WTIPWisdomTree Inflation Plus Fund
Seeks total return.
By WisdomTree · Launched 2025
Annual Cost
0.65%
#3,297 of 5,562 · average
Fund Size
$23M
#4,274 of 5,562 · small
Dividend YieldGoal
—
Track Record
1 year
#4,465 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,617+26.2%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 55.9% of fundmoderately concentrated
Dreyfus Treasury Obligations Cash Management Fund
12.9%
TSY INFL IX N/B
5.3%
TSY INFL IX N/B
5.1%
TSY INFL IX N/B
4.9%
TSY INFL IX N/B
4.9%
TSY INFL IX N/B
4.7%
TSY INFL IX N/B
4.6%
TSY INFL IX N/B
4.6%
TSY INFL IX N/B
4.5%
TSY INFL IX N/B
4.4%
Asset allocation
Bonds
81.1%
Other
35.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-12.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
0.9 years
Avg maturity
10.0 years
Credit ratings
US Government
81.1%
Where to buy
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively managed, investing primarily in inflation-protected U.S. Treasury Bonds (TIPS), commodities, and bitcoin exposure. Uses futures contracts for commodities and bitcoin to enhance capital efficiency.
- Inception date
- June 16, 2025
- Fund family
- WisdomTree
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Data updated on 2026-06-20