WisdomTree Launches Efficient Rare Earth Plus Strategic Metals Fund (WDIG)
Capital-efficient ETF designed to target rare earths and strategic metals ecosystem
WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG), listed on the Chicago Board Options Exchange (CBOE), with an expense ratio of 0.55%. The launch of WDIG expands WisdomTree's suite of capital-efficient strategies, providing investors with access to companies and commodities associated with areas that are increasingly important to global economic and geopolitical trends, including critical materials used in electrification, artificial intelligence infrastructure, and advanced industrial technologies.
WDIG seeks to deliver total returns by combining equity exposure to commodity metals futures contracts and global companies primarily involved in strategic metals and rare earths mining activities, offering investors a differentiated way to access the growing importance of critical minerals in the global economy.
"From electric vehicles and wind turbines to AI data centers and autonomous systems, many of the technologies shaping the future share a common foundation in strategic metals. At the same time, supply chains for many critical minerals remain highly concentrated, elevating their importance from commodities to strategic assets for governments and industries alike," said Christopher Gannatti, Global Head of Research at WisdomTree. "WDIG reflects this convergence of rising demand and evolving supply dynamics, offering a way to access both the metals themselves and the companies producing them. By combining commodities exposure with mining equities in a single, capital-efficient structure, the strategy is designed to provide investors with diversified access to a theme that we believe is becoming increasingly central to the next phase of the global economy."
WDIG: What's Under the Hood?
- Capital-Efficient Dual Exposure: Combines approximately 90% exposure to a basket of equity securities issued by global companies primarily involved in strategic metals and rare earths mining activities with ~90% notional exposure to a basket of commodity metals futures contracts, providing access to both company performance and commodity price dynamics.
- Targeted Strategic Metals Exposure: Focuses on materials critical to modern infrastructure, including aluminum, cobalt, copper, lead, lithium, nickel, platinum, silver, tin, zinc, and rare earth elements.
- Actively Managed, Model-Driven Strategy: Uses a proprietary, model-based approach to allocate across equity securities and commodity metals futures contracts, rather than tracking a traditional index.
- Global Mining Opportunity Set: Invests in companies across developed and emerging markets positioned within strategic metals supply chains.
Read more about the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) here.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the Fund call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.
Efficient Rare Earth Plus Strategic Metals Fund (WDIG)
There are risks associated with investing, including possible loss of principal. The Fund is actively managed and invests in commodity metals futures contracts from an eligible exchange, and equity securities issued by global companies primarily involved in strategic metals and rare earths mining activities.
The value of metal commodities, such as various mined metals and commodity-linked derivative instruments, such as commodity metals futures contracts, typically is based upon the price movements of the physical commodity or an economic variable linked to such price movements. Price movements in metals and commodity metals futures contracts may fluctuate quickly and dramatically, have a historically low correlation with the returns of the stock and bond markets, and may not correlate to price movements in other asset classes. By investing in the equity securities of metal miners, the Fund may be susceptible to financial, economic, political, or market events that impact the metal mining industry. Derivatives are used by the Fund to gain exposure to strategic metals and rare earth mining activities. Derivative investments can be volatile and may be less liquid than other investments. As a result, the value of an investment in the Fund may change quickly and without warning you may lose money. A fund that has a portfolio that is concentrated in the securities of issuers in a particular industry or group of related industries, may be adversely affected by the performance of those securities, and more susceptible to adverse economic, market, political, or regulatory occurrences affecting that industry or group of related industries.
While the Fund is actively managed, the Fund's investment process is heavily dependent on quantitative models and the models may not perform as intended. Please read the Fund's prospectus for specific details regarding the Fund's risk profile.
WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC. Foreside Fund Services, LLC, is not affiliated with the other entities mentioned.
Christopher Gannatti is a registered representative of Foreside Fund Services, LLC.
About WisdomTree
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, and blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners' U.S. farmland platform.
* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.
WisdomTree currently has approximately $161.3 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.
For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.
Please visit us on X at @WisdomTreeNews.
WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.
PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME:
NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY
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Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com
Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com