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Income, Income, Income! | Model Portfolio Channel


By Scott Welch, CIMA ®, Chief Investment Officer – Model Portfolios
This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional. Not all financial professionals have access to these Model Portfolios.
“Well, all I hear all day long at school is how great Marcia is at this or how wonderful Marcia did that…Marcia, Marcia, Marcia!”
(Eve Plumb as Jan Brady on “The Brady Bunch,” 1971)
We last looked at our income Model Portfolios in March. At that point in time, the 10-Year U.S. Treasury yield had finally reached the S&P 500 dividend yield for the first time in more than a year. Here we are, two to three months later, and every client or prospect we have is asking about generating risk-controlled yield in the current market environment. In response, we recently launched HYI ....

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WisdomTree Announces Efficient Core Suite of Funds (NTSX, NTSI, and NTSE)


WisdomTree Announces Efficient Core Suite of Funds (NTSX, NTSI, and NTSE)
Globally diversified suite magnifies portfolio exposure while helping to manage risk
NEW YORK, May 20, 2021 (GLOBE NEWSWIRE) WisdomTree (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, today announced the launch of the Efficient Core family of ETFs, which includes the International Efficient Core Fund (“NTSI”) and the Emerging Markets Efficient Core Fund (“NTSE”) on the NYSE with expense ratios of .26% and .32% respectively. In addition, effective today, the WisdomTree 90/60 U.S. Balanced Fund is renamed as the WisdomTree U.S. Efficient Core Fund (“NTSX”). The WisdomTree Efficient Core suite seeks to leverage the benefits of overlays providing fixed income exposure in seeking to provide capital efficiency of U.S., international, and emerging equity markets. ....

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