WisdomTree

WisdomTree

Manages and offers ETF/ETP investment products

Overview

WisdomTree builds and manages a global family of exchange-traded products (ETPs), including ETFs, that are traded on stock exchanges for individual investors and financial professionals. Its products offer diversified investment exposure through familiar market channels, and blockchain technology is used to enhance transparency, accessibility, and the user experience in transactions and fund data. The company earns mainly from management fees for fund administration and also provides advisory services to support professionals serving clients. Its goal is to provide clear, accessible, and diversified investment solutions while growing its global fund management business.

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 & Analytics

Fintech

Quantitative Finance

Financial 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

  • August 2026 AUM hit a record $174 billion, with $12 billion year-to-date inflows.
  • Second-quarter 2026 revenue rose 57.3% to $177.2 million, with operating margins above 40%.
  • Atlantic House closed May 2026, strengthening private markets and active fixed-income distribution.

What critics are saying

  • WTGXX trading depends on WisdomTree Securities inventory, limiting liquidity during stressed markets.
  • Ludwig v. WisdomTree filed February 2026 creates distraction and settlement risk.
  • Tokenization leadership attracts BlackRock, Franklin Templeton, and Circle; differentiation erodes quickly.

What makes WisdomTree unique

  • February 2026 SEC relief made WTGXX the first 24/7 registered tokenized money market fund.
  • WisdomTree now offers 15 SEC-registered tokenized funds across asset classes, per July 2026 testimony.
  • MoonPay integration extends WTGXX distribution to 35 million users and stablecoin reserve workflows.

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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

Headcount

6 month growth

↑ 0%

1 year growth

↑ 0%

2 year growth

↓ -1%
BayPay Forum
Sep 25th, 2026
WisdomTree and MoonPay expand access to tokenised funds.

WisdomTree and MoonPay expand access to tokenised funds. WisdomTree and MoonPay have expanded US access to the tokenised WTGXX fund, while MoonPay plans to use it for stablecoin reserve management. WisdomTree and MoonPay have expanded US access to the tokenised WTGXX fund, while MoonPay plans to use it for stablecoin reserve management. WisdomTree and MoonPay have announced a collaboration to provide eligible investors in the US with another way to access the WisdomTree Treasury Money Market Digital Fund (WTGXX). The fund is a tokenised money market mutual fund, and MoonPay plans to use WTGXX as part of its stablecoin reserve management. WisdomTree is also building an access point for its tokenised funds using MoonPay's technology and platform. The planned access point will give individual investors another way to access WisdomTree's tokenised funds through MoonPay, alongside WisdomTree's existing direct channels via WisdomTree Securities. This will add MoonPay as an access route for investors while keeping WisdomTree's existing distribution channels in place. MoonPay's network has more than 35 million accounts and serves more than 1,700 partners. The collaboration could also support further opportunities involving tokenised funds across global markets. However, the companies have not disclosed details of any specific additional funds or potential launch dates. The announcement therefore does not provide a timeline for these future initiatives or indicate which markets or products could be included. As part of the collaboration, MoonPay plans to use WTGXX for stablecoin reserve management. The fund will therefore form part of MoonPay's approach to managing reserves linked to its stablecoin activities. The announcement states that MoonPay has more than 30 million customers across 180 countries. It also supports more than 1,700 enterprise customers across the crypto and fintech sectors. MoonPay provides infrastructure for ramps, trading, commerce, and stablecoin activities, connecting traditional payment rails with blockchain networks. The collaboration therefore extends the use of WTGXX beyond investor access to MoonPay's reserve management activities. However, the companies have not disclosed details of any additional funds that may be included in the collaboration. They have also not provided launch dates for future initiatives... Sep 25, 2026 00:00

Yahoo Finance
Sep 17th, 2026
WisdomTree Treasury fund launches in crypto wallets with $1 minimum investment

WisdomTree and MoonPay announced a collaboration on 17 September to expand US access to WTGXX, the WisdomTree Treasury Money Market Digital Fund. The tokenised fund holds short-term Treasuries and will be accessible through MoonPay's technology, which reaches over 35 million users. The fund trades against the USDC stablecoin and can settle around the clock following SEC exemptive relief granted in February. The minimum investment is as low as $1, and the fund is open to any US person or business passing basic identity checks. Caroline Pham, CEO of MoonPay Institutional and former acting CFTC chairman, believes crypto wallets will evolve to function as comprehensive financial accounts. Retail investors will gain access to WTGXX inside a MoonPay wallet through a phased rollout beginning with API access for partners.

