4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

Capital-efficient ETF designed to add international equity exposure alongside core U.S. holdings WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD), listed on the New York Stock Exchange (NYSE), with an expense ratio of 0.35%. NTSD seeks total return and is actively managed using a model-based approach that combines U.S. equity securities of large-capitalization companies with developed international equity exposure obtained through index futures contracts. The Fund builds on WisdomTree's family of capital-efficient ETFs, including the WisdomTree U.S. Efficient Core Fund (NTSX), whic

Adds scaled derivatives ETF capabilities to accelerate growth in defined outcome strategies Expands WisdomTree's Models and Portfolio Solutions capabilities and strengthens UK distribution presence WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that it has entered into a definitive agreement to acquire Atlantic House Holdings Limited ("Atlantic House"), a London-based systematic manager specializing in defined outcome and derivatives-driven investment strategies, with approximately £4.11 billion (approximately $5.5 billion) in assets under management. The acquisition advances WisdomTree's strategy of combining strong organic growth with disciplined inorganic

New equity ETFs expand WisdomTree's systematic approaches to modern portfolio construction WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of two funds: the WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and the WisdomTree International Adaptive Moving Average Fund (WIMA), both listed on the Nasdaq, with expense ratios of 0.32% and 0.42%, respectively. The launches come as investors increasingly seek tools that address both market regime shifts and global allocation challenges. WAMA and WIMA are designed to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Adaptive Moving Average Index and the WisdomTree Int

NEW YORK and CHICAGO, March 11, 2026 (GLOBE NEWSWIRE) -- WisdomTree, Inc. (NYSE:WT), a global financial innovator, and Halo Investing, Inc. ("Halo") today jointly announced the official launch of the Halo-WisdomTree Structured Income Strategy, a first-of-its-kind defined outcome separately managed account (SMA) strategy designed to deliver income, enhance risk-adjusted returns, and provide buffered downside protection. The launch reflects WisdomTree's continued expansion of its solutions platform beyond traditional ETFs, building scalable model portfolio and SMA strategy capabilities to offer differentiated tools for financial advisors across market cycles. Defined outcome strategies rep

Record Global Exchange Traded Product and Tokenized AUM of $159 billion 14% year-to-date annualized organic growth WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for February 2026, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had $1.9 billion in AUM at December 31, 2025. This information is reported with our quarterly earnings results. Monthly Commentary: Record global exchange-traded product and tokenized AUM of approximately $159 billion, up 11% year-to-date, including new record highs in t

Exemptive relief granted by SEC unlocks secondary market liquidity for registered tokenized fund shares for the first time under the Investment Company Act of 1940, enabling 24/7 trading against USDC by WisdomTree's affiliated broker-dealer WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced the launch of 24/7 trading and instant settlement capabilities for the WisdomTree Treasury Money Market Digital Fund (WTGXX). This marks the first time registered tokenized mutual fund shares have been permitted to trade and instantly settle 24/7 within the U.S. regulatory perimeter via a dealer-principal liquidity model. This capability is unprecedented for a fu

Record Global Exchange Traded Product and Tokenized AUM of $154 billion 13.5% annualized organic growth WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for January 2026, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC. This information is reported with our quarterly earnings results. Monthly Commentary: Record global exchange traded product and tokenized AUM of approximately $154 billion, up 8% early in 2026, including new record highs in the U.S. and Europe Generated over $1.6 billion of net inflows

Record AUM of $144.5 Billion Diluted Earnings Per Share of $0.28 ($0.29, as Adjusted) 320 bps of Annual Operating Margin Expansion vs. the Prior Year WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the fourth quarter of 2025. $40.0 million of net income ($41.2(1) million of net income, as adjusted). See "Non-GAAP" Financial Measurements" for additional information. $144.5 billion of ending AUM, an increase of 5.3% from the prior quarter arising from market appreciation and AUM related to our acquisition of Ceres Partners, LLC (the "Ceres Acquisition"), partly offset by net outflows. ($0.3) billion of net outflows, primarily driven b

Strategic expansion enables both institutional and retail users to mint, trade, and hold WisdomTree's full suite of tokenized funds on Solana, supporting the growth of onchain offerings WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced an expansion to Solana as an available blockchain, enabling both retail and institutional investors to access WisdomTree's tokenized* funds through the WisdomTree Connect™ and WisdomTree Prime® platforms. The integration extends WisdomTree's full suite of regulated tokenized funds to Solana as part of the firm's multi-chain deployment strategy. "Bringing our full suite of tokenized funds to Solana reflects our continued focus on, r

