GDE ETF Analysis: Efficient Gold Plus Equity | BATS
Multi-Asset Overlay | BATS, USA | Market Cap: 471m USD | 12M Return: 25.2% | US97717Y5684 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 7.38M
Warnings
Tailwinds
No distinct edge detected
Seasonality 4.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an actively managed, non-diversified ETF that pursues a multi-asset overlay strategy by combining U.S.-listed gold futures contracts with a market-capitalization-weighted basket of large-cap U.S. equity securities, targeting roughly a 50/50 split between the two exposures under normal market conditions. The fund may gain exposure to gold futures either directly or through a wholly-owned subsidiary, a structure commonly used to address regulatory and tax considerations tied to derivatives.
As a plus or overlay-style ETF, GDE pairs a traditional equity allocation with a gold futures sleeve, offering investors a combined equity-and-precious-metals strategy in a single wrapper rather than holding physical gold bullion.
- Gold prices rise on inflation and rate cut expectations
- US large-cap equities rally lifts equity sleeve returns
- Fed rate cuts weaken dollar and boost gold futures exposure
- Futures contango or backwardation impacts gold sleeve performance
As of September 27, 2026, the stock is trading at USD 66.17 with a total of 44,080 shares traded. Over the past week, the price has changed by -0.92%, over one month by -7.20%, over three months by +10.46% and over the past year by +25.16%.
Current recommended Stop Loss: 64.30 (which is 2.8% or 1.3 ATR below the current price).
Efficient Gold Plus Equity has no consensus analysts rating.