WTLSWisdomtree Efficient Long/Short US Equity Fund
Seeks total return.
By WisdomTree · Launched 2026
Annual Cost
0.88%
#4,635 of 5,861 · expensive
Fund Size
$12M
#4,801 of 5,861 · small
Return (1Y)Goal
N/A
Track Record
7 months
#5,097 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,848+18.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 5 holdings = 93.9% of fundconcentrated
United States Treasury Bills
46.9%
United States Treasury Bills
46.5%
DREYFUS TRSY OBLIG CASH MDTRXX
2.8%
GOLDMAN SACHS BANK USA
1.1%
CHICAGO MERCANTILE EXCHANGE INC.ESM6
-3.4%
Asset allocation
Stocks
50.2%
Cash
26.8%
Bonds
22.9%
Other
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-8.9%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
- Cboe BZX
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively manages a portfolio using a model-based approach, investing in both long/short and long-only U.S. equity strategies. Focuses on large-cap U.S. companies, with significant exposure to the Information Technology Sector.
- Inception date
- January 20, 2026
- Fund family
- WisdomTree
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Data updated on 2026-08-04