WisdomTree
Markets, macro and thematic research from WisdomTree.
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WisdomTreeThematic
The Platforms: Why the Tech Giants Are Always in the Room | Wisdomtree
WisdomTree's Christopher Gannatti profiles the five major tech platforms - IBM, Google, Microsoft, Amazon, and Nvidia - and their distinct quantum computing strategies, from Microsoft's high-risk topological qubit bet to Nvidia's classical-quantum interface play via CUDA-Q. The piece argues that these platform providers represent a structurally more durable quantum investment than pure-play hardware companies, as they build and control the infrastructure underpinning the entire quantum ecosystem, and uses this as context to highlight the WisdomTree Quantum Computing Fund (WQTM).
WisdomTreeEquities
Megatrends - Insights Blog | Wisdomtree
WisdomTree's Megatrends blog aggregates a series of thematic equity research articles by Christopher Gannatti covering quantum computing, physical AI, drones, robotics, and semiconductor infrastructure. The pieces collectively examine investable opportunities across these technology megatrends, including specific fund commentary (WQTM, WDRN) and geopolitical dimensions such as U.S.-China chip competition.
WisdomTreeAlternatives
Two Ways to Earn from Options: Knowing When Each Shines | Wisdomtree
WisdomTree compares two equity derivative income strategies - systematic S&P 500 put-writing (WTPI) and defensive covered-call writing (JEPI) - explaining the market environments where each tends to outperform. Using live performance data, the piece shows that WTPI has benefited from the historically upward-biased U.S. equity market, while defensive covered-call strategies offer better protection during sustained drawdowns but sacrifice upside in strong rallies.