WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
Market cap $288M

49.57 USD

+0.17

0.34%

At close Aug 26, 4:00 PM EDT

1 day

0.34%

5 days

2.35%

1 month

2.46%

3 months

9.64%

6 months

20.99%

Year to date

33.50%

1 year

34.37%

5 years

90.51%

10 years

90.51%

0

Funds holding %

of 7,433 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

889% more capital invested

Capital invested by funds: $24.5M [Q1] → $243M (+$218M) [Q2]

400% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 5 (+4) [Q2]

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

52.11% more ownership

Funds ownership: 47.77% [Q1] → 99.88% (+52.11%) [Q2]

25% more funds holding

Funds holding: 20 [Q1] → 25 (+5) [Q2]

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

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Research analyst outlook

We haven’t received any recent analyst ratings for GDE.

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Financial journalist opinion

GDE: Finally I Find A Way To Include Gold In The Portfolio

The implicit leverage mechanism inside GDE makes it a puzzle piece of my portfolio that I had been looking for some time. The structure built around GDE allows the introduction of gold's functions (hedging) into an equity-oriented portfolio. Which, in my opinion, makes it interesting as a satellite component of the portfolio, considering the active management and the implicit leverage.

GDE: Finally I Find A Way To Include Gold In The Portfolio

GDE: This Gold Overlay Fund Sports Big Returns At A Low Cost

I have a buy rating on GDE, citing its strong risk-adjusted returns and efficient exposure to both US large-cap stocks and gold. GDE has outperformed both gold and the S&P 500 since March 2024, returning 90% versus 55% and 27%, respectively. The ETF offers capital-efficient diversification, low expenses, and robust technical momentum, although liquidity concerns warrant using limit orders.

GDE: This Gold Overlay Fund Sports Big Returns At A Low Cost

A Golden Honor for This Gold ETF

Gold is the best-performing major asset this year, enjoying a comfortable lead over its nearest competitors. Obviously, that's good news for holders of physical gold as well as investors engaged with related ETFs.

A Golden Honor for This Gold ETF

Gold & Stocks Meet in 1 ETF

When allocating to alternative investments, like gold, market participants often grapple with how much of their portfolios should be devoted to those assets. They also wonder whether it's their equity or fixed income sleeves that will be subject to pruning.

Gold & Stocks Meet in 1 ETF

Hedged And Leveraged: Inside GDE

GDE offers a unique blend of US large cap equities and gold futures for inflation protection and diversification. The fund achieves capital efficiency by leveraging gold futures, resulting in 180% notional exposure while maintaining risk balance due to lower correlation. Active management and periodic rebalancing help GDE adapt to sector rotation and market changes, with a growth and tech bias.

Hedged And Leveraged: Inside GDE

Investors Are Turning Defensive: 2 ETFs To Consider For What Could Be Coming

Despite my preference for individual stocks, I've added Schwab's U.S. Large-Cap Growth ETF to address my portfolio's lack of tech sector exposure. With inflation creeping up and potential tariffs on the horizon, investors might consider dividend-focused stocks as safe-havens in a high inflation environment. The Putnam BDC Income ETF offers a near 9% yield and includes high-quality BDCs like Ares Capital, Blackstone Secured Lending, and Main Street Capital.

Investors Are Turning Defensive: 2 ETFs To Consider For What Could Be Coming

GDE: ETF Combined Equities With Gold Strategy Is Paying Off

GDE offers a low correlation with US stocks, reducing portfolio risk, though it slightly lowers CAGR. GDE invests $90 in large-cap US equities and $90 in gold futures, leveraging exposure to $180, enhancing returns during gold's strong performance. GDE outperformed SPY and GLD in the past year due to gold's 44% rise; rated Buy, but reduce exposure if gold cools.

GDE: ETF Combined Equities With Gold Strategy Is Paying Off

Capturing More Than Price Gains With Unique Gold ETFs

Gold has been on a tear. The precious metal has forged multiple new record highs so far this year.

Capturing More Than Price Gains With Unique Gold ETFs

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