NTSDWisdomtree Efficient U.S. Plus International Equity Fund
Seeks total return.
Launched 2026
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Return (1Y)Goal
N/A
Track Record
5 months
#5,263 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,300+23.0%
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 = 41.2% of fundmoderately concentrated
DREYFUS TRSY OBLIG CASH MDTRXX
8.7%
NVIDIA Corp.
6.6%
Apple Inc.
5.8%
Alphabet Inc.
5.3%
Microsoft Corp.
4.2%
Amazon.com, Inc.
3.2%
Meta Platforms Inc
2.2%
Broadcom Inc
2.1%
Tesla Inc
1.6%
Berkshire Hathaway Inc.
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-5.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively manages a portfolio of U.S. large-capitalization equity securities and index futures contracts for international equity exposure. Expected significant holdings in the Information Technology Sector, targeting total return through capital efficiency.
- Inception date
- March 19, 2026
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Data updated on 2026-08-04