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WDIGWisdomTree Efficient Rare Earth Plus Strategic Metals Fund

Grow my moneyGet incomeNewRanked #1,434 of 1,649 in this goal

Seeks total return.

By WisdomTree · Launched 2026

Annual Cost

0.55%

#2,962 of 5,913 · average

Fund Size

$5M

#5,190 of 5,913 · small

Return (1Y)Goal

N/A

Track Record

3 months

#5,437 of 5,913 · young

Performance

Total-return NAV · USD
Growth of $10,000
$8,722-12.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

What it actually holds

By weight

Asset allocation

Other
82.9%
Cash
17.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-32.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a portfolio of equity securities and commodity metals futures to achieve total return, focusing on companies involved in strategic metals and rare earths mining. Significant exposure to the Materials Sector, with investments primarily in the U.S., Canada, and South Africa.
Inception date
May 5, 2026
Fund family
WisdomTree

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Thematic
Warning

These usually launch after the gains are gone

A theme gets packaged into a fund after it has already run. Over the past 15 years, fewer than one in 10 thematic funds beat a broad global index, and more than three-quarters closed down entirely. The pitch always sounds good. The returns rarely follow.

Sources: Morningstar, 'Global Thematic Funds Landscape' (2022)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-15