WisdomTree Reports Monthly Metrics for January 2025
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) ha riportato metriche solide per gennaio 2025, raggiungendo un record di Attività Sotto Gestione (AUM) di 114,6 miliardi di dollari. L'azienda ha registrato significativi afflussi netti di oltre 1,1 miliardi di dollari in 6 delle sue 8 principali categorie di prodotto.
I punti salienti includono un notevole slancio nei flussi nei prodotti azionari statunitensi, con un tasso di crescita organica annualizzato del 5,8%, e un'impressionante performance nella suite di ETF UCITS offshore, che ha generato 116 milioni di dollari in afflussi netti, rappresentando un tasso di crescita annualizzato del 20%.
I titoli a reddito fisso hanno mostrato una performance particolarmente forte con 1.078 milioni di dollari in flussi netti (tasso annualizzato del 63,3%). L'AUM dell'azienda è aumentato da 109.779 milioni di dollari all'inizio del periodo a 114.564 milioni di dollari, grazie a 3.648 milioni di dollari generati da movimenti di mercato. Il tasso medio totale delle commissioni si attesta a 36 punti base.
WisdomTree (NYSE: WT) reportó métricas sólidas para enero de 2025, logrando un récord de Activos Bajo Gestión (AUM) de 114.6 mil millones de dólares. La compañía vio importantes entradas netas de más de 1.1 mil millones de dólares en 6 de sus 8 principales categorías de productos.
Los aspectos más destacados incluyen un fuerte impulso de flujos en productos de Renta Variable de EE. UU., con una tasa de crecimiento orgánico anualizada del 5.8%, y un desempeño impresionante en la suite de ETF UCITS en el extranjero, que generó 116 millones de dólares en entradas netas, representando una tasa de crecimiento anualizada del 20%.
Los ingresos fijos mostraron un rendimiento particularmente sólido con 1.078 millones de dólares en flujos netos (tasa anualizada del 63.3%). Los AUM de la compañía aumentaron de 109.779 millones de dólares al comienzo del periodo a 114.564 millones de dólares, impulsados por 3.648 millones de dólares en movimientos de mercado. La tasa promedio total de comisiones se sitúa en 36 puntos básicos.
WisdomTree (NYSE: WT)는 2025년 1월에 대해 강력한 지표를 보고했으며, 1,146억 달러의 기록적인 운용 자산(AUM)을 달성했습니다. 이 회사는 8개 주요 제품 카테고리 중 6개에서 11억 달러 이상의 상당한 순유입을 보았습니다.
주요 하이라이트로는 미국 주식 제품에서 연환산 유기 성장률 5.8%를 기록한 강력한 유입 모멘텀과, 해외 UCITS ETF 라인이 1억 1,600만 달러의 순유입을 창출하며 연환산 성장률 20%를 나타낸 점이 있습니다.
채권 부문은 10억 780만 달러의 순유입(연환산 63.3% 비율)으로 특히 강력한 성과를 보였습니다. 회사의 AUM은 기간 시작 시 1,097억 7,900만 달러에서 1,145억 6,400만 달러로 증가하였고, 이는 36억 4,800만 달러의 시장 이동 덕분입니다. 전체 평균 수수료율은 36 베이시스 포인트로 설정되었습니다.
WisdomTree (NYSE: WT) a annoncé des résultats solides pour janvier 2025, atteignant un record d'Actifs Sous Gestion (AUM) de 114,6 milliards de dollars. L'entreprise a observé des afflux nets substantiels de plus de 1,1 milliard de dollars dans 6 de ses 8 principales catégories de produits.
Les faits marquants incluent un élan significatif dans les produits d'actions américaines avec un taux de croissance organique annualisé de 5,8%, et une performance impressionnante dans la suite d'ETF UCITS offshore, qui a généré 116 millions de dollars d'afflux nets, représentant un taux de croissance annualisé de 20%.
Les revenus fixes ont affiché une performance particulièrement forte avec 1.078 millions de dollars d'afflux nets (taux annualisé de 63,3%). L'AUM de l'entreprise a augmenté de 109.779 millions de dollars au début de la période à 114.564 millions de dollars, soutenu par 3.648 millions de dollars de mouvements de marché. Le taux moyen total des frais s'élève à 36 points de base.
WisdomTree (NYSE: WT) berichtete über starke Kennzahlen für Januar 2025 und erreichte ein Rekordvermögen von 114,6 Milliarden Dollar under Verwaltung (AUM). Das Unternehmen verzeichnete signifikante Nettomittelzuflüsse von über 1,1 Milliarden Dollar in 6 seiner 8 Hauptproduktkategorien.
