The NextGen Asset Manager Advisors Can Count On

Independent recognition. Innovative strategies. Advisor-first solutions.

That’s what it takes to be a NextGen asset manager, and it’s exactly what WisdomTree is delivering today.

In a market flooded with headline noise, new products, shifting policy and endless debates about fees, advisors need partners who cut through the clutter and focus on outcomes that matter for clients. At WisdomTree, we measure success not by the number of Funds we launch, but by the value we deliver to advisors and, ultimately, to investors: performance after fees, liquidity, innovation and personalization at scale.

Here are just a few examples of how we’re enabling advisors to lead with confidence.

Recognition That Matters: WTV

Independent, third-party validation is one of the clearest signals for advisors evaluating strategies. Recently, one of WisdomTree’s flagship Funds earned important recognitions from Morningstar.

The WisdomTree U.S. Value Fund (WTV), already a 5-star Morningstar fund and  top decile 1,3,5 years against peers, #1 over 10 years*, has now received its first Morningstar Analyst Rating of Bronze.¹ These two milestones reflect that WTV delivers real value in today’s markets.

*Overall rating as of 7/31/25, Mid-Cap Value category (397 funds), based on risk-adjusted returns. For additional information regarding the Fund and its Morningstar rating, click the Fund’s link above.

Gold, Done Professionally

Recognition matters, but so does innovation.

Gold has long served as a portfolio diversifier, but access doesn’t always require sacrificing core allocations. We’ve reimagined gold exposure with capital-efficient strategies:

Both Funds offer growth and diversification potential, along with inflation-sensitive exposure in a single package. And the results are clear:

• GDE: Morningstar 5-star rating*; ranked first in the Large Blend category for year-to-date, one- and three-year periods (as of 6/30/25).

• GDMN: Ranked first in the Commodities Focused category over the same horizons.

The bottom line: these two strategies offer innovative ways to bring gold exposure into client portfolios.

*Overall rating as of 7/31/25, Large Blend category (1,268 funds), based on risk-adjusted returns. For additional information regarding the Fund and its Morningstar rating click the fund’s link above.

Beyond Fees: Due Diligence That Aims to Deliver

Too often, the conversation about ETFs stops at expense ratios. But fees alone don’t tell the full story. After-fee returns, bid/ask spreads and underlying liquidity all impact the outcomes clients experience.

That’s why WisdomTree emphasizes fund design that supports efficient execution across a range of market conditions. Advisors don’t just need “cheap.” They need effective.

We may not always be the lowest-cost option, but we are designed with an emphasis on efficiency and total return

Digital Assets: From Hype to Reality

Innovation isn’t only about new wrappers; it’s about preparing for the future of investing. Tokenization is moving from theory to reality, and WisdomTree has been at the forefront for years.

We launched one of the first SEC-approved blockchain-enabled funds and since then we’ve scaled a blockchain-enabled money market fund. Our focus now is on advisor education through whitepapers, office hours, and portfolio insights, because the real-world implications are significant. Advisors don’t need to be crypto or tokenization experts themselves, but they do need forward-thinking partners.²

Personalization at Scale

Another growing demand from advisors is personalized solutions tailored to client needs, but delivered at scale.

Our commercial relationship with Quorus expands that further, enabling advisors who use the Quorus platform to:

• Complimentary access to WT Model Portfolios to leverage trading and use rebalancing services for those models*

The WisdomTree Difference

What sets WisdomTree apart is the combination of fintech innovation and global asset management experience. From capital-efficient ETFs to tokenized Funds to customizable Models, we’re focused on strategies that advisors can put to work today, and that position portfolios for tomorrow.

And as recognition from Morningstar for many of our Funds shows, our approach isn’t just innovative, it’s delivering results where advisors need them most.

Bottom Line

Advisors don’t need more noise. They need partners who innovate with purpose, deliver with consistency and keep client outcomes front and center.

That’s what it means to be a NextGen asset manager and that’s WisdomTree.

¹ As of 8/13/25.

² Learn more about WisdomTree’s tokenized Funds here.

By Joe Grogan, Head of Distribution, Americas

This article originally appeared on WisdomTree’s website and is reprinted on VettaFi | ETF Trends with permission from the author. For more information, please visit WisdomTree.com.

