WisdomTree Efficient Long/Short U.S. Equity Fund

Frequently Asked Questions About WTLS

What does WTLS invest in?

This actively managed fund utilizes a sophisticated, model-driven methodology. Its primary objective is achieved by allocating capital across two distinct investment approaches: a long/short strategy focused on U.S. equities and a conventional long-only strategy also targeting U.S. stocks. Under typical market conditions, the fund dedicates a significant majority – at least 80% – of its net assets, including any borrowed funds used for investment purposes, to either U.S. equity securities directly or derivative instruments that provide exposure to the U.S. stock market.

What is the expense ratio of WTLS?

WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) charges an expense ratio of 0.88%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WTLS?

WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) manages $20.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WTLS actively managed or an index fund?

WTLS is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WTLS's is 0.88%) in exchange for the discretion to over- or under-weight positions.

When was WTLS launched?

WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) launched in January 2026 and is managed by WisdomTree.

How has WTLS performed?

WTLS's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.