WisdomTree Launches Efficient U.S. Plus International Equity Fund (NTSD)

Capital-efficient ETF designed to add international equity exposure alongside core U.S. holdings

NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD), listed on the New York Stock Exchange (NYSE), with an expense ratio of 0.35%.

NTSD seeks total return and is actively managed using a model-based approach that combines U.S. equity securities of large-capitalization companies with developed international equity exposure obtained through index futures contracts. The Fund builds on WisdomTree’s family of capital-efficient ETFs, including the WisdomTree U.S. Efficient Core Fund (NTSX), which paired equities with Treasury futures in a 90/60 structure. NTSD leverages the same 90/60 framework to add developed international equity exposure alongside core U.S. holdings. Additionally, growing investor interest in strategies such as the WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has further reinforced demand for capital-efficient approaches that enable investors to add diversifying exposures like gold or other alternatives while maintaining core allocations.

“Our capital-efficient strategies have consistently focused on solving structural portfolio challenges,” said Schwartz. “Most advisors we engage with remain heavily concentrated in U.S. equities and have found it difficult to add international exposure without disrupting their core U.S. focused allocations. NTSD reflects our belief in global equity risk premiums and our view that disciplined portfolio structure can help clients further optimize portfolios with international diversification without materially reducing core U.S. equity allocations.”

NTSD: What’s Under the Hood?

WisdomTree Efficient U.S. Plus International Equity Fund (NTSD)

• Model-Based Approach: Actively managed using a model-based framework.
• U.S. Equity Foundation: Invests primarily in U.S. equity securities.
• International Exposure via Futures: Obtains developed international equity exposure through index futures contracts.
• Capital-Efficient Structure: Uses futures contracts as described in the prospectus to enhance capital efficiency.

Read more about the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) here.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund’s before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the Fund’s call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

Efficient U.S. Plus International Equity Fund (NTSD)
There are risks associated with investing including possible loss of principal. The Fund invests in equity securities of U.S. large-capitalization companies and in index futures contracts that provide exposure to international equity securities, and which are used to enhance the capital efficiency of the Fund. The Fund invests in a basket of equity securities of large capitalization U.S. companies generally weighted by market capitalization. The Fund expects to invest most of its assets in the securities of U.S. companies and is therefore, more likely to be impacted by events or conditions affecting the United States.

The Fund invests in derivatives to gain exposure to U.S. equity securities. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund’s use of derivatives will give rise to leverage. Derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. The Fund’s investments strategy is subject to risks related to rolling. The price of futures contracts further from expiration may be higher or lower, which can impact the Fund’s return.

Investments in non-U.S. securities, including depositary receipts, involve political, regulatory, and economic risks that may not be present in investments in U.S. securities. While the Fund is actively managed, the Fund's investment process is heavily dependent on quantitative models, and the models may not perform as intended. 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.

Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect^™, and blockchain-native digital wallet, WisdomTree Prime^®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

WisdomTree currently has approximately $156.5 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

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WisdomTree^® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

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