If you are in any doubt about the course of action to take, you should consult your stockbroker,<\/strong> bank<\/strong> manager,<\/strong> solicitor, accountant or<\/strong> other professional<\/strong> advisor.<\/strong><\/p>\n If you have sold or transferred all your shares in WisdomTree Issuer ICAV please forward this<\/strong> document to the purchaser or transferee, or to the stockbroker, bank manager or other agent<\/strong> through<\/strong> whom the sale or<\/strong> transfer<\/strong> was effected.<\/strong><\/p>\n 10 April 2025<\/p>\n Dear Shareholder<\/p>\n WisdomTree Issuer ICAV <\/strong>(the \u201cICAV<\/strong>\u201d) The directors of the ICAV (the \u201cBoard of Directors<\/strong>\u201d) wish to advise you of a proposed changes to certain sub-funds of the ICAV (the \u201cFunds<\/strong>\u201d) to meet the requirements of EMSA\u2019s guidelines on funds\u2019 names using ESG or sustainability-related terms (the \u201cGuidelines<\/strong>\u201d). The Guidelines are intended to enhance investor protection where funds have names that suggest they meet certain sustainability standards. The Guidlines will apply to the Funds with effect from 21 May 2025.<\/p>\n A.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0The Guidelines requirements for funds\u2019 names.<\/strong><\/p>\n For \u201cenvironmental\u201d related-terms to be used in a fund name, the strategy of the fund must (i) meet an 80% threshold linked to the proportion of investments used to meet the environmental and social characteristics of the fund; and (ii) incorporate the exclusionary criteria for Paris-aligned Benchmarks detailed in Article 12(1)(a) \u2013 (g) of Commission Delegated Regulation (EU) 2020\/1818 (the \u201cPAB Exclusions<\/strong>\u201d).<\/p>\n For \u201ctransition\u201d to be used in a fund name, in addition to (i) and (ii) above funds must ensure that the investments used to meet the threshold in (i) are on a are on a clear and measurable path to social or environmental transition or are made with the objective to generate a positive and measurable social or environmental impact alongside a financial return.<\/p>\n For \u201csustainability-related\u201d terms to be used in a fund name it must, in addition to meeting the requirements at (i) and (ii) above, also commit to investing meaningfully (i.e it must invest at least 50% of its assets) in sustainable investments referred to in Article 2(17) of the SFDR (“Sustainable Finance Disclosure Regulation<\/strong>“).<\/p>\n B.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Changes to Funds currently using \u201cTransition\u201d and \u201cenvironmental\u201d terms in their name <\/strong><\/p>\n As the below Funds do not not incorporate the PAB exclusions, the Board of Directors have determined it appropriate to rename each Fund (each a \u201cFund Name Change<\/strong>\u201d and together, the \u201cFund Name Changes<\/strong>\u201d) to remove \u201cDecarbonisation\u201d and \u201cEnergy Transition\u201d where relevant. Accordingly, it is proposed to rename each Fund as follows with effect from 16 April 2025 or such later date as approved by the Central Bank of Ireland (the \u201cEffective Date<\/strong>\u201d).<\/p>\n
Change of Fund Names and Index Methodology<\/strong><\/p>\n
![\"\"](\"https:\/\/ml-eu.globenewswire.com\/media\/N2RlNDhlMmYtZjNkOS00ZTIyLWE2Y2UtNGRiMTJhMTYwOTU1LTExMjIxNDQtMjAyNS0wNC0xMC1lbg==\/tiny\/WisdomTree-Issuer-ICAV.png\")
\n <\/div>\n","protected":false},"excerpt":{"rendered":"