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FACT SHEETS & REPORTS

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TRANSPARENCY. PERFORMANCE, EXPENSES AND ALL OF THE DETAILS.

Performance Reports
2018

All ETFs

October 2018
PFIC Annual Information Statements
2017

Passive Foreign Investment Company (PFIC) Annual Information Statements

 

WisdomTree is pleased to provide Passive Foreign Investment Company (PFIC) Annual Information Statements to U.S persons who are unitholders of WisdomTree ETFs and who therefore file U.S. tax returns.

 

PFIC Annual Information Statements contain information that enables you to elect to treat a fund as a Qualified Electing Fund (QEF) on IRS Form 8621. The statement reflects information for each fund's U.S. tax year ending April 30, 2017. Whether the QEF election is appropriate for you depends on your personal circumstances. Please note that the QEF election is the only way the appreciation in a fund's value can be eligible for U.S. taxation at the more favorable capital gains rates.

 

This information is provided to help you make calculations and does not constitute tax advice. The U.S. tax laws regarding PFIC are extremely complex. You should therefore consult your own tax advisor concerning the overall tax consequences of your investment in, and ownership of, a fund that is under U.S. federal, state, local or foreign law.

 

About PFIC

What is a PFIC?

 

Canadian ETFs are generally recognized as Passive Foreign Investment Companies for U.S. tax purposes and as a result ‘U.S. persons’ who hold Canadian ETFs may benefit from PFIC tax reporting. PFIC Annual Information Statements contain information that enables investors to treat a fund or ETF as a Qualified Electing Fund (QEF) on IRS Form 8621. Whether the QEF election is appropriate for you depends on your personal circumstances. The QEF election is the only way the appreciation in a fund's value can be eligible for U.S. taxation at the more favorable capital gains rates.

 

Who does it impact?

 

Investors who hold Canadian ETFs and file U.S. tax returns or are considered ‘U.S. person’ may benefit from PFIC tax reporting. Unitholders of the Fund should consult with a U.S. tax professional to determine whether they are U.S. persons.

 

The information provided in the PFIC annual information statements are to assist investors with calculations and should not be considered tax advice. Consider consulting a tax advisor concerning the overall tax consequences of your ownership of units of the fund and your U.S. tax reporting requirements.