Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

While the share of AUM financial advisors allocate to model portfolios has risen modestly in the past few years, there has been a significant change in how advisors use the models, according to the ...