Concerned about Valuations in the U.S. Equity Market?
We recently rebalanced our domestic core equity Indexes. Alejandro Saltiel provides a summary of the rebalance results and an outlook for 2024.
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WisdomTree Insights
View all WisdomTree insights in the Core Equity category.
Earnings Pullback? Not This Quarter
After plunging more than 22% in the first half of the year, U.S. equities rallied in July as earnings reports came in stronger than forecasted. Matt Wagner outlines the driving factors and how they impacted the recent rebalance of our U.S. LargeCap Index.
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Be Greedy when Others Are Fearful
This year, there has been little interest from investors in emerging markets (EM), for good reason. Despite this, Joseph Tenaglia explains how EM is showing signs of a turnaround. 
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Looking Back at Equity Factors in Q1 with WisdomTree
The year 2022 opened with a sharp decline with inflation and looming rate hikes. In our latest quarterly equity factor review blog post, Pierre Debru sheds some light on how equity factors behaved in Q1 this year, and how it may have impacted investors' portfolios.
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Looking Back at Equity Factors in Q4 with WisdomTree
After a disappointing Q3 in 2021, developed market equities made a comeback in Q4. In our latest equity factor review blog post, Pierre Debru examines how this may have impacted investor’s portfolios.  
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The New Year Reset: The WisdomTree U.S. Value Fund
Our U.S. Quality Shareholder Yield Fund (QSY) has been rebranded as the WisdomTree U.S. Value Fund (WTV). While the name of the Fund has changed, its investment objective remains the same. Kara Marciscano recaps WTV's 2021 performance and the latest rebalance. 
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Rebalancing Our Core Equity Strategies for 2022
We just completed the annual rebalance of our core equity strategies. Alejandro Saltiel discusses the rebalance and how we’ve improved our method for measuring earnings. 
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Let the Good Times Roll
Coming out of a recession, value, small-cap and emerging market stocks historically have outperformed. Scott Welch takes a quick look at how that “cyclical rotation” trade has played out over time.
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Follow the Rules with Mid-Cap Allocations
In today’s market, we believe it is paramount to defend against exorbitant valuations and segments that bleed upward along the size spectrum, all while preserving profitability. Fortunately, the WisdomTree U.S. MidCap Fund can do all three, and it has a 14-year history to prove it. Brian Manby discusses.
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Enhancing and Rebalancing Our Core Equity Strategies
The WisdomTree Domestic Core Equity family provides investors with broad earnings-weighted exposure to profitable U.S. companies. Jeremy Schwartz and Kara Marciscano discuss the recent rebalance and enhancements to these strategies, and why they are better positioned for the reopening of the U.S. economy than their market capitalization-weighted peers.
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Is Facebook Really Worth $750 Billion?
“Getting MySpaced.” It’s the existential fear of every social media company. One day your portal is the coolest game in town. The next it goes the way of MySpace, the precursor to Facebook. The...
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If the Bear Lurks, High P/E Stocks Are the Dreaded "Phone Ringers"
Value investing is a strategy that has lagged considerably over the last decade. However, if stock market trouble lurks around the corner, Jeff Weniger explains how low P/E stocks may provide some shelter.
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