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WisdomTree

Manages and offers ETF/ETP investment products

Overview

WisdomTree creates and manages a global family of exchange-traded products, including ETFs, traded on stock exchanges for both individual investors and financial professionals. These ETPs provide diversified market exposure and are bought and sold like stocks, with blockchain technology used to improve transparency, accessibility, and fund data. The company differentiates itself by applying blockchain to increase clarity and ease of use across a worldwide lineup of products for diverse clients. Its goal is to offer clear, accessible, and diversified investment solutions while growing its global fund management business.

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About WisdomTree

Simplify's Rating
Why WisdomTree is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsFintechQuantitative FinanceFinancial Services

Company Size

201-500

Company Stage

IPO

Headquarters

New York City, New York

Founded

1985

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Simplify's take

What believers are saying

  • Q3 2026 revenue rose 42.8% to $179.4 million on record $171 billion AUM.
  • October 2026 BitGo and MoonPay partnerships widened distribution for WTGXX and tokenized funds.
  • Year-to-date inflows exceeded $13.6 billion, supporting margin expansion and product-launch momentum.

What critics are saying

  • Lower European transaction and performance fees hit Q3 2026 revenue despite record AUM.
  • Ludwig et al. v. WisdomTree, filed February 10, 2026, keeps legal overhang alive.
  • Tokenization depends on regulatory fragmentation easing; without it, Onchain stays niche and expensive.

What makes WisdomTree unique

  • WisdomTree Onchain unified tokenized funds, wallets, transfer agency, and distribution by September 2026.
  • Atlantic House and Ceres broadened product depth beyond ETFs into models and structured solutions.
  • WTGXX and WisdomTree Prime create regulated onchain cash products competitors still lack.

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Funding

Total Funding

$1.3B

Above

Industry Average

Funded Over

4 Rounds

Post IPO Convertible funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Convertible Funding Comparison Coming Soon

Benefits

  • Flexible Work Hours
  • Remote Work Options
  • Performance Bonus

Stock Price

Growth & Insights and Company News

6 month growth

0%

1 year growth

0%

2 year growth

-1%
Yahoo Finance
Nov 2nd, 2026
WisdomTree Q3 revenue jumps 42.8% to $179.4M but misses estimates as tokenization push continues

WisdomTree missed Wall Street's revenue forecasts in the third quarter of 2026, even as sales rose 42.8% year on year to $179.4 million. Analysts had expected $181.2 million. Adjusted earnings per share of $0.32 beat estimates of $0.30 by 6.7%. Operating margin rose to 41.3% from 36.3% a year earlier. Lower transaction and performance fees, especially in European products, held back revenue. Broad net inflows across US, European, and onchain businesses helped growth, and management credited cost discipline and AI tools for the margin gain. The asset manager plans to expand its tokenization platform, add distribution partnerships, and launch new public and private market products. Shares trade at $20.52, down from $21.55 before the results.

Yahoo Finance
Nov 1st, 2026
WisdomTree shares fall 3.9% despite record $171B AUM and 43.1% margin

WisdomTree shares closed at $20.71, down 3.9%, despite record third-quarter results for 2026. The asset manager reported record assets under management of $171 billion and revenue of $179.4 million, up about 43% from $125.6 million a year earlier. Net income excluding extra items rose to $49.2 million from $19.0 million, and basic earnings per share reached $0.33, against $0.14. The adjusted operating margin was 43.1%. Management cited more than 750 basis points of margin expansion this year, helped by the Ceres, Atlantic House, and OnChain deals. Tokenized assets passed roughly $1.3 billion, and OnChain products drew about $0.5 billion of inflows. Management still describes the segment as in investment mode, with no separate profit figures.

Yahoo Finance
Oct 30th, 2026
WisdomTree hits record $171B AUM as Q3 revenue jumps 43% and margins expand

WisdomTree reported record assets under management (AUM) of $171 billion in its third quarter of 2026, with 13% annualised organic growth. Revenue rose 43% year on year, which management credits to record AUM, elevated trading activity, and recent acquisitions. The firm is recasting itself from an exchange-traded fund (ETF) provider into a "modern global asset manager" spanning public markets, private markets, and onchain products. It expects to launch ETFs with private market allocations by 2027, and 15-20 new products from the Atlantic House deal over the next 18-24 months. Year-to-date margins have grown 750 basis points, with 440 employees managing $170 billion. WisdomTree retired $18 million of 2029 convertible notes and repurchased about $11 million of stock. It now expects full-year discretionary spending of $83 million to $87 million.

Kooc Media Ltd.
Oct 30th, 2026
WisdomTree (WT) Stock: Q3 earnings rise as net inflows exceed $13.6 billion.

