WSLS — WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund

WSLS Fund Overview

WSLS — WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund is a US mutual fund managed by WisdomTree Trust, categorised as Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

• Type: US mutual fund
• Manager: WisdomTree Trust
• Category: Blend / Core Equity
• Ticker: WSLS
• SEC CIK: 0001350487
• SEC series ID: S000109280
• Share class ID: C000280388

WSLS Investment Objective and Strategy

WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by WisdomTree Trust.

Investment objective

The WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (the “Fund”) seeks total return.

Principal investment strategy

The Fund is actively managed. The Fund seeks to achieve its investment objective by investing its assets in accordance with both (i) a long/short U.S. small-capitalization equity strategy and (ii) a long-only U.S. small-capitalization equity strategy. Under normal circumstances, the Fund will have approximately equal exposure to the long/short U.S. small-capitalization equity strategy and the long-only U.S. small-capitalization equity strategy. Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in U.S. small-capitalization equity securities and derivative instruments that provide exposure to U.S. small-capitalization equity securities. For purposes of this policy, a company is considered a U.S. company if it conducts its primary business activities (“Primary Business Activities”) in the U.S.

The country in which a company conducts its Primary Business Activities is determined based on one or more of the following factors: country of organization or incorporation, country in which a company’s headquarters is located, the country to which a company has the greatest risk exposure, and the country from which a company generates the most significant portion of its revenue or to which it allocates the greatest resources. Small-capitalization companies are those with market capitalization smaller than the 1,000 th largest U.S.-listed company by market capitalization. An equity security represents an ownership interest, or the right to acquire an ownership interest, in an issuer. For the long-only U.S. small-capitalization equity strategy, the Fund invests in a basket of equity securities of small-capitalization U.S.

companies generally weighted by market capitalization or derivative instruments that provide similar exposure. The Fund’s long/short U.S. small-capitalization equity strategy portfolio holds or has exposure to between 100-300 long positions and 100-300 short positions. Typically, the long/sh

WSLS Costs and Fees

WSLS costs about $88 per $10,000 invested per year in fund expenses.

• Net expense ratio: 0.88%
• Gross expense ratio: 0.88%

WSLS Debt Constituents

No individual debt constituents are reported in WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund's latest SEC N-PORT filing.

WSLS Prospectus and SEC Filings

Official WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

• Prospectus (485BPOS) — filed 2026-10-05

Related Funds

Other Blend / Core Equity funds tracked on ABC INVEST:

• Redwood Activist Leaders Fund (RWLIX)
• Patriot Fund (TRFAX)
• ARK Transparency ETF (CTRU)
• The De-SPAC ETF (DSPC)
• Franklin FTSE Russia ETF (FLRU)

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.