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Based on Jack Bogle's market cap target, ‘gold would be about 12% of your portfolio' – WisdomTree CEO Steinberg
KITCO· 2026-03-24 17:35
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...
Why the WisdomTree Cybersecurity Fund Will Soar in the Agentic AI Era
247Wallst· 2026-03-24 14:19
Why the WisdomTree Cybersecurity Fund Will Soar in the Agentic AI Era - 24/7 Wall St. S&P 5006,556.50 -0.54% Dow Jones46,118.60 -0.34% Nasdaq 10024,021.00 -0.84% Russell 20002,484.59 -0.42% FTSE 1009,911.40 -0.46% Nikkei 22552,455.50 -1.55% Stock Market Live March 24, 2026: S&P 500 (SPY) Under Pressure Again Investing Why the WisdomTree Cybersecurity Fund Will Soar in the Agentic AI Era WCBR holds 24 positions with 100% of assets in information technology, charging 0.45% annually for exposure to pure-play c ...
WisdomTree (WT) and Halo Investing, Inc. Announce Launch of Halo-WisdomTree Structured Income Strategy
Yahoo Finance· 2026-03-13 15:45
WisdomTree, Inc. (NYSE:WT) is one of the 12 Most Shorted Stocks to Buy in 2026. On March 11, WisdomTree, Inc. (NYSE:WT) and Halo Investing, Inc. jointly announced the rollout of the Halo-WisdomTree Structured Income Strategy. This is the first-of-its-kind defined outcome separately managed account (SMA) strategy focused on delivering income, enhancing risk-adjusted returns, and offering buffered downside protection. WisdomTree (WT) and Halo Investing, Inc. Announce Launch of Halo-WisdomTree Structured Inc ...
WisdomTree, Halo Launch Defined Outcome SMA Strategy
Yahoo Finance· 2026-03-11 15:01
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Asset managers WisdomTree and Halo Investing have launched Halo-WisdomTree Structured Income Strategy, a defined outcome separately managed account strategy. The partnership pairs WisdomTree’s asset allocation expertise with Halo’s structured note capabilities. It will be calibrated quarterly using WisdomTree’s model portfolio alongside Halo’s income-focused structured notes, creating a product ...
WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions
Globenewswire· 2026-03-11 12:00
Core Viewpoint - WisdomTree and Halo Investing have launched the Halo-WisdomTree Structured Income Strategy, a unique defined outcome separately managed account (SMA) strategy aimed at delivering income, enhancing risk-adjusted returns, and providing downside protection [1]. Company Developments - The launch signifies WisdomTree's ongoing expansion of its solutions platform beyond traditional ETFs, focusing on scalable model portfolio and SMA strategy capabilities for financial advisors [2]. - The defined outcome strategies are rapidly growing in the wealth management sector, as advisors seek tools that balance equity market participation with defined risk parameters, presenting a significant opportunity for product innovation and long-term asset under management (AUM) growth [3]. - The strategy combines WisdomTree's asset allocation expertise with Halo's structured note capabilities, calibrated quarterly to create a sophisticated, outcome-oriented solution that includes yield enhancement and principal protection features [4]. Management and Strategy - The Halo-WisdomTree Structured Income Strategy is managed by Dennis Monohan from Halo, with strategic guidance from Joe Tenaglia at WisdomTree, investing across U.S., international, and emerging markets, available exclusively through the Halo platform [5]. - The collaboration aims to provide advisors with innovative solutions for clients seeking income while managing equity exposure, combining structured note innovation with institutional asset allocation expertise [6]. Product Innovation - This new strategy adds to WisdomTree's range of innovative offerings, which include ETFs, model portfolios, SMA strategies, private asset exposure, and digital asset products, reflecting a multi-year strategy to diversify revenue streams and enhance advisor engagement [6]. - WisdomTree is also expanding its presence in the SMA marketplace through collaborations, such as with Quorus Inc., to offer tax-efficient SMA formats for its investment strategies [7]. Market Trends - As demand for defined outcome and risk-managed solutions grows, WisdomTree is focused on partnering with leading technology providers to enhance advisor access to differentiated, scalable portfolio tools [8].
