WisdomTree, Inc. reports developments tied to its asset-management business, including exchange-traded product launches, AUM and flow metrics, quarterly financial results, and capital actions. The company offers ETPs, model portfolios and other investment solutions across asset-management channels, with advisory fees from ETPs representing a core revenue source.
Recurring updates also cover WisdomTree's digital asset-related products and platforms, including tokenized real-world assets, stablecoin-related services, the WisdomTree Treasury Money Market Digital Fund (WTGXX), WisdomTree Connect and WisdomTree Prime. Company news has also addressed private-market expansion through the Ceres Partners U.S. farmland platform and new fund strategies such as rare earth and strategic metals exposure.
WisdomTree (WT) announced that four company leaders have been named to INvolve’s 2026 Heroes Role Model Lists supported by YouTube, recognizing their work in advancing gender inclusion in business.
Chief Legal Officer Marci Frankenthaler and Head of RFP, Sales Derya Elmali were selected for the Heroes Executives Role Model List, while Associate Director, Sales Kaleigh Wilkinson and Business Management Analyst Shannon Cairns were included on the Heroes Future Leaders Role Model List. All four play leadership roles in WisdomTree’s employee-led Women’s Initiative Network (WIN), which focuses on mentorship, professional development and leadership opportunities, and are also involved in related internal networks and external partnerships promoting gender equity.
WisdomTree (WT) and MoonPay have entered a strategic collaboration to expand U.S. investor access to the WisdomTree Treasury Money Market Digital Fund (WTGXX), a tokenized money market mutual fund, via MoonPay’s platform and technology.
MoonPay plans to use WTGXX in its stablecoin reserve management and to provide an access point into its network of over 35 million accounts and more than 1,700 partners. WisdomTree is building an access channel for its tokenized funds that leverages MoonPay’s blockchain infrastructure, which both companies describe as a foundation for additional tokenized fund opportunities across global markets. WisdomTree reports approximately $176.7 billion in assets under management globally.
WisdomTree (WT) will execute a 3-for-1 forward share split on the WisdomTree Japan Hedged Equity Fund (DXJ), effective for shareholders of record as of the close on October 7, 2026, with split shares payable after the close on October 8, 2026 and trading at post-split prices on October 9, 2026.
The split will increase DXJ shares outstanding and reduce the price per share, while leaving the total value of each shareholder’s investment unchanged. DXJ’s NAV per share was $176.992 as of September 14, 2026. WisdomTree reports approximately $176.9 billion in global assets under management, including assets managed by Ceres Partners, as of the last reportable period.
WisdomTree (WT) announced that Chief Marketing Officer Luba Spear was named “CMO of the Year” at the 2026 Wealth Management Industry Awards, presented in New York on September 10, 2026.
The award recognizes WisdomTree’s focus on innovation and on providing solutions and resources that help financial advisors serve clients and grow their businesses. Spear, who became CMO in 2024, has led the evolution of the firm’s global brand and marketing strategy, emphasizing integrated messaging around its investment expertise, digital asset-related offerings, and other financial products.
The Wealth Management Industry Awards, now in their 12th year, select winners from hundreds of submissions through a panel of independent industry judges.
WisdomTree (WT) reported record August 2026 assets under management (AUM) of approximately $174 billion, driven by strong net inflows and market appreciation.
Current total AUM was $173.7 billion as of August 31, 2026, up from $163.0 billion at the start of the month, with $8.6 billion from market moves and $2.1 billion of net inflows in August. Year-to-date, net inflows reached $12.3 billion, supporting a 13.0% annualized organic growth rate, while acquired AUM contributed an additional $4.1 billion. The company reported record AUM across its U.S. ($103 billion), Europe ($70 billion) and Digital Assets ($1.1 billion) businesses, with digital assets surpassing the $1 billion mark for the first time.
