WisdomTreeOther AllocationWTIP · Nasdaq

WisdomTree Inflation Plus Fund (WTIP)

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Price: $34.74; —30 Oct 2026
Assets: $27.7M; Total net assets
Expense ratio: 0.65%; Category 0.99%
Yield: 3.46%; Trailing distributions

1Y return: 18.1%+17.8%; Category 0.3%
3Y CAGR: —; Category 11.2%
5Y CAGR: —; Category 2.7%

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WisdomTree Inflation Plus 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	-1.0%	+4.0%	-4.7%	+12.5%	+18.1%	—	—	—	+20.0%
Other Allocation average	-1.3%	-0.1%	-4.4%	3.0%	0.3%	11.2%	2.7%	6.8%	1.6%
Difference	+0.3%	+4.1%	-0.3%	+9.6%	+17.8%	—	—	—	+18.4%

Holdings

Allocation as last published by the fund.

Credit quality

Share of the bonds by rating.

US government83.8%

Asset mix

Bonds83.8%
Other74.6%

ETF details

Issuer: WisdomTree
Category: Asset Allocation · Other Allocation
Ticker: WTIP
Exchange: Nasdaq
Inception: 16 Jun 2025 (1.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.65% (category 0.99%)
Holdings turnover: 7% (category 49%)
Distribution yield: 3.46%
Beta, 3 years: 0.00
Total net assets: $27.7M
Average duration: 0.92 years
Average maturity: 9.90 years

Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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