https://www.wisdomtree.com/us/insights/blog Latest blog posts from WisdomTree Insights. en-US https://www.wisdomtree.com/us/insights/blog/when-do-you-start-paying-attention-a-lesson-from-nvidia-s-2018-financial-results https://www.wisdomtree.com/us/insights/blog/when-do-you-start-paying-attention-a-lesson-from-nvidia-s-2018-financial-results NVIDIA’s revenue grew roughly 22-fold from fiscal 2018 to fiscal 2026, years after the foundational research behind today’s AI boom first appeared. Chris Gannatti and Sam Rines examine whether quantum computing could be experiencing a similarly quiet period when paying attention matters most. Christopher Gannatti, CFA Samuel Rines Quantum computing AI Mon, 21 Sep 2026 16:21:49 GMT https://www.wisdomtree.com/us/insights/blog/launch-as-infrastructure-what-spacex-s-100th-mission-of-2026-tells-investors https://www.wisdomtree.com/us/insights/blog/launch-as-infrastructure-what-spacex-s-100th-mission-of-2026-tells-investors SpaceX reached 100 Falcon launches by August 22, underscoring how quickly routine access to orbit is scaling. Christopher Gannatti explains why launch cadence, not any single mission, may be the signal investors should watch as space shifts from spectacle to infrastructure. Christopher Gannatti, CFA Space Economy Megatrends Fri, 18 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/what-would-you-do-with-9-extra-hours-a-week https://www.wisdomtree.com/us/insights/blog/what-would-you-do-with-9-extra-hours-a-week 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. Ryan Krystopowicz, CFA WisdomTree’s Portfolio Solutions Model Portfolios Advisor Solutions Series Thu, 17 Sep 2026 14:58:06 GMT https://www.wisdomtree.com/us/insights/blog/what-s-happening-in-the-prices-of-rare-earth-elements https://www.wisdomtree.com/us/insights/blog/what-s-happening-in-the-prices-of-rare-earth-elements Rare-earth and strategic-metal prices have swung dramatically, even as Chinese mine production continued to rise. Christopher Gannatti explains why export controls and licensing decisions are becoming key drivers of prices, and what that means for investors seeking diversified exposure. Christopher Gannatti, CFA Capital Efficiency Gold Commodities Thu, 17 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/fed-watch-finally-walkin-the-walk https://www.wisdomtree.com/us/insights/blog/fed-watch-finally-walkin-the-walk At the September FOMC meeting, the Fed raised rates by 25 basis points to 3.75%–4.00% amid persistent inflation pressures. Kevin Flanagan explains why the move may not be the last hike investors see this year. Kevin Flanagan Fixed Income FOMC Meeting Wed, 16 Sep 2026 18:03:17 GMT https://www.wisdomtree.com/us/insights/blog/from-see-s-candies-to-a-systematic-strategy-the-case-for-quality-and-growth https://www.wisdomtree.com/us/insights/blog/from-see-s-candies-to-a-systematic-strategy-the-case-for-quality-and-growth Decades of research suggest profitability can be a powerful marker of quality, and growth may be more compelling when paired with it. Chris Gannatti explains how the WisdomTree U.S. Quality Growth Fund (QGRW) systematically combines profitability with realized and expected growth to target companies with the potential to compound value. Christopher Gannatti, CFA Quality Growth Equities Wed, 16 Sep 2026 15:58:19 GMT https://www.wisdomtree.com/us/insights/blog/the-case-for-small-cap-investing-a-cyclical-story-not-a-broken-one https://www.wisdomtree.com/us/insights/blog/the-case-for-small-cap-investing-a-cyclical-story-not-a-broken-one Small-cap stocks are stuck in one of the deepest, most prolonged stretches of underperformance in nearly 90 years of market history, fueling doubts that the size premium still exists. Christopher Gannatti examines decades of academic research to make the case that quality and valuation, not size alone, determine when and how small caps outperform. Christopher Gannatti, CFA Small Caps Tue, 15 Sep 2026 14:31:15 GMT https://www.wisdomtree.com/us/insights/blog/ai-s-growing-debt-appetite-why-this-time-may-be-different https://www.wisdomtree.com/us/insights/blog/ai-s-growing-debt-appetite-why-this-time-may-be-different Jumbo U.S. investment-grade bond deals have already topped $384 billion in 2026, led overwhelmingly by Technology issuers. Behnood Noei examines what that concentration means for credit and duration risk, and how the WisdomTree U.S. Corporate Bond Fund (QIG) is positioned in response. Behnood Noei, CFA Fixed Income Fri, 11 Sep 2026 16:26:18 GMT https://www.wisdomtree.com/us/insights/blog/quantum-computing-and-the-race-to-commercialization-dr-subodh-kulkarni-ceo-of-rigetti-computing-on-the-next-big-thing https://www.wisdomtree.com/us/insights/blog/quantum-computing-and-the-race-to-commercialization-dr-subodh-kulkarni-ceo-of-rigetti-computing-on-the-next-big-thing Rigetti Computing has built one of the only quantum computing chips in the world exceeding 100 qubits, alongside Google and IBM. On The Next Big Thing podcast, Chris Gannatti and Mobeen Tahir sit down with Rigetti CEO Subodh Kulkarni to explore how an open, modular architecture and a relentless focus on qubit fidelity could determine which companies actually reach commercial quantum advantage. Christopher Gannatti, CFA Mobeen Tahir Quantum computing Megatrends Fri, 11 Sep 2026 16:20:17 GMT https://www.wisdomtree.com/us/insights/blog/don-t-chase-unitree-own-the-physical-ai-ecosystem https://www.wisdomtree.com/us/insights/blog/don-t-chase-unitree-own-the-physical-ai-ecosystem Unitree’s Shanghai debut sent its market value near $50 billion, but quadrupeds outsold humanoids nearly six to one and few robots are yet in real commercial use. Christopher Gannatti argues that chasing a single IPO risks mistaking an early waypoint in the Physical AI journey for its destination. Christopher Gannatti, CFA Megatrends Thu, 10 Sep 2026 19:40:04 GMT https://www.wisdomtree.com/us/insights/blog/what-some-of-the-recent-additions-to-wqtm-tell-us https://www.wisdomtree.com/us/insights/blog/what-some-of-the-recent-additions-to-wqtm-tell-us Eight new additions to the WisdomTree Quantum Computing Fund (WQTM) reveal where the quantum supply chain is actually forming, in photonics, cryogenics and compilers rather than in qubit counts. Chris Gannatti examines what each addition, from IQM to Soitec, tells us about the maturing quantum ecosystem. Christopher Gannatti, CFA Quantum computing Megatrends Thu, 10 Sep 2026 14:31:00 GMT https://www.wisdomtree.com/us/insights/blog/four-markets-one-basket-a-mental-model-for-commodities-into-2027 https://www.wisdomtree.com/us/insights/blog/four-markets-one-basket-a-mental-model-for-commodities-into-2027 Copper inventories are sliding toward multi-decade lows, gold has given back nearly a fifth of its January highs and energy markets face a deepening supply deficit, four commodity stories moving in entirely different directions in 2026. Chris Gannatti explains how the WisdomTree Enhanced Commodity Strategy Fund (GCC)’s active sector weighting and carry-aware roll strategy account for these divergent forces across energy, metals and agriculture heading into 2027. Christopher Gannatti, CFA Alternative Commodities Wed, 09 Sep 2026 19:52:32 GMT https://www.wisdomtree.com/us/insights/blog/the-bond-market-is-just-doing-its-job https://www.wisdomtree.com/us/insights/blog/the-bond-market-is-just-doing-its-job UST yields are climbing back to