Gaining Perspective

While market volatility is to thank for significant portfolio losses across the board, WisdomTree funds attracted almost $4 billion of inflows in the second quarter of 2022, the firm’s strongest quarter since 2015, and met a new milestone with 82% of its AUM exceeding benchmarks – something my guest, E-Trade veteran and WisdomTree president and COO, Jarrett Lilien, hasn’t seen any asset manager achieve over his 30+ year career. We will discuss what’s driving this growth at a time when so many investors are tracking losses.

Show Notes

While market volatility is to thank for significant portfolio losses across the board, WisdomTree funds attracted almost $4 billion of inflows in the second quarter of 2022, the firm’s strongest quarter since 2015, and met a new milestone with 82% of its AUM exceeding benchmarks – something my guest, E-Trade veteran and WisdomTree president and COO, Jarrett Lilien, hasn’t seen any asset manager achieve over his 30+ year career.

We will discuss what’s driving this growth at a time when so many investors are tracking losses.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.