Wisdomtree Stock Price, News & Analysis

WisdomTree (NYSE: WT) reported strong metrics for February 2025, achieving $1.97 billion in year-to-date net inflows across its product categories. The company saw $800 million of February net inflows into 5 of 8 major product categories, with significant growth across U.S. ($1.4 billion), Europe ($450 million), and Digital Assets ($100 million) businesses, representing an 11% annualized organic growth rate.

The company's UCITS ETF suite demonstrated robust performance with $236 million of year-to-date net inflows, achieving a 23% annualized organic growth pace. Total Assets Under Management (AUM) exceeded $117 billion during February, with a record average monthly AUM of $115.7 billion. Additionally, WisdomTree's Board approved an increase to its share repurchase program to $150 million, extending through April 2028.

WisdomTree (NYSE: WT) has appointed Alexis Marinof as CEO, Europe, strengthening its regional leadership and market presence. Marinof, who has been leading WisdomTree's European business since 2019, will continue reporting to Global President and COO Jarrett Lilien.

Prior to this role, Marinof joined WisdomTree Europe in July 2017 as Head of European Distribution, later becoming Chief Operating Officer in April 2018. He oversaw the post-acquisition integration of ETF Securities' European business and expanded WisdomTree's multi-product European ETP business. Before WisdomTree, he held senior positions at State Street Global Advisors, including EMEA Head of SPDR ETFs.

The appointment marks WisdomTree's continued commitment to the European market, where the company recently celebrated its 10-year anniversary in October 2024. The role aims to enhance client and regulatory engagement, market credibility, and execution capabilities in the region.

WisdomTree (NYSE: WT) has appointed Alexis Marinof as CEO, Europe, strengthening its regional leadership and market presence. Marinof, who has been leading WisdomTree's European business since 2019, will continue reporting to global President and COO Jarrett Lilien.

Prior to his new role, Marinof served as Head of WisdomTree Europe and previously held the positions of Head of European Distribution and Chief Operating Officer, where he oversaw the post-acquisition integration of ETF Securities' European business. Before joining WisdomTree in 2017, he held senior roles at State Street Global Advisors.

The appointment coincides with WisdomTree's 10-year anniversary in Europe, celebrated in October 2024, where the company has established itself by providing exchange-traded products to European investors.

WisdomTree (NYSE: WT) reported strong metrics for January 2025, achieving record Assets Under Management (AUM) of $114.6 billion. The company saw substantial net inflows of over $1.1 billion across 6 of its 8 major product categories.

Key highlights include significant flow momentum in U.S. Equity products with a 5.8% annualized organic growth rate, and impressive performance in the offshore UCITS ETF suite, which generated $116 million in net inflows, representing a 20% annualized growth rate.

Fixed Income showed particularly strong performance with $1,078 million in net flows (63.3% annualized rate). The company's AUM increased from $109,779 million at the period's start to $114,564 million, boosted by $3,648 million in market moves. The blended total average fee rate stands at 36 basis points.

WisdomTree (NYSE: WT) reported Q4 2024 financial results with diluted earnings per share of $0.18 ($0.17 adjusted). The company achieved $27.3 million in net income with $109.8 billion in assets under management (AUM), representing a 2.5% decrease from the previous quarter due to market depreciation and net outflows.

Key metrics include $110.7 million in operating revenues (down 2.2% quarter-over-quarter), a 79.3% gross margin, and a 31.7% operating income margin. The company maintained a 0.36% average advisory fee and declared a $0.03 quarterly dividend. Net outflows were ($0.3) billion, primarily from emerging markets, commodity, and fixed income products, partially offset by inflows into U.S. equity and cryptocurrency products.

The company completed its BNY Custody Migration during the quarter and experienced higher expenses related to this transition. WisdomTree's European crypto ETP business concluded 2024 as the leading provider with $520 million in net new flows.

WisdomTree (NYSE: WT) has announced that the Say platform, a stockholder Q&A platform, is now available for its upcoming fourth quarter 2024 earnings call. The earnings call is scheduled for Friday, January 31, 2025, at 11:00 a.m. ET.

Verified stockholders can submit questions to management through Say Connect until 9:00 a.m. ET on January 30, 2025. Selected questions will be addressed during the live Q4 2024 earnings call webcast. This initiative reflects WisdomTree's commitment to transparency and enhanced engagement with stockholders regardless of their investment size.

WisdomTree (NYSE: WT) has announced it will release its fourth quarter results on January 31, 2025, at 7:00 a.m. ET, followed by a conference call at 11:00 a.m. ET to discuss the results.

The company has provided multiple ways for participants to join the discussion, including domestic dial-in (877-407-9210), international dial-in (+1 201-689-8049), and a webcast option. Participants are encouraged to dial in 10 minutes before the scheduled start time to avoid delays.

All earnings materials and the webcast will be accessible through WisdomTree's investor relations website, with a replay available after the call.

WisdomTree (NYSE: WT) has announced that its Siegel-WisdomTree Model Portfolios are now available on the UBS Financial Services separately managed account platform, providing access to 85,000 advisors. The collaboration with Professor Jeremy Siegel introduces three distinct portfolios:

1. The Longevity Model Portfolio: Targets mid to long-range horizons, balancing income needs with longevity risk, aiming to outperform traditional 60/40 portfolios.

2. The Moderate Model Portfolio: Focuses on outperforming traditional risk tolerances through quality equity overweighting using ETFs.

3. The Global Equity Model Portfolio: Provides diversified exposure to U.S. and International stocks.

This strategic partnership expands WisdomTree's model portfolio availability across major advisory solution platforms.

WisdomTree (NYSE: WT) has released its December 2024 metrics, showing mixed results across different asset classes. The company's total AUM decreased from $113,082 million to $109,779 million during the month. Strong performance was seen in cryptocurrency with an impressive 118.7% annualized flow rate and U.S. equity products with 17.3% annualized flow rate.

However, the company experienced significant outflows in several categories: emerging market equity (-39.0% annualized flow rate), fixed income (-21.6%), and leveraged & inverse products (-26.0%). The total net flows for December were negative at -$214 million, representing a -2.2% annualized flow rate. The company maintained a blended total average fee rate of 36 basis points.