WisdomTree, Inc.
WisdomTree, Inc. (NYSE: WT) is a global financial innovator that offers a diverse suite of exchange-traded products, or ETPs, model portfolios and solutions, private market investments and digital asset-related products. The company operates through its subsidiaries in the United States and Europe, serving financial… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What WisdomTree, Inc. does
In the company’s own words
WisdomTree, Inc. (NYSE: WT) is a global financial innovator that offers a diverse suite of exchange-traded products, or ETPs, model portfolios and solutions, private market investments and digital asset-related products. The company operates through its subsidiaries in the United States and Europe, serving financial advisors, institutional investors, banks, brokerage firms, registered investment advisers and online brokers. As of December 31, 2025, WisdomTree managed approximately $144.5 billion in assets under management across a broad range of strategies including equities, commodities, fixed income, leveraged-and-inverse, cryptocurrency, currency, alternatives and private assets.
The company's product offerings span multiple categories. U.S. equity ETPs provide exposure to large, mid and small-cap companies and market sectors. Commodity and currency ETPs offer exposure to precious metals, energy, agriculture and foreign currencies. International developed market equity ETPs include currency-hedged and multifactor strategies. Fixed income ETPs seek to enhance income potential through both indexed and active strategies. The company also offers emerging market equity, leveraged and inverse, cryptocurrency and alternative strategy ETPs. Through its October 2025 acquisition of Ceres Partners, LLC, WisdomTree entered the private assets market with approximately $1.9 billion in farmland-based investment strategies.
WisdomTree's digital assets strategy includes WisdomTree Connect, an institutional platform providing direct access to digital funds through self-hosted or custodial wallets, and WisdomTree Prime, a blockchain-native digital wallet offering direct-to-consumer access to bitcoin, ether, tokenized gold, U.S. dollar tokens and digital funds. The company's Treasury Money Market Digital Fund accumulated $733.3 million in assets by year-end 2025.
The company employs 360 full-time employees globally, with 236 in the United States and 124 in Europe. WisdomTree operates as the 15th largest ETP sponsor globally and is known for pioneering the Modern Alpha approach, which combines active management's outperformance potential with passive management's cost efficiency. The company creates proprietary indexes for most of its ETFs and maintains extensive marketing, research and sales capabilities. Additional information is available at www.wisdomtree.com.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 880631
- SIC
- 6211
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns WisdomTree, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in WisdomTree, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · WisdomTree, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
WisdomTree, Inc.’s bonds, as funds hold them
Funds report holding 3 issues of WisdomTree, Inc.’s debt, $215.38M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.51%, maturing 2029 to 2031.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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