View all WisdomTree insights in the Model Portfolios category.
Separately managed accounts (SMAs) can give advisors greater flexibility to address taxes, concentrated positions and existing holdings while maintaining a broader portfolio strategy. Ryan Krystopowicz and Lauren Pfendt explore how direct ownership and portfolio-level analysis can help advisors evaluate where SMAs may fit for clients.
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Portfolio customization can help advisors address taxes, legacy holdings and implementation constraints without losing sight of disciplined portfolio construction. Ryan Krystopowicz and Andrew Okrongly explore how open architecture, flexible implementation and access to a broader investment toolkit can help create portfolios built around investor objectives.
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Advisors outsourcing at least 20% of their assets reported saving 9.1 hours per week, nearly 12 standard workweeks annually. Ryan Krystopowicz examines how advisors can turn that reclaimed capacity into greater value for clients and their practices.
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A financial advisor's first impression is no longer made in the office. It is made online. Ryan Krystopowicz explains why digital presence has become the bridge between referral and relationship, and what advisors must do to earn trust before the first conversation.
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Taxes can be one of the biggest obstacles to implementing a better investment strategy. Kara Dombroski explores how tax-aware portfolio transitions can help advisors improve portfolio alignment, manage risk and enhance after-tax outcomes while strengthening client relationships.
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Model portfolios have become core infrastructure for advisors, but 42% still cite a lack of customization as a barrier to broader adoption. Ryan Krystopowicz explains why the next phase of model adoption is about combining scale with personalization, tax awareness and differentiated client value.
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U.S. large cap growth stocks recently traded at some of their most attractive valuations in years, despite continued earnings strength. Bradley Krom and Joe Tenaglia explain why WisdomTree’s latest model portfolio changes lean into that disconnect—adding growth exposure, diversifying fixed income with emerging market local debt and repositioning thematic allocations toward cloud computing.
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Model portfolios promise scalability, but real-world implementation often breaks under tax constraints, cash flows and customization demands. Ryan Krystopowicz explains how combining WisdomTree models with Quorus’s tax-aware trading and rebalancing engine can turn that promise into a scalable, operational reality.
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Taxes can quietly erode long-term returns—yet systematic tax-loss harvesting may add 1–2% in annual “tax alpha” in certain environments. Ryan Krystopowicz and Kara Dombroski explain why more advisors are turning to separately managed accounts (SMAs) to capture tax opportunities and improve after-tax portfolio outcomes.
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There's a simple reality I see in conversations with financial advisors across the country: the advisory business is becoming a capacity game. Demand for advice is rising faster than advisor...
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As 2026 approaches, digital maturity is no longer optional for advisors. Kara Dombroski and Ryan Krystopowicz share how top firms are using tech and AI to drive scalable, client-centric growth.
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As geopolitical tensions escalate and governments ramp up defense spending, defense ETFs are becoming a core portfolio allocation rather than a niche theme. Lauren Pfendt explores how advisors can integrate WisdomTree’s defense suite into equity models to capture both resilience and long-term growth potential.
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