WisdomTree

What WisdomTree does

WisdomTree, Inc. is a publicly traded (NYSE: WT) global asset manager founded in 2006 and headquartered in New York, operating across approximately 400 employees and seven countries with regional offices in London, Dublin, Milan, Munich, Paris, and South Bend. The firm runs approximately $159-168 billion in assets under management across 300+ exchange-traded products spanning equities, fixed income, commodities, currencies, alternatives, private markets, and digital assets, structured around fundamentally weighted index methodologies, the "Modern Alpha" quantitative approach, and proprietary dynamic currency hedging.

The company's technology footprint extends beyond traditional ETFs into blockchain-native financial infrastructure. WisdomTree Connect provides institutional access to tokenized real-world assets with 24/7 settlement, while WisdomTree Prime offers a consumer-facing blockchain-native digital wallet. The WisdomTree Treasury Money Market Digital Fund (WTGXX) operates under SEC exemptive relief enabling 24/7 secondary market trading and held approximately $867 million in AUM as of late April 2026. WisdomTree Transfers, Inc. provides blockchain-enabled transfer agency, and WisdomTree Digital Trust Company operates as a NYDFS-chartered limited purpose trust company. Recent product launches include AI Infrastructure (WAGI), Physical AI/Humanoids/Drones (WDRN), Space Economy, and Rare Earth/Strategic Metals (WDIG) thematic ETFs, plus capital-efficient structured products such as the Efficient Long/Short U.S. Equity Fund (WTLS).

WisdomTree generates revenue predominantly through recurring management fees on AUM (subscription model), with expense ratios ranging from 0.12% on flagship smart-beta funds to 0.58% on thematic strategies. The customer base spans financial advisors and wealth managers (primary), institutional investors including pensions, endowments, and family offices (primary), retail investors via ETFs and the Prime app, corporate treasury clients via Stable Sea integration, and international investors across EMEA and Latin America. Distribution operates through NYSE and European exchange listings, Foreside Fund Services in the U.S., the Atlantic House UK wealth platform acquired in May 2026, and direct institutional and consumer channels. Q1 2026 revenue reached $159.5 million (up 48% year-over-year) with adjusted operating margin expanding 770 basis points, on a $152.6 billion AUM base representing a fifth consecutive quarterly record.

Name

WisdomTree

Legal name

WisdomTree, Inc.

Website

https://wisdomtree.com

Company type

Public

Founded year

2006

Operating status

Operating

Headcount range

251–500 employees

Short description

WisdomTree is a publicly traded global asset manager offering 300+ ETFs and ETPs across $159-168 billion AUM, complemented by blockchain-native digital asset platforms, tokenized money market funds, farmland private markets, and defined outcome strategies for advisors, institutions, and retail investors.

Ownership category

akta.pro rank

Product category

Exchange-Traded Funds and Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Securities and Commodity Exchanges (5232)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Investment Advice (6282)

akta.pro primary industry

Treasury Management & Corporate Crypto Yield Programs (FSADAHAL)

akta.pro secondary industry

Yield, Vaults & Asset Management (vault strategies, robo-vaults, structured yield) (FSAPAEAG)

Keywords

• Exchange-traded funds
• Asset management
• Tokenized real-world assets
• Model portfolio solutions
• Thematic investing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. ETF/ETP Management Fees: WisdomTree earns management fees based on assets under management across its 300+ ETF and ETP products spanning equities, fixed income, commodities, currencies, alternatives, private markets, and digital assets. Revenue is directly tied to AUM levels which reached approximately $159 billion globally as of June 2026.
2. Digital Asset Services: Revenue from tokenized real-world asset products including WisdomTree Treasury Money Market Digital Fund (WTGXX) with $867 million in AUM and other blockchain-enabled financial products and services offered through WisdomTree Prime and WisdomTree Connect platforms.
3. Private Markets (via Ceres Partners): Revenue from farmland and alternative asset management through Ceres Partners acquisition, positioning WisdomTree as the third-largest owner of farmland in the U.S. with 180,000 acres. Plans to launch commodities ETF with farmland exposure and equity ETF with venture capital exposure.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

WisdomTree is a global asset manager that issues and manages 300+ exchange-traded products (ETPs) across equities, fixed income, commodities, currencies, alternatives, private markets, and digital assets, earning management fees based on approximately $159 billion in assets under management. The firm also delivers model portfolio solutions, digital asset services through its blockchain-native WisdomTree Prime and institutional WisdomTree Connect platforms, and private market exposure via its Ceres Partners farmland subsidiary and Atlantic House defined outcome strategies.

