WisdomTree
Jeff Weniger, CFA

Jeff Weniger, CFA

Head of Equity Strategy

Jeff Weniger, CFA, has been with WisdomTree since 2017 and serves as the Head of Equities. He shapes the firm’s market outlook through a combination of macroeconomic and fundamental analysis. With more than two decades in investment strategy, Jeff is known for his work on market cycles and valuations. Before joining WisdomTree, Jeff was with BMO Private Bank and BMO Global Asset Management for 11 years. At BMO, he sat on the firm’s Asset Allocation Committee and co-managed ETF model portfolios across the U.S. and Canada. In 2013, at age 32, he became the youngest member of BMO’s Global Investment Forum. When he left BMO to come to WisdomTree, his final role was Director, Senior Strategist in the Office of the CIO in 2017.

Jeff is a frequent television guest on networks such as CNBC, Bloomberg, and Schwab, with regular print appearances in The Wall Street Journal, Barron’s and Reuters. He also appears weekly on the Behind the Markets podcast and is a regular on SiriusXM’s The Business Briefing. On X, Jeff has developed one of the larger followings in financial media. He earned a B.S. in Finance from the University of Florida and an MBA from the University of Notre Dame. He has held the CFA charter since 2006.

Latest insights from Jeff Weniger, CFA

7 Market Dislocations Too Big to Overlook
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Jeff Weniger, CFA

7 Market Dislocations Too Big to Overlook

While broad market indexes hover near record highs, private equity names are breaking down. Meantime, the last half year or so has rewarded speculative stocks at the expense of quality screens. Jeff Weniger explains why these dislocations call for a rethink in portfolio positioning, especially as valuation extremes and Mag 7 free cash flow concerns pile up.

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From Rare Earths to Japanese Resilience: Navigating the Shifting Global Investment Landscape
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Jeremy Schwartz, CFA
Samuel Rines
Jeremy J.  Siegel
Jeff Weniger, CFA

From Rare Earths to Japanese Resilience: Navigating the Shifting Global Investment Landscape

Markets are navigating a fragile geopolitical environment where headlines increasingly shape sentiment. In a recent timely Office Hours event, Professor Jeremy Siegel, Sam Rines, Jeremy Schwartz and Jeff Weniger explored key issues shaping global portfolios.

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What Will Light a Fire under Small Caps?
Preparing for a Policy Rate Pivot with U.S. Small Caps - Cover Image
Jeff Weniger, CFA

What Will Light a Fire under Small Caps?

Small caps are trading at a 21.8% discount to large caps, a gap not seen since the mid-1970s and early 2000s. Jeff Weniger analyzes why valuations may look attractive but warns that earnings expectations and rate policy could make or break the case for a rebound.

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A Goldilocks Inflation Moment, Tariffs and All
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Jeff Weniger, CFA

A Goldilocks Inflation Moment, Tariffs and All

Despite consumer fears of 1970s-style inflation, actual CPI has cooled to just 2.4%. Jeff Weniger makes the case that we may be living in a Goldilocks scenario, where price trends align with a stable and balanced economic environment.

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Mostly Dead: The Twilight of Price over Volume
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Samuel Rines
Jeff Weniger, CFA

Mostly Dead: The Twilight of Price over Volume

Consumer brands can’t rely on price hikes alone anymore; volume matters again. Samuel Rines and Jeff Weniger analyze how tariffs and thinning elasticity are forcing a rethink of the Price over Volume strategy, spotlighting resilient companies with stronger margin buffers.

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Global Trade’s New Fault Lines: Positioning Portfolios for a Fractured World
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Kevin Flanagan
Samuel Rines
Jeff Weniger, CFA

Global Trade’s New Fault Lines: Positioning Portfolios for a Fractured World

Global trade is being redefined through structural tariffs and new alliances. Kevin Flanagan, Sam Rines and Jeff Weniger explore how investors should position for the next phase of global macro realignment.

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