WisdomTree invests in Quorus to expand SMA offerings for advisors

NEW YORK - WisdomTree, Inc. (NYSE:WT), a financial firm currently rated "GREAT" by InvestingPro’s comprehensive health scoring system, has made a strategic minority investment in Quorus Inc., a technology-driven asset manager specializing in customizable, tax-efficient investment solutions, according to a press release statement. Based on InvestingPro’s Fair Value analysis, WisdomTree’s stock is currently fairly valued.

The investment, completed in June 2025, will enable financial advisors to access WisdomTree investment strategies in a tax-efficient separately managed account (SMA) format through the Quorus platform. Advisors will also be able to implement WisdomTree model portfolios with integrated trading and rebalancing at no additional cost. The move comes as WisdomTree demonstrates strong financial performance, with revenue growing over 20% in the last twelve months.

Registered investment advisors will initially be able to access these strategies via the Schwab Managed Account Marketplace later this summer, allowing for seamless integration into existing workflows with streamlined account setup and automated execution.

"Tax Efficient SMAs are among the fastest-growing investment vehicles, and this investment positions WisdomTree to tap into this high-demand market segment," said Thomas Skrobe, Head of Portfolio Solutions at WisdomTree.

John Hill, CEO and Co-Founder of Quorus, who previously led the design and launch of Vanguard’s direct indexing offer, stated that the partnership would "accelerate the adoption of tax-efficient, custom portfolio solutions."

The collaboration is part of WisdomTree’s broader strategy to diversify its portfolio offerings and extend its reach within the growing SMA market. WisdomTree currently has approximately $124.8 billion in assets under management globally.

The companies did not disclose the financial terms of the investment.

In other recent news, WisdomTree, Inc. reported a record-breaking month-end Assets Under Management (AUM) of over $121.5 billion for May 2025. This marks the company’s tenth monthly record in the past year, showcasing significant growth in its diverse product offerings. The firm also achieved a milestone in its model portfolios business, with assets under advisement reaching $5 billion. Additionally, the WisdomTree Europe Defence UCITS ETF (WDEF) saw substantial inflows of $680 million in May, contributing to a year-to-date total of $2.1 billion.

WisdomTree’s Digital Assets business recorded net inflows of $110 million for May, setting a new high for tokenized AUM on its platform. In the first quarter of 2025, the company reported an adjusted net income of $0.16 per share, surpassing the forecast of $0.15, although revenues slightly missed expectations at $108 million. The firm continues to expand its digital asset-related services, including the WisdomTree Prime digital wallet and the WisdomTree Connect institutional platform. Analysts from firms like Craig Hallum noted the strong performance of the WisdomTree European Defense Fund, which attracted significant net inflows since its launch.

Overall, WisdomTree’s recent developments highlight its strategic focus on innovation and expansion across various asset classes and digital offerings.

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