WisdomTree Cements Additional Third-Party Relationships, Continuing Focus and Momentum

Modern Alpha ETF Model Portfolios available on platforms of Carson Group, Riskalyze, Kwanti ETFLogic and Orion

NEW YORK, July 27, 2020 (GLOBE NEWSWIRE) -- WisdomTree (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, today announced that the WisdomTree Modern Alpha ETF Model Portfolios have been added to the platforms of numerous leading advisor fintech firms including Carson Group, Riskalyze, Kwanti, ETFLogic and Orion.

Discussing the product, process and support that WisdomTree provides to advisors, Tom Skrobe, Head of Product Solutions at WisdomTree, said: “We have a robust and rigorous institutional investment process, we are yielding model portfolios that address challenges for advisors and their clients, and we build an extensive advisor support platform that advisors have gravitated toward to help grow their business and service clients. So, it’s a given that we are seeing exceptional growth and adoption of our Modern Alpha ETF Model Portfolios by many of the big players.”

Having WisdomTree’s Modern Alpha ETF Model Portfolios available through these leading firms is a testament to WisdomTree’s robust capabilities to create open architecture models in-house that combine the potential of active approaches with the discipline of passive methods, to serve thousands of advisors across the country.

WisdomTree Modern Alpha ETF Model Portfolios are index-centric and designed to be strategic, while also incorporating tactical tilts based on market conditions. WisdomTree’s approach seeks to ensure that there are a range of model portfolios for advisors to consider in serving the varied needs of investors, from the conservative to the aggressive.

WisdomTree Modern Alpha ETF Model Portfolios are now available on the following platforms for advisors:

Carson Group Open Architecture Collaboration
WisdomTree is pleased to announce that we have collaborated with the Carson Group to build open architecture model portfolios available on their platform. Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching and Carson Partners.

Riskalyze Model Market Center: “The Partner Store”
Riskalyze is a fintech company that provides software as a service to financial advisors in the U.S. and has grown rapidly since its founding in 2011, serving over 20,000 advisors. WisdomTree is part of the Riskalyze Asset Manager program where advisors can seamlessly access WisdomTree’s Model Portfolios.