more “normal” historical levels, but the sell-off has stayed orderly, with no liquidity or funding stress in sight. Kevin Flanagan and Maggie Lucier explain why rising rates reflect the bond market simply doing its job, and how WisdomTree’s Zero Duration Suite can help portfolios adapt. Kevin Flanagan Maggie Lucier Fixed Income Wed, 09 Sep 2026 19:47:31 GMT https://www.wisdomtree.com/us/insights/blog/watching-the-frontier https://www.wisdomtree.com/us/insights/blog/watching-the-frontier A quantum computing index just made three moves in one week that say more about the sector’s maturation than any single headline could. Christopher Gannatti explains why the WisdomTree Classiq Quantum Computing Index added newly public Pasqal, boosted Quantinuum and trimmed Quantum Computing Inc. Christopher Gannatti, CFA Quantum computing Megatrends Wed, 09 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/europe-s-reputation-problem-four-myths-the-market-keeps-repeating https://www.wisdomtree.com/us/insights/blog/europe-s-reputation-problem-four-myths-the-market-keeps-repeating For years, “Europe” has been shorthand for underweight, but the data behind that story looks considerably shakier than it did just a few years ago. Chris Gannatti examines four persistent myths about European equities and how the WisdomTree European Opportunities Fund (OPPE) is positioned around what the data actually shows. Christopher Gannatti, CFA International Equities Europe Geopolitical Opportunities Tue, 08 Sep 2026 22:09:00 GMT https://www.wisdomtree.com/us/insights/blog/what-uber-s-drone-delivery-bet-may-be-signaling https://www.wisdomtree.com/us/insights/blog/what-uber-s-drone-delivery-bet-may-be-signaling Zipline’s second million deliveries took just 699 days, down from 2,684 days for its first million, a pace that set the stage for Uber’s drone delivery bet. Chris Gannatti examines what the Uber and Zipline partnership actually signals for investors sizing the physical AI and drone theme. Christopher Gannatti, CFA Megatrends Thu, 03 Sep 2026 15:00:26 GMT https://www.wisdomtree.com/us/insights/blog/why-small-cap-quality-may-be-ready-to-lead https://www.wisdomtree.com/us/insights/blog/why-small-cap-quality-may-be-ready-to-lead Small-cap quality has trailed the market's least profitable names for years, but the gap now ranks among the widest in six decades of data. Chris Gannatti examines whether this extreme divergence signals a turning point for the WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) relative to the iShares Russell 2000 ETF (IWM). Christopher Gannatti, CFA Small Caps Quality Dividend Growth Equity Thu, 03 Sep 2026 13:03:14 GMT https://www.wisdomtree.com/us/insights/blog/what-nvidia-s-august-2026-print-actually-tells-us-about-the-ai-buildout https://www.wisdomtree.com/us/insights/blog/what-nvidia-s-august-2026-print-actually-tells-us-about-the-ai-buildout NVIDIA’s August 2026 results offer a revealing snapshot of the AI buildout, with bottlenecks shifting toward memory, power and advanced packaging even as demand broadens beyond traditional hyperscalers. Chris Gannatti examine what these trends could mean for AI infrastructure spending and for the WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and WisdomTree U.S. Quality Growth Fund (QGRW). Christopher Gannatti, CFA AI Megatrends Wed, 02 Sep 2026 14:04:42 GMT https://www.wisdomtree.com/us/insights/blog/following-the-capital-through-geopolitical-change https://www.wisdomtree.com/us/insights/blog/following-the-capital-through-geopolitical-change Geopolitical disruption is reshaping defense, infrastructure, technology and global supply chains, and creating investment opportunities alongside the risks. Sam Rines, Kevin Flanagan & Alejandro Saltiel explore how investors can focus on the companies positioned to benefit from that response, including through WisdomTree’s Opportunity Suite. Samuel Rines Kevin Flanagan Alejandro Saltiel, CFA Geopolitical Opportunities Japan Europe International Equities Tue, 01 Sep 2026 13:48:58 GMT https://www.wisdomtree.com/us/insights/blog/when-markets-zigzag-trend-followers-can-shine https://www.wisdomtree.com/us/insights/blog/when-markets-zigzag-trend-followers-can-shine A dollar invested in the WisdomTree Managed Futures Strategy Fund (WTMF) held steady while the classic 60/40 portfolio dropped nearly four cents amid 2026’s market stress. Chris Gannatti examines the attribution data behind WTMF’s performance and what it reveals about the case for managed futures. Christopher Gannatti, CFA Managed Futures Alternative Commodities Tue, 01 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/japan-s-second-half-why-the-post-ai-rally-rotation-may-favor-oppj https://www.wisdomtree.com/us/insights/blog/japan-s-second-half-why-the-post-ai-rally-rotation-may-favor-oppj Japan’s momentum trade unwound with historic force in late July 2026, exposing the risk of narrow, AI-driven concentration. Chris Gannatti examines how the WisdomTree Japan Opportunities Fund (OPPJ)’s governance, shareholder yield and GeoAlpha sleeves are built for a broadening market. Christopher Gannatti, CFA Japan International Equities Geopolitical Opportunities Mon, 31 Aug 2026 13:34:50 GMT https://www.wisdomtree.com/us/insights/blog/wqtm-s-august-2026-rebalance-what-are-some-of-the-top-holdings-doing https://www.wisdomtree.com/us/insights/blog/wqtm-s-august-2026-rebalance-what-are-some-of-the-top-holdings-doing Quantinuum and IQM Quantum Computers just reported their first quarterly results as public companies, joining a quantum computing sector now defined by real revenue and real scrutiny. Chris Gannatti breaks down what the WisdomTree Quantum Computing Fund’s (WQTM) August 2026 rebalance reveals about the maturing quantum ecosystem. Christopher Gannatti, CFA Quantum computing Megatrends Fri, 28 Aug 2026 13:21:15 GMT https://www.wisdomtree.com/us/insights/blog/gold-monthly-august-2026-sentiment-turns-more-positive https://www.wisdomtree.com/us/insights/blog/gold-monthly-august-2026-sentiment-turns-more-positive Rate-hike fears are fading, ETP inflows are returning and the dollar is weakening again, three tailwinds converging for gold. Christopher Gannatti and Nitesh Shah examine what’s driving the shift in sentiment and how capital-efficient strategies like the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN), the WisdomTree Efficient Gold Plus Equities Strategy Fund (GDE) and the WisdomTree Efficient Gold Plus TIPS Strategy Fund (GDT) let investors add gold exposure without selling down existing holdings. Christopher Gannatti, CFA Nitesh Shah Capital Efficiency Gold Commodities Thu, 27 Aug 2026 20:35:00 GMT https://www.wisdomtree.com/us/insights/blog/q2-earnings-season-confirmed-the-ai-infrastructure-thesis-and-revealed-what-may-come-next https://www.wisdomtree.com/us/insights/blog/q2-earnings-season-confirmed-the-ai-infrastructure-thesis-and-revealed-what-may-come-next AI infrastructure has become the single biggest driver of corporate profit growth in the S&P 500 Index. Chris Gannatti examines what Q2 2026 earnings confirmed about the AI infrastructure thesis behind the WisdomTree Artificial Intelligence and Innovation Fund (WTAI), and where the opportunity may shift next. Christopher Gannatti, CFA Quantum computing Megatrends Tue, 25 Aug 2026 21:36:00 GMT https://www.wisdomtree.com/us/insights/blog/precious-metals-battery-materials-and-the-future-of-mining-dr-richard-stewart-ceo-of-sibanye-stillwater-on-the-next-big-thing