Product overview

WisdomTree is a global financial innovator operating as a diversified financial platform with four interconnected pillars: (1) Exchange-Traded Products spanning 300+ funds across equities, fixed income, commodities, currencies, and alternatives; (2) Digital Assets through WisdomTree Prime blockchain-native wallet and WisdomTree Connect institutional platform enabling 24/7 access to SEC-registered tokenized funds on public blockchains; (3) Private Markets via the acquired Ceres Partners farmland platform (180,000 acres, third-largest U.S. farmland owner); and (4) Thematic ETFs including AI Infrastructure (WAGI), Quantum Computing (WQTM), Physical AI (WDRN), Cybersecurity (WCBR), and Cloud Computing (WCLD). The company manages approximately $159 billion in assets under management globally as of June 25, 2026, and recently expanded into defined outcome strategies through the Atlantic House acquisition.

Differentiator

Problem solved

Functional benefit

Brands

• WisdomTree Prime: Financial services app built from the ground up on blockchain rails with DeFi concepts, putting the consumer at the heart of the financial eco-system with total control and choice over financial lives
• WisdomTree Connect
• Modern Alpha
• WisdomTree Treasury Money Market Digital Fund (WTGXX)

Products and services

• WisdomTree U.S. ETFs Exchange-traded products spanning equities, fixed income, commodities, currencies, and alternatives. The product family includes 300+ ETFs offering unique and smart-beta exposures through fundamentally weighted indexes, factor-based strategies, and thematic exposures including AI Infrastructure (WAGI), Quantum Computing (WQTM), Physical AI (WDRN), Cybersecurity (WCBR), Cloud Computing (WCLD), and AI Innovation (WTAI). Designed for financial advisors, institutional investors, and retail investors seeking diversified, transparent, cost-effective market exposure.
• WisdomTree Prime Financial services mobile app built from the ground up on blockchain rails with DeFi concepts, providing consumers total control and choice over their financial lives. Offers access to SEC-registered tokenized funds on public blockchains through a blockchain-native digital wallet, designed for individual consumers and crypto-native users.
• WisdomTree Connect Institutional platform designed to offer seamless access to WisdomTree's tokenized real-world assets (RWA). Integrates robust features of blockchain technology with the investment needs of traditional and crypto-native financial institutions and businesses, providing 24/7 liquidity access to tokenized funds for treasury management and institutional investing.
• WisdomTree Treasury Money Market Digital Fund (WTGXX) SEC-registered tokenized money market fund offering 24/7 trading on secondary markets with $867 million in total assets. Provides institutional-grade treasury tools for businesses seeking blockchain-settled yield and is embedded in partner platforms such as Stable Sea Terminal for corporate cash management.
• Ceres Partners Farmland Platform U.S. farmland investment platform with 180,000 acres positioning WisdomTree as the third-largest owner of farmland in the U.S. Includes exposure to adjacent verticals including solar power, AI data infrastructure, and water, with plans to launch a commodities ETF with farmland exposure by Q1 2027.
• Atlantic House Defined Outcome & Derivatives ETFs Defined outcome and derivatives-driven ETF strategies including the Atlantic House Defined Returns Fund and related products, providing outcome-oriented solutions for investors seeking structured risk-return profiles. Plans include launching 15-20 defined outcome ETFs globally over 18 months.
• Models and Portfolio Solutions Personalized portfolio support based on advisor preferences, offering CIO-managed model portfolios or collaborative custom model portfolio creation. Extended into the UK wealth market following the Atlantic House acquisition, serving financial advisors seeking turnkey diversified investment solutions.
• WisdomTree AI Infrastructure UCITS ETF (WAGI) UCITS ETF providing diversified exposure to companies across the AI value chain including data centers, semiconductors, energy systems, and cloud infrastructure. Replicates the WisdomTree SemiAnalysis Artificial General Intelligence Infrastructure UCITS Index designed in partnership with SemiAnalysis.
• Physical AI, Humanoids, and Drones Fund (WDRN) ETF targeting companies applying AI to real-world tasks such as humanoid robotics, autonomous drones, and smart manufacturing across industrial, healthcare, and defense applications. Tracks the WisdomTree Physical AI, Humanoids, and Drones Index.
• WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) Actively managed ETF combining approximately 90% equity exposure to global mining companies with approximately 90% notional exposure to commodity metals futures contracts. Targets materials including aluminum, cobalt, copper, lithium, nickel, and rare earth elements critical to electrification, AI infrastructure, and advanced industrial technologies.
• Efficient Long/Short U.S. Equity Fund (WTLS) Capital-efficient fund combining S&P 500 beta exposure with a systematic long/short equity overlay. Early performance data from inception through May 13, 2026 shows the fund returning 13.2% versus 8.7% for the S&P 500, with the long/short overlay contributing 5.5%.
• WisdomTree Space Economy UCITS ETF UCITS ETF tracking the WisdomTree Space Economy UCITS Index, providing diversified exposure to companies driving the development and commercialisation of the global space economy.

