WTIPWisdomTree Inflation Plus Fund
Seeks total return.
By WisdomTree · Launched 2025
Annual Cost
0.65%
#3,547 of 6,040 · average
Fund Size
$24M
#4,429 of 6,040 · small
Return (1Y)
+26.0%
Track Record
1 year
#4,383 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,619+26.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 50.8% of fundmoderately concentrated
Dreyfus Treasury Obligations Cash Management
9.4%
United States Treasury Notes
5.0%
United States Treasury Notes
5.0%
United States Treasury Notes
4.8%
United States Treasury Notes
4.6%
United States Treasury Notes
4.6%
United States Treasury Notes
4.4%
United States Treasury Notes
4.3%
United States Treasury Notes
4.3%
United States Treasury Notes
4.3%
Asset allocation
Bonds
83.8%
Other
74.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.2%Moderate
Year-on-year price swings
Max drawdown
-16.5%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
Duration
0.9 years
Avg maturity
9.9 years
Credit ratings
US Government
83.8%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively manages a portfolio primarily composed of inflation-protected U.S. Treasury Bonds (TIPS), U.S. Treasury debt securities, commodities, and bitcoin. The Fund aims for approximately equal exposure to TIPS and commodities, utilizing a model-based approach for investment decisions.
- Inception date
- June 16, 2025
- Fund family
- WisdomTree
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18