https://www.wisdomtree.com/us/insights/blog/precious-metals-battery-materials-and-the-future-of-mining-dr-richard-stewart-ceo-of-sibanye-stillwater-on-the-next-big-thing Platinum group metals are among the rarest metals on earth, with global annual production under 15 million ounces, yet demand is expanding into everything from touchscreen glass to hydrogen fuel cells. Chris Gannatti and Mobeen Tahir explore how Sibanye-Stillwater CEO Dr. Richard Stewart is rebuilding the company around mining, recycling and lithium through the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG). Christopher Gannatti, CFA Mobeen Tahir Capital Efficiency Gold Commodities Tue, 25 Aug 2026 21:11:00 GMT https://www.wisdomtree.com/us/insights/blog/bessent-and-warsh-go-down-the-jackson-hole https://www.wisdomtree.com/us/insights/blog/bessent-and-warsh-go-down-the-jackson-hole Treasury yields have climbed to levels not seen since before the 2007 Financial Crisis, and the Treasury Department’s latest buyback push barely dented the trend. Kevin Flanagan examines why the bond market remains in “selling on strength” mode ahead of Fed Chair Warsh’s first Jackson Hole appearance. Kevin Flanagan Fixed Income U.S. Treasuries Mon, 24 Aug 2026 20:21:00 GMT https://www.wisdomtree.com/us/insights/blog/gold-miners-in-2026-beneath-the-surface-the-case-is-building https://www.wisdomtree.com/us/insights/blog/gold-miners-in-2026-beneath-the-surface-the-case-is-building Gold miners are generating margins that would have looked enviable by almost any historical standard, yet their equity valuations have not fully caught up. Christopher Gannatti examines the widening spread between gold prices and all-in sustaining costs and makes the case for why the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) may be the right vehicle for investors unwilling to choose between the metal and the miners. Christopher Gannatti, CFA Capital Efficiency Gold Thu, 20 Aug 2026 20:23:00 GMT https://www.wisdomtree.com/us/insights/blog/what-the-quantinuum-oracle-partnership-signals-for-enterprise-computing https://www.wisdomtree.com/us/insights/blog/what-the-quantinuum-oracle-partnership-signals-for-enterprise-computing Oracle, a company whose database and cloud infrastructure underpins enterprise IT globally, has concluded that quantum computing belongs on its roadmap. Christopher Gannatti examines what the Quantinuum-Oracle partnership signals about enterprise quantum adoption and what it means for the WisdomTree Quantum Computing Fund (WQTM). Christopher Gannatti, CFA Quantum computing Megatrends Thu, 20 Aug 2026 19:19:00 GMT https://www.wisdomtree.com/us/insights/blog/from-ban-to-tariff-wall-how-u-s-drone-policy-is-reshaping-the-global-supply-chain https://www.wisdomtree.com/us/insights/blog/from-ban-to-tariff-wall-how-u-s-drone-policy-is-reshaping-the-global-supply-chain In August 2026, the U.S. imposed tariffs of up to 100% on imported drones, marking the third layer of a seven-year policy effort to restrict Chinese drone technology. Christopher Gannatti examines how the layered tariff and market access architecture reshapes competitive dynamics across the WisdomTree Physical AI, Humanoids, and Drones Fund’s (WDRN) holdings. Christopher Gannatti, CFA Megatrends Wed, 19 Aug 2026 18:01:00 GMT https://www.wisdomtree.com/us/insights/blog/india-s-equity-markets-could-be-seeing-an-alignment-of-tailwinds https://www.wisdomtree.com/us/insights/blog/india-s-equity-markets-could-be-seeing-an-alignment-of-tailwinds India's equity upgrade ratio is running at one of its best levels in more than three years, foreign positioning remains unusually light, and credit growth has hit a decade high. Christopher Gannatti examines whether the confluence of earnings, consumption, and capital flow signals marks the beginning of a meaningful turn for Indian equities. Christopher Gannatti, CFA India Emerging Markets Wed, 19 Aug 2026 17:02:00 GMT https://www.wisdomtree.com/us/insights/blog/when-markets-get-complicated-your-toolkit-should-be-ready https://www.wisdomtree.com/us/insights/blog/when-markets-get-complicated-your-toolkit-should-be-ready In 2022, the S&P 500 fell roughly 18% and the Bloomberg U.S. Aggregate Bond Index fell roughly 13%, the worst year for the 60/40 framework in decades. Christopher Gannatti makes the case for why the structural conditions behind that breakdown have not fully resolved, and why the WisdomTree Managed Futures Strategy Fund (WTMF) deserves a serious look in today’s persistently uncertain market. Christopher Gannatti, CFA Alternative Managed Futures Commodities Tue, 18 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/how-to-evaluate-a-u-s-core-equity-blend https://www.wisdomtree.com/us/insights/blog/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. Christopher Gannatti, CFA Value Investing Quality Growth Quality for Volatility Tue, 18 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/what-the-fcc-s-latest-action-means-for-physical-ai-investors https://www.wisdomtree.com/us/insights/blog/what-the-fcc-s-latest-action-means-for-physical-ai-investors The FCC's July 2026 Covered List update effectively bans new foreign-produced robots from the U.S. market, placing physical AI at the center of national security policy. Christopher Gannatti analyzes what that means for investors in the WisdomTree Physical AI, Humanoids, and Drones Fund (WDRN) and why the fund's construction anticipated this policy direction. Christopher Gannatti, CFA Megatrends Mon, 17 Aug 2026 13:56:00 GMT https://www.wisdomtree.com/us/insights/blog/the-advisor-s-front-door-has-moved-online-from-referral-to-relationship https://www.wisdomtree.com/us/insights/blog/the-advisor-s-front-door-has-moved-online-from-referral-to-relationship 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. Ryan Krystopowicz, CFA WisdomTree’s Portfolio Solutions Model Portfolios Advisor Insights Thu, 13 Aug 2026 19:48:00 GMT https://www.wisdomtree.com/us/insights/blog/high-yield-in-2026-quality-is-the-differentiator https://www.wisdomtree.com/us/insights/blog/high-yield-in-2026-quality-is-the-differentiator High yield default rates are holding at 1.9%, even as markets price in one to two Fed rate hikes for 2026. Behnood Noei examines how WisdomTree's high yield products have navigated this year's volatility and why disciplined issuer selection is becoming the defining factor in high yield performance. Behnood Noei, CFA Fixed Income Thu, 13 Aug 2026 14:38:13 GMT https://www.wisdomtree.com/us/insights/blog/while-everyone-watched-ibm-s-stock-crash-the-company-made-a-significant-quantum-move https://www.wisdomtree.com/us/insights/blog/while-everyone-watched-ibm-s-stock-crash-the-company-made-a-significant-quantum-move IBM's biggest stock plunge in decades may have overshadowed one of its most important quantum computing moves yet. Christopher Gannatti explains why IBM's acquisition of HRL Laboratories could strengthen its long-term leadership in quantum hardware and manufacturing. Christopher Gannatti, CFA Quantum computing Megatrends Wed, 12 Aug 2026 15:34:00 GMT https://www.wisdomtree.com/us/insights/blog/yen-intervention-buys-time-but-the-boj-holds-the-key https://www.wisdomtree.com/us/insights/blog/yen-intervention-buys-time-but-the-boj-holds-the-key Japan just deployed what may be the largest single-day