Analysis

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About WisdomTree Bianco Total Return Fund

WTBN aims to provide a different approach to core fixed income exposure. The fund tracks an index that applies a multi-step factor-based process that results in a portfolio tilted towards what is perceived to be opportunistic exposure to the global fixed income market. The index construction begins by defining the return factors for bonds. The process analyzes factors such as duration risk, yield curve, credit quality, volatility, diversification and high conviction for outlier exposure. The index committee tilts the exposure to the factors aiming to generate excess return versus a market-based index. The investment exposure is not limited in terms of geography, security type, credit quality or duration. The funds adviser screens the fixed income ETF investment universe, establishes a neutral portfolio, constructs a tilted portfolio, and then monitors the portfolio by established ranges or risk guardrails. The index is reconstituted each month or on an ad-hoc basis if necessary.