Wisdomtree Stock Price, News & Analysis

WisdomTree (NYSE: WT) has launched the WisdomTree Europe Defense Fund (WDEF) on the NYSE, with an expense ratio of 0.45%. The passively managed ETF tracks the WisdomTree Europe Defense Index, providing targeted exposure to European defense industry companies.

WDEF offers a pure-play investment solution focused exclusively on defense, targeting companies involved in military equipment production, aerospace, and defense technology. The fund aims to capitalize on Europe's increasing defense budgets, NATO commitments, and the sector's structural growth opportunity amid rising geopolitical tensions.

The launch complements WisdomTree's recent introduction of the WisdomTree Europe Defence UCITS ETF on European exchanges, reinforcing the company's position in thematic investment strategies.

WisdomTree (NYSE: WT) reported strong metrics for June 2025, achieving record month-end Assets Under Management (AUM) of $126.07 billion. The company demonstrated robust growth with $6.58 billion in year-to-date net inflows, representing a 12.1% annualized organic growth rate.

June performance was particularly strong with $1.43 billion in monthly net inflows. The company saw positive flows in seven of eight product categories during Q2 2025. Notable segments include International Developed Market Equity with a 40.7% MTD flow rate and Alternatives with a 214.9% MTD flow rate. The Digital Assets business contributed $105 million in net inflows for June, bringing first-half 2025 digital inflows to $317 million.

[ "Record AUM of $126.07 billion across U.S., Europe, and Digital Assets business lines", "Strong YTD net inflows of $6.58 billion representing 12.1% annualized organic growth", "Positive flows in 7 out of 8 product categories in Q2 2025", "Digital Assets business secured $317 million in net inflows for 1H25", "International Developed Market Equity achieved 40.7% MTD flow rate in June" ]

WisdomTree (NYSE: WT) celebrates the 10th anniversary of its Yield Enhanced US Aggregate Bond Fund (AGGY), marking a decade since its launch on July 9, 2015. The fund, which employs a rules-based methodology to enhance yield while maintaining a comparable risk profile to the Bloomberg U.S. Aggregate Enhanced Yield Index, has grown to $788.1 million in assets under management.

AGGY operates with a 0.12% expense ratio and strategically reweights subcomponents of its benchmark index to optimize yield. To commemorate the milestone, WisdomTree participated in the NYSE closing bell ceremony on July 7, 2025.

WisdomTree (NYSE: WT) has launched the WisdomTree GeoAlpha Opportunities Fund (GEOA) on the NYSE, with an expense ratio of 0.58%. The passively managed ETF tracks the WisdomTree GeoAlpha Opportunities Index, focusing on companies that benefit from geopolitical policy shifts.

The fund's investment strategy targets four key areas: geopolitical events (shifting global alliances and defense priorities), fiscal and monetary policy shifts, technological innovation, and evolving consumer preferences. This launch aligns with WisdomTree's recent restructuring of the European Opportunities Fund (OPPE) and builds upon their Geopolitically Risk Aware Model portfolios.

WisdomTree (NYSE: WT) has announced a strategic minority investment in Quorus Inc., a technology-driven asset manager specializing in tax-efficient investment solutions. Through this partnership, WisdomTree's investment strategies can now be implemented in tax-efficient separately managed account (SMA) format via the Quorus platform.

The collaboration will allow advisors to implement WisdomTree model portfolios with integrated trading and rebalancing at no additional cost. RIAs will be able to access these strategies through the Schwab Managed Account Marketplace® later this summer. This strategic move strengthens WisdomTree's position in the rapidly-growing custom SMA and Direct Indexing market.

WisdomTree has launched the WisdomTree Inflation Plus Fund (WTIP) on Nasdaq with a 0.65% expense ratio. The fund employs an enhanced long/short commodity strategy designed to perform in both high and low inflation environments. WTIP provides exposure to 18 commodities across six sectors including energy, metals, grains, and up to 10% in Bitcoin. The fund uses a momentum-based framework for positioning and WisdomTree's proprietary roll methodology for contract selection. Notable features include strategic long positions in precious metals, full collateralization through TIPS, and a risk-managed approach aimed at delivering consistent returns with reduced volatility. The fund's diverse commodity exposure and adaptive strategy make it positioned as a solution for both expected and unexpected inflation scenarios.

WisdomTree reported strong performance metrics for May 2025, achieving a record month-end AUM of $121.5 billion, marking their 10th record in 12 months. The company saw substantial net inflows of $1.97 billion in May and $5.1 billion year-to-date, representing an 11.3% annualized organic growth rate. Notable highlights include the WisdomTree Europe Defence UCITS ETF's exceptional performance with $680 million in May inflows, their model portfolios business reaching $5.0 billion in AUA, and digital assets business achieving record tokenized AUM with $110 million in May inflows. All eight product categories contributed positively to May's inflows, with International Developed Market Equity leading at a 45.1% annualized flow rate, followed by Alternatives at 99.1% and Leveraged & Inverse at 29.4%.

WisdomTree (NYSE: WT) has been awarded 'Best Digital Asset Processing Solution' at the 2025 FTF News Technology Innovation Awards for its blockchain-enabled transfer agency, WisdomTree Transfers. The service maintains official share ownership records for WisdomTree's tokenized funds across multiple blockchains including Ethereum, Arbitrum, Avalanche, Base, and Optimism. Through WisdomTree Prime and WisdomTree Connect platforms, the company manages over $241 million in tokenized assets under management (AUM) and processes thousands of transactions. The award recognizes WisdomTree's innovation in digital asset processing, including settlement, custody, reconciliation, and compliance capabilities. The company's infrastructure integrates traditional book-entry systems with blockchain technology, positioning WisdomTree as a leader in providing tokenized real-world assets to both retail and institutional investors.

WisdomTree (NYSE: WT) has announced the closure and liquidation of its Battery Value Chain and Innovation Fund (WBAT). The key dates for the liquidation process are:

- Last day to purchase creation units: June 20, 2025 - Last day of trading: June 20, 2025 - Final NAV calculation date: June 27, 2025 - Liquidation date: June 30, 2025

Shareholders who don't sell their shares by June 20, 2025, will receive automatic cash redemption based on the ETF's NAV, expected to be distributed around June 30, 2025, through their brokers or financial intermediaries.