WDIGWisdomTree Efficient Rare Earth Plus Strategic Metals Fund

Grow my money Get incomeNewRanked #1,410 of 1,641 in this goal

Seeks total return.

By WisdomTree · Launched 2026

Annual Cost

0.55%

#2,786 of 5,589 · average

Fund Size

$8M

#4,881 of 5,589 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,462 of 5,589 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,067-9.3%

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

How Beacon categorizes this fund

Asset class

Strategy

Active selection

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

Objective: Seeks total return.
Strategy: Actively managed using a proprietary model to target allocation exposures to issuers engaged in strategic metals and rare earth mining activities. Invests primarily in a portfolio of commodity metals futures contracts and equity securities of global companies involved in strategic metals and rare earths mining. Under normal circumstances, invests at least 80% of net assets in these investments, with significant exposure to the Materials Sector and concentration in the Metals and Mining Industry. Geographic exposure includes the U.S., Canada, and South Africa.
Inception date: May 5, 2026
Fund family: WisdomTree