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WTPI seeks to offer attractive income opportunities amid market uncertainty

NEW YORK, April 04, 2025--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced the name and ticker change of the WisdomTree PutWrite Strategy Fund (PUTW) to the WisdomTree Equity Premium Income Fund (WTPI). The Fund remains listed on the NYSE Arca exchange and has an expense ratio of 0.44%. WTPI seeks to track the price and yield performance, before fees and expenses, of the Volos U.S. Large Cap Target 2.5% PutWrite Index ¹.

"Elevated market valuations have tempered expectations for outsized upside for the S&P 500 in 2025, especially with ongoing policy-related economic uncertainties. We believe WTPI provides an attractive strategy for this environment, particularly for income-seeking investors," said Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. "Our strategy is designed to provide consistent income by capitalizing on the volatility premium in the options market."

WTPI is designed to perform relatively well versus traditional equity strategies in flat-to-down markets. The Fund aims to generate consistent income by selling put options² bi-weekly on the S&P 500 Index ³, targeting a 2.5% premium. By increasing its sensitivity to equity market movements, the Fund offers greater income potential, making it a compelling solution for investors navigating volatile market environments.

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

There are risks associated with investing, including possible loss of principal. The Fund will invest in derivatives, including S&P 500 Index put options ("SPX Puts"). Derivative investments can be volatile, and these investments may be less liquid than securities, and more sensitive to the effects of varied economic conditions. The value of the SPX Puts in which the Fund invests is partly based on the volatility used by market participants to price such options (i.e., implied volatility). The options values are partly based on the volatility used by dealers to price such options, so increases in the implied volatility of such options will cause the value of such options to increase, which will result in a corresponding increase in the liabilities of the Fund and a decrease in the Fund’s net asset value (NAV). Options may be subject to volatile swings in price influenced by changes in the value of the underlying instrument. The potential return to the Fund is limited to the amount of option premiums it receives; however, the Fund can potentially lose up to the entire strike price of each option it sells. Due to the investment strategy of the Fund, it may make higher capital gain distributions than other exchange-traded funds (ETFs). Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.