WisdomTree, Inc. Enters into Multi-Year Collaboration with, Quorus Inc

Published: 2025-06-26 10:06:16 ET WT

Published on 06/26/2025 at 10:06

WisdomTree, Inc. announced that is has made a strategic minority investment in, and entered into a multi-year collaboration with, Quorus Inc., a technology-driven asset manager with platform capabilities for delivering customizable, tax efficient investment solutions for asset managers and financial advisors. Investment strategies provided by WisdomTree Asset Management, Inc. ("WTAM") can now be implemented in a tax-efficient separately managed account ("SMA") format via the Quorus platform. In addition, advisors seeking to implement WisdomTree model portfolios will be able to do so with integrated trading and rebalancing at no additional platform, trading or rebalancing cost.

RAs initially will be able to access these strategies via the Schwab Managed Account Marketplace®? later this summer, enabling seamless integration into their existing workflows with streamlined account setup and automated execution. WisdomTree's minority equity investment, completed in June 2025, illustrates the firm's commitment to the rapidly-growing custom SMA and Direct Indexing market and strengthens its position in this space.

Quorus enables asset managers and advisors to seamlessly create and manage customized, tax-efficient portfolios that align with their clients' goals. Quorus specializes in implementing non-market cap weighted and traditional active investment strategies and provides a scalable solution for asset managers looking to enter the SMA space. WisdomTree Funds are distributed by Foreside Fund Services, LLC.

Thomas Skrobe is a registered representative of Foreside Fund Services, LLC". For Financial Advisors: WisdomTree Model Portfolio and Investment Strategy 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 Portfolio and Investment Strategy for separately managed accounts 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, Investment Strategies for SMAs, any particular security or any particular strategy.

While WisdomTree does not collect fees for the Model Portfolios, to the extent that WisdomTree exchange traded funds are included in a Model Portfolio, WisdomTree receives revenue in the form of advisory fees. The offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, the company create products that emphasize access, transparency and provide an enhanced user experience.

Building on heritage of innovation, the company offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as 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: 237) or WisdomTree Digital Trust Company, LLC, LLC, or WisdomTree Digital Trust Company Inc., a federal registered money transmitter and financial technology company.