# WisdomTree US Efficient Core UCITS ETF AccumUSD (WTEF) **Page:** https://fundology.uk/fund/wtef · ISIN IE000KF370H3 ## At a glance > Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise. As of 13/11/2026, WTEF (WisdomTree US Efficient Core UCITS ETF AccumUSD, ISIN IE000KF370H3) closed at £32.37 on the London Stock Exchange. Its ongoing charge is 0.22% a year (about £22 on £10,000). Over the three years to 13/11/2026 its price changed by +56.5%, or +41.4% after UK CPIH inflation. ## Summary WisdomTree US Efficient Core UCITS ETF AccumUSD is an exchange-traded fund (ETF) from WisdomTree, launched in 2023. It tracks the WisdomTree US Efficient Core UCITS Index - Benchmark TR Net. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.22% a year — about £22 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you. Latest close: **£32.37** (13/11/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | WTEF | | ISIN | IE000KF370H3 | | Also listed as | NTSX (London Stock Exchange, US dollars) | | Category | US shares | | Type | ETF | | Provider | WisdomTree | | Tracks | WisdomTree US Efficient Core UCITS Index - Benchmark TR Net | | Income | Accumulating | | Ongoing charge | 0.22% a year (£22 per £10,000) | | Fund size | £17.0m | | Launched | 2023 | | Domicile | Ireland | | UK reporting fund status | Yes — on HMRC’s list of reporting funds (list of 02/11/2026); reporting fund since 17/10/2023 | ## Past returns (periods to 13/11/2026) After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation. | Window | Return | After CPIH inflation | Measured as | |---|---|---|---| | 1 year | +6.34% | +2.57% | income reinvested | | 3 years | +56.52% | +41.41% | price only | Returns: as reported (delayed data) and worked out from recorded daily closes. Inflation: UK CPIH, latest month published. ## Calendar-year returns Calendar-year returns of WisdomTree US Efficient Core UCITS ETF AccumUSD in pounds (price, with income reinvested in the fund): 2024 +23.7%, 2025 +5.1%; 2026 to 13/11/2026 +11.8%. Returns of WisdomTree US Efficient Core UCITS ETF AccumUSD in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +13.3%; to 30/09/2025: +14.7%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2024 | +23.7% | +19.5% | Price | | 2025 | +5.1% | +1.5% | Price | | 2026 to 13/11/2026 | +11.8% | +8.2% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 11.56% | -7.51% | | 3 years | 12.52% | -17.58% | ## Largest fall Volatility of WisdomTree US Efficient Core UCITS ETF AccumUSD in pounds, annualised from weekly returns to 13/11/2026: 11.6% over 1 year, 12.5% over 3 years. Largest fall in the price of WisdomTree US Efficient Core UCITS ETF AccumUSD since October 2023, in pounds: −17.6% from 31/01/2025 to 18/04/2025. The lowest 12-month return of WisdomTree US Efficient Core UCITS ETF AccumUSD in pounds (price, with income reinvested in the fund) since October 2023 was −2.2% (12 months to 11/04/2025); the highest was +32.6% (12 months to 25/10/2024). On 13/11/2026 the price of WisdomTree US Efficient Core UCITS ETF AccumUSD was 2.8% below its highest weekly close since October 2023 (02/10/2026), in pounds. ## Charges compared with similar funds Ongoing charge of WisdomTree US Efficient Core UCITS ETF AccumUSD 0.22% a year. Compared on 14/11/2026, 79 of the 254 other US share funds charge more, 3 the same and 172 less (share classes counted once). ## Charges & eligibility - Ongoing charges figure (OCF): **0.22%** per year (as of 13/11/2026) - Stocks and shares ISA eligible: usually (check with your platform) - SIPP eligible: usually (check with your provider) - ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify. ## Questions people ask **What is the ongoing charge of WTEF?** The ongoing charge of WTEF is 0.22% a year — about £22 a year on every £10,000 invested, taken from the fund’s value rather than billed to you. Platform and dealing fees are charged separately. Ongoing charge of WisdomTree US Efficient Core UCITS ETF AccumUSD 0.22% a year. Compared on 14/11/2026, 79 of the 254 other US share funds charge more, 3 the same and 172 less (share classes counted once). **What does WTEF track?** WTEF tracks the WisdomTree US Efficient Core UCITS Index - Benchmark TR Net. **Is WTEF accumulating or distributing?** WTEF is accumulating: income is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you. **What is the ISIN of WTEF?** The ISIN of WTEF is IE000KF370H3. An ISIN identifies one exact share class of a fund; WTEF is its ticker on the London Stock Exchange. The same share class is also listed as NTSX (London Stock Exchange, US dollars). **What were WTEF’s returns in each of the last five years?** Calendar-year returns of WTEF in pounds (price, with income reinvested in the fund): 2024 +23.7%, 2025 +5.1%; 2026 to 13/11/2026 +11.8%. Past performance is not a guide to future returns. **How has WTEF done after inflation?** Over the three years to 13/11/2026 WTEF’s price changed by +56.5%, or +41.4% after UK CPIH inflation. Past performance is not a guide to future returns. --- We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments. Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.