WisdomTree Mutual Funds List
Here you can find all mutual funds issued by WisdomTree and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.66%
- Avg. 1 Year Return
- 18.84%
- Avg. 5 Year Return
- 9.92%
- Median Risk/Return Score
- 55 / 100
WisdomTree Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | Derivative Income, S&P 500 | Feb 24, 2016 | 0.44% | 4.26% | 8.30% | 12.06% | 55 | ||||||||
| WisdomTree Efficient Long/Short US Equity Fund | Long-Short | Jan 20, 2026 | 0.88% | — | — | 0.00% | — |
Explore top WisdomTree Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best WisdomTree Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 55 | 236.88M | Feb 2016 |
Best-Performing WisdomTree Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 9.92% | 236.88M | Feb 2016 |
Lowest-Cost WisdomTree Mutual funds
The top WisdomTree Mutual funds is PUTW (0.44%).
With an average expense ratio of 0.66%, WisdomTree Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | 236.88M | Feb 2016 | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.58M | Jan 2026 |
Highest-Yield WisdomTree Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 12.06% | 236.88M | Feb 2016 | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.00% | 11.58M | Jan 2026 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.