Collaboration provides 85,000 advisors access to WisdomTree’s custom models

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that the Siegel-WisdomTree Moderate, Longevity and Global Equity Model Portfolios are now available on the UBS Financial Services Inc. (“UBS”) separately managed account platform.

The Siegel-WisdomTree model collaboration with Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School, brings a unique solution to UBS and their clients. The Siegel-WisdomTree Models are designed to empower investment advisors to better serve their clients’ long-term goals of wealth creation and protection across changing market environments. The portfolios apply the core investment principles from Professor Siegel’s research while also reflecting the ongoing views of WisdomTree’s Model Portfolio Investment Committee.

“We are excited to work in partnership with UBS in providing one-of-a-kind solutions for their clients. Adding UBS is a core part of our Model Business Strategy and increases our Advisor accessible market to over 85,000 advisors,” said Jarrett Lilien, President and COO at WisdomTree. “As attention to and demand for model portfolios continues to grow, we’re excited that now, with this collaboration with UBS –– we’re able to offer our robust solutions to advisors on every major advisory solution platform.”

Siegel-WisdomTree Longevity Model Portfolio:

  • Brings a unique strategy to investors with mid- to long-range time horizons trying to balance current income needs with longevity risk.
  • Is designed with the goal to outperform a traditional 60% equity/40% fixed income portfolio in a risk-conscious manner by structurally allocating more toward equities over fixed income.

Siegel-WisdomTree Moderate Model Portfolio:

  • Seeks to outperform the traditional risk tolerances over the long term by overweighting higher quality equities.
  • Utilizes open-architecture and mainly invests in ETFs.

Siegel-WisdomTree Global Equity Model Portfolio:

  • Seeks to provide diversified exposure to U.S. and International stocks and tilts toward the same factors as the Moderate and Longevity Model Portfolios.

“UBS continues to provide access to a wide variety of leading professional investment management organizations and we are pleased to add the Siegel-WisdomTree Models to our SMA and UMA advisory platforms at UBS,” said David Blank, Managing Director, Head of UMA and SMA Advisory Solutions at UBS. “Our mission is to provide solutions to help clients pursue their goals and models offer an effective way to do that.”

*WisdomTree Model Portfolios 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 Funds are distributed by Foreside Fund Services, LLC. Jarrett Lilien is a registered representative of Foreside Fund Services, LLC.

For Financial Advisors: WisdomTree Model Portfolio information 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’s Model Portfolios 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 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, any particular security or any particular strategy.

For Retail Investors: WisdomTree’s Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment adviser may or may not implement WisdomTree’s Model Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: Your investment adviser, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree’s Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds and management fees for our collective investment trusts.

There are risks associated with investing, including possible loss of principal.

Investors and their advisors should consider the investment objectives, risks, charges and expenses of the funds included in any Model Portfolio carefully before investing. This and other information can be obtained in the Fund’s prospectus or summary prospectus by visiting wisdomtree.com/investments. Please read the prospectus carefully before you invest.

About WisdomTree

WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime® and institutional platform, WisdomTree Connect™.*

*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform 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, in select U.S. jurisdictions 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://www.wisdomtreeprime.com, or the WisdomTree Prime mobile app or https://www.wisdomtreeconnect.com for more information.

WisdomTree currently has approximately $110.8 billion in assets under management globally.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

Please visit us on X at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE PRIME:

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

The products and services available through the WisdomTree Prime app and WisdomTree Connect are not endorsed, indemnified or guaranteed by any regulatory agency.

Media Relations WisdomTree, Inc. Natasha Ramsammy +1.917.267.3798 nramsammy@wisdomtree.com / wisdomtree@fullyvested.com

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