INSIGHTS & STRATEGIES

WisdomTree Blog

Factor Timing or Factors All the Time?

Investors were caught off guard by the sudden reversal of factor performance at the beginning of September, leading many investors to ask: “Does this rally really have legs, and is now the time to tilt into value or small-caps?”

Read the article
State Owned Enterprises: The Principal-Agent Problem

WisdomTree was the first to package an ex-state-owned enterprises approach into rules-based ETFs. But we were far from the first to identify the negative impact of the state-ownership structure on shareholders. Matt Wagner discusses the recent commentary.

Read the article
Measuring Value on Draft Day

For many of us, there is one great solace to the end of summer and passage to colder weather: Football is BACK. But, while your friends are reaching for this year’s potential rookie sensation, a few under-loved and undervalued veterans might just do the trick. Matt Wagner uses the fantasy football metaphor to make the case for our rules-based ETF, the WisdomTree U.S. LargeCap Fund.

Read the article
Do(n’t) Discount Dividend Payers

Valuing companies based on dividends is well-documented and understood. In practice, though, this theory has been stressed over the last decade. Matt Wagner illustrates the impact on fundamentals from an approach that combines dividends and profitability.

Read the article
International Factor Portfolio: Complementing Premiums

A well-known anomaly among investment professionals, the “size premium,” suggests a portfolio of small-cap companies—particularly small-value companies—would be expected to outperform a portfolio of larger companies over the long run. Matt Wagner examines an additional factor that can complement size: quality.

Read the article
A Quality Decade for International Equities

Due to the strong performance of quality strategies—and the resilience of the factor during times of market volatility—capital has flowed into quality-focused funds this year. A lot of factor discussions are U.S.-centric, but quality has had a significant performance advantage in developed international markets. Matt Wagner discusses our International Hedged Quality Dividend Growth strategy.

Read the article