- CUSIP
- 97717Y352
- Issuer
- WisdomTree
- Inception Date
- Jun 18, 2025
- Category
- Long-Short
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Assets Under Management
- $21M
Highlights
- Avg. Volume (1M)
- 6K
- Avg. Volume Value (1M)
- $201.70K
Share Price Chart
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Performance
WTIP Performance Chart
WisdomTree Inflation Plus Fund (WTIP) is up 8.2% since the beginning of the year. WTIP is currently trading at $35 per share.
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Returns By Period
WisdomTree Inflation Plus Fund (WTIP) has returned 8.23% so far this year and 22.59% over the past 12 months.
WisdomTree Inflation Plus Fund
- 1D
- -0.68%
- 1M
- 2.64%
- 6M
- 8.21%
- YTD
- 8.23%
- 1Y
- 22.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.21%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WTIP Monthly Returns History
Based on dividend-adjusted daily data since Jun 18, 2025, WTIP's average daily return is +0.08%, while the average monthly return is +1.55%. At this rate, an investment would double in approximately 3.8 years.
Historically, 79% of months were positive and 21% were negative. The best month was Feb 2026 with a return of +6.2%, while the worst month was Jun 2026 at -8.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.
On a daily basis, WTIP closed higher 55% of trading days. The best single day was May 27, 2026 with a return of +4.4%, while the worst single day was May 28, 2026 at -7.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.02% | 6.19% | 5.96% | 4.49% | -2.11% | -8.52% | 2.79% | 8.23% | |||||
| 2025 | -0.38% | 1.27% | 0.60% | 4.06% | 2.35% | 2.37% | 2.56% | 13.49% |
Benchmark Metrics
WisdomTree Inflation Plus Fund has an annualized alpha of 16.60%, beta of 0.21, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since June 18, 2025.
- This ETF captured 36.81% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -133.93%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.21 may look defensive, but with R2 of 0.03 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.03 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 16.60%
- Beta
- 0.21
- R²
- 0.03
- Upside Capture
- 36.81%
- Downside Capture
- -133.93%
Expense Ratio
WTIP has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WTIP ranks 46 for risk / return — above 46% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTIP | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.00 | -0.68 |
| Martin ratioReturn relative to average drawdown | 3.83 | 8.49 | -4.67 |
Dividends
Dividend History
WisdomTree Inflation Plus Fund provided a 4.12% dividend yield over the last twelve months, with an annual payout of $1.45 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $1.45 | $0.53 |
Dividend yield | 4.12% | 1.59% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Inflation Plus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.02 | $0.18 | $0.34 | $0.27 | $0.20 | $0.99 | |||||
| 2025 | $0.07 | $0.09 | $0.11 | $0.09 | $0.09 | $0.10 | $0.53 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Inflation Plus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Inflation Plus Fund was 16.52%, occurring on Jun 24, 2026. The portfolio has not yet recovered.
The current WisdomTree Inflation Plus Fund drawdown is 13.25%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-16.52%Jun 2026 | 27d | — | 2mo 7dMay 2026 - now | — |
-7.45%Feb 2026 | 19d | 10d | 29dJan 2026 - Feb 2026 | — |
-4.68%Mar 2026 | 10d | 22d | 1mo 2dMar 2026 - Apr 2026 | — |
-3.99%May 2026 | 9d | 5d | 14dMay 2026 - May 2026 | — |
-3.99%Aug 2025 | 20d | 24d | 1mo 14dJul 2025 - Sep 2025 | — |
Drawdown Indicators
| WTIP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.52% | -56.78% | +40.26% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | -9.10% | -7.42% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -13.25% | -1.58% | -11.67% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -10.70% | +7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 2.14% | +3.56% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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