Yahoo Finance
Sep 12th, 2026
WisdomTree COO sells 30,000 shares for $737K amid 75% one-year return

WisdomTree's President and COO Lilien Jarrett sold 30,000 shares of common stock for approximately $737,000 on 9 September 2026. The transaction was executed at a weighted average price of $24.56 per share through a pre-established Rule 10b5-1 trading plan adopted in November 2025. Following the sale, Jarrett retains 1,080,245 shares directly held, representing approximately 97% of her prior holdings. The executive is also scheduled to receive additional shares through restricted stock awards vesting through January 2029. WisdomTree operates as a sponsor and manager of exchange-traded funds across multiple asset classes. The New York-listed company has a market capitalisation of $3.6 billion and generated $609.7 million in trailing twelve-month revenue. The stock delivered a 75% one-year total return as of the transaction date.

The SaaS News
Sep 11th, 2026
Fnality raises $136M Series C.

Fnality raises $136M Series C. Fnality raises $136M Series C led by WisdomTree, Bank of America, and others to expand its DLT-based wholesale payment settlement network globally. Updated September 10, 2026 Fnality, a London-based operator of regulated wholesale payment systems powered by distributed ledger technology (DLT), has raised $136 million (£99.7 million) in Series C funding to expand its global settlement network and accelerate the adoption of tokenized financial assets. Investors. The round was led by WisdomTree, Bank of America, Citi, KBC Group, Temasek, and Tradeweb. Existing investors also participated, including Banco Santander, Barclays, BNP Paribas, DTCC, Euroclear, Goldman Sachs, ING, Nasdaq Ventures, State Street, and UBS. Fnality use of funds. The company plans to use the new capital to extend its network footprint to additional major currencies, deliver liquidity management solutions, and provide settlement interoperability for emerging payment ecosystems, including stablecoins and tokenized deposits. About fnality. Fnality is building a global network of regulated DLT-based wholesale payment systems designed to provide institutional-grade digital cash for financial markets. Their platform utilizes representations of funds held at central banks to enable real-time, 24/7 wholesale payments and secure atomic settlement for financial institutions. Funding details. Company: Fnality Raised: $136M Round: Series C Funding Date: September 23, 2025 Lead Investor: WisdomTree, Bank of America, Citi, KBC Group, Temasek, Tradeweb Additional Investors: Banco Santander, Barclays, BNP Paribas, DTCC, Euroclear, Goldman Sachs, ING, Nasdaq Ventures, State Street, UBS Company Website: fnality.com Software Category: Fintech Source: https://fnality.com/news/fnality-raises-136-million-in-series-c-funding Updated September 10, 2026

Yahoo Finance
Sep 10th, 2026
WisdomTree tops financials buy list as Moelis and Sixth Street lag on growth

WisdomTree has emerged as a top pick in the financials sector, according to recent market analysis, whilst Moelis and Sixth Street Specialty Lending are recommended as avoids. The financials industry has gained 15.4% over the past six months, outperforming the S&P 500 by 2.3 percentage points. However, analysts warn that only select firms will thrive long-term as fintech disruptors capture market share from incumbents. Moelis, an independent investment bank founded in 2007, saw annual revenue growth of just 4.9% over five years, with earnings per share declining 9.1% annually. The stock trades at 19.4 times forward price-to-earnings. Sixth Street Specialty Lending, a business development company, experienced sales declining 7.1% annually over two years. It trades at 10.1 times forward P/E. WisdomTree, which pivoted to ETF management in 2006, was identified as the sole financials stock worth holding for decades.

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