Wichtige Highlights sind das starke Flussmomentum in US-Equity-Produkten mit einer annualisierten organischen Wachstumsrate von 5,8% sowie eine beeindruckende Performance der Offshore-UCITS-ETF-Reihe, die 116 Millionen Dollar an Nettomittelzuflüssen generierte, was einer annualisierten Wachstumsrate von 20% entspricht.
Der Bereich Festverzinsliche hat besonders stark abgeschnitten mit 1.078 Millionen Dollar an Nettomittelzuflüssen (annualisierter Satz von 63,3%). Das AUM des Unternehmens stieg von 109.779 Millionen Dollar zu Beginn des Zeitraums auf 114.564 Millionen Dollar, unterstützt durch Marktbewegungen in Höhe von 3.648 Millionen Dollar. Der durchschnittliche Gesamtgebührensatz liegt bei 36 Basispunkten.
- Record AUM of $114.6 billion
- Strong net inflows of $1.1 billion
- Fixed Income category saw $1,078 million inflows (63.3% annualized rate)
- UCITS ETF suite showed 20% annualized growth rate
- U.S. Equity products maintained 5.8% annualized organic growth
- Positive market moves contributed $3,648 million to AUM
- Emerging Market Equity experienced outflows of $262 million (-29.4% annualized rate)
- International Developed Market Equity saw outflows of $36 million (-2.4% annualized rate)
Insights
WisdomTree's January 2025 metrics showcase a robust start to the year with several noteworthy developments. The headline
The fixed income segment emerges as the standout performer, with
However, there are notable concerns in the emerging market equity category, with
The company's revenue outlook appears stable with a 36 basis point blended fee rate, though this metric warrants monitoring as the product mix evolves. The strong performance in UCITS ETFs (
Particularly encouraging is the broad-based nature of inflows across 6 of 8 product categories, suggesting WisdomTree's multi-asset class strategy is resonating with investors. The modest but positive flows in newer segments like cryptocurrency (
Record Assets Under Management
Over
Monthly Commentary:
-
Broad net inflows of over
$1.1 billion $114.6 billion -
U.S. Equity product flow momentum continues with a5.8% annualized pace of organic growth -
WisdomTree’s offshore UCITS ETF suite generating continuing organic growth with
$116 million 20%
As of January 31, 2025 |
AUM Rollforward
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Annualized
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MTD / QTD / YTD |
MTD / QTD / YTD |
Beginning of Period Total AUM |
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Total Net Flows |
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International Dev. Mkt Equity |
( |
( |
Emerging Market Equity |
( |
( |
Fixed Income |
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Commodity & Currency |
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Alternatives |
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Cryptocurrency |
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Leveraged & Inverse |
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Total Net Flows |
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Market Move |
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Current Total AUM |
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Average Total AUM |
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Blended Total Average Fee Rate |
36 bps |
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Source: https://ir.wisdomtree.com/
Please visit https://ir.wisdomtree.com/ for downloadable spreadsheets containing detailed AUM and flow data by asset class and fund broken out by daily, monthly, quarterly and annual timeframes.
About WisdomTree
WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime®, and institutional platform, WisdomTree Connect™.*
*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select
WisdomTree currently has approximately
For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.
Please visit us on X at @WisdomTreeNews.
WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.
PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE PRIME:
NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY
The products and services available through the WisdomTree Prime app and WisdomTree Connect are not endorsed, indemnified or guaranteed by any regulatory agency.
Cautionary Statement Regarding Forward-Looking Statements
This press release may contain a number of “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements about our ability to achieve our financial and business plans, goals and objectives and drive stockholder value, including with respect to our ability to successfully implement our strategy relating to WisdomTree Prime® and WisdomTree Connect™, our ability to make achievements in AUM, levels of net flows and other risk factors discussed from time to time in WisdomTree’s filings with the Securities and Exchange Commission (“SEC”), including those factors discussed under the caption “Risk Factors” in our most recent annual report on Form 10-K, filed with the SEC on February 23, 2024, and in subsequent reports filed with or furnished to the SEC. These forward-looking statements are based on WisdomTree’s management’s current expectations, estimates, projections and beliefs, as well as a number of assumptions concerning future events. These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside WisdomTree’s management’s control, that could cause actual results to differ materially from the results discussed in the forward-looking statements. Forward-looking statements included in this release speak only as of the date of this release. WisdomTree does not undertake any obligation to update its forward-looking statements to reflect events or circumstances after the date of this release except as may be required by the federal securities laws.
Category: Business Update
View source version on businesswire.com: https://www.businesswire.com/news/home/20250211651082/en/
Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com
Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com
Investor Relations
WisdomTree, Inc.
Jeremy Campbell
+1.917.267.3859
Jeremy.Campbell@wisdomtree.com
Source: WisdomTree, Inc.
FAQ
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