Thoughtful strategy design
A curated basket of investment themes with high diversification potential and alignment with structural trends.

Thematic strategies are redefining the investment landscape, offering investors exposure to companies set to drive the structural growth and shifts shaping our future – from the energy transition to fight climate change to the AI revolution fuelled by ChatGPT.
But how can investors access these structural shifts and their growth potential? When considering thematic investments, investors can choose between:

Since 2018, WisdomTree has been at the forefront of developing single thematic ETFs, continually refining our approach based on deep research and expert insights.
We now have amalgamated our vast thematic expertise and insights to introduce an ETF that provides diversified, yet targeted access to multiple megatrends and themes: the WisdomTree Megatrends UCITS ETF and the WisdomTree Tech Megatrends UCITS ETF
Multi-thematic strategies can offer investors a one-stop solution to participate in long-term equity growth across different megatrends as they develop.


Elvira Kuramshina
On the 57th anniversary of Apollo 11, the key reflection is how one of humanity’s greatest achievements became an early landmark in a much longer space journey. What began as a government-led race to the Moon has since evolved into a commercial ecosystem shaped by reusable rockets, satellites, AI, robotics and emerging orbital services – making space one of the most compelling long-term investment themes.


Mobeen Tahir
For years, Nvidia has been the face of the artificial intelligence (AI) trade. But in 2026, the companies quietly powering the revolution from behind the scenes are having their moment. Memory chip makers in South Korea and the United States are posting earnings that would have seemed unimaginable just twelve months ago. And a semiconductor giant that many had written off is staging one of the most dramatic comebacks in technology history. This blog explores why semiconductors are driving the AI theme this year, what is behind the eye-watering gains, and why spreading your bets across the AI value chain is proving to be the smarter play.


Aneeka Gupta
This blog explores the wave of European defence initial public offerings (IPOs) reshaping the sector's investment landscape, from Hensoldt's 2020 listing through to RENK, CSG and Vincorion, and the upcoming listings of KNDS and WB Electronics. It examines why 2026 marks a watershed year for European defence equity, how investor scrutiny is maturing, and what the broadening of the investable universe means for those with exposure to the structural rearmament theme.