Wisdomtree Inc
NYSE:WT
Wisdomtree Inc
In the bustling heart of New York City's financial district, WisdomTree Inc., founded in 2006, has gradually carved out a prestigious niche for itself in the realm of asset management, distinguishing itself with innovation and strategy at the forefront. As one of the pioneers in the world of exchange-traded funds (ETFs), WisdomTree’s journey began with an astute acknowledgment of a burgeoning demand: a shift towards passive investment vehicles that offer cost efficiencies and transparency. What sets WisdomTree apart is its unique approach to ETFs, emphasized by its focus on fundamentally weighted indexes rather than the traditional market cap weighting. This distinctive methodology is designed to potentially offer investors new ways to diversify their portfolios while capturing enhanced returns.
The company's financial prowess is derived from a combination of management fees garnered from its expansive suite of ETF products, coupled with its foray into currency and interest rate hedged strategies. WisdomTree earns its keep primarily through the management fees associated with its asset management services, with these fees often correlating directly to the effectiveness of their strategic visions and the ensuing growth in assets under management (AUM). Additionally, the firm has widened its horizons with the launch of digital assets and thematic investment products, sensitively aligning its offerings with the dynamic shifts in market trends. By continuously innovating and adapting to the evolving landscape, WisdomTree sustains its competitive edge and retains its place at the vanguard of global asset management.
In the bustling heart of New York City's financial district, WisdomTree Inc., founded in 2006, has gradually carved out a prestigious niche for itself in the realm of asset management, distinguishing itself with innovation and strategy at the forefront. As one of the pioneers in the world of exchange-traded funds (ETFs), WisdomTree’s journey began with an astute acknowledgment of a burgeoning demand: a shift towards passive investment vehicles that offer cost efficiencies and transparency. What sets WisdomTree apart is its unique approach to ETFs, emphasized by its focus on fundamentally weighted indexes rather than the traditional market cap weighting. This distinctive methodology is designed to potentially offer investors new ways to diversify their portfolios while capturing enhanced returns.
The company's financial prowess is derived from a combination of management fees garnered from its expansive suite of ETF products, coupled with its foray into currency and interest rate hedged strategies. WisdomTree earns its keep primarily through the management fees associated with its asset management services, with these fees often correlating directly to the effectiveness of their strategic visions and the ensuing growth in assets under management (AUM). Additionally, the firm has widened its horizons with the launch of digital assets and thematic investment products, sensitively aligning its offerings with the dynamic shifts in market trends. By continuously innovating and adapting to the evolving landscape, WisdomTree sustains its competitive edge and retains its place at the vanguard of global asset management.
Record AUM: WisdomTree ended 2025 with $144.5 billion in assets under management (AUM), up 5% from Q3 and over 30% year-over-year, with global AUM reaching $160.8 billion by early 2026.
Organic Growth: The company achieved $8.5 billion in net inflows for the year, representing an 8% organic growth rate, outpacing many peers despite volatile markets.
Margin Expansion: Operating margin expanded by nearly 300 basis points, finishing 2025 at 36.5%, driven by disciplined execution and diversified growth.
Revenue Growth: Q4 adjusted revenues were $147.4 million, up 17% quarter-over-quarter and 33% year-over-year, benefiting from higher AUM and contributions from the Ceres acquisition.
2026 Guidance Raised: Gross margin guidance increased to 82–83%, compensation ratio guidance lowered to 26–28%, and discretionary spending expected to rise, supporting further growth and margin expansion.
Business Diversification: Strong performance in Europe, digital assets, private markets, and innovative thematic funds are driving broad-based growth and resilience.
Digital Asset Momentum: Tokenized assets grew from zero to $770 million AUM in 2025, with expanding distribution and early monetization fueling optimism for further scaling.
