EX-99.H35D 4TH AMDMT 26 h35d4thamdmttowisdomtreetr.htm EX-99.H35D 4TH AMDMT TO WISDOMTREE FUNDS INVMT AGMNT Document

FOURTH AMENDMENT TO WISDOMTREE TRUST FUND OF FUNDS INVESTMENT AGREEMENT
This fourth amendment (the “Amendment”) to the WisdomTree Trust Fund of Funds Investment Agreement dated January 19, 2022 (the “Agreement”), by and between WisdomTree Trust (the “Trust”), on behalf of each of its current and future series, severally and not jointly (each, an “Acquired Fund”); and GPS FUNDS I and GPS FUNDS II, on behalf of each of its respective current and future series set forth on Appendix A of the Agreement, severally and not jointly (each, an “Acquiring Fund”), is entered into as of March 21, 2023 (the “Effective Date”).
WHEREAS, the Parties desire to amend Appendix A of the Agreement to reflect the addition of a new Fund, as described below; and
WHEREAS, Section 6(b) of the Agreement requires that amendments to the Agreement be made in writing and executed by all parties.
NOW THEREFORE, for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties hereby agree as follows:
1.Capitalized terms not otherwise defined herein shall have the meanings set forth in the Agreement.

2.Exhibit A of the Agreement is hereby deleted and replaced in its entirety with Exhibit A attached hereto to reflect the addition of WisdomTree Voya Yield Enhanced USD Universal Bond Fund

3.Except as expressly amended hereby, all of the provisions of the Agreement are restated and in full force and effect to the same extent as if fully set forth herein.
Signature Page Follows





IN WITNESS WHEREOF, the Parties hereto have caused this Amendment to be executed as of the Effective Date.


WISDOMTREE TRUST
By:/s/ Jonathan Steinberg
Name:Jonathan Steinberg
TitlePresident
GPS Funds I
By:/s/ Patrick Young
Name:Patrick Young
TitleTreasurer
GPS Funds II
By:/s/ Patrick Young
Name:Patrick Young
TitleTreasurer




APPENDIX A

List of Funds to which the Agreement Applies

Acquiring Funds
GPS Funds I
GuideMark Large Cap Core Fund
GuideMark Emerging Markets Fund
GuideMark Small/Mid Cap Core Fund
GuideMark World ex-US Fund
GuideMark Core Fixed Income Fund


GPS Funds II
GuidePath Growth Allocation Fund
GuidePath Conservative Allocation Fund
GuidePath Tactical Allocation Fund
GuidePath Absolute Return Allocation Fund
GuidePath Multi-Asset Income Allocation Fund
GuidePath Flexible Income Allocation Fund
GuidePath Conservative Income Fund
GuidePath Income Fund
GuidePath Growth and Income Fund




Acquired Funds
WisdomTree ETFs


DOMESTIC EQUITY ETFs
CORE
Large CapTickerExp. Ratio %
U.S. LargeCapEPS0.08
U.S. Quality Dividend GrowthDGRW0.28
U.S. MultifactorUSMF0.28
Mid & Small Cap
Ticker
Exp. Ratio %
U.S. MidCap
EZM
0.38
U.S. SmallCap
EES
0.38
U.S. SmallCap Quality Dividend Growth
DGRS
0.38
VALUE
Large Cap

Ticker

Exp. Ratio %
U.S. LargeCap Dividend
DLN
0.28
U.S. Total Dividend
DTD
0.28
U.S. High Dividend
DHS
0.38
U.S. AI Enhanced Value
AIVL
0.38
U.S. Value
WTV
0.12
Mid & Small Cap
Ticker
Exp. Ratio %
U.S. MidCap Dividend
DON
0.38
U.S. SmallCap Dividend
DES
0.38

GROWTH
Large Cap
Ticker
Exp. Ratio %
Growth Leaders
PLAT
0.20
U.S. Growth & Momentum
WGRO
0.55
U.S. Quality GrowthQGRW0.28
EMERGING MARKETS EQUITY ETFs
Emerging Markets
Ticker
Exp. Ratio %
Emerging Markets High Dividend
DEM
0.63
Emerging Markets Quality Dividend Growth
DGRE
0.32
Emerging Markets Multifactor
EMMF
0.48
Emerging Markets SmallCap Dividend
DGS
0.58
Emerging Markets ex-China
XC
0.32
Regional/ Single Country
Ticker
Exp. Ratio %
India Earnings
EPI
0.84





