WisdomTree, Inc. reports developments tied to its asset-management business, including exchange-traded product launches, AUM and flow metrics, quarterly financial results, and capital actions. The company offers ETPs, model portfolios and other investment solutions across asset-management channels, with advisory fees from ETPs representing a core revenue source.
Recurring updates also cover WisdomTree's digital asset-related products and platforms, including tokenized real-world assets, stablecoin-related services, the WisdomTree Treasury Money Market Digital Fund (WTGXX), WisdomTree Connect and WisdomTree Prime. Company news has also addressed private-market expansion through the Ceres Partners U.S. farmland platform and new fund strategies such as rare earth and strategic metals exposure.
WisdomTree (NYSE: WT) intends to privately offer $525.0 million aggregate principal amount of convertible senior notes due 2031, with an initial purchaser option for an additional $78.75 million. WisdomTree plans to use about $200.0 million of net proceeds to fund its acquisition of Atlantic House and allocate remaining proceeds to notes exchanges, potential debt repayments and general corporate purposes.
The notes will be privately offered to qualified institutional buyers under Rule 144A, will be convertible under specified conditions prior to July 1, 2031, and may be redeemed for cash after April 6, 2028 in certain circumstances. Interest rate, conversion rate and final terms will be set at pricing.
WisdomTree (NYSE: WT) launched the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) on March 19, 2026, with a 0.35% expense ratio. NTSD is an actively managed, model-based ETF that pairs large-cap U.S. equities with developed international equity exposure via index futures using a 90/60 capital-efficient framework.
The fund seeks total return, emphasizes capital efficiency through futures, and carries risks from leverage, derivatives, rolling costs, and concentrated U.S. exposure. Investors should read the prospectus before investing.
WisdomTree (NYSE: WT) agreed to acquire London-based Atlantic House for £150 million (≈$200 million), adding approximately £4.11 billion (≈$5.5 billion) in AUM. The deal, expected to close in Q2 2026, expands defined outcome, derivatives ETF capabilities and UK adviser distribution.
The transaction is subject to approvals, financing and customary closing conditions and is expected to be modestly accretive in 2026.
WisdomTree (NYSE: WT) launched two adaptive moving average ETFs on March 12, 2026: WAMA (U.S.) and WIMA (International), listed on Nasdaq with expense ratios of 0.32% and 0.42%, respectively. Both funds use a rules-based 200-day moving average, breadth overlay and a two-day confirmation to adjust equity exposure versus U.S. Treasury bills.
The funds seek systematic trend-based allocation to manage regime shifts while maintaining long-term equity participation; investors should read the prospectus for risks and holdings.
WisdomTree (NYSE: WT) and Halo Investing launched the Halo-WisdomTree Structured Income Strategy on March 11, 2026, a defined-outcome SMA targeting income, buffered downside protection, and scalable advisor solutions. The strategy combines WisdomTree model portfolios with Halo structured notes and is available exclusively via the Halo platform.
WisdomTree (NYSE: WT) reported February 2026 monthly metrics showing record global exchange-traded product and tokenized AUM of approximately $159 billion, up 11% year-to-date. The firm recorded $1.7 billion of net inflows in February and $3.3 billion year-to-date, reflecting a 14% annualized organic growth rate.
UCITS AUM rose 26% year-to-date, driven by over $2 billion of net inflows and a 100%+ annualized organic growth rate. The report excludes $1.9 billion in private-asset AUM managed by Ceres Partners.
WisdomTree (NYSE: WT) announced 24/7 trading and instant settlement for the WisdomTree Treasury Money Market Digital Fund (WTGXX) after SEC exemptive relief and FINRA approval.
The change enables dealer-principal 24/7 liquidity settled in USDC, continuous dividend accrual using blockchain timestamps, and initial institutional access via WisdomTree Connect.
WisdomTree (NYSE: WT) reported record global exchange traded product and tokenized AUM of approximately $154.1 billion as of January 31, 2026, up from $142.6 billion at period start. January produced $1.632 billion of net inflows, a 13.5% annualized organic growth rate.
UCITS AUM doubled in 2025 and grew another 17% in January on nearly $1.3 billion of net inflows (122% annualized). Blended total average fee rose to 36 basis points.
WisdomTree (NYSE: WT) reported Q4 2025 results with record AUM of $144.5 billion, operating revenues of $147.4 million (up 17.4% QoQ), net income of $40.0 million and diluted EPS of $0.28. The company cited the Ceres acquisition and market appreciation for AUM growth and margin expansion.
Management highlighted $8.5 billion of net inflows for 2025, model AUA above $6 billion, and a quarterly dividend of $0.03 payable Feb 25, 2026.
WisdomTree (NYSE: WT) expanded its tokenization platform to Solana on January 28, 2026, enabling retail and institutional investors to mint, trade, and hold WisdomTree’s regulated tokenized funds natively on Solana.
Capabilities include native minting, stablecoin conversion (USDC, PYUSD), on-ramp/off-ramp via WisdomTree Prime, and onchain utility for institutional clients.