WisdomTree EfficientOther AllocationWDIG · Cboe BZX

WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG)

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Price: $43.22; —25 Sept 2026
Assets: —; Total net assets
Expense ratio: 0.55%; Category 0.87%
Yield: —; Trailing distributions

1Y return: —; Category 5.6%
3Y CAGR: —; Category 12.1%
5Y CAGR: —; Category 3.8%

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WisdomTree Efficient Rare Earth Plus Strategic Metals 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	-9.5%	+2.0%	—	—	—	—	—	—	-17.8%
Other Allocation average	-2.4%	3.4%	7.5%	5.2%	5.6%	12.1%	3.8%	6.9%	4.5%
Difference	-7.2%	-1.4%	—	—	—	—	—	—	-22.3%

Holdings

Allocation as last published by the fund.

Asset mix

What the fund is invested in.

Other85.8%
Cash14.2%

ETF details

Issuer: WisdomTree Efficient
Category: Asset Allocation · Other Allocation
Ticker: WDIG
Exchange: Cboe BZX
Inception: 7 May 2026 (0.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.55% (category 0.87%)
Holdings turnover: 0% (category 44%)
Distribution yield: —
Total net assets: —

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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