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Hedge funds have long kept systematic long/short strategies out of reach for ordinary investors, but WisdomTree just listed two ETFs on the Texas Stock Exchange that aim to change that using AI models from a firm WisdomTree now partly owns.

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On October 8, 2026, WisdomTree announced the launch of the WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (TXSE:WSLS) and the WisdomTree Global Alpha Fund (TXSE:WTAL). Both funds have an expense ratio of 0.88%.

WisdomTree says the two funds give investors access to systematic long/short strategies “traditionally associated with hedge funds” through an ETF structure. They are WisdomTree’s first launches on the Texas Stock Exchange (TXSE), which already lists ETFs from other issuers.

How a Long/Short Fund Tries to Make Money
A long position makes money when a stock rises. A short position makes money when a stock falls. A fund that holds both can try to earn from the gap between the stocks it expects to do well and the ones it expects to lag.

A long/short strategy can seek returns from relative stock performance, but its sensitivity to the overall market depends on how the long and short exposures are balanced. WSLS also retains broad small-cap market exposure.

WisdomTree has used this approach before. The new funds build on the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS), which WisdomTree launched in January 2026.

WSLS Stacks a Stock-Picking Layer on Top of Small Caps
WSLS holds broad U.S. small-cap exposure, either through stocks or through derivatives (contracts whose value tracks an underlying asset), and on top of that core it runs a dynamic long/short “overlay,” which is a second strategy layered over the main holdings. WisdomTree’s thinking is that individual small-cap stocks have more widely spread returns, which may give its models more room to add value.

WTAL Aims to Earn Whether Markets Rise or Fall
WisdomTree says WTAL runs two long/short overlays: one in U.S. stocks and one in international stocks. According to WisdomTree, it gets that exposure through derivatives, including swaps (agreements in which two parties trade the returns of different assets), and holds Treasuries and cash as collateral.

WisdomTree says WTAL aims for a market-neutral return stream, meaning its results should come from how its stock picks perform against each other, with market direction playing a much smaller role. A traditional stock fund earns money when markets rise. WTAL is designed to earn from the spread between its winners and losers in any kind of market.

According to Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, “many investors want returns that don’t simply rise and fall with the broader market, but accessing those returns has often meant adding complexity to a portfolio.”

An Israeli Fintech Partner WisdomTree Partly Owns
Both funds pick investments using machine learning models developed by AlphaBeta. The models are trained on historical data to forecast a security’s return and/or risk. AlphaBeta is an Israeli fintech firm that specializes in quantitative and AI-driven strategies, and WisdomTree announced a strategic minority investment in the company in November 2025.

Leverage, Models and a Fee Hurdle
WisdomTree’s own disclosures list the risks. Both funds use derivatives, which create leverage, and the value of an investment may change quickly and without warning. Both are actively managed but rely heavily on quantitative models that may not perform as intended. WTAL also carries the added risks of investing in foreign stocks.

At WisdomTree’s stated 0.88% a year, each fund has to earn back its fee before an investor gets any benefit. That fee is far higher than many plain index funds charge, so the models have to produce enough extra return to cover the difference.

What to Look For Going Forward
Putting hedge fund-style strategies inside an ETF fixes the access problem. Anyone with a brokerage account can buy shares, with no high minimum investment. The harder question is whether the models can produce returns that support the fee and the leverage.

Over the coming months, investors can monitor asset growth, holdings, trading spreads, and shareholder reports, while assessing whether the strategies deliver adequate returns after expenses. For more on recent ETF launches on the same exchange, see our coverage of a new power-focused ETF that also sells calls.

Contact [email protected] for any questions or corrections.

WisdomTree, Inc. (“WisdomTree”) (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (WSLS) and the WisdomTree Global Alpha Fund (WTAL), both powered by AlphaBeta and listed on the Texas Stock Exchange (TXSE) with expense ratios of 0.88%. The Funds mark WisdomTree’s first launches on TXSE and expand WisdomTree’s capital-efficient product offering, providing investors with access to systematic long/short strategies traditionally associated with hedge funds through an ETF structure.

The Funds build on the approach introduced with the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS), extending WisdomTree’s use of quantitative, systematic investment strategies to pursue differentiated sources of return within equity portfolios. Since launching in January 2026, WTLS’s live performance has shown the potential of WisdomTree’s machine learning ensemble of strategies and the Fund’s strategic long/short overlay on top of broad large cap equity exposure. With WSLS, WisdomTree is now extending this capital-efficient core framework to small cap equities, where greater dispersion in individual stock returns may create opportunities for these long/short models to add value.

