WisdomTree’s ETF model portfolios now available through Envestnet Wealth Management platform

Jul 25th, 2017 | By | Category: ETF and Index News

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WisdomTree has announced that its model portfolios will now be available on the Envestnet Wealth Management platform.

WisdomTree’s ETF model portfolios now available through Envestnet Wealth Management platform

Luciano Siracusano, WisdomTree’s chief investment strategist.

The model portfolios utilize WisdomTree and non-WisdomTree ETFs and, outside of strategist fees, the underlying expense ratios for the model portfolios begin at 0.10%.

Luciano Siracusano, WisdomTree’s chief investment strategist, commented: “We are pleased to be working with Envestnet to add WisdomTree’s model portfolios into its wealth management platform. Through the platform, advisors and ultimately their clients, will now have access to WisdomTree’s unique model portfolios which incorporate both asset allocation and ETF selection, further demonstrating our commitment to innovation.”

“We are delighted to be the premiere platform to launch WisdomTree’s model portfolios,” added Estee Jimerson, managing director, head of asset manager distribution and engagement at Envestnet. “As of 30 June 2017, our network services more than 55,000 advisors, almost 6 million investor accounts, and over $1.1 trillion in total platform assets.”

Jimerson continued: “From a technology standpoint, we are providing the tools and guidance advisors need to operate an efficient practice and empower their clients. The expansion of our platform to include WisdomTree’s model portfolios further demonstrates our central mission—helping financial advisors deliver high-quality, personalized, and holistic wealth management services in the most cost- and tax-efficient way possible.”

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