ETF Evaluator: WisdomTree Efficient U.S. Pls Intl Eq Fd () Follow This ETF

WisdomTree Efficient U.S. Pls Intl Eq Fd Overview

WisdomTree Efficient U.S. Pls Intl Eq Fd (NTSD) is an actively managed Alternative Multi-Asset Overlay exchange-traded fund (ETF). WisdomTree launched the ETF in 2026.

The investment seeks total return. The fund is actively managed using a model-based approach. The fund seeks to achieve its investment objective by investing in equity securities of U.S. large-capitalization companies and in index futures contracts that provide exposure to international equity securities, and which are used to enhance the capital efficiency of the fund. The fund is non-diversified.

About WisdomTree Efficient U.S. Pls Intl Eq Fd (NTSD)

There are 5 members of the management team with an average tenure of 0.37 years: Marlene Walker-Smith (2026), David France (2026), Todd Frysinger (2026), Vlasta Sheremeta (2026) and Michael Stoll (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.

WisdomTree Efficient U.S. Pls Intl Eq Fd has 517 securities in its portfolio. The top 10 holdings constitute 36.1% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

WisdomTree Efficient U.S. Pls Intl Eq Fd is part of the Alternative Strategies global asset class and is within the Alternative ETF group. WisdomTree Efficient U.S. Pls Intl Eq Fd has 0.7% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 89.5% There is 0.7% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WisdomTree Efficient U.S. Pls Intl Eq Fd has 6.8% of the portfolio in cash.

Assets Under Management

The fund has $43 million in total assets, which is below the $225 million average for the Multi-Asset Overlay category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

NTSD Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree Efficient U.S. Pls Intl Eq Fd expense ratio is below average compared to funds in the Multi-Asset Overlay category. WisdomTree Efficient U.S. Pls Intl Eq Fd has an expense ratio of 0.35%, which is 51% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree Efficient U.S. Pls Intl Eq Fd has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 86% for the Multi-Asset Overlay category.

Recently, in the month of July 2026, WisdomTree Efficient U.S. Pls Intl Eq Fd returned 0.6%, which earned it a grade of A, as the Multi-Asset Overlay category had an average return of -0.7%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

WisdomTree Efficient U.S. Pls Intl Eq Fd has a trailing yield of 0.00%, which is below the 2.20% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

For more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.

Otherwise, for more information about WisdomTree Efficient U.S. Pls Intl Eq Fd, including its riskiness, submit your email to unlock the rest of the article.