WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions

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[{"type":"image","alt":"Halo","displaySize":"","headline":null,"caption":"Halo","className":"","disableSlideshowImg":false,"size":{"original":{"width":300,"height":94,"url":"https://media.zenfs.com/en/globenewswire.com/5c54ef95a444c6864102fe52f16f5e37"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/7xi14tGDIygGgoazWi5E6Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTQyMDtoPTEzMjtjZj13ZWJw/https://media.zenfs.com/en/globenewswire.com/5c54ef95a444c6864102fe52f16f5e37","width":300,"height":94}},"lazy":false},{"type":"text","content":"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","length":192,"tagName":"p"},{"type":"text","content":"NEW YORK and CHICAGO, March 11, 2026 (GLOBE NEWSWIRE) -- WisdomTree, Inc. (NYSE: WT), a global financial innovator, and Halo Investing, Inc. (“Halo”) today 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.","length":423,"tagName":"p"},{"type":"text","content":"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.","length":242,"tagName":"p"},{"type":"text","content":"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.","length":407,"tagName":"p"},{"type":"text","content":"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 buil...

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