Wisdomtree Stock Price, News & Analysis

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.

WisdomTree (NYSE: WT) has announced a strategic collaboration with Korea Investment Management (KIM) to launch a suite of ETFs in the Korean market under the ACE label. The new ETFs will track WisdomTree's U.S. Quality Dividend Growth Index and related methodologies.

To lead this expansion, WisdomTree has appointed Junghee Han as the head of Korean market operations. Han, a veteran with over 20 years of experience in global finance, will report to Joseph Grogan, Head of Distribution, Americas.

The collaboration includes the launch of three funds: KIM ACE US Dividend Quality ETF, KIM ACE US Dividend Quality 50/50 Blended ETF, and KIM ACE US Dividend Quality Plus Covered Call Active ETF. A launch event will be held in Seoul on May 13th, featuring presentations from key stakeholders including Professor Jeremy Siegel.

WisdomTree (NYSE: WT) reported strong performance metrics for April 2025, achieving a record month-end Assets Under Management (AUM) of $116.3 billion, marking their 9th record in 12 months. The company has attracted $3.2 billion in net inflows year-to-date, representing an annualized organic growth rate of ~9%.

Notable highlights include $650 million in net inflows into U.S. and International Developed Equity products (~15% annualized organic growth) and strong performance from the WisdomTree Europe Defence UCITS ETF (WDEF), which has gathered $1.5 billion in net inflows since its March launch. Fixed Income products showed robust growth with $2.1 billion YTD inflows (31.2% annualized rate), while Emerging Markets experienced outflows of $571 million YTD.

WisdomTree (NYSE: WT) reported strong Q1 2025 financial results with record AUM of $115.8 billion, representing a 5.5% increase from the previous quarter. The company achieved $3.0 billion in net inflows and an 11% annualized organic growth rate across all products. Q1 financial highlights include $24.6 million in net income ($23.0 million adjusted) and diluted EPS of $0.17 ($0.16 adjusted). Operating revenues were $108.1 million, down 2.4% quarter-over-quarter due to fewer trading days and lower advisory fees. The company maintained a strong 80.8% gross margin and 31.6% operating income margin. Notable achievements include the successful launch of WisdomTree Europe Defence UCITS ETF (WDEF), which surpassed $1.4 billion in assets, and continued growth in tokenized products with over $100 million in year-to-date inflows.