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WisdomTree Insights

View all WisdomTree insights in the Value Investing category.

How to Evaluate a U.S. Core Equity Blend
Christopher Gannatti, CFA

How to Evaluate a U.S. Core Equity Blend

Building a core U.S. equity allocation doesn't have to mean defaulting to cap-weighted concentration. Christopher Gannatti makes the case for a 50/50 blend of the WisdomTree U.S. Quality Growth Fund (QGRW) and the WisdomTree U.S. Value Fund (WTV), evaluating the combination across five distinct lenses: performance, valuation, shareholder yield, quality, and Magnificent 7 exposure.

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Still Built for Any Market: How Blending Growth and Value Creates a Stronger Core
Christopher Gannatti, CFA

Still Built for Any Market: How Blending Growth and Value Creates a Stronger Core

After years of growth dominance, 2026 has been a reminder that market leadership can shift fast. Christopher Gannatti explains why a 50/50 blend of quality growth and value may offer a more resilient core without having to predict the next market winner.

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Built for Any Market: How Blending Growth and Value Creates a Stronger Core
Christopher Gannatti, CFA

Built for Any Market: How Blending Growth and Value Creates a Stronger Core

Growth dominated the last decade, but 2026 is already reminding investors how quickly market leadership can shift. Christopher Gannatti explains why a 50/50 blend of the WisdomTree Quality Growth Fund (QGRW) and the WisdomTree U.S. Value Fund (WTV) may offer a more resilient core allocation without forcing investors to predict the next rotation.

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The 2026 Market: A World of Constant Rotation
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Jeremy Schwartz, CFA

The 2026 Market: A World of Constant Rotation

A handful of mega-cap tech stocks continue to dominate index weights, even as leadership shifts quickly and creates pockets of mispricing across the market. Jeremy Schwartz explains how these dynamics are distorting traditional value indices and why a more intentional strategy like the Wisdom Tree U.S. Value (WTV) Fund may better capture true value.

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Are Two Complementary Strategies Continuing to Create a Better Core in 2026?
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Christopher Gannatti, CFA

Are Two Complementary Strategies Continuing to Create a Better Core in 2026?

Growth led for a decade, but early 2026 shows value stepping back into leadership. Christopher Gannatti makes the case that a disciplined 50/50 blend of U.S. quality growth and value can help investors stay balanced—and competitive—through shifting market regimes.

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Value Investing That's Worked
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Matt Wagner, CFA

Value Investing That's Worked

With mega-cap tech driving up valuations, disciplined diversification matters more than ever. Matt Wagner outlines the recent rebalance of the WisdomTree U.S. Value Fund (WTV) and explains how its shareholder yield strategy aims to stay ahead.

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7 Market Dislocations Too Big to Overlook
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Jeff Weniger, CFA

7 Market Dislocations Too Big to Overlook

While broad market indexes hover near record highs, private equity names are breaking down. Meantime, the last half year or so has rewarded speculative stocks at the expense of quality screens. Jeff Weniger explains why these dislocations call for a rethink in portfolio positioning, especially as valuation extremes and Mag 7 free cash flow concerns pile up.

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Taming Style Rotation Whiplash
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Christopher Gannatti, CFA

Taming Style Rotation Whiplash

U.S. style performance has flipped twice in 2025, with growth and value taking turns leading the market. Christopher Gannatti makes the case for a 50/50 blend of the WisdomTree U.S. Quality Growth Fund (QGRW) and the WisdomTree U.S. Value Fund (WTV)—offering investors a disciplined core strategy that avoids the whiplash of style timing.

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