Methodology change | Solactive WisdomTree Global Sustainable Equity UCITS Index  | Effective Today 19th March 2025

Today, on the 19/03/2025, Solactive announces the following changes to the methodology of the following Indices (the ‘Affected Indices’):

Rationale for Methodology Change

Solactive has determined that to align with EU Paris-aligned benchmarks, the following changes will be added to align with Article 12 Exclusions with Commission Delegated Regulation (EU) 2020/1818. This is to allow all products that track the index to have a clean energy or sustainable label to maintain attractiveness to investors.

Changes to the Index Guideline

The following Methodology changes are proposed in the following points of the Index Guideline.

2.2. SELECTION OF THE INDEX COMPONENTS

From:

Any company included in the Index Universe that fulfills any of the criteria set out below is excluded from the selection process.

[…]

The company derives more than 5% of its revenue from thermal coal extraction, has more
than 5% of its revenue from thermal coal-based power generation, or has more than 5%
of its revenue from providing tailor-made products and services to support thermal coal
extraction.

To:

Any company included in the Index Universe that fulfills any of the criteria set out below is excluded from the selection process.

[…]

The company derives at least 1% of its revenue from thermal coal-related activities, including thermal coal extraction (which includes exploration and mining) and providing tailor-made products and services to support thermal coal extraction (which includes storage, transportation, mining, and refining services).

The company derives more than 50% of its revenue from electric power generation using thermal coal, oil, or natural gas, or generates more than 5% of its revenue specifically from thermal coal-based power generation.

Defined terms used in this announcement, but not defined herein, have the meaning assigned to them in the respective index guideline of the Affected Indices.

The amended version of the index guideline is available on Solactive website.