currency intervention on record, and the U.S. helped foot the bill. Christopher Gannatti and Aneeka Gupta analyze why this move carries more weight than previous attempts, and why the Bank of Japan ultimately holds the key to a durable yen recovery. Christopher Gannatti, CFA Aneeka Gupta Japan International Equities Wed, 12 Aug 2026 13:22:51 GMT https://www.wisdomtree.com/us/insights/blog/what-s-driving-treasury-yields-higher https://www.wisdomtree.com/us/insights/blog/what-s-driving-treasury-yields-higher AI-related debt issuance has surpassed $500 billion in 2026 alone, crowding bond markets already strained by a nearly $2.0 trillion U.S. budget deficit. Kevin Flanagan and Maggie Lucier explain what is driving Treasury yields to multi-decade highs and make the case for a zero-duration approach to managing interest rate risk. Kevin Flanagan Maggie Lucier Fixed Income Wed, 12 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/two-stock-stories-that-bolstered-qgrw-in-july https://www.wisdomtree.com/us/insights/blog/two-stock-stories-that-bolstered-qgrw-in-july The NASDAQ 100 fell 6.6% in July. Brian Manby explains how the WisdomTree U.S. Quality Growth Fund (QGRW) limited its decline to 1.6% by exiting Tesla before a 22% slide and maintaining Amazon amid an ongoing style debate. Brian Manby, CFA Quality Growth Equity Quality for Volatility Tue, 11 Aug 2026 18:02:13 GMT https://www.wisdomtree.com/us/insights/blog/spacex-as-platform-what-a-value-investor-found-when-he-did-the-engineering-work https://www.wisdomtree.com/us/insights/blog/spacex-as-platform-what-a-value-investor-found-when-he-did-the-engineering-work SpaceX isn't just trying to build a better rocket. It's aiming to slash launch costs by orders of magnitude, potentially reshaping the economics of space. Christopher Gannatti explores why value investor Christopher Begg believes Starship could become the "App Store for space" and what that means for investors. Christopher Gannatti, CFA Space Economy Megatrends Tue, 11 Aug 2026 16:13:00 GMT https://www.wisdomtree.com/us/insights/blog/two-ways-to-access-european-defense-market-capitalization-vs-thematic-conviction https://www.wisdomtree.com/us/insights/blog/two-ways-to-access-european-defense-market-capitalization-vs-thematic-conviction European defense spending is undergoing its biggest structural shift in decades, but not every defense ETF captures that trend the same way. Christopher Gannatti explains why index construction matters and compares market cap exposure with a thematic approach built around Europe's rearmament cycle. Christopher Gannatti, CFA International Equities Geopolitical Opportunities Europe Mon, 10 Aug 2026 16:59:00 GMT https://www.wisdomtree.com/us/insights/blog/how-real-companies-are-navigating-the-quantum-computing-journey https://www.wisdomtree.com/us/insights/blog/how-real-companies-are-navigating-the-quantum-computing-journey IBM's worst-ever stock drop dominated headlines, but investors may have missed one of its biggest quantum moves. Christopher Gannatti explains why IBM's acquisition of HRL Laboratories could strengthen its long-term strategy for scaling quantum computing. Christopher Gannatti, CFA Megatrends Quantum computing Mon, 10 Aug 2026 14:29:00 GMT https://www.wisdomtree.com/us/insights/blog/em-local-debt-staying-selective-through-the-persian-gulf-conflict https://www.wisdomtree.com/us/insights/blog/em-local-debt-staying-selective-through-the-persian-gulf-conflict Emerging market debt has stayed resilient, but geopolitical risks are making country selection more important than ever. Behnood Noei explains why the WisdomTree Emerging Markets Local Debt Fund (ELD) has outperformed and where opportunities remain. Behnood Noei, CFA Fixed Income Emerging Markets Thu, 06 Aug 2026 15:15:00 GMT https://www.wisdomtree.com/us/insights/blog/still-built-for-any-market-how-blending-growth-and-value-creates-a-stronger-core https://www.wisdomtree.com/us/insights/blog/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. Christopher Gannatti, CFA Value Investing Quality Growth Quality for Volatility Thu, 06 Aug 2026 13:03:52 GMT https://www.wisdomtree.com/us/insights/blog/looking-to-avoid-the-mag-7-in-the-second-half-of-2026 https://www.wisdomtree.com/us/insights/blog/looking-to-avoid-the-mag-7-in-the-second-half-of-2026 The WisdomTree U.S. High Dividend Fund has outperformed the S&P 500 so far in 2026, even while largely avoiding the Magnificent 7. Christopher Gannatti explains how the strategy offers a different path to U.S. equity exposure without relying on mega-cap tech. Christopher Gannatti, CFA Equity Dividends Wed, 05 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/the-biorevolution-has-accelerated https://www.wisdomtree.com/us/insights/blog/the-biorevolution-has-accelerated From obesity therapies to AI-powered diagnostics, the BioRevolution is moving from promise to progress. Christopher Gannatti analyzes the company-specific catalysts behind the WisdomTree BioRevolution Fund's (WDNA) recent acceleration and what they could mean for the theme going forward. Christopher Gannatti, CFA BioRevolution Megatrends Wed, 05 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/didn-t-we-go-through-the-saas-pacolypse https://www.wisdomtree.com/us/insights/blog/didn-t-we-go-through-the-saas-pacolypse Everyone thought AI would kill cybersecurity software, but the sector has staged a strong comeback. Christopher Gannatti explains why the "SaaS-pacolypse" may have been overblown and why AI is expanding demand for cybersecurity platforms instead of replacing them. Christopher Gannatti, CFA Cybersecurity Megatrends Tue, 04 Aug 2026 15:47:00 GMT https://www.wisdomtree.com/us/insights/blog/is-the-bond-market-putting-warsh-in-a-corner https://www.wisdomtree.com/us/insights/blog/is-the-bond-market-putting-warsh-in-a-corner Long-term Treasury yields have surged following the July FOMC meeting, as limited forward guidance raised questions about the Fed’s policy reaction function. Kevin Flanagan examines whether persistent inflation and resilient labor data could leave Chair Warsh boxed into a rate hike and what heightened duration and volatility risks mean for bond investors. Kevin Flanagan Fixed Income Tue, 04 Aug 2026 10:00:00 GMT https://www.wisdomtree.com/us/insights/blog/asia-s-defense-spending-surge https://www.wisdomtree.com/us/insights/blog/asia-s-defense-spending-surge Asia's defense spending could climb from roughly $700 billion in 2026 to as much as $1.2 trillion by 2030. The bigger story is where that money is going. Christopher Gannatti explains why a shift toward capital-intensive defense spending could create a long runway for companies across Asia's defense supply chain. Christopher Gannatti, CFA International Equities Geopolitical Opportunities Mon, 03 Aug 2026 13:32:00 GMT https://www.wisdomtree.com/us/insights/blog/tax-aware-portfolio-transitions-why-the-transition-matters-as-much-as-the-portfolio https://www.wisdomtree.com/us/insights/blog/tax-aware-portfolio-transitions-why-the-transition-matters-as-much-as-the-portfolio 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. Kara Dombroski WisdomTree’s Portfolio Solutions Model Portfolios Advisor Solutions Series Mon, 03 Aug 2026 13:07:07 GMT https://www.wisdomtree.com/us/insights/blog/gold-monthly-from-higher-rates-to-higher-uncertainty-as-we-end-july-2026 