Opportunistic Trader ETF

Cboe: WZRD

Listed June 25, 2025

The Opportunistic Trader ETF is the next generation in ETFs. Created by the pioneer investor, Larry Benedict, who was featured in the best selling book Market Wizards, we combine US Large Cap equity investing with active option investing. This created the potential for both INCOME and EQUITY APPRECIATION.

Investment Focus

1. US Large Cap. Hedged Equity
2. Focus on S&P 500 on S&P 500 sectors index ETFs as well as the largest public companies.
3. Tactical exposure to other asset classes like commodities via derivative instruments
4. Extensive use options to mitigate risk and capture upside

Take Advantage of Macro Volatility

1. Top down approach where we invest in sectors and asset classes where there appears to be market disconnects compared to historical norms, forecasted performance, and underlying fundamentals

Emphasis on Options to seek

1. Superior returns for the same capital
2. Risk management flexibility
3. Income generation

Risk Management

1. Use of puts & calls to mitigate downside risk and capital exposure.
2. Significant portfolio diversification. 40+ positions at any time
3. Highly liquid underlying portfolio keeping most of the Fund's assets in cash or cash equivalents