BTQ Technologies Added to WisdomTree Quantum Computing Fund (WQTM), Expanding U.S. Thematic ETF Exposure
Prnewswire· 2026-03-02 12:30
Core Insights - BTQ Technologies has been added to the WisdomTree Quantum Computing Fund (WQTM), enhancing its visibility in the U.S. thematic ETF market [1] - The WQTM ETF aims to provide targeted exposure to companies innovating in the quantum computing ecosystem, tracking the WisdomTree Classiq Quantum Computing Index [1] - BTQ's inclusion signifies its growing importance in the quantum technology sector, focusing on transitioning from classical networks to the quantum internet [1] Company Overview - BTQ Technologies is a global quantum technology company that offers a full-stack neutral-atom quantum computing platform, including hardware, middleware, and post-quantum security solutions [1] - The company is recognized for pioneering commercially significant quantum advantages and holds a broad patent portfolio [1] - BTQ serves various sectors, including finance, telecommunications, logistics, life sciences, and defense [1] ETF and Index Context - The WisdomTree Quantum Computing Fund (WQTM) launched in October 2025 and is designed to capture the long-term growth potential of quantum computing as it moves towards commercialization [1] - The underlying index evaluates the relevance and purity of each company's exposure to quantum computing, balancing pure-play quantum firms with larger global technology leaders [1] - As of February 27, 2026, WQTM had total assets of approximately $26.4 million and an expense ratio of 0.45% [1]
WisdomTree(WT) - 2025 Q4 - Annual Report
2026-02-25 21:13
UNITED STATES SECURITIES AND EXCHANGE COMMISSION (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For fiscal year ended December 31, 2025 or Washington, D.C. 20549 ______________________ Form 10-K ______________________ ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______. Commission File Number 001-10932 ______________________ WisdomTree, Inc. (Exact name of registrant as s ...
Is WisdomTree Japan Opportunities Fund (OPPJ) a Strong ETF Right Now?
ZACKS· 2026-02-13 12:21
Core Insights - The WisdomTree Japan Opportunities Fund (OPPJ) is a smart beta ETF launched on June 28, 2013, providing broad exposure to the Asia-Pacific (Developed) ETFs category [1] Fund Overview - OPPJ is managed by WisdomTree and has accumulated assets exceeding $202.51 million, positioning it as an average-sized ETF in its category [5] - The fund aims to replicate the performance of the WisdomTree Japan Opportunities Index, which tracks Japanese companies [5] Cost Structure - OPPJ has an annual operating expense ratio of 0.58%, which is competitive within its peer group [6] - The fund offers a 12-month trailing dividend yield of 1.43% [6] Holdings and Sector Exposure - The fund's total assets are entirely in Japanese Yen (JPY), with significant holdings in Marubeni Corp and Sumitomo Corp [7] - The top 10 holdings represent approximately 154.27% of OPPJ's total assets under management, indicating a concentrated investment strategy [8] Performance Metrics - Year-to-date, OPPJ has gained about 24.16%, with a 0% change over the last 12 months as of February 13, 2026 [9] - The fund has traded between $35.34 and $57.61 in the past 52 weeks [9] - OPPJ has a beta of 0.22 and a standard deviation of 0.00% over the trailing three-year period, effectively diversifying company-specific risk with approximately 122 holdings [10] Alternatives in the Market - Other ETFs in the Asia-Pacific (Developed) segment include JPMorgan BetaBuilders Japan ETF (BBJP) with $16.2 billion in assets and iShares MSCI Japan ETF (EWJ) with $18.52 billion [12] - BBJP has a lower expense ratio of 0.19%, while EWJ charges 0.50% [12]
BLOK's January Winners Point to the Future of Computing
Etftrends· 2026-02-05 21:13
Core Insights - The article highlights a shift in the narrative of mining companies from solely focusing on cryptocurrency to embracing high-performance computing and AI infrastructure, as evidenced by the performance of the Amplify Blockchain Technology ETF (BLOK) [1] Group 1: Company Performances - IREN Limited (IREN) experienced a 42.28% surge in January following a multi-billion-dollar agreement to provide cloud capacity for AI workloads, indicating its data centers' value for both machine learning and blockchain security [1] - Figure Technology Solutions (FIGR) rose by 39.28% in January, reflecting increased institutional adoption of its Provenance Blockchain for home equity lending and private market transactions [1] - Applied Digital (APLD) gained 38.17% as it transitioned from a digital asset miner to an AI infrastructure provider, capitalizing on the demand for high-density power data centers amid the generative AI boom [1] - Bakkt (BKKT) advanced 33.37% due to a rise in digital asset trading activity, benefiting from its role in providing institutional-grade custody and trading services [1] - WisdomTree (WT) saw a 32.90% increase, driven by growing investor interest in tokenization and real-world assets, positioning itself as a bridge between traditional finance and blockchain technology [1] Group 2: Market Trends - The performance of BLOK in January was driven by high-growth infrastructure and platform companies that have evolved beyond single-use crypto models into more versatile blockchain or AI-enabled businesses [1] - The fund's focus on smaller, agile infrastructure and platform plays allows it to capture capital flows in the rapidly evolving sectors of blockchain, AI, and next-generation financial infrastructure [1] - This shift in narrative emphasizes the potential of energy as a programmable asset, moving the focus away from crypto cyclicality towards the value of next-generation digital infrastructure [1]
Why WisdomTree, Inc. (WT) Might be Well Poised for a Surge
ZACKS· 2026-02-05 18:21
WisdomTree, Inc. (WT) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earning ...