https://www.wisdomtree.com/us/insights/blog/gold-monthly-from-higher-rates-to-higher-uncertainty-as-we-end-july-2026 Gold has fallen below where it started the year as higher interest rate expectations and geopolitical uncertainty weigh on prices. Christopher Gannatti and Aneeka Gupta examine the forces driving recent weakness and explain why the long-term case for gold remains intact. Christopher Gannatti, CFA Aneeka Gupta Capital Efficiency Gold Fri, 31 Jul 2026 17:58:00 GMT https://www.wisdomtree.com/us/insights/blog/ankara-reckoning-nato-summit-s-impact-on-european-defense https://www.wisdomtree.com/us/insights/blog/ankara-reckoning-nato-summit-s-impact-on-european-defense Political headlines dominated the NATO summit in Ankara, but the real story is Europe's accelerating defense buildout. Christopher Gannatti and Aneeka Gupta explain why the structural commitments, industrial consolidation and long-term spending plans could underpin a multi-year investment cycle. Christopher Gannatti, CFA Aneeka Gupta International Equities Geopolitical Opportunities Europe Thu, 30 Jul 2026 15:31:00 GMT https://www.wisdomtree.com/us/insights/blog/spacex-and-the-ai-infrastructure-frontier-a-new-growth-story-for-the-space-economy https://www.wisdomtree.com/us/insights/blog/spacex-and-the-ai-infrastructure-frontier-a-new-growth-story-for-the-space-economy AI infrastructure spending is reshaping more than data centers. It could redefine the space economy. Christopher Gannatti explains why SpaceX's AI ambitions are expanding its investment story beyond launches and makes the case that orbital compute could become the company's next major growth engine. Christopher Gannatti, CFA Megatrends Space Economy Thu, 30 Jul 2026 14:10:00 GMT https://www.wisdomtree.com/us/insights/blog/fed-watch-is-it-a-matter-of-when-not-if https://www.wisdomtree.com/us/insights/blog/fed-watch-is-it-a-matter-of-when-not-if The Fed kept rates unchanged at the July FOMC meeting, but markets are increasingly focused on the prospect of future hikes. Kevin Flanagan explains why the next move may be a matter of when, not if, and what investors should watch in the months ahead. Kevin Flanagan Fixed Income FOMC Meeting Wed, 29 Jul 2026 18:04:27 GMT https://www.wisdomtree.com/us/insights/blog/the-ai-factory-supply-chain-what-wtai-s-july-2026-rebalance-is-really-saying https://www.wisdomtree.com/us/insights/blog/the-ai-factory-supply-chain-what-wtai-s-july-2026-rebalance-is-really-saying AI investing has moved beyond chip designers. The biggest shift in the WisdomTree Artificial Intelligence and Innovation Fund's (WTAI) July rebalance is toward the machines that manufacture them. Christopher Gannatti explains why the next phase of AI leadership may be determined by the supply chain that can scale compute, not just create it. Christopher Gannatti, CFA AI Megatrends Wed, 29 Jul 2026 17:48:11 GMT https://www.wisdomtree.com/us/insights/blog/when-the-contract-is-the-thesis-how-micron-s-earnings-solidified-our-ai-bottlenecks-thesis https://www.wisdomtree.com/us/insights/blog/when-the-contract-is-the-thesis-how-micron-s-earnings-solidified-our-ai-bottlenecks-thesis AI's biggest bottleneck may not be compute. It may be the infrastructure behind it. Christopher Gannatti explains how Micron's latest earnings reinforce the case that memory and the broader AI supply chain are becoming strategic assets, validating the WisdomTree Artificial Intelligence and Innovation Fund’s (WTAI) bottleneck thesis. Christopher Gannatti, CFA AI Megatrends Wed, 29 Jul 2026 14:45:59 GMT https://www.wisdomtree.com/us/insights/blog/what-a-big-week-in-trapped-ion-quantum-computing-actually-means https://www.wisdomtree.com/us/insights/blog/what-a-big-week-in-trapped-ion-quantum-computing-actually-means Two major breakthroughs in trapped-ion quantum computing landed within 48 hours, but they point to two very different paths toward scaling the technology. Christopher Gannatti explains why Quantinuum and IonQ are not in a race so much as they are making fundamentally different architectural bets that investors should understand. Christopher Gannatti, CFA Quantum computing Megatrends Tue, 28 Jul 2026 14:25:04 GMT https://www.wisdomtree.com/us/insights/blog/why-western-governments-entered-the-rare-earth-metals-business https://www.wisdomtree.com/us/insights/blog/why-western-governments-entered-the-rare-earth-metals-business China controls roughly 91% of global rare earth separation capacity, forcing Western governments to rethink how these critical supply chains are built. Christopher Gannatti explains why governments are becoming investors, lenders and buyers because it is the only way. Christopher Gannatti, CFA Capital Efficiency Gold Commodities Fri, 24 Jul 2026 19:05:54 GMT https://www.wisdomtree.com/us/insights/blog/the-big-shareholder-diluters-are-out-of-vogue https://www.wisdomtree.com/us/insights/blog/the-big-shareholder-diluters-are-out-of-vogue Share buybacks are making a comeback as investors grow less tolerant of shareholder dilution. Jeff Weniger explains why the market is rewarding companies reducing share count, and what that could mean for Financials and other buyback leaders. Jeff Weniger, CFA Equities Fri, 24 Jul 2026 18:27:06 GMT https://www.wisdomtree.com/us/insights/blog/zen-and-the-art-of-beefy-propellers-how-quantum-computing-changes-everything-in-drone-propeller-design https://www.wisdomtree.com/us/insights/blog/zen-and-the-art-of-beefy-propellers-how-quantum-computing-changes-everything-in-drone-propeller-design The next breakthrough in drones may have nothing to do with batteries and everything to do with rethinking the propeller. Christopher Gannatti explains how quantum computing could overturn decades of conventional design and unlock a new generation of higher performance, lower-cost drones. Christopher Gannatti, CFA Justin Call Abhi Chopra Quantum computing Megatrends Fri, 24 Jul 2026 15:36:35 GMT https://www.wisdomtree.com/us/insights/blog/mp-materials-and-the-race-to-rebuild-rare-earth-supply-chains-ryan-corbett-on-the-next-big-thing-podcast https://www.wisdomtree.com/us/insights/blog/mp-materials-and-the-race-to-rebuild-rare-earth-supply-chains-ryan-corbett-on-the-next-big-thing-podcast On a recent episode of The Next Big Thing podcast, Christopher Gannatti and Mobeen Tahir spoke with Ryan Corbett, CFO of MP Materials, about rebuilding the U.S. rare earth supply chain. They discuss why vertical integration, domestic magnet production and supply chain resilience are becoming increasingly important for investors. Christopher Gannatti, CFA Mobeen Tahir Capital Efficiency Gold Commodities Thu, 23 Jul 2026 15:27:00 GMT https://www.wisdomtree.com/us/insights/blog/a-new-warsh-cycle https://www.wisdomtree.com/us/insights/blog/a-new-warsh-cycle The Fed may be entering a new era, and investors expecting easy rate cuts could be in for a surprise. Kevin Flanagan and Maggie Lucier explain why Kevin Warsh's approach could mean higher-for-longer rates, greater bond market volatility and a fresh playbook for fixed income investing. Kevin Flanagan Maggie Lucier Fixed Income Floating Rate Treasury Wed, 22 Jul 2026 16:43:00 GMT https://www.wisdomtree.com/us/insights/blog/how-dxj-ranked-1-over-the-last-10-years https://www.wisdomtree.com/us/insights/blog/how-dxj-ranked-1-over-the-last-10-years Japan has gone from a market many overlooked to one delivering standout results, and the WisdomTree Japan Hedged Equity Fund (DXJ) ranks #1 in its Morningstar category over the last 5 and 10 years, as well as since inception. Christopher Gannatti explains how the fund's differentiated stock selection process, dividend-weighting methodology and currency-hedging strategy have helped drive that long-term performance. Christopher Gannatti, CFA Japan International Equities Tue, 21 Jul 2026 19:11:39 GMT https://www.wisdomtree.com/us/insights/blog/equity-takeaways-from-our-h2-2026-economic-and-market-outlook https://www.wisdomtree.com/us/insights/blog/equity-takeaways-from-our-h2-2026-economic-and-market-outlook The second half of 2026 could look stronger than many investors expect, with resilient earnings and AI investment continuing to support equities. Jeff Weniger and Brian Manby summarize the key themes from WisdomTree's H2 2026 Economic & Market Outlook, explaining why they remain constructive on U.S. stocks and small caps. Jeff Weniger, CFA Brian Manby, CFA Market Outlook Equities Tue, 21 Jul 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/dxj-at-20-the-etf-that-separated-japan-from-the-yen https://www.wisdomtree.com/us/insights/blog/dxj-at-20-the-etf-that-separated-japan-from-the-yen WisdomTree's 20th anniversary offered a chance to revisit the innovations that helped define its ETF lineup. Jeremy Schwartz explores how the WisdomTree Japan Hedged Equity Fund (DXJ) pioneered currency hedged investing in Japan and why that approach remains relevant. Jeremy Schwartz, CFA Japan International Equities Mon, 20 Jul 2026 17:33:56 GMT https://www.wisdomtree.com/us/insights/blog/it-s-good-to-be-1 https://www.wisdomtree.com/us/insights/blog/it-s-good-to-be-1 The WisdomTree Japan Opportunities Fund (OPPJ) ranked #1 in the Morningstar Japan Stock category over the past year, but what drove the result? Christopher Gannatti explains how the fund's redesigned approach helped capture some of Japan's most powerful structural trends. Christopher Gannatti, CFA International Equities Japan Fri, 17 Jul 2026 16:53:22 GMT https://www.wisdomtree.com/us/insights/blog/europe-s-other-story-five-reasons-the-continent-s-equities-are-worth-a-closer-look https://www.wisdomtree.com/us/insights/blog/europe-s-other-story-five-reasons-the-continent-s-equities-are-worth-a-closer-look Europe's equity story goes far beyond exports. Defense, healthcare, banking and infrastructure are all undergoing major structural shifts. Christopher Gannatti explains why these overlooked trends could make European equities worth a closer look through the lens of the WisdomTree Europe Quality Dividend Growth Fund (EUDG). Christopher Gannatti, CFA International Equities Europe Thu, 16 Jul 2026 18:58:28 GMT https://www.wisdomtree.com/us/insights/blog/is-openai-signaling-that-robots-are-next https://www.wisdomtree.com/us/insights/blog/is-openai-signaling-that-robots-are-next The AI revolution may be moving beyond software sooner than many investors expect. Christopher Gannatti explains why OpenAI's expanding robotics ambitions could signal the next phase of AI and what that means for the future of physical-world automation. Christopher Gannatti, CFA Megatrends AI Thu, 16 Jul 2026 18:56:23 GMT https://www.wisdomtree.com/us/insights/blog/beyond-60-40-using-capital-efficiency-to-unlock-diversified-drivers-of-returns https://www.wisdomtree.com/us/insights/blog/beyond-60-40-using-capital-efficiency-to-unlock-diversified-drivers-of-returns The biggest challenge with portfolio diversification isn't finding alternatives. It's figuring out what to sell to make room for them. Jeremy Schwartz and Andrew Okrongly explain how capital-efficient ETFs can help investors preserve core stock and bond exposures while unlocking new sources of return. Jeremy Schwartz, CFA Andrew Okrongly, CFA Capital Efficiency Wed, 15 Jul 2026 20:21:54 GMT https://www.wisdomtree.com/us/insights/blog/europe-s-exporters-a-confluence-of-global-tailwinds https://www.wisdomtree.com/us/insights/blog/europe-s-exporters-a-confluence-of-global-tailwinds European equities may be benefiting from more global tailwinds than investors realize, from AI infrastructure to resilient U.S. consumers and rising luxury demand in Asia. Christopher Gannatti explains why Europe's exporters may be better positioned than domestic economic headlines suggest. Christopher Gannatti, CFA Europe International Equities Mon, 13 Jul 2026 13:28:12 GMT https://www.wisdomtree.com/us/insights/blog/when-geopolitics-becomes-a-purchase-order-the-companies-behind-asia-s-defense-buildup https://www.wisdomtree.com/us/insights/blog/when-geopolitics-becomes-a-purchase-order-the-companies-behind-asia-s-defense-buildup Asia's defense buildup is becoming an investment story as rising geopolitical tensions translate into long-term procurement and defense spending. Christopher Gannatti explains how the WisdomTree Asia Defense Fund (WDAF) provides exposure to companies powering the region's military modernization. Christopher Gannatti, CFA Geopolitical Opportunities International Equities Thu, 09 Jul 2026 21:42:00 GMT https://www.wisdomtree.com/us/insights/blog/when-space-leaves-the-blueprint-and-enters-the-economy https://www.wisdomtree.com/us/insights/blog/when-space-leaves-the-blueprint-and-enters-the-economy The space economy is entering a new era as falling launch costs unlock commercial opportunities across connectivity, data and defense. Christopher Gannatti introduces the WisdomTree Space Economy Fund (WSPC), designed to provide targeted exposure to the companies building the next generation of the global space economy. Christopher Gannatti, CFA Space Economy Megatrends Thu, 09 Jul 2026 20:41:00 GMT https://www.wisdomtree.com/us/insights/blog/the-other-direction-how-ai-could-become-the-operating-system-for-quantum-computing https://www.wisdomtree.com/us/insights/blog/the-other-direction-how-ai-could-become-the-operating-system-for-quantum-computing AI could have a bigger impact on quantum computing before quantum has a meaningful impact on AI. Christopher Gannatti and Samuel Rines explain why that shift matters for investors and why the companies enabling both technologies may be the real opportunity. Christopher Gannatti, CFA Samuel Rines Quantum computing Megatrends Wed, 08 Jul 2026 20:53:53 GMT https://www.wisdomtree.com/us/insights/blog/closing-the-curtain-on-rate-cuts https://www.wisdomtree.com/us/insights/blog/closing-the-curtain-on-rate-cuts The June jobs report all but shut the door on expectations for Fed rate cuts this year. Kevin Flanagan explains why the focus has shifted to a Fed on hold, and what that means for fixed income investors embracing a barbell strategy. Kevin Flanagan Fixed Income Wed, 08 Jul 2026 13:09:06 GMT https://www.wisdomtree.com/us/insights/blog/twenty-years-later-revisiting-the-first-20-wisdomtree-etfs https://www.wisdomtree.com/us/insights/blog/twenty-years-later-revisiting-the-first-20-wisdomtree-etfs Twenty years ago, WisdomTree launched its first family of ETFs built on a simple idea: portfolios should be anchored to corporate fundamentals, not market popularity. Jeremy Schwartz revisits how the WisdomTree U.S. LargeCap Dividend Fund (DLN) has put that philosophy into practice through two decades of changing markets. Jeremy Schwartz, CFA Equities Dividends Wed, 08 Jul 2026 13:01:26 GMT https://www.wisdomtree.com/us/insights/blog/is-gold-carving-out-a-major-bottom https://www.wisdomtree.com/us/insights/blog/is-gold-carving-out-a-major-bottom