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Sunday, August 23, 2026The Morning Brief →Sign in

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

$106.59+4.98% today
5814252-WK

The fund invests, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U.S.-listed gold futures contracts and (ii) global equity securities issued by companies that derive at least 50% of their revenue from the gold mining business. The fund will invest in a representative basket of global equity securities issued by Gold Miners generally weighted by market capitalization. The fund may invest in U.S. Treasury securities and other liquid short-term investments as collateral for its U.S.-listed gold futures contracts. The fund is non-diversified.

Price & daily flows
123.799.875.9106.59DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +14.3% so far this year. At 0.45% a year it is not the cheapest way in — VAW runs the same ground at 0.10%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$9897.51Tassets under management
0.45%expense ratio · $45 per $10,000 a year
net flow, trailing month
47Kavg daily volume, 30 days
113holdings
2021listed December 15, 2021 · beta 2.10
Sector weights
Basic Materials100%
Other100%
Non-Energy Minerals89.66%
Mutual fund9.08%
Cash1.26%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
Other97.46%
Canada18.35%
Australia11.37%
South Africa10.55%
China2.53%
United States2.52%
Peru1.4%
Jersey0.69%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week+18.5%
1 month+46.7%
3 months+17.7%
6 months-11.6%
YTD+14.3%
1 year+84.1%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
64%realized volatility, 30 days (annualized)
69%realized volatility, 1 year
-52.0%deepest fall from a peak, 1 year
-24.8%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

The case against GDMN

Due diligence cuts both ways. These funds sit on the same shelf and beat GDMN on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
GLD SPDR Gold Shares0.40%$146B+$4.4B-5bp on fee · +$4.4B in over the monthHead-to-head
RING iShares MSCI Global Gold Miners ETF0.39%$2.4B−$386M-6bp on feeHead-to-head
SLVP iShares MSCI Global Silver and Metals Miners ETF0.39%$978M−$10M-6bp on feeHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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