Latest ETFs designed to unlock differentiated sources of return for core portfolios WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Efficient TIPS Plus Gold Fund (GDT) and WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) on the Chicago Board Options Exchange (CBOE), with expense ratios of 0.30% and 0.88%, respectively. The two new Funds expand WisdomTree's lineup of capital-efficient strategies and seek to help investors maximize their core portfolios by combining traditional exposures with additional return-seeking strategies in one vehicle. GDT helps investors manage persistent inflation by pairing U.S. Treasury Inflation-P

The collaboration positions WisdomTree as BNY's first retail digital assets BaaS client WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced it has appointed The Bank of New York Mellon Corporation ("BNY") (NYSE:BK), a global financial services company, as its core banking-as-a-service (BaaS) infrastructure provider for WisdomTree Prime®, the firm's retail platform for tokenized assets and cryptocurrency. The collaboration between the two firms cements WisdomTree as BNY's first retail digital assets BaaS client. WisdomTree Prime is the first app to provide access to tokenized funds to U.S. retail investors with stablecoin on and offramps via WisdomTree'

Appointment underscores firm's commitment to its ‘work smart' model, talent development, and Team Alpha innovation engine as drivers of performance WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Beena Joseph as Global Head of Human Resources. Joseph joined WisdomTree in 2014 through the firm's acquisition of Boost ETP and has since been a driving force in building out the company's HR function in Europe. Over more than a decade, she has strengthened people practices, partnered with business leaders, and played a central role on WisdomTree's Global HR Committee, ensuring that human resources remain at the heart of the firm's growth and cultur

WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Alexis Marinof as CEO, Europe, reinforcing the company's commitment to the European market and strengthening its regional leadership. Alexis, who has been leading WisdomTree's European business since 2019, will assume the CEO title to further enhance the firm's client and regulatory engagement, market credibility and execution capabilities in the region. He will continue reporting to WisdomTree's global President and COO, Jarrett Lilien, ensuring seamless alignment with the company's global strategy. "Alexis has played a critical role in driving WisdomTree's success in Europe. His leadership has

Shamla Naidoo's Extensive Background in Technology, Data, and Privacy Provides Asbury Automotive Group with Additional Cyber Security Insight Asbury Automotive Group, Inc. (NYSE:ABG) ("Asbury" or the "Company"), one of the largest automotive retail and service companies in the U.S., announced today the appointment of Shamla Naidoo to its Board of Directors effective January 1, 2025. The Board has appointed Ms. Naidoo to the Audit Committee and the Compensation & Human Resources Committee. Ms. Naidoo's election brings the total number of directors to ten, nine of whom are independent, including Ms. Naidoo. "We are thrilled to welcome Shamla to the Board. She is a tremendous addition and

PROG Holdings, Inc. (NYSE:PRG), the fintech holding company for Progressive Leasing, Vive Financial, Four Technologies, and Build, today announced the appointment of Robert Julian and Daniela Mielke to its Board of Directors. "Robert and Daniela are recognized leaders in industries that are especially relevant to PROG Holdings. Robert's consumer retail and e-commerce financial expertise, as well as Daniela's leadership in digital payments, fintech and e-commerce, will make them both highly valuable additions to our Board," said Ray Robinson, Chairman of PROG Holdings. "We're pleased to welcome Robert and Daniela as our newest independent directors," said Steve Michaels, PROG Holdings' P

Stockholders vote for all proposals, including to elect all nine of WisdomTree's director nominees Voters repudiate ETFS Capital and Graham Tuckwell WisdomTree, Inc. (NYSE:WT) ("WisdomTree" or the "Company"), a global financial innovator, today announced the preliminary voting results of its 2024 Annual Meeting of Stockholders ("2024 Annual Meeting"). Based on the preliminary voting results provided by the Company's proxy solicitor, stockholders have chosen to elect ALL nine of WisdomTree's nominees to the Company's Board of Directors: Lynn S. Blake, Anthony Bossone, Smita Conjeevaram, Rilla Delorier, Daniela Mielke, Shamla Naidoo, Win Neuger, Tonia Pankopf and Jonathan Steinberg. Sto

Proxy Advisors ISS and Glass Lewis Affirm ETFS Capital's Success in Compelling Governance and Board Change at WisdomTree ISS Highlights Concerns Regarding Lack of KPI Disclosure and Continued Influence of Long Tenured Directors on the Board ETFS Urges WisdomTree Stockholders to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card NEW YORK, June 03, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the "Series A Preferred Stock") of WisdomTree, Inc. ("W

WisdomTree Board Attempting to Distract from its Inability to Explain or Defend Persistent Undervaluation of the Core ETF Business 2024 Annual Meeting a Referendum on the Board and Management's Refusal to Take Steps to Unlock Value for ALL Stockholders WisdomTree Stockholders Urged to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card Visit www.UnlockWT.com for More Information NEW YORK, May 14, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the

