WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN US) – Portfolio Construction Methodology

The investment approach underpinning the actively managed WisdomTree Efficient Gold Plus Gold Miners Strategy Fund targets a combined exposure to spot gold and listed gold-mining equities within a single, capital-efficient portfolio. The strategy maintains a long gold position via exchange-traded futures or equivalent instruments held against high-quality cash collateral, while a dedicated equity sleeve owns liquid, exchange-listed gold miners across market-cap tiers subject to investability and capacity screens. Security selection in the equity sleeve emphasizes operational leverage to gold, balance-sheet resilience, and cost discipline, with ongoing monitoring for dilution and reserve quality. Portfolio construction controls single-issuer and industry concentration, and manages active risk relative to targeted gold beta and equity factor footprints. Rebalancing systematically realigns gold and miners exposures as prices, volatility, and collateral values move. Positions are reduced or exited on liquidity deterioration, governance concerns, or thesis impairment.

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