GDTWisdomTree Efficient TIPS Plus Gold Fund

DiversifierNewRanked #125 of 240 in this goal

Seeks total return.

By WisdomTree · Launched 2026

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$11M

#4,730 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

5 months

#5,189 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$8,621-13.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 1 holdings = 1.6% of fund✓ well diversified

Dreyfus Treasury Obligations Csh Mgt InsDTRXX

1.6%

Asset allocation

Other

91.9%

Cash

8.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-22.6%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

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks total return.
Strategy: Actively managed, invests primarily in TIPS and U.S.-listed gold futures. Aims for equal exposure to TIPS and gold, rebalancing quarterly and using derivatives for capital efficiency.
Inception date: January 20, 2026
Fund family: WisdomTree