WSLS applies this approach to U.S. small cap equities while maintaining broad small cap market exposure, while WTAL combines long/short strategies across U.S. and international equities to pursue more market-neutral alpha across regions.

Helping investors build more well-rounded and diversified portfolios has been a goal of WisdomTree’s capital-efficient suite for nearly a decade, beginning with strategies that combined stock and bond exposures within a single portfolio.

“Many investors want returns that don't simply rise and fall with the broader market, but accessing those returns has often meant adding complexity to a portfolio,” said Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. “WSLS is designed to enhance how investors access U.S. small caps, maintaining broad market participation while layering on a systematic long/short strategy that seeks additional alpha. With WTAL, we’re expanding that opportunity across global equity markets, giving investors access to systematic long/short strategies through an ETF format they already know and use.”

WSLS: What’s Under the Hood?
WSLS seeks total return by combining U.S. small cap equity securities or derivatives that provide similar exposure with a dynamic long/short U.S. small cap equity overlay strategy. The capital-efficient structure is designed to maintain broad participation in the U.S. small cap market while pursuing an additional source of potential alpha through systematic stock selection.

Broad Small Cap Participation: Seeks to maintain exposure to the U.S. small cap equity market through small cap equity securities or derivatives that provide similar exposure.Insights from AlphaBeta Research Tools: The Fund selects investments using machine learning models developed by AlphaBeta and trained on historical data to make predictions about a security’s return and/or risk.Capital Efficiency: Layers an alternative, alpha-seeking strategy on top of core equity exposure without requiring additional capital outlays.WTAL: What’s Under the Hood?
WTAL seeks total return through two dynamic long/short equity overlay strategies, one focused on U.S. equities and the other on international equities. The Fund seeks exposure to each basket through derivatives, including swap contracts, with U.S. Treasuries and cash or cash equivalents serving as collateral.

Global Opportunity: Pursues long and short opportunities across U.S. and international equity markets.Insights from AlphaBeta Research Tools: The Fund selects investments using machine learning models developed by AlphaBeta and trained on historical data to make predictions about a security’s return and/or risk.Market-Neutral Approach: Aims to provide a market-neutral return stream driven by relative stock performance rather than broad equity market direction.The strategies were developed in partnership with AlphaBeta, an Israeli fintech company specializing in quantitative investing, in which WisdomTree announced a strategic minority investment in November 2025. AlphaBeta’s research platform uses machine learning models to evaluate stock characteristics, identify potential relative return opportunities, and inform long/short portfolio construction.

Read more about the WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (WSLS) and WisdomTree Global Alpha Fund (WTAL) here.

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

WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (WSLS)
There are risks associated with investing, including possible loss of principal. The Fund invests in a basket of equity securities of small-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.

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 Global Alpha Fund (WTAL)
There are risks associated with investing, including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. To the extent the Fund invests a significant portion of its assets in securities of companies of a single country or region, it is more likely to be impacted by events or conditions affecting that country or region. The Fund invests in derivatives to gain exposure to global 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.

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 WisdomTree.

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, WisdomTree Onchain™ delivers regulated tokenized funds, stablecoin connectivity, and blockchain-based platforms for individual investors and institutions, while our acquisition of Ceres Partners’ U.S. farmland platform has expanded our capabilities in private markets.

WisdomTree currently has approximately $177.5 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 visit: https://www.wisdomtree.com.
For more information about WisdomTree Onchain, visit: https://www.wisdomtree.com/onchain.

Please visit us on X at @WisdomTreeFunds.

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

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.

About AlphaBeta ETF Ltd
AlphaBeta ETF Ltd (“AlphaBeta”) is an Israeli fintech company specializing in quantitative and AI-driven investment strategies. The firm develops systematic, data-driven approaches designed to generate uncorrelated sources of return. AlphaBeta’s technology, research team, and network of academics form the foundation of its work in alternative and AI-based investing.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED, ENDORSED, INDEMNIFIED OR GUARANTEED BY ANY GOVERNMENT AGENCY

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing, including the possible loss of principal. Past performance does not guarantee future results.

You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s adviser is not required to reimburse the Fund for losses, and you should not expect that the adviser will provide financial support to the Fund at any time, including during periods of market stress.

WisdomTree Digital Funds are distributed by WisdomTree Securities, Inc., Member FINRA.

FINRA’s BrokerCheck – check the background of this firm or your investment professional on FINRA’s BrokerCheck.

