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 (NYSE: WT) completed its acquisition of London-based Atlantic House for £150 million (≈$200 million), adding a dedicated team focused on defined outcome and derivatives-driven strategies. The deal expands WisdomTree’s active ETF and Models & Portfolio Solutions capabilities and deepens UK adviser distribution.
The firm said the acquisition supports a plan to launch 15–20 defined outcome ETFs over the next 18 months and increases WisdomTree’s total assets under management to approximately $163.19 billion.
Stable Sea announced a strategic relationship with WisdomTree (WT) to embed access to WisdomTree's tokenized Treasury money market fund WTGXX into Stable Sea Terminal, enabling businesses to invest operating cash in tokenized RWAs, earn continuous 24/7/365 dividends, and route transactions via WisdomTree Securities, Inc.
The partnership targets easier access for businesses, automated cash sweeps, and on-chain settlement while noting investment and blockchain risks and onboarding requirements.
WisdomTree (NYSE: WT) will host a conference call to discuss Q1 2026 results on May 1, 2026 at 11:00 a.m. ET. The live webcast and all earnings materials will be available on WisdomTree’s investor relations website, with a replay posted shortly after the call.
Dial-in numbers are provided and participants are encouraged to join 10 minutes early to avoid delays.
WisdomTree (NYSE: WT) reported March 2026 monthly metrics showing strong net inflows and mixed AUM effects. The firm generated $2.6 billion of net inflows in March, a 19% annualized organic growth rate, and nearly $6 billion of net inflows year-to-date across seven of eight product categories.
UCITS AUM is up 24% YTD from roughly $3 billion of inflows. Digital assets reached a record $867 million AUM after $98 million of Q1 inflows. Market movements reduced total AUM to $150.571 billion as of March 31, 2026.
WisdomTree (NYSE: WT) priced $525.0 million of convertible senior notes due 2031 and granted initial purchasers an option that was exercised in full, bringing total notes sold to $603.75 million, expected to settle March 30, 2026. Net proceeds are expected to be approximately $591.2 million.
WisdomTree plans to use about $200.0 million to fund the Atlantic House acquisition and about $302.7 million to exchange 2029 notes; concurrent exchanges include $75.0 million of 2026 notes and $275.0 million of 2029 notes. WisdomTree expects a one-time loss on extinguishment of ~$105.0 million.
WisdomTree (NYSE: WT) intends to privately offer $525.0 million aggregate principal amount of convertible senior notes due 2031, with an initial purchaser option for an additional $78.75 million. WisdomTree plans to use about $200.0 million of net proceeds to fund its acquisition of Atlantic House and allocate remaining proceeds to notes exchanges, potential debt repayments and general corporate purposes.
The notes will be privately offered to qualified institutional buyers under Rule 144A, will be convertible under specified conditions prior to July 1, 2031, and may be redeemed for cash after April 6, 2028 in certain circumstances. Interest rate, conversion rate and final terms will be set at pricing.
WisdomTree (NYSE: WT) launched the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) on March 19, 2026, with a 0.35% expense ratio. NTSD is an actively managed, model-based ETF that pairs large-cap U.S. equities with developed international equity exposure via index futures using a 90/60 capital-efficient framework.
The fund seeks total return, emphasizes capital efficiency through futures, and carries risks from leverage, derivatives, rolling costs, and concentrated U.S. exposure. Investors should read the prospectus before investing.
WisdomTree (NYSE: WT) agreed to acquire London-based Atlantic House for £150 million (≈$200 million), adding approximately £4.11 billion (≈$5.5 billion) in AUM. The deal, expected to close in Q2 2026, expands defined outcome, derivatives ETF capabilities and UK adviser distribution.
The transaction is subject to approvals, financing and customary closing conditions and is expected to be modestly accretive in 2026.
WisdomTree (NYSE: WT) launched two adaptive moving average ETFs on March 12, 2026: WAMA (U.S.) and WIMA (International), listed on Nasdaq with expense ratios of 0.32% and 0.42%, respectively. Both funds use a rules-based 200-day moving average, breadth overlay and a two-day confirmation to adjust equity exposure versus U.S. Treasury bills.
The funds seek systematic trend-based allocation to manage regime shifts while maintaining long-term equity participation; investors should read the prospectus for risks and holdings.
WisdomTree (NYSE: WT) and Halo Investing launched the Halo-WisdomTree Structured Income Strategy on March 11, 2026, a defined-outcome SMA targeting income, buffered downside protection, and scalable advisor solutions. The strategy combines WisdomTree model portfolios with Halo structured notes and is available exclusively via the Halo platform.