Exhibit (h)(20)(vi)
AMENDMENT NO. 5
FUND OF FUNDS INVESTMENT AGREEMENT
Amendment No. 5, dated October 16, 2025 (“Amendment No. 5”), to the Fund of Funds Investment Agreement, dated as of January 19, 2022 (“Agreement”), among EQ Advisors Trust and 1290 Funds (“EQ Trusts”) and WisdomTree Trust.
WHEREAS, the EQ Trusts and WisdomTree Trust desire to amend Appendix A of the Agreement to update the list of Acquiring Funds and Acquired Funds;
NOW THEREFORE, the EQ Trusts and WisdomTree Trust agree to modify and amend the Agreement as follows:
Appendix A. Appendix A to the Agreement, which sets forth the Acquiring Funds and Acquired Funds, is hereby replaced in its entirety by Appendix A attached hereto.
Except as modified and amended hereby, the Agreement is hereby ratified and confirmed in full force and effect in accordance with its terms.
IN WITNESS WHEREOF, the parties have executed and delivered this Amendment No. 5 as of the date first above set forth.
| EQ Advisors Trust 1290 Funds | WisdomTree Trust | |||||||
| By: | /s/ Kenneth Kozlowski |
By: | /s/ Jonathan Steinberg | |||||
| Name: Kenneth Kozlowski | Name: Jonathan Steinberg | |||||||
| Title: Senior Vice President and Chief Investment Officer |
Title: President | |||||||
APPENDIX A
AMENDMENT NO. 5
FUND OF FUNDS INVESTMENT AGREEMENT
Acquiring Funds
EQ ADVISORS TRUST
1290 VT Convertible Securities Portfolio
1290 VT DoubleLine Opportunistic Bond Portfolio
1290 VT Equity Income Portfolio
1290 VT GAMCO Mergers & Acquisitions Portfolio
1290 VT GAMCO Small Company Value Portfolio
1290 VT High Yield Bond Portfolio
1290 VT Micro Cap Portfolio
1290 VT Moderate Growth Allocation Portfolio
1290 VT Multi-Alternative Strategies Portfolio
1290 VT Natural Resources Portfolio
1290 VT Real Estate Portfolio
1290 VT Small Cap Value Portfolio
1290 VT SmartBeta Equity ESG Portfolio
1290 VT Socially Responsible Portfolio
ATM International Managed Volatility Portfolio
ATM Large Cap Managed Volatility Portfolio
ATM Mid Cap Managed Volatility Portfolio
ATM Small Cap Managed Volatility Portfolio
EQ/2000 Managed Volatility Portfolio
EQ/400 Managed Volatility Portfolio
EQ/500 Managed Volatility Portfolio
EQ/AB Dynamic Aggressive Growth Portfolio
EQ/AB Dynamic Growth Portfolio
EQ/AB Dynamic Moderate Growth Portfolio
EQ/AB Short Duration Government Bond Portfolio
EQ/AB Small Cap Growth Portfolio
EQ/AB Sustainable U.S. Thematic Portfolio
EQ/Aggressive Growth Strategy Portfolio
EQ/All Asset Growth Allocation Portfolio
EQ/American Century Mid Cap Value Portfolio
EQ/American Century Moderate Growth Allocation Portfolio
EQ/Balanced Strategy Portfolio
EQ/Capital Group Research Portfolio
EQ/ClearBridge Large Cap Growth ESG Portfolio
EQ/ClearBridge Select Equity Managed Volatility Portfolio
EQ/Common Stock Index Portfolio
EQ/Conservative Growth Strategy Portfolio
EQ/Conservative Strategy Portfolio
EQ/Core Bond Index Portfolio
EQ/Core Plus Bond Portfolio
EQ/Emerging Markets Equity PLUS Portfolio
EQ/Equity 500 Index Portfolio
EQ/Fidelity Institutional AM® Large Cap Portfolio
EQ/Franklin Moderate Allocation Portfolio
EQ/Franklin Rising Dividends Portfolio
EQ/Franklin Small Cap Value Managed Volatility Portfolio
EQ/Global Equity Managed Volatility Portfolio
EQ/Goldman Sachs Growth Allocation Portfolio
EQ/Goldman Sachs Mid Cap Value Portfolio
EQ/Goldman Sachs Moderate Growth Allocation Portfolio
EQ/Growth Strategy Portfolio
EQ/Intermediate Corporate Bond Portfolio
EQ/Intermediate Government Bond Portfolio
EQ/International Core Managed Volatility Portfolio
EQ/International Equity Index Portfolio
EQ/International Managed Volatility Portfolio
EQ/International Value Managed Volatility Portfolio
EQ/Invesco Comstock Portfolio
EQ/Invesco Global Portfolio
EQ/Invesco Global Real Assets Portfolio
EQ/Invesco Moderate Allocation Portfolio
EQ/Invesco Moderate Growth Allocation Portfolio
EQ/Janus Enterprise Portfolio
EQ/JPMorgan Growth Allocation Portfolio
EQ/JPMorgan Growth Stock Portfolio
EQ/JPMorgan Value Opportunities Portfolio
