bitcoin ETPs involves significant risks and may not be suitable for all shareholders. Extreme volatility of trading prices that many digital assets, including bitcoin, could have a material adverse effect on the value of the Shares and the Shares could lose all or substantially all of their value. Please read the Fund's prospectus for specific details regarding the Fund's risk profile.

WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC. Foreside Fund Services, LLC, is not affiliated with the other entities mentioned.