WisdomTree Asset Management

Stocks have rallied sharply, but surging AI capital spending is pressuring free cash flow across parts of the Mag Seven and putting fresh valuation pressure on the market’s most expensive names. In this week’s Minds on the Markets, Kevin Flanagan and Jeff Weniger, CFA break down why that matters for investors and why healthcare may offer a cheaper, profitable alternative. Read & subscribe below.

Not all model portfolios are created equal—what matters is what’s behind them. In the latest edition of "The Modern Advisor Playbook," Kara Dombroski, CIMA®, Ryan S. Krystopowicz, CFA, and Lauren Pfendt, CIMA discuss: ✅ Why WisdomTree upgraded U.S. large-cap growth exposure amid shifting market leadership ✅ How emerging market local currency debt can enhance yield and diversification ✅ The importance of disciplined oversight through a CIO-led investment committee This edition helps advisors better evaluate third-party models—not just for efficiency, but for the rigor, adaptability, and accountability driving portfolio decisions. Read and subscribe to the full newsletter below. #FinancialAdvisors #ModelPortfolios #AssetAllocation #WealthManagement #PortfolioStrategy

U.S. debt levels are nearing a critical threshold as the debt-to-GDP ratio approaches 100%, raising questions about long-term fiscal sustainability even as Treasury demand remains intact. In this week’s Minds on the Markets, Kevin Flanagan and Jeff Weniger, CFA examine rising deficits, recent auction dynamics and why the Treasury market continues to find buyers despite mounting debt concerns. Read & subscribe below.

Strong S&P 500 earnings growth in 2026 and 2027 may be more achievable than it appears, especially when viewed through the lens of past Fed rate-cutting cycles and their lagged impact on profits. In this week’s Minds on the Markets, Kevin Flanagan and Jeff Weniger, CFA examine how historical earnings patterns, valuation scenarios and macro forces like inflation, money supply and labor trends could shape the market path ahead. Read & subscribe below.

Are your portfolios actually delivering the “quality” you think they are? In the latest edition of “The Modern Advisor Playbook,” Kara Dombroski, CIMA®, Ryan S. Krystopowicz, CFA, and Lauren Pfendt, CIMA explore: ✅ Why many portfolios are unintentionally underweight high-quality equities ✅ How profitability metrics like return on equity and return on assets reveal hidden gaps in core allocations ✅ How targeted strategies (like quality growth and dividend growth approaches) can strengthen portfolio resilience This edition helps advisors better align portfolio construction with client goals—capturing upside while improving consistency across volatile market environments. Read and subscribe to the full newsletter below. #ModernAdvisorPlaybook #PortfolioConstruction #QualityInvesting #FinancialAdvisors #WealthManagement

April is Financial Literacy Month—a timely reminder that knowledge gaps are shaping client behavior more than ever. In the latest edition of "The Modern Advisor Playbook," Kara Dombroski, CIMA®, Ryan S. Krystopowicz, CFA, and Lauren Pfendt, CIMA explore: ✅ Why financial literacy gaps are widening across generations, and driving higher client stress ✅ How advisors can turn education into a differentiator by delivering clarity and confidence ✅ The role of model portfolios and scalable solutions in creating more time for meaningful client conversations This edition helps advisors turn these insights into a lasting advantage, strengthening relationships, building trust in uncertain markets, and becoming a more central partner in clients’ financial lives. Read and subscribe to the full newsletter below. #FinancialLiteracyMonth #FinancialLiteracy #WealthManagement #FinancialAdvisors #ClientExperience #AdvisorGrowth

Geopolitical tensions are dominating headlines, but fresh data on manufacturing and jobs point to resilient U.S. growth alongside inflation that may stay above target. In this week’s Minds on the Markets, Kevin Flanagan and Jeff Weniger, CFA examine how solid payroll gains, improving ISM readings and elevated energy prices could shape the Fed’s next moves. Read & subscribe below.

Mutual funds, death, and taxes—some certainties are harder to avoid than others. In the latest edition of “The Modern Advisor Playbook,” Kara Dombroski, Ryan S. Krystopowicz, and Lauren Pfendt, explore: ✅ Why mutual fund structures can create tax drag—regardless of market direction ✅ How ETFs have consistently delivered more tax-efficient outcomes ✅ How SMAs and direct indexing can unlock 1–2% potential annual “tax alpha” through tax-loss harvesting This edition helps advisors design portfolios with after-tax outcomes in mind—turning tax efficiency into a proactive advantage, not a reactive consequence. Read and subscribe to the full newsletter below. For additional discussion on how advisors are evolving portfolio construction—and what it takes to implement tax-aware strategies at scale—join Ryan Krystopowicz, Tom Skrobe, and Quorus’ John Hill on April 7 at 1:00pm ET. Register here 👉 https://bit.ly/4syYbLq #FinancialAdvisors #TaxEfficiency #ETFs #DirectIndexing #SMAs #PortfolioConstruction #WealthManagement

Gasoline prices are approaching $4 per gallon, but the real hit to consumers is far less severe than in prior oil shocks when accounting for wages and fuel efficiency. In this week’s Minds on the Markets, Kevin Flanagan and Jeff Weniger, CFA examine why today’s pump prices are more manageable than those in 2008 or 1979. Read & subscribe below.

We launched two new funds last week: the WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and the WisdomTree International Adaptive Moving Average Fund (WIMA). Thank you to @Nasdaq for celebrating these launches with us at the MarketSite in Times Square! Learn more about WAMA and WIMA: https://bit.ly/4sZ0aZw