INSIGHTS & STRATEGIES

WisdomTree Blog

Businesses with excess cash have a choice: move it off the balance sheet as a dividend, which is often a taxable event, or repurchase shares, where taxes can be more easily managed. The latter can make a ton of economic sense, which is why share buybacks have become the other dividend. Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.

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The fourth quarter was the worst quarter for U.S. equities in seven years, suggesting the nearly decade-long rally was over. But lo and behold, the S&P 500 Index just experienced its best start to a year in two decades. Where do U.S. equity valuations stand now?

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Research reports on share buybacks (and popular hit jobs in the press) tend to focus on the large-cap segment of the market, but the small-cap story is just as important.

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Few topics generate as much debate as share repurchases. While buyback skeptics often paint share repurchase programs with a negative brush, we have found that shareholder yield has been among the best measures of relative value over the past ten years.

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WisdomTree aspires to be at the forefront of innovative ways for marrying the benefits of the ETF structure with goals that are associated with active investing. WisdomTree is expanding this strategy and providing investors access to its multifactor approach with two new active ETFs: the WisdomTree International Multifactor Fund (DWMF) and the WisdomTree Emerging Markets Multifactor Fund (EMMF). 

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One of the most anticipated reports in the asset management industry is S&P Dow Jones’ SPIVA® U.S. Scorecard, a semiannual report that provides a glimpse at the performance of active managers in each asset class. With the start of the financial crisis nearly a full decade ago, we dig into the report’s 10-year numbers to get a comprehensive picture of the state of the active universe.

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