WisdomTree Files ‘Balanced Income’ Fund

October 09, 2017

WisdomTree has filed for an ETF that will offer exposure to both stocks and bonds. The WisdomTree Balanced Income Fund will track an index that maintains the traditional 60/40 stocks-to-bonds allocation.

The stocks portion of the index will consist of U.S.-listed equities, while the bonds portion will cover government and corporate debt as well as mortgage-related debt.

The index is generally rebalanced and reconstituted on an annual basis, but if its stocks-to-bonds allocation deviates by more than 2% from that 60/40 breakdown, it can be rebalanced quarterly, the prospectus said.

The document further notes that the fund will mainly hold other ETFs. It did not include a ticker, expense ratio or primary listing exchange.

Contact Heather Bell at [email protected]


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