INTERNATIONAL EQUITY ETFs
International
Ticker
Exp. Ratio %
International Equity
DWM
0.48
International Multifactor
DWMF
0.38
Dynamic Currency Hedged International Equity
DDWM
0.40
International Large Cap Dividend
DOL
0.48
International AI Enhanced Value
AIVI
0.58
International High Dividend
DTH
0.58
International Hedged Quality Dividend Growth
IHDG
0.58
International Quality Dividend Growth
IQDG
0.42
International Mid & Small Cap
Ticker
Exp. Ratio %
International SmallCap Dividend
DLS
0.58
Dynamic Currency Hedged International SmallCap Equity
DDLS
0.48
International MidCap Dividend
DIM
0.58
Global
Ticker
Exp. Ratio %
Global ex-U.S. Quality Dividend Growth
DNL
0.42
Global High Dividend
DEW
0.58
Global ex-U.S. Real Estate
DRW
0.58
Regional/Single Country
Ticker
Exp. Ratio %
Japan Hedged Equity
DXJ
0.48
Europe Hedged Equity
HEDJ
0.58
Europe Quality Dividend Growth
EUDG
0.58
Germany Hedged Equity
DXGE
0.48
Regional/Single Country Small Cap
Ticker
Exp. Ratio %
Japan SmallCap Dividend
DFJ
0.58
Japan Hedged SmallCap Equity
DXJS
0.58
Europe SmallCap Dividend
DFE
0.58
Europe Hedged SmallCap Equity
EUSC
0.58






ESG ETFs

Ticker

Exp. Ratio %
U.S. ESG
RESP
0.28
Emerging Markets ESG
RESE
0.32
International ESG
RESD
0.30
Emerging Markets ex-State-Owned Enterprises
XSOE
0.32
China ex-State-Owned Enterprises
CXSE
0.32
India ex-State-Owned Enterprises
IXSE
0.58
FIXED INCOME ETFs
Strategic Core
Ticker
Exp. Ratio %
Yield Enhanced U.S. Aggregate Bond
AGGY
0.12
Yield Enhanced U.S. Short-Term Aggregate Bond
SHAG
0.12
Mortgage Plus Bond
MTGP
0.45
Short Term Government
Ticker
Exp. Ratio %
Floating Rate Treasury
USFR
0.15
Interest Rate Strategies
Ticker
Exp. Ratio %
Interest Rate Hedged U.S. Aggregate Bond
AGZD
0.23
Interest Rate Hedged High Yield Bond
HYZD
0.43
Credit
Ticker
Exp. Ratio %
U.S. Corporate Bond
WFIG
0.18
U.S. Short-Term Corporate Bond
SFIG
0.18
U.S. High Yield Corporate Bond
WFHY
0.18
Voya Yield Enhanced USD Universal BondUNIY0.15
Emerging Markets
Ticker
Exp. Ratio %
Emerging Markets Local Debt
ELD
0.55
Emerging Markets Corporate Bond
EMCB
0.60
Currency Strategies
Ticker
Exp. Ratio %
Emerging Currency Strategy
CEW
0.55
Bloomberg U.S. Dollar Bullish
USDU
0.51
Chinese Yuan Strategy
CYB
0.45
ALTERNATIVE ETFs
Managed Futures
Ticker
Exp. Ratio %
Managed Futures Strategy
WTMF
0.65
Option-Based
Ticker
Exp. Ratio %
CBOE S&P 500 PutWrite Strategy
PUTW
0.44
Commodity
Ticker
Exp. Ratio %
Enhanced Commodity Strategy
GCC
0.55
Target Range
Ticker
Exp. Ratio %
Target Range
GTR
0.70



CAPITAL EFFICIENT ETFs
Core
Ticker
Exp. Ratio %
U.S. Efficient Core
NTSX
0.20
International Efficient Core
NTSI
0.26
Emerging Markets Efficient Core
NTSE
0.38
Efficient Gold Plus Equity Strategy
GDE
0.20
Tactical
Ticker
Exp. Ratio %
Efficient Gold Plus Gold Miners Strategy
GMDN0.45
MEGATRENDS
Ticker
Exp. Ratio %
Cloud Computing
WCLD
0.45
Cybersecurity
WCBR
0.45
BioRevolution
WDNA
0.45
Artificial Intelligence and Innovation
WTAI
0.45
Battery Value Chain and Innovation
WBAT
0.45