EQ/Large Cap Core Managed Volatility Portfolio
EQ/Large Cap Growth Index Portfolio
EQ/Large Cap Growth Managed Volatility Portfolio
EQ/Large Cap Value Index Portfolio
EQ/Large Cap Value Managed Volatility Portfolio
EQ/Lazard Emerging Markets Equity Portfolio
EQ/Long-Term Bond Portfolio
EQ/Loomis Sayles Growth Portfolio
EQ/MFS International Growth Portfolio
EQ/MFS International Intrinsic Value Portfolio
EQ/MFS Mid Cap Focused Growth Portfolio
EQ/MFS Technology Portfolio
EQ/MFS Utilities Series Portfolio
EQ/Mid Cap Index Portfolio
EQ/Mid Cap Value Managed Volatility Portfolio
EQ/Moderate Growth
Strategy Portfolio
EQ/Money Market Portfolio
EQ/Morgan Stanley Small Cap Growth Portfolio
EQ/PIMCO Global Real Return Portfolio
EQ/PIMCO Real Return Portfolio
EQ/PIMCO Total Return ESG Portfolio
EQ/PIMCO Ultra Short Bond Portfolio
EQ/Quality Bond PLUS Portfolio
EQ/Small Company Index Portfolio
EQ/T. Rowe Price Health Sciences Portfolio
EQ/Ultra Conservative Strategy Portfolio
EQ/Value Equity Portfolio
EQ/Wellington Energy Portfolio
Equitable Conservative Growth MF/ETF Portfolio
Equitable Growth MF/ETF Portfolio
Equitable Moderate Growth MF/ETF Portfolio
Multimanager Aggressive Equity Portfolio
Multimanager Core Bond Portfolio
Multimanager Technology Portfolio
1290 FUNDS
1290 Avantis U.S. Large Cap Growth Fund
1290 Diversified Bond Fund
1290 Essex Small Cap Growth Fund
1290 GAMCO Small/Mid Cap Value Fund
1290 High Yield Bond Fund
1290 Loomis Sayles Multi-Asset Income Fund
1290 Multi-Alternative Strategies Fund
1290 SmartBeta Equity Fund
Acquired Funds
WisdomTree ETFs
| A. | DOMESTIC EQUITY ETFs |
CORE –
LARGE CAP
| Fund Name |
Ticker | Exp. Ratio % | ||||
| U.S. LargeCap | EPS | 0.08 | ||||
| U.S. Quality Dividend Growth | DGRW | 0.28 | ||||
MID & SMALL CAP
| Fund Name |
Ticker | Exp. Ratio % | ||||
| U.S. MidCap | EZM | 0.38 | ||||
| U.S. SmallCap | EES | 0.38 | ||||
| U.S. SmallCap Quality Dividend Growth | DGRS | 0.38 | ||||
| U.S. Multifactor | USMF | 0.28 | ||||
VALUE - LARGE CAP
| Fund Name |
Ticker | Exp. Ratio % | ||||
| U.S. LargeCap Dividend | DLIN | 0.28 | ||||
| U.S. Total Dividend | DTD | 0.28 | ||||
| U.S. High Dividend | DHS | 0.38 | ||||
| U.S. AI Enhanced Value | AIVL | 0.58 | ||||
| U.S. Value | WTV | 0.12 | ||||
VALUE - MID & SMALL CAP
| Fund Name |
Ticker | Exp. Ratio % | ||||
| U.S. MidCap Dividend | DON | 0.38 | ||||
| U.S. SmallCap Dividend | DES | 0.38 | ||||
GROWTH - LARGE CAP
| Fund Name |
Ticker | Exp. Ratio % | ||||||
| U.S. Quality Growth | QGRW | 0.28 | ||||||
GROWTH - MID & SMALL CAP
| Fund Name |
Ticker | Exp. Ratio % | ||||||
| U.S. MidCap Quality Growth | QMID | 0.38 | ||||||
| U.S. SmallCap Quality Growth | QSML | 0.38 | ||||||
| B. | INTERNATIONAL EQUITY ETFs |
| • | INTERNATIONAL |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| International Equity | DWM | 0.48 | ||||
| International Multifactor | DWMF | 0.38 | ||||
| Dynamic International Equity2 | DDWM | 0.40 | ||||
| True Developed International3 | 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 |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| International SmallCap Dividend | DLS | 0.58 | ||||
| Dynamic International SmallCap Equity4 | DDLS | 0.58 | ||||
| International MidCap Dividend | DIM | 0.58 | ||||
| • | GLOBAL |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Global ex-U.S. Quality Growth5 | DNL | 0.42 | ||||
| Global High Dividend | DEW | 0.58 | ||||
| New Economy Real Estate | WTRE | 0.58 | ||||
| GeoAlpha Opportunities | GEOA | 0.58 | ||||
| Global Defense | WDGF | 0.45 | ||||
| • | REGIONAL/SINGLE COUNTRY |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Japan Hedged Equity | DXJ | 0.48 | ||||
| Europe Hedged Equity | HEDJ | 0.58 | ||||
| Europe Quality Dividend Growth | EUDG | 0.58 | ||||
| European Opportunities6 | OPPE | 0.58 | ||||
| Japan Opportunities7 | OPPJ | 0.58 | ||||
| Europe Defense | WDEF | 0.45 | ||||
| Asia Defense | WDAF | 0.45 | ||||
| • | REGIONAL/SINGLE COUNTRY SMALL CAP |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Japan SmallCap Dividend | DFJ | 0.58 | ||||
