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WisdomTree Model Portfolios now available through Envestnet


WisdomTree’s exchange traded fund model portfolios are now be available on the Envestnet Wealth Management platform.

WisdomTree’s model portfolios utilise proven WisdomTree and non-WisdomTree ETFs in order to provide investors with alpha generating strategies in a cost-efficient manner. Outside of strategist fees, the underlying expense ratios for the model portfolios begin at 0.10 per cent.
“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,” says Luciano Siracusano, WisdomTree’s Chief Investment Strategist.
“We are delighted to be the premiere platform to launch WisdomTree’s model portfolios,” says 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 USD1.1 trillion in total platform assets.
“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, personalised, and holistic wealth management services in the most cost- and tax-efficient way possible.”

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