Investment enables advisors to access key WisdomTree products in SMA format; offers rebalancing and trading for WisdomTree Model Portfolios at no additional cost to advisors

WisdomTree, Inc., a global financial innovator, 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. RIAs 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.

“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 of WisdomTree. “Through Quorus’ innovative platform, we are expanding our reach to advisors who use SMAs. Most importantly, we’re expanding our Portfolio Solutions platform to offer advisors multiple ways to evolve and manage their portfolios to best meet their clients’ investing needs.”

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.

“We’re grateful to partner with WisdomTree, a firm that shares our commitment to delivering impactful, innovative solutions for advisors,” said John Hill, CEO and Co-Founder of Quorus. “By leveraging WisdomTree’s expertise and resources, we’re positioned to accelerate the adoption of tax-efficient, custom portfolio solutions, providing advisors with the tools they need to better serve their clients in an ever-evolving market.”

Skrobe added, “We’re particularly excited about Quorus’ management team, whose expertise includes deep experience in investment product and direct indexing.” Hill previously served as head of Direct Indexing at Vanguard and led the design and launch of Vanguard’s direct indexing offer with Just Invest.

Quorus is a trusted technology partner in the rapidly evolving custom SMA and model portfolio market, known for enabling the delivery of personalized, tax-efficient portfolios at scale. By combining modern technology with quantitative portfolio management, Quorus automates the construction and rebalancing of custom strategies. The Quorus platform empowers asset managers to deliver differentiated, tax-managed solutions efficiently, enhancing both advisor workflows and their end-client outcomes.

WisdomTree’s strategic investment is part of a broader plan to diversify its portfolio offerings and extend its reach within the growing SMA market. The collaboration with Quorus is expected to drive significant growth for the firm as the SMA/Direct Indexing market matures, positioning both companies to capitalize on the increasing demand for custom, tax-managed portfolios.

Source: WisdomTree