WisdomTree Files AI-Driven Long/Short Small-Cap ETF

The WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund combines a long/short U.S. equity strategy with a long-only U.S. small-cap equity portfolio, allocating roughly half of its assets to each approach. The actively-managed fund will use machine learning models to select between 100–300 long and 100–300 short positions from a universe of U.S. small-cap stocks, with derivatives such as swaps used to gain long/short exposure. The portfolio will generally rebalance monthly, maintain at least 80% exposure to U.S. small-cap equities or related derivatives, and is expected to have meaningful allocations to sectors including industrials, healthcare, and financials.