WisdomTree’s Luba Spear Named “CMO of the Year” at 2026 Wealth Management Industry Awards

WisdomTree highlights marketing leadership and brand evolution as CMO Luba Spear receives a 2026 Wealth Management Industry Award.

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Recognition Highlights WisdomTree’s Leadership, Innovation, Commitment to Financial Advisor Success

NEW YORK--(BUSINESS WIRE)-- WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that Luba Spear was named “CMO of the Year” at the 2026 Wealth Management Industry Awards. The recognition highlights WisdomTree’s continued focus on innovation and delivering solutions and resources that help financial advisors better serve their clients and grow their businesses.

Since becoming Chief Marketing Officer in 2024, Spear has continued to evolve WisdomTree’s global brand and marketing strategy, sharpening how the firm communicates its capabilities across traditional and emerging areas of finance. Under her leadership, the marketing organization has focused on bringing WisdomTree’s differentiated investment expertise and culture of innovation to life through compelling, integrated messaging that resonates with financial advisors and investors.

“I am honored to receive this recognition, which reflects the creativity, collaboration, and commitment of our entire marketing team,” said Spear. “WisdomTree has always been defined by a willingness to innovate, and our role in marketing is to bring that story to life in ways that are clear, relevant, and meaningful to our clients. I’m incredibly proud of what our team has built and how we continue to evolve alongside the firm.”

“Luba has been instrumental in shaping how WisdomTree tells its story and communicates the breadth of who we are today,” said Jarrett Lilien, President and Chief Operating Officer at WisdomTree. “She brings together a deep understanding of our business, our clients, and our culture, and has built a marketing organization that reflects the innovative spirit of the firm. This recognition is well deserved and a testament to the leadership and impact she brings to WisdomTree every day.”

Now in its 12^th year, the Wealth Management Industry Awards celebrate the companies, individuals, and organizations that demonstrate outstanding achievement in support of financial advisor success. A panel of independent judges, consisting of some of the industry’s most respected leaders, determined the finalists and winners from hundreds of submissions.

This year’s awards were presented at a ceremony in New York on the evening of September 10, 2026. More information about the 2026 Wealth Management Industry Awards and the judging process can be found here.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, and blockchain-native digital wallet, WisdomTree Prime^®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

WisdomTree currently has approximately $177.8 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

Please visit us on X at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME:
NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

The products and services available through WisdomTree Connect and the WisdomTree Prime app are not endorsed, indemnified or guaranteed by any regulatory agency.

Category: Business Update

View source version on businesswire.com: https://www.businesswire.com/news/home/20260914488603/en/

Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com

Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com

Investor Relations
WisdomTree, Inc.
Jeremy Campbell
+1.917.267.3859
Jeremy.Campbell@wisdomtree.com

Source: WisdomTree, Inc.

Key Terms

etps financial

ETPs are investment products that trade on stock exchanges like individual shares but represent exposure to a basket of assets, a commodity, a market index, or a debt note. They matter to investors because they offer easy, intraday access to diverse markets or specific themes—like buying a single slice of a larger pie—while carrying costs and risks (including tracking error and, for some types, issuer credit risk) that can affect returns.

tokenized real world assets technical

Tokenized real-world assets are physical or financial things—like real estate, bonds, art, or commodities—represented as digital tokens on a distributed computer system. For investors, tokenization can turn a single asset into many small, tradable pieces like cutting a house into tiny shares, which can boost liquidity, lower the cost of entry, and speed up transfers, while introducing new considerations around technology, custody and regulation.

stablecoins financial

Stablecoins are a type of digital currency designed to maintain a steady value, often linked to traditional currencies like the dollar or euro. They function like digital cash that offers the convenience of online transactions while avoiding the large price swings common with other cryptocurrencies. This stability makes them useful for investors and users who want a reliable way to store and transfer value without exposure to sudden market changes.

limited purpose trust company regulatory

A limited purpose trust company is a state-chartered financial institution that is legally restricted to a narrow set of fiduciary and custodial activities—such as acting as trustee, custodian, or investment manager—rather than offering the full range of commercial banking services. Think of it as a specialist provider with a limited menu; for investors it signals a different regulatory and business profile, because capital, permitted activities and supervision are tailored to those narrow, trust-focused functions.