Strategic relationship pairs WisdomTree\u2019s portfolio construction expertise with Return Stacked\u2019s institutional-style diversifying strategies, delivered through the Quorus implementation platform<\/i><\/p>\n
NEW YORK–(BUSINESS WIRE<\/a>)– \nThese models will be available through Quorus, a technology-driven asset manager whose platform delivers customizable, tax-efficient investment solutions for asset managers and financial advisors and bring together three complementary capabilities: WisdomTree\u2019s asset allocation and capital-efficient ETF expertise, Return Stacked\u00ae<\/sup> ETFs\u2019 approach to incorporating alternative and diversifying return streams, and Quorus\u2019 technology-powered portfolio implementation platform. The relationship builds on WisdomTree\u2019s existing relationship with Quorus, which began in June 2025 with a strategic investment and multi-year collaboration focused on expanding access to tax-efficient SMAs and model portfolio implementation.<\/p>\n \nCapital-efficient ETFs can combine multiple investment strategies within a single vehicle, creating room for additional sources of diversification alongside core portfolio exposures. WisdomTree was among the early innovators to bring capital-efficient ETFs to market, with strategies that combine core market exposures with approaches such as bond futures, gold, and long\/short equity. Return Stacked\u00ae<\/sup> ETFs has built its investment approach around capital efficiency and return stacking, pairing traditional market exposures with diversifiers such as managed futures, merger arbitrage, and other systematic strategies.<\/p>\n \nThe models will follow an open-architecture approach, with the flexibility to incorporate both proprietary and third-party investment strategies. They will be managed by WisdomTree\u2019s Model Portfolio Investment Committee, which oversees approximately $9.5 billion in assets across WisdomTree\u2019s model portfolios, with input from the Return Stacked team.<\/p>\n \n\u201cCapital efficiency is changing what\u2019s possible in portfolio construction, giving investors new ways to introduce diversification without necessarily giving up the core exposures they want to maintain,\u201d said Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. \u201cFor decades, the industry has focused on how much investors should allocate to stocks versus bonds. Capital efficiency allows us to think differently about that traditional framework and consider how differentiated return streams can complement those core exposures. This relationship puts that thinking into practice for financial advisors and their clients.\u201d<\/p>\n \nThis relationship comes as advisors show growing interest in alternative investments and their role in portfolios, with investors seeking additional sources of return and diversification alongside traditional stock and bond allocations.<\/p>\n \n\u201cThe central idea behind return stacking is that investors should not necessarily have to choose between maintaining their core portfolio and adding diversifiers,\u201d said Corey Hoffstein, co-founder of Return Stacked\u00ae<\/sup> ETFs. \u201cAs the ETF toolkit has evolved, investors now have more ways to pair traditional market exposures with differentiated sources of return. This collaboration with WisdomTree applies those concepts within a complete portfolio framework built for financial advisors.\u201d<\/p>\n \nQuorus will provide the implementation infrastructure through which financial advisors can access and manage the models. The platform supports trading, rebalancing, customization, and tax-aware portfolio management, helping address the operational complexities that can arise when sophisticated investment strategies are implemented across individual client accounts.<\/p>\n \nThe models are expected to be available on Quorus in Q4 2026.<\/p>\n About WisdomTree \nWisdomTree currently has approximately $174.9 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.<\/p>\n \nFor more information about WisdomTree visit: https:\/\/www.wisdomtree.com<\/a>. \nPlease visit us on X at @WisdomTreeNews.<\/p>\n \nWisdomTree\u00ae<\/sup> is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.<\/p>\n \nThe WisdomTree Connect\u2122 institutional platform and WisdomTree Prime\u00ae<\/sup> digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https:\/\/wisdomtreeconnect.com<\/a>, https:\/\/www.wisdomtreeprime.com<\/a> or the WisdomTree Prime mobile app for more information.<\/p>\n About Return Stacked\u00ae<\/sup> ETFs \nReturn Stacked\u00ae<\/sup> ETFs are the result of a partnership between Newfound Research LLC and ReSolve Asset Management SEZC (Cayman), two firms with a shared commitment to research-driven, capital-efficient portfolio construction.<\/p>\n \nReturn Stacked\u00ae<\/sup> ETFs currently have approximately $1.6 billion in assets under management across the U.S. ETF suite as of October 27, 2026.<\/p>\n \nFor more information on Return Stacked\u00ae<\/sup> ETFs, visit: https:\/\/www.returnstackedetfs.com<\/a>.<\/p>\n PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED, ENDORSED, INDEMNIFIED OR GUARANTEED BY ANY GOVERNMENT AGENCY<\/b><\/p>\n There are risks involved with investing, including possible loss of principal. Using an asset allocation strategy does not ensure a profit or protect against loss.