Quantifiable outcome

• $9 billion in net inflows year-to-date through May 2026 representing 16% annualized organic growth rate
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• Stellar/XLM EcosystemcoreStrategic or Co-development Partner · 25 June 2026WisdomTree supports the Stellar network's institutional payments infrastructure alongside other major partners including PayPal, MoneyGram, Franklin Templeton, and Visa. WisdomTree's participation in the Stellar ecosystem supports the network's $5.5 billion in Q1 2026 settlement volume and institutional tokenization initiatives.
• Stable SeacoreStrategic or Co-development Partner · 29 April 2026Strategic partnership enabling Stable Sea to provide tokenized treasury access to business clients through embedded workflow in Stable Sea Terminal. Allows users to invest operating cash in WisdomTree's tokenized money market fund (WTGXX) with 24/7 yield allocation, daily liquidity, and automated cash management rules for treasury management.
• Atlantic House Holdings LimitedcoreOthers · 16 March 2026Acquisition completed May 1, 2026 adds approximately £4.1 billion in AUM, defined outcome and derivatives ETF capabilities, and established UK wealth market distribution relationships. CEO Tom May joins WisdomTree's European Management Team as Global CIO of Outcome and Derivative Strategies. Plans to launch 15-20 defined outcome ETFs globally over 18 months.
• Ceres PartnerscoreOthers · 1 January 2024Acquisition of Ceres Partners brought U.S. farmland investment platform with 180,000 acres, positioning WisdomTree as the third-largest farmland owner in the U.S. with exposure to solar power, AI data infrastructure, and water verticals. Plans include commodities ETF with farmland exposure by Q1 2027 and equity ETF with venture capital exposure.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BlackRock (iShares): BlackRock is the dominant global ETF issuer through iShares with $11T+ AUM. Direct competitor to WisdomTree's core ETF business and increasingly active in tokenization and private markets; relevant as the price-setting scale incumbent WisdomTree must compete against.
• Charles Schwab Asset Management: Charles Schwab offers a large suite of ETFs and serves a substantial retail and advisor client base. Comparable distribution reach and advisor-focused GTM motion, though broader than WisdomTree's product focus.

Direct peers

• Vanguard: Vanguard is the second-largest ETF issuer with a focus on low-cost index and factor-based funds. Directly comparable to WisdomTree's fundamentally weighted and factor ETF lineup; Vanguard's pricing pressure is a key force in industry fee compression.
• State Street Global Advisors (SPDR): SPDR operates the original ETF family and competes directly with WisdomTree across equities, fixed income, and thematic funds. Comparable global distribution, institutional relationships, and product breadth.
• Invesco: Invesco's ETF business is in a similar AUM tier to WisdomTree, with overlapping product categories including QQQ, factor ETFs, and active ETFs. Closest scale competitor with comparable strategic focus on differentiation rather than pure scale.
• Franklin Templeton: Franklin Templeton is a direct peer in both traditional ETF/asset management and tokenized money market funds on blockchain (Benji). Also a Stellar ecosystem partner alongside WisdomTree, making the tokenized treasury space a head-to-head competitive ground.
• ARK Invest: ARK is a thematic ETF specialist focused on disruptive innovation themes including AI, robotics, genomics, and fintech. Directly competes with WisdomTree's thematic lineup (WAGI, WDRN, WQTM, WTAI) for advisor and retail mindshare.
• Grayscale Investments: Grayscale is a leading digital asset manager that has converted multiple trusts into spot crypto ETFs. Direct competitor on the crypto ETF side, with applications pending for spot XRP ETF in the same SEC review queue as WisdomTree.
• Bitwise Asset Management: Bitwise is a crypto-focused asset manager with spot Bitcoin and Ethereum ETFs and pending spot XRP application. Direct competitor in the digital asset ETF space where WisdomTree is also expanding.
• ProShares: ProShares is a leader in alternative, leveraged, and thematic ETFs. Comparable focus on differentiated ETF structures and defined outcome/thematic strategies, with similar target advisor and retail segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wisdomtree-asset-management
• Xx.com/wisdomtreeetfs

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries8 records

Funding overview

Funding rounds5 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments9 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WisdomTree