WisdomTree Managed Futures Strategy Fund

Frequently Asked Questions About WTMF

What does WTMF invest in?

This actively managed exchange-traded fund (ETF) primarily directs at least 80% of its net assets, including any funds borrowed for investment purposes, into "managed futures." Its objective is to generate favorable absolute returns in various market conditions, including periods of growth or decline, with performance largely independent of conventional equity or fixed-income market fluctuations. The fund utilizes a non-diversified investment strategy.

What is the expense ratio of WTMF?

WisdomTree Managed Futures Strategy Fund (WTMF) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WTMF?

WisdomTree Managed Futures Strategy Fund (WTMF) manages $237.3M 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 WTMF actively managed or an index fund?

WTMF is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WTMF's is 0.65%) in exchange for the discretion to over- or under-weight positions.

When was WTMF launched?

WisdomTree Managed Futures Strategy Fund (WTMF) launched in January 2011 and is managed by WisdomTree.

How has WTMF performed?

WTMF'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.