WELCOME TO THE MAC

The WisdomTree Model Adoption Center (MAC) gives you convenient access to tools you can use to better understand, apply, tailor and communicate the benefits of third-party ETF model portfolios to your clients.

At WisdomTree it’s not about the models.

IT’S ABOUT
YOUR CONNECTIVITY
TO YOUR CLIENTS.

WisdomTree brings you the first third-party ETF model portfolios

BUILT BY LISTENING
TO INVESTORS AND
ADVISORS

Everyone offers model portfolios, so why WisdomTree? What do we do differently? It’s worth a look… because while our focus is on performance, strategic insights, tax efficiency and low cost, we’re equally focused on an approach to model portfolios that’s built around the needs of your practice and your clients.

86% of
investors

believe advisors using models are bringing more brain power, expertise and sophistication to their portfolios.*

If only you could read your clients’ minds.
We did.

We built the WisdomTree Model Portfolios by listening. That is, we gathered ongoing insights from thousands of investors and hundreds of advisors to better understand how clients view model portfolios and how using them can help your practice. See how models can help your clients' portfolios.

You say: It’s a pain to explain model strategies to clients.
We say: Not anymore.

The WisdomTree Model Portfolios approach is all about communication. Helping you have more productive, more frequent conversations with your clients, easily. Giving you the most efficient ways to customize and share investment strategies, updates and outlooks on a regular basis. Helping you communicate the benefits of models to your clients.

You’re in control. You’re the authority.
Absolutely.

What’s going to work best for each of your clients? Only you know. So WisdomTree Model Portfolios have been built to give you maximum flexibility and complete control. Choose a comprehensive solution or select building blocks you can use to create your own blended portfolio. See how models can help your clients' portfolios.

Clients expect more of everything.
Except higher fees. Got it.

WisdomTree’s open architecture, all ETF Model Portfolios allow you to leverage sophisticated expertise and the latest financial technology with maximum flexibility and customization, all as Morningstar says, “with a clear head start vs. mutual funds when it comes to fees.” Find out how to transition into WisdomTree Model Portfolios.

The Next Evolution in Models:

INCOME FOR THE LONG RUN

THE SIEGEL-WisdomTree MODEL PORTFOLIOS 

Designed to outperform the most common traditional model portfolios (60% equities/40% bonds) in a risk-smart way, these models allocate more to equities than fixed income and tilt toward factors like dividend yield and low price-to-earnings ratios. As a result, they can offer:

 

+ Enhanced income and return potential to help maintain lifestyles

+ Increased tax-efficiency to help you keep more of what you make

+ Lower risk and downside potential

+ A focus on longer time horizons to match longer lifespans

+ Diversification on a global scale

 


WisdomTree’s Senior Investment Strategy Advisor, Dr. Jeremy Siegel, is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. Additionally, he has been recognized by Businessweek as one of the highest-rated business school professors, and he is a bestselling author


WisdomTree and Professor Siegel have come together to apply his tenets of investing to model portfolios your clients can directly invest in.

Siegel-WisdomTree GLOBAL EQUITY MODEL PORTFOLIO

Investors seeking to align their investments with the core principles of Jeremy Siegel and WisdomTree and increase income from dividends.

See Holdings

Siegel-WisdomTree LONGEVITY MODEL PORTFOLIO

Investors seeking an alternative to a traditional 60/40 portfolio for balancing income needs with longevity risks.

See Holdings

 

 

*Source: WisdomTree’s Models Research Initiative, interviews were conducted between October 16, 2019 - July 21, 2020.