Tenured C-suite leader brings track record of driving innovation in financial services and tech sectors WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that Rilla Delorier, an accomplished leader with over 30 years of executive experience leading digital transformation across the banking sector, has been appointed to WisdomTree's Board of Directors, having received the full support of the Board. Win Neuger, Chair of the WisdomTree Board, said, "Rilla is a powerhouse of digital transformation in financial services and will be a tremendous asset to our Board. She has a demonstrated ability to accelerate innovation and streamline operations, and her strategic expe

Board Rejects Opportunity to Demonstrate True Board Refreshment and Delivers a Rebuke to Stockholders WisdomTree Stockholders Should Voice their Views to the Board and not Accept Another Year of Business as Usual NEW YORK, June 30, 2023 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the "Series A Preferred Stock") of WisdomTree, Inc. ("WisdomTree" or the "Company") (NYSE:WT), with ownership of approximately 10.2% of the outstanding Common Stock, which together with its Series A Preferred Stock would represent approximately 18.3% of the Company

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Exemptive relief granted by SEC unlocks secondary market liquidity for registered tokenized fund shares for the first time under the Investment Company Act of 1940, enabling 24/7 trading against USDC by WisdomTree's affiliated broker-dealer WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced the launch of 24/7 trading and instant settlement capabilities for the WisdomTree Treasury Money Market Digital Fund (WTGXX). This marks the first time registered tokenized mutual fund shares have been permitted to trade and instantly settle 24/7 within the U.S. regulatory perimeter via a dealer-principal liquidity model. This capability is unprecedented for a fu

Record AUM of $144.5 Billion Diluted Earnings Per Share of $0.28 ($0.29, as Adjusted) 320 bps of Annual Operating Margin Expansion vs. the Prior Year WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the fourth quarter of 2025. $40.0 million of net income ($41.2(1) million of net income, as adjusted). See "Non-GAAP" Financial Measurements" for additional information. $144.5 billion of ending AUM, an increase of 5.3% from the prior quarter arising from market appreciation and AUM related to our acquisition of Ceres Partners, LLC (the "Ceres Acquisition"), partly offset by net outflows. ($0.3) billion of net outflows, primarily driven b

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss fourth quarter results on January 30, 2026 at 11:00 a.m. ET. CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS WisdomTree will discuss its results and operational highlights during the live webcast, which, together with all earnings materials, can be accessed via WisdomTree's investor relations website at https://ir.wisdomtree.com. A replay of the webcast will be available shortly after the call. Participants also can dial in using the following numbers: (877) 407-9210 or (201) 689-8049. Click here to access the participant international toll-free access numbers. To a

Record AUM of $137.2 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.13 ($0.23, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the third quarter of 2025. $19.7 million of net income ($34.5(1) million of net income, as adjusted), including a loss on extinguishment of convertible notes of $13.0 million arising from the repurchase of $24.0 million aggregate principal amount of our 5.75% convertible senior notes due 2028 (the "2028 Notes"). See "Non-GAAP Financial Measurements" for additional information. $137.2 billion of ending AUM, an increase of 8.8% from the prior quarter

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss third quarter results on October 31, 2025 at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=CQU6zdw8 To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https://ir.wisdomtree.com. A replay of the webcast

Record AUM of $126.1 Billion 12% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.17 ($0.18, as Adjusted) Accretive Acquisition of Ceres Partners WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the second quarter of 2025. $24.8 million of net income ($25.9(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $126.1 billion of ending AUM, an increase of 8.9% from the prior quarter arising from market appreciation and net inflows. $3.5 billion of net inflows, primarily driven by inflows into our international developed equity and U.S. equity prod

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss second quarter results on August 1, 2025 at 12:00 p.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=qWEuWg4V To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https://ir.wisdomtree.com. A replay of the webcast w

Korea Investment Management Launches Suite of Innovative Products Based on WisdomTree's U.S. Quality Dividend Growth Index WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced it has expanded its global footprint through a strategic collaboration with Korea Investment Management Co., Ltd. (KIM) in connection with the launch of a suite of innovative exchange-traded funds (ETFs) by KIM marketed under the ACE label for the Korean market. "ACE" is the ETF branding used by Korea Investment Management for its locally listed ETFs. The ETFs are benchmarked to indexes incorporating WisdomTree's proprietary approach to U.S. quality dividend growth capture through its U.S. qualit

Record AUM of $115.8 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.17 ($0.16, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the first quarter of 2025. $24.6 million of net income ($23.0(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $115.8 billion of ending AUM, an increase of 5.5% from the prior quarter arising from net inflows and market appreciation. $3.0 billion of net inflows, primarily driven by inflows into our fixed income, U.S. equity and international developed equity products, partly offset by outflows fro

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its first quarter results on May 2, 2025 at 7:00 a.m. ET. A conference call to discuss the firm's results will be held at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=KKtcnQsi To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https