- 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 $17.3M 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.
