WisdomTree
Joe Tenaglia, CFA, CMT

Joe Tenaglia, CFA, CMT

Director, Model Portfolios

Joe Tenaglia joined WisdomTree as Asset Allocation Strategist in 2016. He is responsible for building and managing WisdomTree’s CIO-managed and custom model portfolios. In this role he focuses on asset allocation, security selection, and portfolio construction for the firm’s open architecture models, with objectives ranging from strategic to tactical. Joe sits on WisdomTree’s Model Portfolio Investment Committee, which oversees the firm’s ETF models and helps shape and communicate WisdomTree’s thoughts on the markets. Prior to joining WisdomTree, he held roles at Emerging Global Advisors (acquired by Columbia Threadneedle) and BNY Mellon. Joe received his B.S. in Finance and Marketing from Boston College. He is a holder of both the Chartered Financial Analyst designation and Chartered Market Technician designation.

Latest insights from Joe Tenaglia, CFA, CMT

WisdomTree Model Portfolio Positioning Update
Bradley Krom
Joe Tenaglia, CFA, CMT

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.

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A Managed Fixed Income Solution for Today's Rate Environment
The Treasury Rally Ticket Needs to Be Validated - Icon Picture
Andrew Okrongly, CFA
Joe Tenaglia, CFA, CMT
Joe Tenaglia, CFA, CMT

A Managed Fixed Income Solution for Today's Rate Environment

Conservative investors relying on fixed income face a challenging backdrop, higher benchmark durations and elevated rate volatility are driving larger bond market swings, making capital preservation more difficult. Andrew Okrongly and Joe Tenaglia explain how our lower duration fixed income Model Portfolio solution diversifies across funds, sectors and styles—helping navigate these challenges while generating income and keeping risk in check.

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Global Diversification in Our Model Portfolios
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Andrew Okrongly, CFA
Joe Tenaglia, CFA, CMT
Joe Tenaglia, CFA, CMT

Global Diversification in Our Model Portfolios

U.S. equities have dominated since the global financial crisis, but market leadership is cyclical. Andrew Okrongly and Joe Tenaglia explain why international diversification remains a crucial risk management tool in model portfolios, highlighting strategic opportunities in Japan and India while making the case for currency hedging in developed markets.

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The U.S. Dollar: An Untapped Portfolio Diversifier
The Treasury Rally Ticket Needs to Be Validated - Icon Picture
Andrew Okrongly, CFA
Joe Tenaglia, CFA, CMT
Joe Tenaglia, CFA, CMT

The U.S. Dollar: An Untapped Portfolio Diversifier

Long exposure to the U.S. dollar can serve as a valuable complement to traditional model portfolios, offering diversification benefits alongside equities and fixed income. With a historically negative correlation to equities and a tendency to perform well in risk-off environments, the dollar can enhance portfolio resilience and risk management. Andrew Okrongly and Joe Tenaglia discuss how investors can thoughtfully integrate this exposure within a broader asset allocation framework.

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Siegel-WisdomTree Model Portfolios: Driving Advisor Success in a Dynamic Market
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Ryan Krystopowicz, CFA
Joe Tenaglia, CFA, CMT
Joe Tenaglia, CFA, CMT

Siegel-WisdomTree Model Portfolios: Driving Advisor Success in a Dynamic Market

The Siegel-WisdomTree Model Portfolios offer financial advisors an innovative way to navigate dynamic markets with confidence. Ryan Krystopowicz and Joe Tenaglia highlight how these portfolios, developed in collaboration with Professor Jeremy Siegel, focus on quality, valuations and dividend-paying stocks to deliver efficiency, resilience and scalability.

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Positioning WisdomTree Model Portfolios for 2025
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Joe Tenaglia, CFA, CMT
Andrew Okrongly, CFA
Joe Tenaglia, CFA, CMT

Positioning WisdomTree Model Portfolios for 2025

As we begin 2025, WisdomTree’s ETF Model Portfolios are positioned to address macroeconomic challenges while also capitalizing on global market opportunities. Joe Tenaglia and Andrew Okrongly break down our strategic views across asset classes including equity, fixed income and alternatives.

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