WisdomTree Launches Efficient U.S. Plus International Equity Fund (NTSD)

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Key Terms

index futures contracts financial

A contract that locks in the future value of a stock market index, allowing traders to agree today to buy or sell the payoff of a whole basket of stocks at a set price on a set date. Investors use these contracts like a weather forecast or a hedge: they can protect a portfolio from swings, place leveraged bets on market direction, or help establish opening prices and overall market sentiment before regular trading begins.

derivatives financial

Derivatives are financial contracts whose value depends on the price or performance of another asset, such as a stock, bond, commodity, currency or interest rate. Investors use them to hedge against risk, to speculate on future price moves, or to gain exposure without owning the asset — like buying insurance or placing a leveraged bet — so they can both protect portfolios and magnify gains or losses, affecting risk and market liquidity.

leverage financial

Leverage is the use of borrowed money or other financial tools to try to amplify the returns from an investment, like using a crowbar to move a heavier rock than you could with your hands. It can boost gains when things go well but also magnifies losses and the chances of running into trouble if income or asset values fall, so investors watch leverage to judge both growth potential and financial risk.

futures contracts financial

A futures contract is an agreement to buy or sell a specific quantity of an asset at a set price on a predetermined future date. Investors use them to lock in prices or to bet on price moves; like agreeing today on the price of a loaf of bread you'll buy months from now to avoid surprise cost changes. Because these deals often require only a small upfront payment compared with the contract size, they can both protect against risk and magnify gains or losses.

depositary receipts financial

A depositary receipt is a certificate issued by a bank that represents ownership of shares in a foreign company and can be bought and sold on a local stock exchange. Think of it as a proxy share held in a safe abroad so investors can trade and receive dividends in their own market and currency, making it easier to access foreign companies while exposing investors to the issuer’s underlying business and cross‑border risks.

quantitative models technical

Quantitative models are mathematical formulas and computer-based systems that analyze numerical data—like prices, sales, or economic indicators—to estimate future outcomes or identify trading opportunities. They matter to investors because they turn complex information into repeatable signals, like a recipe that guides buying or selling decisions, helping reduce guesswork, speed decisions, and reveal risks or patterns that are hard to spot by eye.

03/19/2026 - 08:00 AM

Capital-efficient ETF designed to add international equity exposure alongside core U.S. holdings

NEW YORK--(BUSINESS WIRE)-- WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD), listed on the New York Stock Exchange (NYSE), with an expense ratio of 0.35%.

NTSD seeks total return and is actively managed using a model-based approach that combines U.S. equity securities of large-capitalization companies with developed international equity exposure obtained through index futures contracts. The Fund builds on WisdomTree’s family of capital-efficient ETFs, including the WisdomTree U.S. Efficient Core Fund (NTSX), which paired equities with Treasury futures in a 90/60 structure. NTSD leverages the same 90/60 framework to add developed international equity exposure alongside core U.S. holdings. Additionally, growing investor interest in strategies such as the WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has further reinforced demand for capital-efficient approaches that enable investors to add diversifying exposures like gold or other alternatives while maintaining core allocations.

“Our capital-efficient strategies have consistently focused on solving structural portfolio challenges,” said Schwartz. “Most advisors we engage with remain heavily concentrated in U.S. equities and have found it difficult to add international exposure without disrupting their core U.S. focused allocations. NTSD reflects our belief in global equity risk premiums and our view that disciplined portfolio structure can help clients further optimize portfolios with international diversification without materially reducing core U.S. equity allocations.”

NTSD: What’s Under the Hood?

WisdomTree Efficient U.S. Plus International Equity Fund (NTSD)

Model-Based Approach: Actively managed using a model-based framework.
U.S. Equity Foundation: Invests primarily in U.S. equity securities.
International Exposure via Futures: Obtains developed international equity exposure through index futures contracts.
Capital-Efficient Structure: Uses futures contracts as described in the prospectus to enhance capital efficiency.

Read more about the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) here.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund’s before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the Fund’s call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

Efficient U.S. Plus International Equity Fund (NTSD)
There are risks associated with investing including possible loss of principal. The Fund invests in equity securities of U.S. large-capitalization companies and in index futures contracts that provide exposure to international equity securities, and which are used to enhance the capital efficiency of the Fund. The Fund invests in a basket of equity securities of large capitalization U.S. companies generally weighted by market capitalization. The Fund expects to invest most of its assets in the securities of U.S. companies and is therefore, more likely to be impacted by events or conditions affecting the United States.

The Fund invests in derivatives to gain exposure to U.S. equity securities. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund’s use of derivatives will give rise to leverage. Derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. The Fund’s investments strategy is subject to risks related to rolling. The price of futures contracts further from expiration may be higher or lower, which can impact the Fund’s return.

Investments in non-U.S. securities, including depositary receipts, involve political, regulatory, and economic risks that may not be present in investments in U.S. securities. While the Fund is actively managed, the Fund's investment process is heavily dependent on quantitative models, and the models may not perform as intended. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC. Foreside Fund Services, LLC, is not affiliated with the other entities mentioned.

Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect^™, and blockchain-native digital wallet, WisdomTree Prime^®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

WisdomTree currently has approximately $156.5 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

Please visit us on X at @WisdomTreeNews.

WisdomTree^® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

The products and services available through WisdomTree Connect and the WisdomTree Prime app are not endorsed, indemnified or guaranteed by any regulatory agency.