For more news, information, and strategy, visit the Modern Alpha Content Hub.

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Important Risks Related to this Article

There are risks associated with investing, including the possible loss of principal. You could lose money by investing in a money market fund. Although the Funds seek to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s adviser is not required to reimburse the Fund for losses, and you should not expect that the adviser will provide financial support to the Fund at any time, including during periods of market stress.

GDMN: The Fund is actively managed and invests in U.S.-listed gold futures and global equity securities issued by companies that derive at least 50% of their revenue from the gold mining business (“Gold Miners”). The Fund’s use of U.S.-listed gold futures contracts will give rise to leverage, magnifying gains and losses and causing the Fund to be more volatile than if it had not been leveraged. Moreover, the price movements in gold and gold futures contracts may fluctuate quickly and dramatically, have a historically low correlation with the returns of the stock and bond markets. By investing in the equity securities of Gold Miners, the Fund may be susceptible to financial, economic, political, or market events that impact the gold mining sub-industry, including commodity prices and the success of exploration projects. The Fund may invest a significant portion of its assets in the securities of companies of a single country or region, including emerging markets, and thus, the Fund is more likely to be impacted by events and political, economic, or regulatory conditions affecting that country or region, or emerging markets generally. The Fund’s investment strategy will also require it to redeem shares for cash or to otherwise include cash as part of its redemption proceeds, which may cause the Fund to recognize capital gains.

GDE: The Fund is actively managed and invests in U.S.-listed gold futures and U.S. equity securities. The Fund’s use of U.S.-listed gold futures contracts will give rise to leverage, magnifying gains and losses and causing the Fund to be more volatile than if it had not been leveraged. Moreover, the price movements in gold and gold futures contracts may fluctuate quickly and dramatically, and have a historically low correlation with the returns of the stock and bond markets. U.S. equity securities, such as common stocks, are subject to market, economic and business risks that may cause their prices to fluctuate. The Fund’s investment strategy will also require it to redeem shares for cash or to otherwise include cash as part of its redemption proceeds, which may cause the Fund to recognize capital gains.

Morningstar percentile rankings are based on a fund’s total return relative to all funds in the same Morningstar Category. The highest (best) percentile rank is 1 and the lowest (worst) percentile rank is 100. Percentile rankings are for the stated time periods and are based on the fund’s actual total returns, without sales charges. Rankings are subject to change monthly. Past performance and past rankings do not guarantee future results.

The Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. The Manager Research Group evaluates funds based on five key pillars: process, performance, people, parent, and price. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark, or in the case of exchange-traded funds and index mutual funds, a relevant peer group, over the long term on a risk-adjusted basis. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s conviction in a fund’s prospects for outperformance. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to global.morningstar.com/managerdisclosures/.

For Financial Advisors: WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.

 *While WisdomTree does not collect fees for the Model Portfolios, to the extent that WisdomTree exchange traded funds are included in a Model Portfolio, WisdomTree receives revenue in the form of advisory fees.

For Retail Investors: WisdomTree’s Model Portfolios and Investment Strategies for SMAs are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment advisor may or may not implement WisdomTree’s Model Portfolios or Investment Strategies for SMAs in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: Your investment advisor, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree’s Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment advisor and may differ from information provided by your investment advisor. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds.

WisdomTree, Inc., the parent company of WisdomTree Asset Management, Inc. (“WTAM”), holds a minority equity stake in Quorus Inc. (“Quorus”), and WTAM has commercial arrangements with Quorus under which WTAM model portfolios and strategies are offered through the Quorus platform and may be implemented in separately managed accounts (“SMAs”). WTAM receives advisory fees from WisdomTree ETFs that may be included in those model portfolios or strategies and a revenue-sharing payment from Quorus based on assets placed into SMA implementations of WTAM strategies (WTAM does not provide investment advice in connection with such SMA implementations or model portfolios). Accordingly, WTAM and its affiliates have a financial interest in the success of Quorus and may benefit economically from the relationship. This material is for informational purposes only, does not constitute investment advice or a recommendation to buy or sell any security.

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