For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers

← ETFs
Return Stacked - Lower Leverage
Metals minersBase metalsReturn stacked1.8x leveraged

WDIG — WisdomTree Efficient Rare Earth Plus Strategic Metals Fund

WDIG pairs equity in rare earth and strategic metals miners with a base-metals futures overlay, targeting capital-efficient exposure across the critical-minerals supply chain.

Equity Efficiency:B+Not enough live history to assign a grade yet. The minimum is 4 months of NAV data. WDIG pairs rare earth and strategic metals miners equity with a base metals futures overlay (90%+90% stacked). Launched May 2026; insufficient live history to grade capital efficiency.Alpha Efficiency:DNot enough live history to assign a grade yet. The minimum is 4 months of NAV data. The alpha sleeve is a base metals futures overlay layered on miners equity. Launched May 2026; insufficient live history to grade alpha efficiency.Stacked Efficiency:BStacked Efficiency blends Capital- and Alpha-bucket grades using the configured sleeve weights (50% capital / 50% alpha).

WDIG price history

Range
-8.49%
Total return (1Y)
WDIG

Total return (Yahoo adjusted close—dividends and splits per Yahoo), normalized to $10,000 at first available trade date. Educational only.

Strategy

The equity sleeve holds mining companies across market caps focused on rare earth elements and strategic metals including lithium, cobalt, copper, nickel, zinc, and related industrial materials. The futures sleeve overlays CME/LME-listed contracts across aluminum, cobalt, copper, lead, lithium, nickel, platinum, silver, tin, and zinc, implemented through a Cayman subsidiary.

WisdomTree runs the portfolio with proprietary research, co-managed with Mellon Investments Corporation. Because the futures leg introduces leverage on top of already-cyclical mining equities, sleeve interactions matter: both sides can sell together in broad risk-off tapes while diverging sharply when futures curves price structural supply constraints differently from equity sentiment.

Holdings

Base sleeve

AssetWeight
Rare earth and strategic metals miners equity90%

Stacked sleeve

AssetWeight
Base metals futures90%

Manager and Issuer Pedigree

WisdomTree built its brand on fundamentally weighted and capital-efficient ETFs well before many copycat implementations. The same derivatives-and-collateral framework underpins its Efficient Core and related stacked sleeves.

WisdomTree has reported roughly $143B+ in global ETP and tokenized AUM (late-2025 disclosures), giving institutional futures and collateral infrastructure while still operating as a specialist versus the largest index houses.

Outperformance

Outperforms when the green-energy transition and industrial demand drive sustained rallies in base and rare earth metals, with miners re-rating on higher realized prices while futures curves stay in backwardation and provide positive roll yield.

Underperforms when risk-off rotation hits cyclicals broadly, compressing miners independently of metals spot moves, or when futures contango erodes roll yield while equity sentiment is already cautious on China demand.

Official ETF page

Read the official ETF page for current NAV, holdings, and documents: WisdomTree (WDIG).

Beta and MER may not be accurate.
Educational content only; not investment advice. Past performance does not guarantee future results.

Grades above are based on 4–11 months of live data and should be treated as provisional. Short history may not capture a full market-cycle.