GDTWisdomTree Efficient TIPS Plus Gold Fund
Seeks total return.
By WisdomTree · Launched 2026
Annual Cost
0.20%
#934 of 5,854 · low cost
Fund Size
$11M
#4,847 of 5,854 · small
Return (1Y)Goal
N/A
Track Record
7 months
#5,097 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$8,260-17.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 58.5% of fundmoderately concentrated
Dreyfus Treasury Obligations Cash Management
8.5%
COMMODITIES EXCHANGE CENTERGCJ6
7.1%
United States Treasury Notes
5.7%
United States Treasury Notes
5.7%
United States Treasury Notes
5.6%
United States Treasury Notes
5.4%
United States Treasury Notes
5.2%
United States Treasury Notes
5.1%
United States Treasury Notes
5.1%
United States Treasury Notes
4.9%
Asset allocation
Other
84.2%
Cash
15.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-24.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively manages a portfolio composed of inflation-protected U.S. Treasury Bonds (TIPS) and U.S.-listed gold futures contracts using a model-based approach. Aims for approximately equal exposure to TIPS and gold, rebalancing quarterly to maintain this allocation.
- Inception date
- January 20, 2026
- Fund family
- WisdomTree
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Data updated on 2026-08-04