Associate, Portfolio Solutions
Lauren Pfendt is a Associate on WisdomTree’s Portfolio Solutions team, which she joined in July 2022. In her role, Lauren specializes in analyzing client portfolios and delivering customized portfolio consultations for financial advisors. Before joining WisdomTree, she was a Senior Analyst and AVP of Equity Performance and Risk Attribution at Federated Hermes. Lauren holds a bachelor’s degree in economics from Duquesne University and an MBA from the University of Pittsburgh’s Katz Graduate School of Business.
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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The number of ETFs has surged past 4,000 in the U.S., a 20% jump in just a year. Ryan Krystopowicz and Lauren Pfendt explain how advisors can cut through the noise to implement their strategies more efficiently, without compromising core beliefs.
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WisdomTree’s Portfolio Consultation Services help financial advisors refine client portfolios through in-depth analysis and personalized suggestions, focusing on diversification, tactical allocation and thematic growth. Lauren Pfendt outlines the process, which includes a thorough review of existing strategies and tailored advice to enhance performance and align with client goals. 
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