WisdomTreeMulti-Asset OverlayGDE · Cboe BZX

WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

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Price: $66.45; —11 Sept 2026
Assets: $481.7M; Total net assets
Expense ratio: 0.20%; Category 0.00%
Yield: 3.92%; Trailing distributions

1Y return: 28.6%+6.4%; Category 22.2%
3Y CAGR: 45.0%+10.2%; Category 34.8%
5Y CAGR: —; Category 6.8%

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WisdomTree Efficient Gold Plus Equity Strategy Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-2.2%	+4.5%	-2.2%	+7.8%	+28.6%	+45.0%	—	—	+27.3%
Multi-Asset Overlay average	0.6%	4.5%	8.1%	14.5%	22.2%	34.8%	6.8%	—	17.2%
Difference	-2.8%	0.0%	-10.3%	-6.7%	+6.4%	+10.2%	—	—	+10.1%

Holdings

The 9 largest positions make up 34.0% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
NVDA	NVIDIA Corp	7.17%
AAPL	Apple Inc	6.26%
GOOGL	Alphabet Inc Class A	5.34%
MSFT	Microsoft Corp	4.89%
AMZN	Amazon.com Inc	3.48%
AVGO	Broadcom Inc	2.13%
META	Meta Platforms Inc Class A	1.84%
LLY	Eli Lilly and Co	1.48%
BRK-B	Berkshire Hathaway Inc Class B	1.41%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 24.8
P/B: 5.4
P/S: 3.7
P/CF: 19.2

Sector allocation

Share of the equity the fund holds.

Technology38.4%
Financial services12.6%
Communication services10.6%
Consumer discretionary9.3%
Health care9.1%
Industrials7.2%
Consumer staples5.0%
Energy3.5%
Utilities1.8%
Real estate1.4%
Materials1.4%

Asset mix

Stocks88.3%
Other11.7%
Cash0.0%

Credit quality

Share of the bonds by rating.

AAA16.1%
AA33.6%
A5.9%
BBB13.9%
BB16.0%
B9.1%
Below B3.6%
Other1.8%

ETF details

Issuer: WisdomTree
Category: Asset Allocation · Multi-Asset Overlay
Ticker: GDE
Exchange: Cboe BZX
Inception: 15 Mar 2022 (4.5 years)
Structure: Exchange Traded Fund
Expense ratio: 0.20% (category 0.00%)
Holdings turnover: 30%
Distribution yield: 3.92%
Beta, 3 years: 1.10
Total net assets: $481.7M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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