WisdomTree (WT) Stock: Q3 earnings rise as net inflows exceed $13.6 billion. WisdomTree delivers higher Q3 earnings, expanding margins and record assets under management, while WT shares decline 5.41% despite strong fund inflows. Tldr. Table of Contents * WisdomTree reports $49.2 million in Q3 profit as assets under management hit $171 billion. * WT records $13.6 billion in year-to-date inflows, delivering 13% annualized organic growth. * WisdomTree expands its operating margin by 680 basis points as quarterly revenue rises. * WisdomTree shares drop 5.41% despite stronger earnings and record quarterly assets under management. * WisdomTree advances tokenization partnerships with MoonPay and BitGo following Q3 growth. WisdomTree shares declined 5.41% to $20.39 after the asset manager reported stronger third-quarter financial results. However, the company recorded higher earnings, expanding operating margins and substantial fund inflows during the quarter. Its year-to-date net inflows exceeded $13.6 billion, while assets under management reached a record $171 billion. WisdomTree reports higher Q3 earnings and revenue. WisdomTree reported third-quarter net income of $49.2 million, compared with $19.7 million during the same period last year. Additionally, diluted earnings per share reached $0.32, against $0.13 in the third quarter of 2025. Adjusted net income totaled $49.5 million, while adjusted diluted earnings per share also reached $0.32. The company generated $179.4 million in operating revenue, representing a 42.8% increase from $125.6 million. Moreover, revenue increased from $177.2 million in the second quarter, reflecting higher average assets under management. Advisory fees contributed $151.6 million, while management fees generated $5.4 million during the reporting period. Operating income reached $74.1 million, compared with $45.7 million a year earlier. Consequently, the operating income margin expanded to 41.3%, compared with 36.3% during the prior-year quarter. On an adjusted basis, the margin reached 43.1%, marking a 480-basis-point annual improvement. Net inflows push assets under management to record levels. WisdomTree ended September with $171 billion in assets under management, marking a 5% quarterly increase. The increase reflected continued net inflows and market appreciation across its investment products. Average assets under management also reached $170.5 billion, compared with $130.8 billion in September 2025. During the third quarter, the company attracted $4.6 billion in net inflows across its United States and European operations. Fixed-income, commodity and U.S. equity products primarily supported these inflows. Furthermore, WisdomTree recorded more than $13.6 billion in year-to-date net inflows, representing a 13% annualized organic growth rate. The average advisory fee remained unchanged at 0.36% compared with the previous quarter. However, revenue yield declined one basis point to 0.42%, reflecting lower European transaction fees and performance fees. Gross margin remained relatively stable at 83%, compared with 82.9% during the second quarter. Tokenization expansion and capital returns support business development. WisdomTree continued expanding its digital asset operations through several strategic partnerships during the third quarter. In September, the company partnered with MoonPay to broaden U.S. access to tokenized funds. The agreement also supports stablecoin reserves through greater access to its WisdomTree Treasury Money Market Digital Fund. WisdomTree introduced WisdomTree Onchain, bringing its tokenized funds and supporting infrastructure under one platform. In October, the company partnered with BitGo to provide institutional clients access to tokenized Treasury products. The arrangement supports liquidity, yield and collateral capabilities through BitGo's platform. WisdomTree also completed several capital allocation activities during the reporting period. The company retired $18.1 million in principal value of convertible notes due 2029 for $32.3 million. Additionally, it repurchased approximately 500,000 common shares for $10.6 million at an average price of $21.29. The board also declared a quarterly dividend of $0.03 per share, payable November 25, 2026, to eligible shareholders. These developments accompanied new product launches across U.S. and European markets. The company introduced two U.S. funds, including WSLS and WTAL, through the Texas Stock Exchange. Meanwhile, European launches expanded its commodity, silver and structured investment offerings. WisdomTree's third-quarter results therefore reflected stronger earnings, record assets and continued expansion across traditional and digital investment markets. Limited Time Offer Get 3 free Stock ebooks. Discover top-performing stocks in AI, Crypto, and Technology with expert analysis. * Top 10 AI Stocks - Leading AI companies * Top 10 Crypto Stocks - Blockchain leaders * Top 10 Tech Stocks - Tech giants

The FinChannel
Oct 30th, 2026
WisdomTree earnings rise as record assets lift revenue 42.8%.

WisdomTree earnings rise as record assets lift revenue 42.8%. Reading Time: 3 mins read (The FINANCIAL) - WisdomTree earnings rose as record assets and fresh investor money lifted revenue, while higher interest costs tempered the gains. WisdomTree Inc. (NYSE: WT) reported third-quarter results on October 30, with growth in its core investment business alongside expansion into private markets and tokenized funds. The New York-based asset manager ended September with $171.0 billion in assets under management, up 5.0% from June. Quarterly net inflows reached $4.6 billion, primarily into fixed-income, commodity and U.S. equity products across the United States and Europe. Year-to-date net inflows exceeded $13.6 billion, representing a 13% annualized organic growth rate. Operating revenue increased 42.8% from a year earlier to $179.4 million. Sequential growth was slower at 1.3%, as lower European exchange-traded-product transaction fees and lower performance fees offset some benefits from higher average assets. The average advisory fee held at 0.36%, unchanged from the previous quarter. Revenue also reflected contributions from the Ceres and Atlantic House acquisitions; the latter transaction was completed in May.

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