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

Market concentration and high valuations of the S&P 500 are major challenges for asset allocators. Matt Wagner outlines how our U.S. Multifactor Fund can help investors overcome these challenges with a diversified factor approach that combines value, quality, momentum and low correlation.
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The Nasdaq 100 Index is considered by many as the default benchmark for growth stocks, but we believe we have a better way to capture growth. Matt Wagner discusses how the WisdomTree U.S. Quality Growth Index outperforms the Nasdaq 100 by selecting high-growth, high-profitability companies across all U.S. exchanges.
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Many investors may not realize that their international investments have a hidden weak dollar exposure that can affect their returns and risk. Matt Wagner explains why currency-hedged positions may offer more diversification benefits and lower volatility than unhedged ones.
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The S&P 500 soared in 2023, thanks to the stellar performance of the Magnificent Seven. But there was a Fund that quietly beat the Index over the past two years. Matt Wagner outlines how the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) delivered high returns and why it should be part of investors’ core portfolios. 
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Meta recently announced its first quarterly dividend, joining the ranks of other tech giants in the industry. Matt Wagner explores the historical dividend growth trajectory of Microsoft, Apple and Nvidia, and highlights our U.S. Quality Dividend Growth Fund.
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Six of the seven Magnificent Seven have reported earnings so far this season, and the results have been largely impressive. Matt Wagner analyzes the performance of these companies, the impact of their AI investments and the challenges of their high valuations. 
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XSOE: Governance and Growth in Emerging Markets

An interesting dichotomy has developed in emerging markets (EM), between government actors and independent investors in publicly traded equities. Government ownership may lead to corporate governance issues that arise from the inherent principal-agent problem and cause operational inefficiencies and weaker levels of profitability.

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Japan is Rallying, and Foreign Investors are (Finally) Noticing

Japan’s equity market has been overlooked for decades, but recent regime changes are reshaping its appeal. With inflation returning and corporate reforms underway, Japanese equities may offer U.S investors value.

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China ETFs: What's In Your Portfolio?

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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The Difference of Dividends: WisdomTree Dividend Indexes
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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Where is a Recession Being Priced In? U.S. Small Caps
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
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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