| Europe SmallCap Dividend | DFE | 0.58 | ||||
| C. | EMERGING MARKETS EQUITY ETFs |
| • | EMERGING MARKETS |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Emerging Markets High Dividend | DEM | 0.63 | ||||
| Emerging Markets Quality Dividend Growth | DGRE | 0.32 | ||||
| Emerging Markets SmallCap Dividend | DGS | 0.58 | ||||
| Emerging Markets Multifactor | EMMF | 0.48 | ||||
| True Emerging Markets1 | XC | 0.32 | ||||
| Emerging Markets ex-State-Owned Enterprises | XSOE | 0.32 | ||||
| • | REGIONAL/SINGLE COUNTRY |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| China ex-State-Owned Enterprises | CXSE | 0.32 | ||||
| India Earnings | EPI | 0.84 | ||||
| India Hedged Equity | INDH | 0.64 | ||||
| D. | FIXED INCOME ETFs |
| • | STRATEGIC CORE/CORE PLUS |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Yield Enhanced U.S. Aggregate Bond | AGGY | 0.12 | ||||
| Interest Rate Hedged U.S. Aggregate Bond | AGZD | 0.23 | ||||
| Yield Enhanced U.S. Short-Term Aggregate Bond | SHAG | 0.12 | ||||
| Voya Yield Enhanced USD Universal Bond | UNIY | 0.15 | ||||
| • | GOVERNMENT STRATEGIES |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Floating Rate Treasury | USFR | 0.15 | ||||
| 7-10 Year Laddered Treasury | USIN | 0.15 | ||||
| 1-3 Year Laddered Treasury | USSH | 0.15 | ||||
| • | MUNICIPAL BONDS |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Core Laddered Municipal | WTMU | 0.25 | ||||
| High Income Laddered Municipal | WTMY | 0.35 | ||||
| • | SECURITIZED SECTOR |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Mortgage Plus Bond | MTGP | 0.45 | ||||
| • | CREDIT |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Interest Rate Hedged High Yield Bond | HYZD | 0.43 | ||||
| U.S. Short-Term Corporate Bond | QSIG | 0.18 | ||||
| U.S. Corporate Bond | QIG | 0.18 | ||||
| U.S. High Yield Corporate Bond | QHY | 0.38 | ||||
| • | EMERGING MARKETS |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Emerging Markets Local Debt | ELD | 0.55 | ||||
| Emerging Markets Corporate Bond | EMCB | 0.60 | ||||
| • | CURRENCY STRATEGIES |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Emerging Currency Strategy | CEW | 0.55 | ||||
| Bloomberg U.S. Dollar Bullish | USDU | 0.50 | ||||
| E. | ALTERNATIVE ETFs |
| • | MANAGED FUTURES |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Managed Futures Strategy | WTMF | 0.65 | ||||
| • | OPTION-BASED |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Target Range | GTR | 0.70 | ||||
| Equity Premium Income8 | WTPI | 0.44 | ||||
| • | COMMODITY |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Enhanced Commodity Strategy | GCC | 0.55 | ||||
| F. | CAPITAL EFFICIENT ETFs |
| • | CORE |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| U.S. Efficient Core | NTSX | 0.20 | ||||
| International Efficient Core | NTSI | 0.26 | ||||
| Emerging Markets Efficient Core | NTSE | 0.32 | ||||
| • | GOLD AND COMMODITIES |
| Efficient Gold Plus Equity Strategy | GDE | 0.20 | ||
| Efficient Gold Plus Gold Miners Strategy | GDMN | 0.45 |
| G. | THEMATIC ETFS |
| • | MEGATREND ETFs |
| Fund Name |
Ticker | Exp. Ratio % | ||||
| Cloud Computing | WCLD | 0.45 | ||||
| Cybersecurity | WCBR | 0.45 | ||||
| BioRevolution | WDNA | 0.45 | ||||
| Artificial Intelligence and Innovation | WTAI | 0.45 | ||||
| Quantum Computing | WTQM | 0.45 | ||||
| 1 | Formerly known as Emerging Markets ex-China Fund. |
| 2 | Formerly known as Dynamic Currency Hedged International Equity Fund. |
| 3 | Formerly known as International LargeCap Dividend Fund. |
| 4 | Formerly known as WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund. |
| 5 | Formerly known as WisdomTree Global ex-U.S. Quality Dividend Growth Fund. |
| 6 | Formerly known as WisdomTree Europe Hedged SmallCap Equity Fund (EUSC). |
| 7 | Formerly known as WisdomTree Japan Hedged SmallCap Equity Fund (DXJS). |
| 8 | Formerly known as WisdomTree PutWrite Strategy Fund (PUTW). |