Director, Research
Matt Wagner joined WisdomTree in May 2017 as an Analyst on the Research team. He currently serves as a Director, where he supports the creation, maintenance, and reconstitution of WisdomTree’s indexes and actively managed ETFs. Matt began his career at Morgan Stanley, working as an analyst in Treasury Capital Markets from 2015 to 2017, focusing on unsecured funding planning, execution, and risk management. He graduated magna cum laude from Boston College in 2015 with a B.A. in International Studies, concentrating in Economics. In 2020, he earned a Certificate in Advanced Valuation from NYU Stern. He is also a Chartered Financial Analyst (CFA) charterholder.
Global opportunities are increasingly being shaped by geopolitics, supply chains and divergent economic conditions. Samuel Rines and Matt Wagner explore why looking beyond U.S.-centric benchmarks, and more closely at markets such as Japan, may reveal differentiated opportunities for investors.
Read the article
Walmart may soon enter the Nasdaq 100, but not because it’s growing fast. Matt Wagner outlines the December rebalance of WisdomTree’s U.S. Quality Growth Index and contrasts it with indexes that overlook fundamentals like growth and profitability.
Read the article
With mega-cap tech driving up valuations, disciplined diversification matters more than ever. Matt Wagner outlines the recent rebalance of the WisdomTree U.S. Value Fund (WTV) and explains how its shareholder yield strategy aims to stay ahead.
Read the article
The annual rebalance of the WisdomTree U.S. Quality Dividend Growth Index went effective at the market close on Wednesday, December 10. Matt Wagner highlights methodology enhancements, the biggest portfolio shifts and how the strategy is positioned heading into 2026.
Read the article
International equities are finally attracting investors' attention. After a dominant 16-year stretch for U.S. stocks, many investors have overlooked meaningful exposure outside the U.S. But with...
Read the article
U.S. stocks have led for 16 years, but 2025 shows signs of a turning tide in favor of international equities. Matt Wagner explains how the rebalanced WisdomTree International Quality Dividend Growth Index strengthens core alignment and profitability screens while enhancing exposure to Financials and maintaining a focus on quality dividend growth.
Read the article
