WisdomTree

WisdomTree is a publicly traded asset manager with $153 billion in AUM globally, built around a core exchange-traded product range and an expanding digital assets infrastructure. For investment professionals at family offices and advisory practices, the most relevant offering is its Portfolio Solutions program, which gives financial advisors access to CIO-managed model portfolios, custom portfolio construction, and portfolio consultation services built around the firm's quantitative and macro research.

The Portfolio Solutions program operates across three distinct service tiers:

• CIO-managed model portfolios, including a suite co-developed with Wharton Professor Jeremy Siegel
• Custom model portfolio construction through a Shared CIO arrangement, with optional tax optimization via a partnership with Quorus
• Portfolio consultations covering fund analysis, asset allocation, stress testing, and risk assessment for advisors managing their own strategies

WisdomTree's investment committee includes a Global CIO, a Fixed Income CIO, a Head of Fixed Income Strategy, a Director of Modern Alpha, and multiple model portfolio directors, most with prior experience at Morgan Stanley, BlackRock, Vanguard, or institutional OCIO shops. The firm also offers white-labeled client-facing collateral such as factsheets and commentaries, and provides practice management workshops for advisors looking to build capacity.

Family offices evaluating WisdomTree should note that its Portfolio Solutions program is positioned primarily for financial advisors and registered investment advisors, not for family office principals or investment teams managing assets directly. The digital assets infrastructure, including tokenized funds and the WisdomTree Connect institutional blockchain platform, operates as a separate product line. Pricing for Portfolio Solutions is not publicly disclosed and requires registration as a financial professional to access program details.

• Access CIO-managed model portfolios for client accounts
• Co-create custom model portfolios with WisdomTree's investment team
• Obtain portfolio consultations including stress testing and risk assessment
• Implement tax-optimized SMA strategies using Quorus platform
• Access tokenized real-world asset funds via WisdomTree Connect for institutional use
• White-label investment collateral for client communication

• CIO-managed model portfolios including Jeremy Siegel-informed suites
• Shared CIO custom model portfolio service
• Portfolio stress testing and risk assessment
• Tax optimization via SMA strategies with Quorus
• White-labeled factsheets and commentaries
• Custom Model Portfolio Builder (web-based, registration required)
• WisdomTree Connect institutional tokenized asset platform
• WisdomTree Prime blockchain-native digital wallet app
• Model Portfolio Investment Committee with dedicated team access
• Practice management workshops and advisor resources

Built for Advisors / Wealth Advisors (RIA), Investment Teams, CIO / Investment Office.

Dedicated model portfolio team access, webinars, workshops, and portfolio consultation calls available to registered financial professionals.