Firms officially launch the Halo-WisdomTree Structured Income Strategy, designed to deliver income, downside protection and scalable portfolio solutions for advisors navigating today’s markets

WisdomTree, Inc., a global financial innovator, and Halo Investing, Inc. jointly announced the official launch of the Halo-WisdomTree Structured Income Strategy, a first-of-its-kind defined outcome separately managed account (SMA) strategy designed to deliver income, enhance risk-adjusted returns, and provide buffered downside protection.

The launch reflects WisdomTree’s continued expansion of its solutions platform beyond traditional ETFs, building scalable model portfolio and SMA strategy capabilities to offer differentiated tools for financial advisors across market cycles.

Defined outcome strategies represent one of the fastest-growing segments of the wealth management landscape, as advisors increasingly seek tools that balance equity market participation with defined risk parameters. WisdomTree views this space as a meaningful opportunity for both product innovation and long-term AUM growth, particularly as advisors shift toward holistic portfolio construction frameworks.

Leveraging WisdomTree’s asset allocation expertise and Halo’s structured note capabilities, the strategy is calibrated quarterly using WisdomTree Asset Management, Inc.’s model portfolio alongside Halo’s income-focused structured notes. The result is a sophisticated, outcome-oriented solution that mirrors an institutionally managed ETF-based model portfolio while incorporating built-in yield enhancement and principal protection features.

“Our collaboration with Halo marks another important step in expanding our solutions platform for financial advisors,” said Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. “In an environment where investors are seeking income and greater resilience, this strategy is designed to help advisors pursue more consistent outcomes while managing risk. It also represents continued progress in scaling our broader solutions business and driving sustained organic growth.”

The Halo-WisdomTree Structured Income Strategy is managed by Dennis Monohan, Head of Investment Solutions at Halo, with strategic allocation and model portfolio guidance from Joe Tenaglia, Director of Model Portfolios at WisdomTree. The strategy invests across U.S., international, and emerging markets and is available as an SMA exclusively through the Halo platform.

“This defined outcome strategy helps advisors solve for clients seeking income while managing equity exposure,” said Monohan. “Collaborating with WisdomTree allows us to combine structured note innovation with institutional asset allocation expertise, giving advisors confidence in a category that has historically been less accessible.”

The Halo-WisdomTree Structured Income Strategy adds to a series of innovative offerings from WisdomTree, spanning ETFs, model portfolios, SMA strategies, private asset exposure, and digital asset products. This continued cadence of product innovation reflects WisdomTree’s multi-year strategy to diversify revenue streams, deepen advisor engagement, and drive sustainable AUM growth across market environments.

Separately, WisdomTree has continued expanding its presence in the SMA marketplace, including its recent collaboration with Quorus Inc. to provide WisdomTree’s investment strategies in a tax-efficient SMA format. Together, these efforts broaden how advisors can access WisdomTree’s capabilities across multiple portfolio structures.

As demand for defined outcome and risk-managed solutions continues to grow, WisdomTree remains focused on partnering with leading technology providers to expand advisor access to differentiated, scalable portfolio tools.

Source: WisdomTree