Gold has retraced sharply, but several historic indicators are now aligning in a way that has previously marked major turning points. Jeremy Schwartz explains why the combination of washed-out sentiment, positioning, flows and price action could make the current setup one worth watching. Jeremy Schwartz, CFA Capital Efficiency Gold Tue, 07 Jul 2026 13:08:00 GMT https://www.wisdomtree.com/us/insights/blog/battlefield-proven-how-the-drone-revolution-maps-onto-wisdomtree-s-physical-ai-humanoids-and-drones-strategy https://www.wisdomtree.com/us/insights/blog/battlefield-proven-how-the-drone-revolution-maps-onto-wisdomtree-s-physical-ai-humanoids-and-drones-strategy Cheap drones are reshaping modern warfare and forcing investors to rethink the defense landscape. Christopher Gannatti explains why the WisdomTree Physical AI, Humanoids, and Drones Fund (WDRN) is designed to capture opportunities across battle-tested drones, counter-drone technologies, and the broader Physical AI ecosystem. Christopher Gannatti, CFA Megatrends Mon, 06 Jul 2026 13:16:10 GMT https://www.wisdomtree.com/us/insights/blog/the-drone-dominance-map-china-s-lead-america-s-response-and-the-supply-chain-that-will-determine-the-outcome https://www.wisdomtree.com/us/insights/blog/the-drone-dominance-map-china-s-lead-america-s-response-and-the-supply-chain-that-will-determine-the-outcome China still dominates the global drone market, but the battle is shifting from hardware leadership to supply chain control. Christopher Gannatti explains why U.S. policy and private investment are building a domestic drone ecosystem—and why that transition could create compelling opportunities across the Physical AI value chain. Christopher Gannatti, CFA Megatrends Wed, 01 Jul 2026 13:10:20 GMT https://www.wisdomtree.com/us/insights/blog/how-wtip-s-adaptive-framework-has-delivered-in-its-first-year https://www.wisdomtree.com/us/insights/blog/how-wtip-s-adaptive-framework-has-delivered-in-its-first-year The WisdomTree Inflation Plus Fund has delivered a strong first year by taking a broader approach to inflation protection. Ayush Babel and Alejandro Saltiel explain how its adaptive mix of commodities, Treasury Inflation-Protected Securities, precious metals and bitcoin exposure is designed to help investors navigate changing inflation regimes. Ayush Babel Alejandro Saltiel, CFA Alternative Tue, 30 Jun 2026 19:00:00 GMT https://www.wisdomtree.com/us/insights/blog/the-nexus-of-quantum-computing-and-the-ai-trade https://www.wisdomtree.com/us/insights/blog/the-nexus-of-quantum-computing-and-the-ai-trade The next phase of the AI trade may not be AI itself. It could be the quantum infrastructure required to make fault-tolerant computing possible. Christopher Gannatti and Samuel Rines explain why the little-known “decoder problem” could create new demand across many of the same companies already powering today’s AI boom. Christopher Gannatti, CFA Samuel Rines Quantum computing AI Megatrends Mon, 29 Jun 2026 19:03:23 GMT https://www.wisdomtree.com/us/insights/blog/real-estate-has-been-quietly-redefined-most-portfolios-haven-t-caught-up https://www.wisdomtree.com/us/insights/blog/real-estate-has-been-quietly-redefined-most-portfolios-haven-t-caught-up The real estate powering AI and digital connectivity is experiencing some of the strongest structural demand trends in the market. Christopher Gannatti and Jonathan Flynn make the case that investors should look beyond traditional REIT exposures and consider the sectors benefiting from long-term technological transformation. Christopher Gannatti, CFA Jonathan Flynn Megatrends Real Estate Mon, 29 Jun 2026 16:09:00 GMT https://www.wisdomtree.com/us/insights/blog/bonds-are-starting-to-serve-as-an-effective-hedge-again https://www.wisdomtree.com/us/insights/blog/bonds-are-starting-to-serve-as-an-effective-hedge-again With 10-year Treasury yields back near 4.5% and real yields above 2%, bonds can play a valuable role in portfolio construction. Jeremy Schwartz and Andrew Okrongly make the case that today’s market regime revives the original capital-efficient argument: a diversified stock/bond mix can be scaled intelligently to compete with all-equity portfolios. Jeremy Schwartz, CFA Andrew Okrongly, CFA Capital Efficiency Fri, 26 Jun 2026 17:18:11 GMT https://www.wisdomtree.com/us/insights/blog/quantum-computing-goes-mainstream-what-two-executive-orders-mean-for-investors https://www.wisdomtree.com/us/insights/blog/quantum-computing-goes-mainstream-what-two-executive-orders-mean-for-investors Quantum computing just became a national priority, with new executive orders accelerating both innovation and cybersecurity preparedness. Christopher Gannatti explains why these policies could strengthen the long-term investment case for quantum computing and post-quantum security. Christopher Gannatti, CFA Quantum computing Megatrends Thu, 25 Jun 2026 17:30:14 GMT https://www.wisdomtree.com/us/insights/blog/nvidia-to-become-the-second-largest-u-s-dividend-payer https://www.wisdomtree.com/us/insights/blog/nvidia-to-become-the-second-largest-u-s-dividend-payer NVIDIA’s 2,400% dividend increase is reshaping the U.S. dividend landscape. Brian Manby explains why the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) looks beyond dividend track records to identify tomorrow’s dividend growth leaders. Brian Manby, CFA Quality Dividend Growth U.S. Quality Dividend Growth Dividend Growth Equities Thu, 25 Jun 2026 17:20:00 GMT https://www.wisdomtree.com/us/insights/blog/washington-is-staffing-up-in-rare-earth-minerals-investors-should-take-notice https://www.wisdomtree.com/us/insights/blog/washington-is-staffing-up-in-rare-earth-minerals-investors-should-take-notice Washington is offering salaries of up to $400,000 to recruit rare earth and critical minerals specialists—a sign of how strategically important these supply chains have become. Christopher Gannatti explains why the Trump administration’s latest move could reinforce a long-term investment case for rare earths and strategic metals. Christopher Gannatti, CFA Capital Efficiency Gold Commodities Wed, 24 Jun 2026 19:45:47 GMT https://www.wisdomtree.com/us/insights/blog/a-warsh-out-at-the-fed https://www.wisdomtree.com/us/insights/blog/a-warsh-out-at-the-fed The June FOMC meeting may be remembered less for holding rates steady and more for Kevin Warsh’s overhaul of Fed policy communications. Kevin Flanagan explains what a Warsh-led Fed could mean for forward guidance, balance sheet policy and the future path of rates. Kevin Flanagan Fixed Income Wed, 24 Jun 2026 14:20:30 GMT https://www.wisdomtree.com/us/insights/blog/model-portfolios-are-mainstream-now-advisors-want-personalization https://www.wisdomtree.com/us/insights/blog/model-portfolios-are-mainstream-now-advisors-want-personalization 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. Ryan Krystopowicz, CFA Model Portfolios WisdomTree’s Portfolio Solutions Advisor Solutions Series Tue, 23 Jun 2026 17:36:00 GMT https://www.wisdomtree.com/us/insights/blog/the-platforms-why-the-tech-giants-are-always-in-the-room https://www.wisdomtree.com/us/insights/blog/the-platforms-why-the-tech-giants-are-always-in-the-room Quantum breakthroughs keep making headlines, but the same platforms are often behind the biggest advances. Christopher Gannatti explores why the infrastructure providers may be among the most