WisdomTree Securities, Inc. provides secondary market liquidity as a principal dealer, subject to inventory and market conditions; trading availability is not guaranteed and may be paused, limited or discontinued at any time. The limits apply only to instant liquidity transactions through WisdomTree Securities, Inc. and do not limit the ability to purchase or redeem shares directly with the WisdomTree Treasury Money Market Digital Fund (WTGXX). References to “instant” or “near instant” refer to settlement that occurs following order execution and onchain confirmation, rather than through traditional end-of-day or T+1 settlement cycles.

Potential products and services, as well as applicable launch timing and associated fees, are in development, may change or may never become available, including due to regulatory considerations. Any information provided and/or plans associated herewith are subject to change without notice, and WisdomTree is under no obligation to provide additional information.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261008929208/en/

Posted by Defense World Staff on Jul 24th, 2026

WisdomTree (NYSE:WT – Get Free Report) is projected to announce its Q2 2026 results before the market opens on Friday, July 31st. Analysts expect the company to post earnings of $0.26 per share and revenue of $170.62 million for the quarter. Interested persons can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Friday, July 31, 2026 at 11:00 AM ET.

WisdomTree (NYSE:WT – Get Free Report) last released its quarterly earnings results on Friday, May 1st. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.02. The firm had revenue of $159.50 million for the quarter, compared to analysts’ expectations of $156.96 million. WisdomTree had a net margin of 11.26% and a return on equity of 33.31%. The business’s quarterly revenue was up 47.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.16 earnings per share. On average, analysts expect WisdomTree to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

WisdomTree Price Performance NYSE:WT opened at $19.76 on Friday. The firm has a market capitalization of $3.02 billion, a price-to-earnings ratio of 48.20 and a beta of 1.18. WisdomTree has a 52-week low of $10.69 and a 52-week high of $21.23. The stock has a fifty day moving average of $18.66 and a 200 day moving average of $16.94. The company has a debt-to-equity ratio of 2.37, a quick ratio of 4.18 and a current ratio of 4.57.

WisdomTree Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th were paid a $0.03 dividend. This represents a $0.12 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Wednesday, May 13th. WisdomTree’s dividend payout ratio is currently 29.27%.

Insider Transactions at WisdomTree In other news, COO R Jarrett Lilien sold 30,000 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $18.99, for a total transaction of $569,700.00. Following the transaction, the chief operating officer directly owned 1,110,245 shares in the company, valued at approximately $21,083,552.55. This represents a 2.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider David M. Yates sold 15,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $18.06, for a total value of $270,900.00. Following the transaction, the insider owned 157,499 shares in the company, valued at approximately $2,844,431.94. The trade was a 8.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 10.10% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On WisdomTree A number of large investors have recently added to or reduced their stakes in the company. Wellington Management Group LLP raised its stake in shares of WisdomTree by 15.7% during the fourth quarter. Wellington Management Group LLP now owns 11,196,229 shares of the company’s stock valued at $136,482,000 after acquiring an additional 1,521,599 shares during the last quarter. Simcoe Capital Management LLC grew its stake in shares of WisdomTree by 11.3% in the fourth quarter. Simcoe Capital Management LLC now owns 5,253,340 shares of the company’s stock worth $64,038,000 after purchasing an additional 535,015 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in WisdomTree by 1.7% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,642,042 shares of the company’s stock valued at $44,399,000 after purchasing an additional 61,699 shares during the period. Goldman Sachs Group Inc. increased its holdings in WisdomTree by 116.5% during the 4th quarter. Goldman Sachs Group Inc. now owns 3,389,653 shares of the company’s stock valued at $41,320,000 after purchasing an additional 1,823,777 shares during the period. Finally, Geode Capital Management LLC increased its holdings in WisdomTree by 1.0% during the 4th quarter. Geode Capital Management LLC now owns 2,796,512 shares of the company’s stock valued at $34,093,000 after purchasing an additional 26,776 shares during the period. Institutional investors own 78.64% of the company’s stock.

Wall Street Analysts Forecast Growth A number of analysts have recently issued reports on the company. Raymond James Financial began coverage on WisdomTree in a research report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 price target for the company. Morgan Stanley upped their price objective on shares of WisdomTree from $18.00 to $20.50 and gave the stock an “equal weight” rating in a research report on Friday, June 26th. Weiss Ratings lowered shares of WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research report on Friday, May 8th. Northland Securities set a $22.00 price target on shares of WisdomTree in a research note on Tuesday, June 2nd. Finally, Oppenheimer increased their price target on shares of WisdomTree from $20.00 to $21.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, WisdomTree currently has a consensus rating of “Moderate Buy” and an average price target of $20.06.

View Our Latest Stock Analysis on WisdomTree

WisdomTree Company Profile (Get Free Report)

WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.

WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets.

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