The 'Rule Of 25': What 250 Years Of Tech Booms Say About AI Spending

Historical technology booms became genuinely dangerous when cumulative investment approached roughly 25% of GDP, according to the “Rule of 25” framework. Roughly $6 trillion in AI-related capital spending remains well below that historical threshold when measured against a $32 trillion U.S. economy.

Seeking Alpha • Sep 23, 2026

QGRW: WisdomTree's Quality Growth ETF Is Solid, But GARP Is Better

WisdomTree's QGRW is comprised of 100 mega/large-cap stocks with strong quality and growth characteristics. The fund has a 0.28% expense ratio and an impressive $2.68 billion in net assets. Quality and growth are the central characteristics of QGRW, and they're easily proven with a portfolio-level fundamental analysis on metrics like ROA, ROE, and next-year EPS growth. The challenge is that the GARP ETF is just as competitive on quality and growth and successfully adds a value component without compromising other factors like risk or diversification.

Seeking Alpha • Jul 28, 2026

Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks

At VettaFi, we've been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context.

ETF Trends • Jul 1, 2026

Quality Plus Growth: Elevating the Core With Precision ETFs

After a more volatile first quarter, the second quarter of 2026 has been a period where growth has been rewarded. Yet some advisors remain cautiously optimistic and are looking to lean on companies with stronger financial profiles.

ETF Trends • May 18, 2026

QGRW: High Quality Tech Exposure

The WisdomTree U.S. Quality Growth Fund (QGRW) offers concentrated exposure to mega-cap tech, emphasizing high profitability and robust earnings growth. QGRW trades at a 29.2x P/E, a 33% premium to the Russell 1000, justified by superior historical earnings and sales growth, and strong margin metrics. Despite recent tech sector volatility and AI-related concerns, QGRW's core holdings like NVIDIA, Alphabet, and Meta Platforms exhibit resilient fundamentals and high margins.

Seeking Alpha • Feb 23, 2026

WisdomTree's Growth ETF Puts 14% in NVIDIA and 31% in Just Six Stocks

Most investors want growth. Fewer understand that not all growth is worth buying.

24/7 Wall Street • Jan 28, 2026

QGRW: This Quality Growth Fund ETF Is Poised To Offer Solid Returns In 2026

Wisdomtree U.S. Quality Growth Fund ETF earns a Buy rating for its strong historical outperformance and AI-driven portfolio positioning. QGRW's 50% tech sector allocation, led by NVDA, MSFT, and other AI beneficiaries, targets high earnings growth and market-beating returns in 2026. The fund's expense ratio of 0.28% is well below the ETF median, with strong liquidity and accessible share pricing supporting investor entry.

Seeking Alpha • Jan 26, 2026

QGRW: Valuation Risks Apparent For This ETF

WisdomTree U.S. Quality Growth Fund has delivered strong returns since inception but is now overvalued relative to the growth and quality it features. QGRW also benefited from a favorable launch date and avoided the 2022 market downturn, which likely would have impacted its returns much more than the average large-cap growth ETF. This article explores four alternatives in the space and explains why ETFs like GARP and CGGR might be better positioned moving forward.

Seeking Alpha • Oct 15, 2025

QGRW: Leading Growth ETF With A Caveat

The Wisdomtree U.S. Quality Growth Fund ETF selects 100 large cap stocks with a methodology blending growth and quality metrics. QGRW is heavily concentrated in technology and mega-cap stocks, with the top 10 holdings making up over 63% of assets. QGRW has outperformed the S&P 500 and major competitors since inception, but this comes with higher volatility.

Seeking Alpha • Oct 12, 2025

Bet on QGRW as Growth Stocks Keep Rolling

As measured by the S&P 500 Value Index, value stocks are performing admirably this year, though the group is lagging the parent index and its growth counterpart. That's a long-standing theme.

ETF Trends • Oct 10, 2025