important players in the quantum race. Christopher Gannatti, CFA Quantum computing Megatrends Thu, 18 Jun 2026 19:17:20 GMT https://www.wisdomtree.com/us/insights/blog/two-ways-to-earn-from-options-knowing-when-each-shines https://www.wisdomtree.com/us/insights/blog/two-ways-to-earn-from-options-knowing-when-each-shines Most option-income strategies sell options, but not all of them benefit from the same market environment. Christopher Gannatti explains why covered-call strategies and systematic S&P 500 put-writing strategies can produce very different outcomes depending on whether markets are rallying, moving sideways or correcting. Christopher Gannatti, CFA Alternative Thu, 18 Jun 2026 13:07:07 GMT https://www.wisdomtree.com/us/insights/blog/rules-over-headlines-wisdomtree-s-approach-to-growth-investing https://www.wisdomtree.com/us/insights/blog/rules-over-headlines-wisdomtree-s-approach-to-growth-investing SpaceX’s anticipated IPO is reigniting debate over whether indexes should bend their rules to capture market excitement sooner. Alejandro Saltiel and Ayush Babel explain why the WisdomTree U.S. Quality Growth Index stays focused on quality and growth fundamentals over headlines, resulting in a portfolio that can look very different from traditional growth benchmarks. Alejandro Saltiel, CFA Ayush Babel Equity Quality Growth Quality for Volatility Wed, 17 Jun 2026 19:10:56 GMT https://www.wisdomtree.com/us/insights/blog/fed-watch-the-changing-of-the-guard-finally-arrives https://www.wisdomtree.com/us/insights/blog/fed-watch-the-changing-of-the-guard-finally-arrives The Fed remained on hold at the June FOMC meeting, but the policy backdrop is becoming more complicated. Kevin Flanagan analyzes how rising price pressures, improving hiring trends and a new Fed Chair are reshaping expectations for the path of interest rates. Kevin Flanagan Fixed Income FOMC Meeting Wed, 17 Jun 2026 18:11:49 GMT https://www.wisdomtree.com/us/insights/blog/two-prices-one-fund-understanding-nav-and-market-price-in-etfs https://www.wisdomtree.com/us/insights/blog/two-prices-one-fund-understanding-nav-and-market-price-in-etfs Most ETFs have two prices, and the gap between them can reveal more than investors realize. Christopher Gannatti explains why NAV and Market Price exist, what drives them apart, and how understanding the difference can provide insight into market sentiment, liquidity, and ETF mechanics. Christopher Gannatti, CFA ETF Education Equity International Equities Emerging Markets Fri, 12 Jun 2026 19:30:40 GMT https://www.wisdomtree.com/us/insights/blog/the-first-mass-market-robots-may-not-walk-they-may-fly https://www.wisdomtree.com/us/insights/blog/the-first-mass-market-robots-may-not-walk-they-may-fly Cheap drones are reshaping warfare and industry alike, with Ukraine targeting production of more than 7 million units in 2026 and governments increasingly treating drones as strategic infrastructure. Christopher Gannatti makes the case that drones—not humanoid robots—could become the first truly mass-market form of physical AI, with implications spanning defense, logistics, agriculture and automation. Christopher Gannatti, CFA Megatrends Fri, 12 Jun 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/glass-and-light-the-infrastructure-layer-the-quantum-market-is-missing https://www.wisdomtree.com/us/insights/blog/glass-and-light-the-infrastructure-layer-the-quantum-market-is-missing Nvidia’s multibillion-dollar investments in photonics aren't just fueling AI, they may be quietly building the backbone of future quantum computing. Christopher Gannatti makes the case that companies like Lumentum, Corning, and Cisco could benefit from a long-term quantum infrastructure buildout, even as AI remains the primary driver today. Christopher Gannatti, CFA Megatrends Quantum computing Thu, 11 Jun 2026 20:07:30 GMT https://www.wisdomtree.com/us/insights/blog/private-credit-beyond-the-headlines-why-diversification-and-liquidity-matter-more-than-ever https://www.wisdomtree.com/us/insights/blog/private-credit-beyond-the-headlines-why-diversification-and-liquidity-matter-more-than-ever Private credit is often discussed as a single asset class, but the opportunity set extends far beyond direct lending. Kevin Flanagan and Chris Acito, CEO of Gapstow Capital Partners, explore why diversification across multiple credit sectors and a clear understanding of liquidity can help investors build more resilient income-focused portfolios. Kevin Flanagan Chris Acito Fixed Income Alternative Wed, 10 Jun 2026 20:52:40 GMT https://www.wisdomtree.com/us/insights/blog/can-america-build-things-tracking-u-s-progress-in-robotics-and-drone-manufacturing https://www.wisdomtree.com/us/insights/blog/can-america-build-things-tracking-u-s-progress-in-robotics-and-drone-manufacturing The race for Physical AI will not be won by software alone. It will depend on who can build the robots, drones, and components powering the next industrial era. Christopher Gannatti makes the case that while the U.S. still trails China in manufacturing scale, accelerating investment, policy support, and vertical integration are beginning to reshape the competitive landscape. Christopher Gannatti, CFA Megatrends AI Equities Wed, 10 Jun 2026 18:04:01 GMT https://www.wisdomtree.com/us/insights/blog/wisdomtree-model-portfolio-positioning-update https://www.wisdomtree.com/us/insights/blog/wisdomtree-model-portfolio-positioning-update 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. Bradley Krom Joe Tenaglia, CFA, CMT Model Portfolios Fri, 05 Jun 2026 13:07:13 GMT https://www.wisdomtree.com/us/insights/blog/mind-the-bottlenecks-how-ai-infrastructure-exposure-separates-today-s-technology-strategies https://www.wisdomtree.com/us/insights/blog/mind-the-bottlenecks-how-ai-infrastructure-exposure-separates-today-s-technology-strategies AI's next bottleneck isn't processing power. It's the memory and networking infrastructure needed to move and process data at scale. Christopher Gannatti explains why investors should distinguish between broad AI exposure and targeted exposure to the hardware constraints increasingly shaping AI performance and investment spending. Christopher Gannatti, CFA AI Megatrends Thu, 04 Jun 2026 17:51:00 GMT https://www.wisdomtree.com/us/insights/blog/the-pure-plays-five-companies-building-quantum-from-the-ground-up https://www.wisdomtree.com/us/insights/blog/the-pure-plays-five-companies-building-quantum-from-the-ground-up Quantum computing is no longer just a research story, companies are now linking quantum machines, improving error correction and serving paying customers. Christopher Gannatti examines five pure-play quantum firms and the distinct hardware approaches that could shape the industry's path to commercial scale. Christopher Gannatti, CFA Megatrends Quantum computing Thu, 04 Jun 2026 14:01:42 GMT https://www.wisdomtree.com/us/insights/blog/are-bessent-s-hands-tied https://www.wisdomtree.com/us/insights/blog/are-bessent-s-hands-tied The 10-year Treasury yield has repeatedly snapped back into a 4.0%–4.5% range despite bouts of market volatility. Kevin Flanagan and Maggie Lucier analyze why speculation around Treasury Secretary Bessent capping long-term yields may be overstated, and why employment, inflation, and Treasury supply remain the real drivers. Kevin Flanagan Maggie Lucier Fixed Income U.S. Treasuries Wed, 03 Jun 2026 16:05:07 GMT