Fund Evaluator:
WisdomTree Private Credit & Alt Inc Dgtl (CRGYX)
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Best Performing in Nontraditional Bond Over the Last Year
| 11.5% | Artisan Global Unconstrained Investor (APFPX) |
| 6.0% | Goldman Sachs Dynamic Bond Inv (GZIRX) |
| 5.7% | Spectrum Unconstrained Investor (SUNBX) |
| 5.0% | PGIM Absolute Return Bond Z (PADZX) |
| 4.9% | Spectrum Low Volatility Investor (SVARX) |
Fund Details
WisdomTree Private Credit & Alt Inc Dgtl Overview
WisdomTree Private Credit & Alt Inc Dgtl (CRGYX) is a passively managed Taxable Bond Nontraditional Bond fund. WisdomTree launched the fund in 2025.
The investment seeks to track the price and yield performance, before fees and expenses, of the Gapstow Private Credit and Alternative Income Index. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is provided by Gapstow Capital Partners, L.P. (the “index provider”) and is designed to provide diversified exposure to private credit and other alternative credit investments. The fund is non-diversified.
About WisdomTree Private Credit & Alt Inc Dgtl (CRGYX)
There are 5 members of the management team with an average tenure of 0.97 years: Marlene Walker-Smith (2025), David France (2025), Todd Frysinger (2025), Vlasta Sheremeta (2025), Michael Stoll (2025). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: Gapstow Prvt Credit & Alt Income TR USD index with a weighting of 100%. WisdomTree Private Credit & Alt Inc Dgtl has 35 securities in its portfolio. The top 10 holdings constitute 31.1% of the fund’s assets. The fund meets the SEC requirement of being classified as a nondiversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
WisdomTree Private Credit & Alt Inc Dgtl is part of the Fixed Income global asset class and is within the Taxable Bond fund group. WisdomTree Private Credit & Alt Inc Dgtl has 3.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 80.9%. There is 0.1% allocated to foreign stock, and 0.2% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 16.2% (12.7% domestic bond, 3.5% foreign bond and 0.0% convertible bond). WisdomTree Private Credit & Alt Inc Dgtl has -2.9% of the portfolio in cash.
Assets Under Management
The fund has $3 million in total assets, which is below the $667 million average for the Nontraditional Bond 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.
CRGYX 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 Private Credit & Alt Inc Dgtl expense ratio is high compared to funds in the Nontraditional Bond category. WisdomTree Private Credit & Alt Inc Dgtl has an expense ratio of 4.16%, which is 193% higher than its category average, making the fund expense ratio grade a F. 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. A portfolio turnover rate cannot be currently calculated for WisdomTree Private Credit & Alt Inc Dgtl. By way of comparison, the average portfolio turnover is 306% for the Nontraditional Bond category.
Recently, in the month of August 2026, WisdomTree Private Credit & Alt Inc Dgtl returned 2.1%, which earned it a grade of A, as the Nontraditional Bond category had an average return of 0.5%. 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 funds in that category.
WisdomTree Private Credit & Alt Inc Dgtl has a trailing yield of 0.00%, which is below the 4.93% 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.
WisdomTree Private Credit & Alt Inc Dgtl Grades
Year to date, the fund has returned -11.0%, 12.7 percentage points worse than the category, which translates into a grade of F.
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CRGYX Trailing NAV Total Returns Data as of 8/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| CRGYX Return (NAV) | 2.1% | -1.5% | na | na | na | na |
| CRGYX Grade | A | F | na | na | na | na |
| +/- Category | 1.6% | -1.9% | na | na | na | na |
| Nontraditional Bond Avg | 0.5% | 0.5% | 3.9% | 5.8% | 2.5% | 3.1% |
| CRGYX Tax Cost Ratio | na | na | na | na | na | na |
CRGYX Annual NAV Total ReturnsData as of 8/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| CRGYX Return (NAV) | -11.0% | na | na | na | na | na | na | na | na | na | na |
| CRGYX Grade | F | na | na | na | na | na | na | na | na | na | na |
| +/- Category | -12.7% | na | na | na | na | na | na | na | na | na | na |
| Nontraditional Bond Avg | 1.8% | 6.8% | 5.4% | 6.5% | -6.0% | 1.3% | 5.4% | 6.5% | -0.8% | 4.1% | 6.4% |
| Risk Measures | |
| Standard Deviation: | na |
| Total Risk Index: | na |
| Category Risk Index: | na |
| Category Risk Grade: | |
| Beta: | na |
| R-Squared: | na |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Small-Cap Value |
| Bond Investment Style: | Low Quality Limited Sensitivity |
| Yield: | -- |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $3 Mil |
| Fund Total Assets: | $ 4 Mil |
| Share Class Type: | Other |
| Portfolio Turnover: | na |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 1.0 years | |||
| Average Tenure: 1.0 years | |||
| Managers (Year): Walker-Smith Marlene (2025), France David (2025), Frysinger Todd (2025), Sheremeta Vlasta (2025), Stoll Michael (2025) | |||
Portfolio Composition (as of 9/30/25)
| # of Holdings: | 35 |
| % in Top 10 Holdings: | 31.1% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 3.5% |
Portfolio Allocation |
|
| Domestic Stock: | 80.9% |
| Foreign Stock: | 0.1% |
| Preferred Stock: | 0.2% |
| Domestic Bond: | 12.7% |
| Foreign Bond: | 3.5% |
| Convertible Bond: | 0.0% |
| Other: | 5.5% |
| Cash: | -2.9% |
Purchase Information
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: |
| Status: | Open |
| Inception Date: | September 10, 2025 |
| Min. Initial Purchase: | $ 25 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 4.16% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.42% |
| Share Class: | WisdomTree Private Credit & Alt Inc Dgtl |
| Min. Subsequent Purchase: | $ 25 |
| Min. Subsequent IRA Purchase: | $ 0 |
