Matt Wagner, CFA

Associate Director, Research


Matt Wagner joined WisdomTree in May 2017 as an Analyst on the Research team. In his current role as an Associate Director, he supports the creation, maintenance, and reconstitution of our indexes and actively managed ETFs. Matt started his career at Morgan Stanley, working as an analyst in Treasury Capital Markets from 2015 to 2017 where he focused on unsecured funding planning, execution and risk management. Matt graduated from Boston College in 2015 with a B.A. in International Studies with a concentration in Economics. In 2020, he earned a Certificate in Advanced Valuation from NYU Stern. Matt is a holder of the Chartered Financial Analyst designation.

Latest Insights From Matt Wagner

Q2 Earnings Review: Punting to the Fall
by Matt Wagner, CFA
Second-quarter earnings gave ammunition to both bulls and bears. Matt Wagner reviews the main takeaways of reporting season and looks ahead to what investors could expect to see in Q3 2023.
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Market News PATH Tools
Quality Growth Shines
by Matt Wagner, CFA
Despite rising interest rates, growth stocks have outperformed value stocks in 2023. Matt Wagner examines two factors, the AI boom and recession risk, and discusses the WisdomTree U.S. Quality Growth Index, which aims to target the largest quality growth companies.
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Quality for Volatility
Lowering Your China Risk
by Jeremy Schwartz, CFA, Matt Wagner, CFA
WisdomTree offers investors emerging markets exposure across seven different ETFs. In two of our portfolios, we took increased steps to lower our China risks and give more tools to investors who want diversified emerging markets exposure. Jeremy Schwartz and Matt Wagner discuss the portfolio characteristics of one of these Funds, the WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE).
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China Emerging Markets Quality Dividend Growth International Equities
Introducing the Earnings Path
by Matt Wagner, CFA
All eyes are on earnings after the Silicon Valley Bank and Signature Bank collapses. Matt Wagner outlines our Earnings Path tool, which gives investors a way to track trends in earnings throughout the reporting season. 
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PATH Tools
Too Much of a Good Thing
by Matt Wagner, CFA
Earlier this year, Intel announced a reduction of its quarterly dividend from $0.365 dividends per share to $0.125—a cut of 66% and a saving of $4 billion a year. Matt Wagner takes a closer look into this and the screening process we use for U.S. High Dividend Fund to mitigate exposure to a company like Intel.
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Dividends Equity
Currency-Hedged International Strategies for Exposure to China Reopening
by Hyun Kang, Matt Wagner, CFA
Some investors may want to access the China reopening theme without the volatility of investing directly in Chinese equities, which can be rife with existential geopolitical risk. Hyun Kang and Matt Wagner highlight our Japan Hedged Equity Fund and Europe Hedged Equity Fund as potential solutions for investors.
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China Japan Equity Currency Hedged Equity
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The Difference of Dividends: WisdomTree Dividend Indexes
by Alejandro Saltiel, CFA, Matt Wagner, CFA
Dividends contributed nearly 30% to the 10.4% annual total returns of the S&P 500 over the long run. In this latest Insight, Alejandro Saltiel and Matt Wagner review the WisdomTree Dividend Indexes relative to the S&P 500 Index and why dividends matter.  
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China ETFs: What's In Your Portfolio?
by Matt Wagner, CFA, Alejandro Saltiel, CFA

By removing state-owned enterprises (SOEs) from a market capitalization-weighted universe of Chinese equities, the WisdomTree China ex-State-Owned Enterprises Fund (CXSE) offers a unique balance of many of the key characteristics investors look for in a China allocation, with one of the lowest net expense ratios. 

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Where is a Recession Being Priced In? U.S. Small Caps
by Matt Wagner, CFA
With the S&P 500 Index flirting with bear-market territory, headlines are proclaiming a recession is being priced in. But at what probability? High-yield credit spreads—commonly viewed as a leading indicator of economic slowdowns—have spiked since the start of the year.
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Forgotten Mid- and Small-Cap Dividend Payers
by Matt Wagner, CFA
A stellar stretch of returns in recent years for mega-cap growth has led some investors to ditch allocations to mid- and small-cap laggards. History suggests this may be a mistake. 
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