European UCITS AUM increased 54% year-to-date, with about $4.9 billion of net inflows at a 59% annualized organic growth rate. Net inflows were recorded across all eight major product categories in August and quarter-to-date, and across seven of eight categories year-to-date. Average total AUM was $171.0 billion for the month, with a blended total average fee rate of 36 basis points.
WisdomTree (NYSE: WT) expanded its digital-assets reach as Stable Sea added two WisdomTree tokenized funds – the Short-Duration Income Digital Fund (WTSIX) and the Floating Rate Treasury Digital Fund (FLTTX) – to Stable Sea Terminal, alongside the existing Treasury Money Market Digital Fund (WTGXX).
According to Stable Sea, eligible business users can now access three SEC-registered, tokenized funds for operating cash management through WisdomTree Securities with low minimums: WTGXX at a $1 minimum and 7‑day SEC yield of 3.46%, and FLTTX and WTSIX at $25 minimums with 30‑day SEC yields of 3.75% and 4.41%, respectively, as of August 21, 2026. The move targets the growing tokenized real‑world asset market and aims to bring institutional-style cash segmentation tools to a broader range of businesses inside one treasury workflow.
WisdomTree (NYSE: WT) reported July 2026 monthly metrics highlighted by $1.343 billion of net inflows for the month and $10.260 billion year-to-date, representing a 12.4% annualized organic flow rate. Total AUM (excluding Ceres Partners private assets) ended July at $162.997 billion, with average total AUM of $162.196 billion and a blended average fee rate of 36 bps.
According to the company, U.S. business AUM surpassed $100 billion for the first time. Net inflows were led by $1.281 billion into fixed income and ongoing demand for global equities, including broad value, quality growth, Japanese equities and thematic strategies. Cryptocurrency and leveraged & inverse products also posted positive flows, while emerging market equity and commodity & currency saw monthly outflows. Including Ceres Partners, WisdomTree reported approximately $176.7 billion in global AUM as of the last reportable period.
WisdomTree (NYSE: WT) reported second quarter 2026 net income of $44.3 million (adjusted net income $48.1 million), diluted EPS of $0.28 and adjusted diluted EPS of $0.31. Operating revenues reached $177.2 million, up 11.1% sequentially and 57.3% year over year, driven by higher average AUM, the acquisition of Atlantic House and higher performance and other revenues, especially from European ETPs.
Ending AUM hit a record $162.9 billion, up 6.7% from the prior quarter, with $3.1 billion of net inflows and a revenue yield of 0.43%. The operating income margin was 40.5% (42.6% adjusted), expanding 330 bps quarter over quarter and 780 bps year to date versus the prior year (900 bps on an adjusted basis). WisdomTree retired $126.9 million of convertible notes for $207.5 million in cash, repurchased $25.9 million of stock, and declared a $0.03 quarterly dividend.
WisdomTree (NYSE: WT) plans to host a conference call and live webcast to discuss its second quarter 2026 results on July 31, 2026 at 11:00 a.m. ET. The call, webcast, and all related earnings materials will be accessible via WisdomTree’s investor relations website, with a replay available shortly after.
WisdomTree (NYSE: WT) reported June 2026 metrics showing nearly $9 billion of net inflows year-to-date, implying about a 13% annualized organic growth rate, and delivering its 6th consecutive quarter of record AUM, with total AUM at $160.9 billion excluding Ceres Partners private assets.
WisdomTree generated over $3.1 billion of net inflows in Q2 2026, while June saw modest net outflows of $372 million, mainly amid a risk-off backdrop. Fixed income, U.S. equity, alternatives and cryptocurrency had positive flows in June; emerging markets equity, commodities & currency, leveraged & inverse, and developed international equity saw outflows. Thematics remained strong, with about $200 million of June inflows into global Quantum strategies and roughly $100 million into AI and robotics products. June market movements reduced AUM by $6.9 billion, partly offset by Q2 acquired AUM of $4.1 billion.