ETF Evaluator:
WisdomTree Efcnt Rar Ert Pl Strt Mtls Fd ()
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(as of Aug 24)
Best Performing in Natural Resources Over the Last Year
| 88.7% | Global X Copper Miners ETF (COPX) |
| 83.8% | Themes Copper Miners ETF (COPA) |
| 82.3% | Sprott Copper Miners ETF (COPP) |
| 81.2% | Sprott Junior Copper Miners ETF (COPJ) |
| 76.4% | iShares Copper and Metals Mining ETF (ICOP) |
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ETF Details
WisdomTree Efcnt Rar Ert Pl Strt Mtls Fd Overview
WisdomTree Efcnt Rar Ert Pl Strt Mtls Fd (WDIG) is an actively managed Sector Equity Natural Resources exchange-traded fund (ETF). WisdomTree launched the ETF in 2026.
The investment seeks total return.
Under normal circumstances, the fund will invest at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in investments, including equity securities, such as the common stocks or preferred stocks of an issuer, and futures contracts, that provide exposure to strategic metals and/or rare earth mining activities. It is non-diversified.
About WisdomTree Efcnt Rar Ert Pl Strt Mtls Fd (WDIG)
There are 5 members of the management team with an average tenure of 0.24 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 Efcnt Rar Ert Pl Strt Mtls Fd has securities in its portfolio. The top 10 holdings constitute 0.0% 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 Efcnt Rar Ert Pl Strt Mtls Fd is part of the Equity global asset class and is within the Sector Equity ETF group. WisdomTree Efcnt Rar Ert Pl Strt Mtls Fd has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.0% There is 0.0% 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 Efcnt Rar Ert Pl Strt Mtls Fd has 0.0% of the portfolio in cash.
Assets Under Management
The fund has $4 million in total assets, which is below the $1 billion average for the Natural Resources 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.
WDIG 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 Efcnt Rar Ert Pl Strt Mtls Fd expense ratio is average compared to funds in the Natural Resources category. WisdomTree Efcnt Rar Ert Pl Strt Mtls Fd has an expense ratio of 0.55%, which is 4% higher than its category average, making the fund expense ratio grade a C. 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 Efcnt Rar Ert Pl Strt Mtls 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 41% for the Natural Resources category.
Recently, in the month of July 2026, WisdomTree Efcnt Rar Ert Pl Strt Mtls Fd returned -7.3%, which earned it a grade of F, as the Natural Resources category had an average return of -2.2%. 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 Efcnt Rar Ert Pl Strt Mtls Fd has a trailing yield of 0.00%, which is below the 2.30% 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.
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WDIG Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| WDIG Return (NAV) | -7.3% | na | na | na | na | na |
| WDIG Return (Price) | -11.6% | na | na | na | na | na |
| NAV +/- Price Return | 4.285% | na | na | na | na | na |
| Natural Resources Avg | -2.2% | -9.2% | 33.5% | 9.8% | 7.4% | 10.4% |
| WDIG Grade (NAV) | F | na | na | na | na | na |
| +/- Category (NAV) | -5.1% | na | na | na | na | na |
| WDIG Tax-Cost Ratio | na | na | na | na | na | na |
WDIG Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WDIG Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| WDIG Return (Price) | na | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | na | na | na | na | na | na | na | na | na | na | na |
| Natural Resources Avg | 6.5% | 43.5% | -6.0% | 9.9% | -7.3% | 30.1% | 22.9% | 18.4% | -16.7% | 25.1% | 28.4% |
| WDIG Grade (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 5 Mil |
| Share Class Assets: | $ 5 Mil |
| Turnover: | na |
| Expense Ratio: | 0.55% |
| Index Fund: | No |
| Index Tracked: | N/A |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 0.2 years | |||
| Average Tenure: 0.2 years | |||
| Managers (Year): Walker-Smith Marlene (2026), France David (2026), Frysinger Todd (2026), Sheremeta Vlasta (2026), Stoll Michael (2026) | |||
Portfolio Composition (as of )
| # of Holdings: | |
| % in Top 10 Holdings: | 0.0% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.0% |
Portfolio Allocation |
|
| Domestic Stock: | 0.0% |
| Foreign Stock: | 0.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.0% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Inception Date: | May 5, 2026 |
Expenses and Fees
| Expense Ratio (%): | 0.55% (Rating: Avg) |
| Category Average Expense Ratio (%): | 0.53% |