<\/b><\/p>\n \nNeither WisdomTree, Inc., nor its affiliates, provide tax advice. All references to tax matters or information provided in this material are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor.<\/p>\n \nThe information provided on WisdomTree\/Return Stacked\u00ae<\/sup> Model Portfolios 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\/Return Stacked\u00ae<\/sup> Model Portfolio information and related content are provided for educational purposes only, are not intended to provide, and should not be relied upon for, tax, legal, accounting, investment, or financial planning advice, nor should any WisdomTree\/Return Stacked\u00ae<\/sup> 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\/Return Stacked\u00ae<\/sup> Model Portfolio, any particular security or any particular strategy.<\/p>\n \nWisdomTree\/Return Stacked\u00ae<\/sup> Model Portfolios utilize an open-architecture approach and may include WisdomTree Funds, Return Stacked\u00ae<\/sup> ETFs and third-party funds, as determined by WisdomTree based on each model’s investment strategy and objectives. As a result, the WisdomTree\/Return Stacked\u00ae<\/sup> Model Portfolios may include WisdomTree Funds and Return Stacked\u00ae<\/sup> ETFs notwithstanding that there may be a similar fund with a higher rating, lower fees and expenses, or substantially better performance. WisdomTree and its affiliates may indirectly benefit from investments made based on the WisdomTree\/Return Stacked\u00ae Model Portfolios through fees paid by the WisdomTree Funds.<\/p>\n Relationship:<\/b> WisdomTree, Inc., the parent company of WisdomTree Asset Management, Inc. (\u201cWTAM\u201d), holds a minority equity stake in Quorus Inc. (\u201cQuorus\u201d), and WTAM has commercial arrangements with Quorus under which WisdomTree Model Portfolios, including the WisdomTree\/Return Stacked\u00ae<\/sup> Model Portfolios, are offered through the Quorus platform, as well as, WTAM Investment Strategies, which may be implemented in separately managed accounts (\u201cSMAs\u201d). For the Investment Strategies used in SMAs, WTAM receives a revenue sharing payment equal to a specified portion of the portfolio management fee collected by Quorus from advisors or end clients and based on the aggregate value of the account. WTAM does not provide investment advice in connection with such SMA implementations. Accordingly, WTAM and its affiliates have a financial interest in the success of Quorus and may benefit economically from the relationship.<\/p>\n \nCategory: Business Update<\/p>\n View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20261028865445\/en\/<\/a><\/span><\/p>\n \nMedia Relations Natasha Ramsammy KEYWORDS:<\/b> New York United States North America<\/p>\n INDUSTRY KEYWORDS:<\/b> Professional Services Technology Finance Asset Management Fintech Consulting Banking<\/p>\n
\nWisdomTree, Inc. (\u201cWisdomTree\u201d) (NYSE: WT), a global financial innovator, and Return Stacked\u00ae<\/sup> ETFs, whose ETFs stack alternative strategies on top of core stock or bond exposure, today announced a strategic relationship to deliver new capital-efficient, co-branded model portfolios designed to help financial advisors incorporate differentiated sources of return alongside core portfolio exposures through a scalable framework.<\/p>\n
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<\/b>WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, WisdomTree Onchain\u2122 delivers regulated tokenized funds, stablecoin connectivity, and blockchain-based platforms for individual investors and institutions, while our acquisition of Ceres Partners\u2019 U.S. farmland platform has expanded our capabilities in private markets.<\/p>\n
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For more information about WisdomTree Onchain, visit: https:\/\/www.wisdomtree.com\/onchain<\/a>.<\/p>\n
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<\/b>Return Stacked\u00ae<\/sup> ETFs are built on a simple design: for every $1 invested, each fund seeks to provide approximately $1 of exposure to a core asset class, such as U.S. equities or U.S. bonds, plus $1 of exposure to a diversifying return stream, such as managed futures, merger arbitrage, or gold and bitcoin. This approach, known as return stacking, allows investors to add diversifiers on top of their core portfolio rather than selling stocks or bonds to make room for them. By stacking rather than substituting, financial professionals can potentially build more resilient portfolios while preserving the market exposure their clients expect. The concept draws on portable alpha and overlay strategies that institutional investors have used for decades, now delivered in a transparent, daily-liquid ETF wrapper.<\/p>\n<\/p>\n
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WisdomTree, Inc.
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Jessica Zaloom
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+1.917.267.3735
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jzaloom@wisdomtree.com
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+1.917.267.3798
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nramsammy@wisdomtree.com<\/a> \/ wisdomtree@fullyvested.com<\/a><\/p>\n
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