Here's a classic story of a company that's really good at one thing—in this case, ETFs—deciding it wants to be good at a few more things. WisdomTree Inc. (WT), the ETF issuer with about $159 billion in global exchange-traded products and tokenized assets, has teamed up with Halo Investing. Together, they're launching a new investment strategy for financial advisors who want to give their clients income, but also don't want those clients calling in a panic every time the market dips.
They're calling it the Halo-WisdomTree Structured Income Strategy. It's a defined outcome separately managed account, or SMA. In simpler terms, it's a managed portfolio that uses a framework from WisdomTree and combines it with structured notes—those financial instruments with built-in rules about returns and risks—from Halo. The whole idea is to generate yield, try to get better returns for the amount of risk taken, and, crucially, offer some buffered protection if the market decides to go down instead of up.
Think of it as an income strategy with a safety net. It's a sign of the times. Investors are hungry for yield, but they're also nervous. Advisors are looking for tools that can help deliver more consistent results without leaving portfolios completely exposed to market swings. For WisdomTree, this is part of a bigger push to scale up its advisory solutions business. They're best known for ETFs like the WisdomTree U.S. Quality Dividend Growth Fund (DGRW), the WisdomTree Emerging Markets High Dividend Fund (DEM), and the WisdomTree Japan Hedged Equity Fund (DXJ). But now, they're trying to take the expertise behind those funds and package it into broader solutions for advisors.
It's a move from being an ETF powerhouse to becoming a multi-platform provider. And they're jumping into a hot area. Defined outcome strategies have become one of the fastest-growing corners of wealth management. Advisors love them because they let clients stay invested in the stock market but put a limit on how much they can lose. It's like agreeing to ride the rollercoaster, but only if there's a seatbelt that locks before the biggest drop.
The new strategy mixes WisdomTree's asset allocation know-how with income-focused structured notes from Halo. The portfolio gets a check-up and adjustment every quarter and invests in a mix of U.S., international, and emerging market stocks.
Dennis Monohan, head of investment solutions at Halo, said the offering aims to help advisors generate income while managing equity exposure, combining structured product innovation with institutional portfolio construction.
This launch adds to WisdomTree's growing toolkit for advisors, which now includes model portfolios, other SMA strategies, and even exposure to private assets. They've been busy expanding in the SMA market, including a recent collaboration with Quorus Inc. to deliver its investment strategies in a tax-efficient SMA format. It's all part of building out the menu beyond the ETF entrée.













