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The information provided on WisdomTree Model Portfolio and WisdomTree Investment Strategies for SMAs 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 Model Portfolio and WisdomTree’s Investment Strategies for separately managed accounts (“SMAs”) information and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio or Investment Strategy information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio or WisdomTree Investment Strategies for SMAs, any particular security or any particular strategy.
WisdomTree primarily uses its own funds in the Model Portfolios unless there is no WisdomTree Fund that is consistent with the desired asset allocation or strategy. As a result, the Model Portfolios are expected to include a substantial portion of WisdomTree Funds notwithstanding that there may be a similar fund with a higher rating, lower fees and expenses, or substantially better performance. WisdomTree and its affiliates will indirectly benefit from investments made based on the Model Portfolios through fees paid by the WisdomTree Funds.
References to CIO (Chief Investment Officer), “CIO-Managed”, “Shared CIO” are meant as general references to WisdomTree Model Portfolio subscriptions, consultation regarding WisdomTree Model Portfolios, and WisdomTree Model Portfolios that may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith. Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only by a financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use such information.
WisdomTree and Quorus Relationship: WisdomTree, Inc., the parent company of WisdomTree Asset Management, Inc. (“WTAM”), holds a minority equity stake in Quorus Inc. (“Quorus”), and WTAM has commercial arrangements with Quorus under which WTAM Model Portfolios are offered through the Quorus platform, as well as, WTAM Investment Strategies, which may be implemented in separately managed accounts (“SMAs”). 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.
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