WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers and online brokers. The majority of the company's revenue is generated from advisory fees earned from ETPs.
The chart shows the growth of an initial investment of $10,000 in WisdomTree, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
WisdomTree, Inc. (WT) has returned 18.44% so far this year and 88.89% over the past 12 months. Looking at the last ten years, WT has achieved an annualized return of 10.53%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of WisdomTree, Inc. (WT) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 32.79% | 4.46% | -14.55% | -0.69% | ||||||||
| 2025 | -3.07% | -5.10% | -2.51% | -2.58% | 6.97% | 22.45% | 15.90% | 13.89% | 3.35% | -13.08% | -7.77% | 11.32% |
| 2024 | -1.46% | 18.36% | 14.30% | -3.89% | 12.27% | -1.39% | 20.36% | -15.22% | 4.23% | 14.90% | -12.21% | |
| 2023 | 4.54% | 3.65% | -1.01% | 6.85% | 8.80% | 0.59% | 1.46% | 4.29% | -4.50% | -11.55% | 4.49% | 6.78% |
| 2022 | 4.90% | -2.15% |
The charts below present risk-adjusted performance metrics for WisdomTree, Inc. (WT) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of WT compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current WisdomTree, Inc. volatility is 3.24%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Liabilities And Equity (USD) | 1.51B | 1.03B | 944.14M | 1.03B |
| Temporary Equity (USD) | - | - | 132.57M | 132.57M |
| Equity Attributable To Parent (USD) | 413.67M | 399.98M | 409.14M | 305.61M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - |
| Equity (USD) | 413.67M | 399.98M | 409.14M | 305.61M |
| Other Non-current Liabilities (USD) | - | - | - | 125.99M |
| Long-term Debt (USD) | - | - | - | 321.22M |
| Noncurrent Liabilities (USD) | 817.21M | 524.36M | 299.22M | 447.21M |
| Other Current Liabilities (USD) | 229.62M | 69.50M | 65.11M | 124.31M |
| Wages (USD) | 52.44M | 39.70M | 38.11M | 24.12M |
| Current Liabilities (USD) | 282.06M | 109.20M | 103.22M | 148.43M |
| Liabilities (USD) | 1.10B | 633.56M | 402.43M | 595.64M |
| Other Non-current Assets (USD) | 271.19M | 108.93M | 108.83M | 135.75M |
| Intangible Assets (USD) | 748.96M | 605.90M | 605.08M | 603.57M |
| Fixed Assets (USD) | 431.00K | 336.00K | 427.00K | 544.00K |
| Noncurrent Assets (USD) | 1.02B | 715.16M | 714.34M | 739.86M |
| Other Current Assets (USD) | 485.02M | 313.04M | 224.54M | 289.28M |
| Prepaid Expenses (USD) | 7.34M | 5.34M | 5.26M | 4.68M |
| Current Assets (USD) | 492.36M | 318.38M | 229.79M | 293.96M |
| Assets (USD) | 1.51B | 1.03B | 944.14M | 1.03B |
WisdomTree announced a definitive agreement to acquire London-based Atlantic House Holdings Limited for £150 million ($200 million), expected to close in Q2 2026. The acquisition strengthens WisdomTree's active ETF and derivatives capabilities, expands its UK presence, and is expected to boost assets under management to approximately $163 billion globally. The deal aligns with WisdomTree's strategy of combining organic growth with selective acquisitions.
WisdomTree and Halo Investing jointly launched the Halo-WisdomTree Structured Income Strategy, a defined outcome separately managed account (SMA) designed to deliver income, downside protection, and risk-adjusted returns. The strategy combines WisdomTree's asset allocation expertise with Halo's structured note capabilities and represents WisdomTree's continued expansion beyond traditional ETFs into scalable model portfolio and SMA solutions for financial advisors.
The article recommends three types of cryptocurrencies for diversifying tech-heavy portfolios: Bitcoin, which is largely uncorrelated with tech stocks and acts as 'digital gold'; gold stablecoins like Pax Gold and Tether Gold that track gold prices; and niche altcoins like privacy coins that follow their own market dynamics. Bitcoin is highlighted as the top choice due to its historical lack of correlation with major asset classes.
Ray Dalio recommends allocating 1% of investment portfolios to Bitcoin, citing its historical uncorrelated performance and potential as a store of value during economic uncertainty, despite its current volatility.
The Federal Reserve is likely to remain patient on rate cuts, and investors should focus on managing bond volatility with a barbell strategy, according to a WisdomTree expert. The Treasury yield curve is expected to steepen further, favoring short-duration bonds over longer-term maturities.
Bragar Eagel & Squire, P.C. is investigating potential securities law violations by WisdomTree, Inc. and Franklin Resources, Inc. after the companies received Wells Notices from the SEC.
The article highlights three stocks with strong earnings growth potential for August: Globe Life, WisdomTree, and First Industrial Realty Trust. The companies are expected to see earnings growth of 11.3%, 56.8%, and 6.6%, respectively, in the current year.
The article discusses stocks with strong earnings growth and positive estimate revisions, which can be good investment options during the typically tough month of August for Wall Street. It highlights three stocks - Globe Life, WisdomTree, and First Industrial Realty Trust - that meet the screening criteria.
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