View all WisdomTree insights in the Model Portfolios category.
U.S. large cap growth stocks recently traded at some of their most attractive valuations in years, despite continued earnings strength. Bradley Krom and Joe Tenaglia explain why WisdomTree’s latest model portfolio changes lean into that disconnect—adding growth exposure, diversifying fixed income with emerging market local debt and repositioning thematic allocations toward cloud computing.
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Model portfolios promise scalability, but real-world implementation often breaks under tax constraints, cash flows and customization demands. Ryan Krystopowicz explains how combining WisdomTree models with Quorus’s tax-aware trading and rebalancing engine can turn that promise into a scalable, operational reality.
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Taxes can quietly erode long-term returns—yet systematic tax-loss harvesting may add 1–2% in annual “tax alpha” in certain environments. Ryan Krystopowicz and Kara Dombroski explain why more advisors are turning to separately managed accounts (SMAs) to capture tax opportunities and improve after-tax portfolio outcomes.
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There's a simple reality I see in conversations with financial advisors across the country: the advisory business is becoming a capacity game. Demand for advice is rising faster than advisor...
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As 2026 approaches, digital maturity is no longer optional for advisors. Kara Dombroski and Ryan Krystopowicz share how top firms are using tech and AI to drive scalable, client-centric growth.
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As geopolitical tensions escalate and governments ramp up defense spending, defense ETFs are becoming a core portfolio allocation rather than a niche theme. Lauren Pfendt explores how advisors can integrate WisdomTree’s defense suite into equity models to capture both resilience and long-term growth potential.
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April’s “Liberation Day” shook markets and reminded advisors that tax-loss harvesting can’t wait for December. Kara Dombroski and Ryan Krystopowicz explain how embedding tax management into your year-round process with Adhesion and WisdomTree can unlock real tax alpha.
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Model portfolios just hit a staggering $8 trillion in AUM. Ryan Krystopowicz explains why this isn’t about giving up control, but about scaling value and meeting investor expectations with thoughtful strategies.
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The investing world isn’t getting any simpler, and advisors don't need to settle for off-the-shelf solutions. Ryan Krystopowicz makes the case for WisdomTree’s Shared CIO: a custom model platform that delivers institutional rigor, true personalization and seamless scalability, without sacrificing control.
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Nearly three in four prospects say digital impressions shape their advisor choice, even with referrals. Ryan Krystopowicz explains how modern growth for financial advisors starts with how you show up online and shares actionable ways to upgrade your digital first impression.
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The number of ETFs has surged past 4,000 in the U.S., a 20% jump in just a year. Ryan Krystopowicz and Lauren Pfendt explain how advisors can cut through the noise to implement their strategies more efficiently, without compromising core beliefs.
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To help expand access to our strategies, we recently entered into a strategic relationship with Quorus, a technology-focused asset manager that specializes in tax-efficient separately managed accounts (SMAs). Thomas Skrobe outlines this partnership.
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