What You’ll Learn This article examines how financial advisors have emerged as the leading holders of U.S. spot Bitcoin ETFs, overtaking hedge funds for the first time in history. You’ll learn what recent SEC 13F filings reveal about the scale and intent of...
By Ryan Krystopowicz, CFA, Director of Client Solutions Key Takeaways As markets grow more volatile and clients demand greater personalization, advisors are turning to customizable model portfolios like WisdomTree’s Shared CIO service to scale efficiently without sacrificing control. The Shared CIO platform combines...
Last week, I sent out the July issue of Yield Shark with my latest stock recommendation. It’s a speculative play on a demographic trend I’ve been following for a few years. But, while the files were working their way through production, something unfortunate happened—the shares...
By Coulter Regal, CFA, Product Manager Private markets have surged to $15T, but access remains complex. We explore two ways to gain exposure to private credit and asset managers without traditional hurdles. Key Takeaways Private market growth has quadrupled in the last ten years...
Of the variety of market risks looming about portfolios, concentration risk deserves special mention. Inflation provides a persistent, stubborn specter, and geopolitical issues pose particularly painful, but perhaps smaller, risks. Concentration risk, however, comes with the particular twist of also providing benefit, with...
The S&P 500 posted its largest weekly loss in over two months, falling 2.4%. This followed its worst day in over two months, a 1.6% loss on Friday after the release of the July jobs report. The table below summarizes the number of...