Wisdomtree - WT STOCK NEWS

WisdomTree (NYSE: WT) reported strong metrics for January 2025, achieving record Assets Under Management (AUM) of $114.6 billion. The company saw substantial net inflows of over $1.1 billion across 6 of its 8 major product categories.

Key highlights include significant flow momentum in U.S. Equity products with a 5.8% annualized organic growth rate, and impressive performance in the offshore UCITS ETF suite, which generated $116 million in net inflows, representing a 20% annualized growth rate.

Fixed Income showed particularly strong performance with $1,078 million in net flows (63.3% annualized rate). The company's AUM increased from $109,779 million at the period's start to $114,564 million, boosted by $3,648 million in market moves. The blended total average fee rate stands at 36 basis points.

WisdomTree (NYSE: WT) reported Q4 2024 financial results with diluted earnings per share of $0.18 ($0.17 adjusted). The company achieved $27.3 million in net income with $109.8 billion in assets under management (AUM), representing a 2.5% decrease from the previous quarter due to market depreciation and net outflows.

Key metrics include $110.7 million in operating revenues (down 2.2% quarter-over-quarter), a 79.3% gross margin, and a 31.7% operating income margin. The company maintained a 0.36% average advisory fee and declared a $0.03 quarterly dividend. Net outflows were ($0.3) billion, primarily from emerging markets, commodity, and fixed income products, partially offset by inflows into U.S. equity and cryptocurrency products.

The company completed its BNY Custody Migration during the quarter and experienced higher expenses related to this transition. WisdomTree's European crypto ETP business concluded 2024 as the leading provider with $520 million in net new flows.

WisdomTree (NYSE: WT) has announced that the Say platform, a stockholder Q&A platform, is now available for its upcoming fourth quarter 2024 earnings call. The earnings call is scheduled for Friday, January 31, 2025, at 11:00 a.m. ET.

Verified stockholders can submit questions to management through Say Connect until 9:00 a.m. ET on January 30, 2025. Selected questions will be addressed during the live Q4 2024 earnings call webcast. This initiative reflects WisdomTree's commitment to transparency and enhanced engagement with stockholders regardless of their investment size.

WisdomTree (NYSE: WT) has announced it will release its fourth quarter results on January 31, 2025, at 7:00 a.m. ET, followed by a conference call at 11:00 a.m. ET to discuss the results.

The company has provided multiple ways for participants to join the discussion, including domestic dial-in (877-407-9210), international dial-in (+1 201-689-8049), and a webcast option. Participants are encouraged to dial in 10 minutes before the scheduled start time to avoid delays.

All earnings materials and the webcast will be accessible through WisdomTree's investor relations website, with a replay available after the call.

WisdomTree (NYSE: WT) has announced that its Siegel-WisdomTree Model Portfolios are now available on the UBS Financial Services separately managed account platform, providing access to 85,000 advisors. The collaboration with Professor Jeremy Siegel introduces three distinct portfolios:

1. The Longevity Model Portfolio: Targets mid to long-range horizons, balancing income needs with longevity risk, aiming to outperform traditional 60/40 portfolios.

2. The Moderate Model Portfolio: Focuses on outperforming traditional risk tolerances through quality equity overweighting using ETFs.

3. The Global Equity Model Portfolio: Provides diversified exposure to U.S. and International stocks.

This strategic partnership expands WisdomTree's model portfolio availability across major advisory solution platforms.

WisdomTree (NYSE: WT) has released its December 2024 metrics, showing mixed results across different asset classes. The company's total AUM decreased from $113,082 million to $109,779 million during the month. Strong performance was seen in cryptocurrency with an impressive 118.7% annualized flow rate and U.S. equity products with 17.3% annualized flow rate.

However, the company experienced significant outflows in several categories: emerging market equity (-39.0% annualized flow rate), fixed income (-21.6%), and leveraged & inverse products (-26.0%). The total net flows for December were negative at -$214 million, representing a -2.2% annualized flow rate. The company maintained a blended total average fee rate of 36 basis points.

WisdomTree (NYSE: WT), a global financial innovator, released its monthly metrics for November 2024, reporting record assets under management (AUM) of over $113 billion.

The company's AUM increased from $111.5 billion at the beginning of the period to $113.1 billion by November 30, 2024. This growth was driven by inflows in U.S. equity products, international developed market equities, fixed income, and cryptocurrencies, despite profit-taking in oil and silver and outflows in emerging market equities.

Key metrics include:

• U.S. Equity: $346M net inflows (12.2% MTD).
• International Developed Market Equity: $285M net inflows (20.0% MTD).
• Emerging Market Equity: $371M net outflows (-38.8% MTD).
• Fixed Income: $206M net inflows (12.3% MTD).
• Cryptocurrency: $136M net inflows (143.1% MTD).
• Commodity & Currency: $695M net outflows (-35.4% MTD).

The total net flows for the month were negative at $118M, with market movements contributing an additional $1.7 billion.

WisdomTree (NYSE: WT) has been recognized as a 2024 Best Places to Work in Money Management by Pensions & Investments for the fifth consecutive year. The company ranked second in the large employer category (100-499 employees), marking its third consecutive year among the top five employers.

The recognition follows WisdomTree's strong performance, including reaching $113 billion in AUM and achieving significant margin improvements. The company offers comprehensive employee benefits including unlimited vacation, an eight-week paid sabbatical after 10 years of service, and professional development through tuition reimbursement and training programs.

The award was determined through a two-part survey process, with workplace policies accounting for 20% and employee experience for 80% of the evaluation. WisdomTree's commitment to employee well-being is further demonstrated through initiatives like the Women's Initiative Network (WIN) and Diversity, Equity, and Inclusion (DEI) Council.

WisdomTree (NYSE: WT) reported its October 2024 metrics, showing net inflows of $51 million, primarily driven by U.S. equity products, alternatives, and European commodity products. The company's total AUM decreased from $112,577 million to $111,515 million, affected by market movements of -$1,113 million. Notable flows included positive contributions from U.S. Equity ($211M), Commodity & Currency ($421M), and Alternatives ($27M), while experiencing outflows in International Dev. Mkt Equity (-$211M), Emerging Market Equity (-$172M), and Fixed Income (-$216M). The company maintained a blended average fee rate of 36 bps.