Wisdomtree Stock Price, News & Analysis

WisdomTree (NYSE: WT) announced that three of its leaders have been recognized on INvolve's 2025 'Heroes Role Model Lists supported by YouTube' for their contributions to gender inclusion in the workplace.

Marci Frankenthaler, Chief Legal Officer, was named to the Heroes Executives Role Model List for the second consecutive year. Lauren Pfendt, Associate, Portfolio Solutions, and Leah Moore, Senior Marketing Coordinator, were featured on the Heroes Future Leaders Role Model List.

All honorees are active leaders in WisdomTree's global Women's Initiative Network (WIN), an employee-led program focused on promoting gender equity through mentorship, professional development, and leadership opportunities. Their initiatives include establishing mentorship programs, organizing professional development events, and leading diversity and inclusion efforts across the organization.

WisdomTree (NYSE: WT) has launched the WisdomTree Private Credit and Alternative Income Digital Fund (CRDT), a tokenized fund offering exposure to private credit and alternatives through blockchain technology. The fund tracks the Gapstow Private Credit and Alternative Income Index and is available on WisdomTree Prime® and WisdomTree Connect™ platforms.

Key features include T+0 settlement for subscriptions, T+2 for redemptions, and a $25 minimum investment. The fund is tokenized on Ethereum and Stellar blockchains, providing daily liquidity and transparency while targeting attractive income potential. CRDT aims to make private credit, traditionally an institutional asset class, accessible to both retail and crypto-native investors.

WisdomTree (NYSE: WT) has launched two new defense-focused ETFs on the NASDAQ: the WisdomTree Global Defense Fund (WDGF) and the WisdomTree Asia Defense Fund (WDAF), both with a 0.45% expense ratio.

WDGF tracks the WisdomTree Global Defense Index, providing exposure to global defense companies and reflecting increased defense spending worldwide. WDAF follows the WisdomTree Asia Defense Index, focusing on defense firms in the Asia-Pacific region.

Both funds offer pure-play exposure to companies involved in aerospace, military equipment, and defense technology, including advanced weapons systems, cybersecurity, AI, robotics, and hypersonics. These launches expand WisdomTree's defense ETF suite, following their Europe Defense Fund (WDEF) introduction in July 2025.

WisdomTree (NYSE: WT) reported strong metrics for August 2025, achieving a record month-end Assets Under Management (AUM) of $131.1 billion, representing a nearly 20% increase year-to-date. The company demonstrated robust growth with $8 billion in year-to-date net inflows, equivalent to an 11% annualized organic growth rate.

The company's performance showed broad-based strength across its portfolio, with net inflows in 7 out of 8 product categories. Fixed Income led with $3.2 billion YTD inflows (24.1% growth rate), followed by U.S. Equity and International Developed Market Equity, each contributing over $2.2 billion. The company maintained a blended total average fee rate of 35 basis points.

WisdomTree (NYSE: WT) announced that CEO Jonathan "Jono" Steinberg has been named Chief Executive Officer of the Year at the 2025 Wealth Management Industry Awards. Under Steinberg's leadership, WisdomTree has achieved significant growth in its exchange-traded products (ETPs) and models business.

The award recognizes Steinberg's contributions to transforming WisdomTree and shaping the asset management industry through initiatives like WisdomTree Prime® and WisdomTree Connect™ digital platforms. The recognition was determined by independent judges at the 11th annual awards ceremony held in New York on September 4, 2025.

WisdomTree (NYSE: WT) has successfully priced an upsized offering of $415 million convertible senior notes due 2030, with an additional $60 million greenshoe option fully exercised, bringing the total to $475 million. The notes will carry a 4.625% interest rate and an initial conversion price of $19.1545 per share.

The company will use $275 million for the Ceres Partners acquisition, $37 million to repurchase 93% of outstanding 2028 notes, and $90 million to repurchase approximately 6.8 million shares of common stock at $13.21 per share. The remaining proceeds will be used for working capital and general corporate purposes.

The notes, settling on August 14, 2025, will be convertible under certain conditions, with WisdomTree paying cash up to the principal amount upon conversion. The company can redeem the notes after August 20, 2027 under specific price conditions.

WisdomTree (NYSE: WT) has announced a private offering of $400 million convertible senior notes due 2030, with an additional $60 million option for initial purchasers. The company plans to use $275 million for the Ceres Partners acquisition, up to $25.8 million to repurchase outstanding 2028 notes, and $80 million for share repurchases from note purchasers.

The notes will be convertible before May 15, 2030, under specific conditions, with WisdomTree paying cash up to the principal amount and either cash, common stock, or a combination for the remainder. The notes will be redeemable at WisdomTree's option after August 20, 2027, with terms to be determined upon pricing.

WisdomTree (NYSE: WT) reported record-breaking metrics for July 2025, achieving an all-time high AUM of $127.2 billion, representing a 16% increase year-to-date. The company demonstrated strong performance with $6.93 billion in year-to-date net inflows, equivalent to an 11% annualized organic growth rate.

Notable highlights include significant growth in Digital Assets with $173 million net inflows in July, bringing total Digital AUM to $525 million. The company also announced the acquisition of Ceres Partners, a farmland asset manager with nearly $2 billion in AUM, expected to enhance revenue yield and expand operating margins.

Key segments showing strong YTD inflows include Fixed Income ($2.72 billion), U.S. Equity ($2.30 billion), and International Developed Market Equity ($2.29 billion). The company maintains a blended total average fee rate of 35 basis points.

WisdomTree (NYSE: WT) reported strong Q2 2025 results with record AUM of $126.1 billion, up 8.9% from the previous quarter. The company achieved $3.5 billion in net inflows, primarily from international developed equity and U.S. equity products, with European ETP inflows of $2.2 billion.

Key financial metrics include $24.8 million in net income ($25.9 million adjusted), diluted EPS of $0.17 ($0.18 adjusted), and an operating income margin of 30.8% (32.5% adjusted). The company maintained a steady 0.35% average advisory fee and declared a $0.03 quarterly dividend.

WisdomTree announced the strategic acquisition of Ceres Partners, a leading U.S. farmland manager with nearly $2 billion AUM, projecting to raise $750 million by 2030 with potential to manage $10 billion in farmland assets over the next decade.