WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
Chicago Board Options Exchange- -
USD
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Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 250 West 34th Street, 3rd Floor New York NY United States of America 10119
- IPO Date
- Mar 17, 2022
- Website
- wisdomtree.com
- Similar Companies
- Business
- WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an actively managed exchange-traded fund that seeks total return through a capital-efficient portfolio combining exposure to U.S.-listed gold futures contracts and large-cap U.S. equity securities. The fund invests, either directly or through a wholly-owned Cayman Islands subsidiary, in a market capitalization-weighted basket of approximately the largest 500 U.S. equities, such as growth and value stocks of large-capitalization companies, layered with leveraged notional exposure to gold futures; for every $100 invested, it targets roughly $90 in equities, $90 in gold futures via short-term collateral of about $10 typically held in high-quality U.S. money market securities or Treasury bills, achieving approximately 1.8x total exposure. With an expense ratio of 0.20%, CUSIP 97717Y568, and total assets under management of approximately $288 million as of July 2025, GDE serves as a substitute for large-cap U.S. equity, multi-asset, or alternative strategies while enhancing portfolio diversification as a potential inflation hedge through gold. Launched on March 17, 2022, the fund operates within the multi-asset segment of the exchange-traded products industry, targeting investors seeking leveraged commodity-equity blends uncorrelated to traditional markets; it is issued by WisdomTree Trust, part of WisdomTree, Inc., a global financial innovator headquartered in New York with over $136 billion in assets under management worldwide and operations spanning North America, EMEA, and South America. In a significant strategic development for its issuer, WisdomTree completed the acquisition of Ceres Partners, a premier U.S. farmland investment manager, on October 2, 2025, for $275 million in upfront cash plus up to $225 million in earnouts contingent on revenue targets, marking the firm's entry into private asset markets beyond ETPs, managed models, and tokenization. This transaction expands WisdomTree's platform to include Ceres' $1.8 billion farmland fund across 176,000 acres in 12 U.S. states, alongside opportunities in solar leasing, AI data infrastructure, and water rights, enhancing diversification with uncorrelated real assets. No specific recent changes, partnerships, or new launches directly impact GDE operations within the last 1-2 years.