WisdomTree U.S. Efficient Core Fund

The WisdomTree U.S. Efficient Core Fund is a multi-asset exchange-traded fund designed to provide total return by combining large-cap U.S. equities with U.S. Treasury futures overlays. This fund employs a capital-efficient structure, where for every $100 invested, approximately $90 is allocated to a diversified portfolio of 500 large-cap U.S. stocks, while $60 is simultaneously exposed to a ladder of U.S. Treasury futures contracts covering 2-, 5-, 10-, and long-term maturities. This approach allows the fund to seek enhanced risk-adjusted returns and capital efficiency compared to traditional balanced portfolios, aiming to deliver equity growth alongside bond-like diversification within a single vehicle. The fund serves investors seeking a streamlined way to achieve equity and fixed income exposure, making it useful as a core allocation or as part of sophisticated overlay strategies. With a low management expense ratio, the fund is positioned to appeal to cost-conscious investors looking for innovative diversification across key segments of the U.S. financial market.