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WisdomTree Launches Inflation Plus Fund (WTIP)

ETF offers a balanced, strategic approach to commodities investing

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Inflation Plus Fund (WTIP or “the Fund”) on the Nasdaq, with an expense ratio of 0.65%. WTIP seeks to provide consistent returns with low volatility and drawdowns.

WTIP offers a balanced, strategic approach to commodities investing across all market conditions, combining WisdomTree’s commodity strategies. Designed to outperform in both high and low inflation environments, the Fund employs an enhanced long/short commodity strategy to deliver consistent returns with reduced volatility and drawdowns with major asset classes. Powered by a robust momentum model and tailored timeframes for each sector, WTIP focuses on commodities that react well to market trends while accounting for costs to help boost returns and improve diversification.

“We designed WTIP to bring a new level of resilience and adaptability to commodities investing, combining risk-managed momentum with structural inflation protection,” said Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. “With today’s macroeconomic uncertainty and revised sensitivity to inflation risks, investors need strategies that navigate market regimes and further diversify portfolios. WTIP helps solve for investors expected and unexpected inflation in a single package.”

WTIP: What’s Under the Hood?

The WisdomTree Inflation Plus Fund is built on a diversified, risk-managed framework that includes:

  • Exposure to 18 commodities across six sectors, which include energy, industry metals, grains, precious metals, and oft or agricultural commodities (e.g.,coffee, sugar, and cocoa) and bitcoin
  • Momentum-based long/short positioning designed to reduce leverage while enhancing return potential
  • Strategic long allocations to precious metals like Gold and Silver
  • Up to 10% exposure to Bitcoin, guided by the same momentum framework
  • Enhanced contract selection using WisdomTree’s proprietary roll methodology
  • Sector-specific parameters aligned with supply-demand and storage dynamics
  • Full collateralization through U.S. Treasury Inflation-Protected Securities (TIPS), reinforcing the Fund’s inflation-focused design

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.

There are risks associated with investing including possible loss of principal. TIPS can provide a hedge against inflation, as the inflation adjustment feature helps preserve the purchasing power of the investment. Because of this inflation adjustment feature, inflation protected bonds typically have lower yields than conventional fixed rate bonds and will likely decline in price during periods of deflation, which could result in losses. Fixed income securities are subject interest rate, credit, inflation, and reinvestment risks. Generally, as interest rates rise, the value of fixed-income securities falls. The value of commodities and commodity-linked derivative instruments typically is based upon the price movements in other asset classes. An active trading market may not exist for certain commodities. Generally, derivatives are sophisticated investments that may pose risks that are different from or greater than those posed by investing directly in the underlying reference asset. The Fund is subject to risks related to rolling futures contracts. The price of futures contracts further from expiration may be higher (“contango”) or lower (“backwardation”), which can impact the Fund’s returns. Because of the frequency with which the fund expects to roll futures contracts, the impact of such contango or backwardation may be greater than the impact would be if the Fund experienced less portfolio turnover. An investment in bitcoin ETPs involves significant risks and may not be suitable for all shareholders. Extreme volatility of trading prices that many digital assets, including bitcoin, could have a material adverse effect on the value of the Shares and the Shares could lose all or substantially all of their value. 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.

Jeremy Schwartz 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, as well as 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, 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 blockchain-native digital wallet, WisdomTree Prime® and institutional platform, WisdomTree Connect™.*

* The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform 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, in select U.S. jurisdictions 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://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.

WisdomTree currently has approximately $125 billion in assets under management globally, as of June 17, 2025.

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 PRIME:

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

The products and services available through the WisdomTree Prime app and WisdomTree Connect are not endorsed, indemnified or guaranteed by any regulatory agency.

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