WisdomTree Investments, Inc. (WETF) Bundle
Trading at $11.83 with a change of $0.16 (0.01%) as of Dec 15, 01:01:43 PST, WisdomTree Investments blends market presence with mission-driven purpose: founded in 1985 and managing approximately $99.5 billion in assets under management (Jan 2024), the firm positions its mission-to deliver a better financial experience through quality products, solutions, and engagement-alongside a vision to lead in transparent structures and executions, while championing core values of Excellence & Innovation, Transparency & Accountability, and Having Fun; recognized as #58 on Fortune's America's Most Innovative Companies 2025 list and named a Best Place to Work in Money Management for the sixth consecutive year, WisdomTree's expanding suite of ETPs across equities, fixed income, currencies, alternatives and its growing digital asset platforms like WisdomTree Prime® and WisdomTree Connect™ illustrate how concrete scale and culture drive its strategic ambitions and client-focused growth
WisdomTree Investments, Inc. (WETF) - Intro
WisdomTree Investments, Inc. (WETF) positions itself as an innovative asset manager focused on delivering exchange-traded funds (ETFs) and other investment products that blend research-driven insights with practical market access. The firm's mission, vision, and core values guide product development, distribution, and client engagement while aligning with observed market performance and shareholder expectations.- Current US equity listing: WisdomTree Investments, Inc. (WETF)
- Latest trade price: 11.83 USD
- Price change: +0.16 USD (0.01%) vs. previous close
- Latest trade time: Monday, December 15, 01:01:43 PST
| Ticker | Price (USD) | Change (USD) | Change (%) | Latest Trade Time (PST) |
|---|---|---|---|---|
| WETF | 11.83 | 0.16 | 0.01% | Monday, December 15, 01:01:43 PST |
- Deliver accessible, research-driven investment solutions-primarily ETFs-that seek to enhance investor outcomes through differentiated exposures and cost-conscious implementation.
- Support financial advisors and individual investors with tools and insights to better align portfolios to objectives and market conditions.
- Be a leading provider of transparent, liquid, and innovative ETFs that reshape how investors access asset classes, factors, and income-generating strategies.
- Scale global distribution while maintaining disciplined product design and stewardship of client assets.
- Client-centricity: prioritize investor outcomes and clarity in product features and fees.
- Research rigor: base product design and allocation tilts on systematic analysis and market structure insights.
- Innovation with discipline: pursue novel exposures (e.g., smart beta, currency-hedged, thematic) while monitoring liquidity and implementation costs.
- Governance and transparency: disclose methodology, holdings, and trading practices to foster trust among stakeholders and regulators.
- Public-market discipline: as a publicly traded ETF sponsor (WETF), performance and capital markets access are continuously benchmarked by investors and reflected in the company's share price and trading activity.
- Product lifecycle metrics: product launches, flows, and expense ratios are evaluated against competitive ETFs and client adoption trends to determine scale and shelf optimization.
- Shareholders monitor WETF's execution through stock performance and periodic disclosures; current trading snapshot above provides real-time context for investor conversations.
- For detailed investor-oriented background and buyer composition, see: Exploring WisdomTree Investments, Inc. (WETF) Investor Profile: Who's Buying and Why?
WisdomTree Investments, Inc. (WETF) - Overview
WisdomTree Investments, Inc. (WETF) is a global financial innovator focused on exchange-traded products (ETPs), model-based solutions, and digital-asset infrastructure. Founded in 1985 and headquartered in New York, WisdomTree manages approximately $99.5 billion in assets under management (AUM) globally as of January 2024 and offers a diversified suite spanning U.S. and international equity, currency, fixed income, and alternatives.- Founded: 1985 (New York headquarters)
- Global AUM: ~$99.5 billion (Jan 2024)
- Product scope: ETPs, model portfolios, managed accounts, digital-asset products and platforms
- Recent recognition: #58 on Fortune's America's Most Innovative Companies 2025; Best Place to Work in Money Management (sixth consecutive year, 2025)
- Digital expansions: WisdomTree Prime® (blockchain-native wallet) and WisdomTree Connect™ (institutional platform)
- To democratize access to investment strategies through transparent, research-driven ETPs and digital infrastructure that lower barriers and amplify investor choice.
- To be the leading global provider of innovative, transparent, and technology-enabled investment solutions that integrate traditional and digital asset ecosystems for institutions and retail investors.
- Innovation - continuous product and process improvement (evidenced by Fortune innovation ranking).
- Transparency - clear indexing, fee disclosure, and governance across ETP offerings.
- Client-centricity - solutions and platforms designed for institutional and retail client workflows.
- Integrity - regulatory compliance and fiduciary standards in product design and distribution.
- Talent & Culture - sustained recognition as a top workplace in money management reflects investment in people and culture.
| Metric | Value / Note |
|---|---|
| Assets Under Management (AUM) | ~$99.5 billion (Jan 2024) |
| Primary Product Types | ETPs (equity, fixed income, currency, alternatives), model portfolios, digital asset products |
| Fortune Innovation Ranking | #58 - America's Most Innovative Companies 2025 |
| Workplace Recognition | Best Place to Work in Money Management - 6th consecutive year (2025) |
| Digital Platforms | WisdomTree Prime® (wallet), WisdomTree Connect™ (institutional) |
| Headquarters | New York, NY |
- Product diversification: expanding beyond core ETPs into fixed income ETFs, thematic strategies, and alternatives to capture fee diversification and asset growth.
- Digital-asset integration: launching blockchain-native custody and institutional access to broaden addressable market in crypto and tokenized assets.
- Distribution focus: growing ETF market share via partnerships with financial advisors, RIAs, and international distributors.
- Operational excellence: process innovation and culture investments yielding industry recognition and improved product distribution efficiency.
| Indicator | Recent Position / Impact |
|---|---|
| Revenue drivers | ETF management fees (core), licensing and advisory, digital platform services |
| Fee structure | Competitive fee tiers across commodity, equity, and fixed-income ETFs; product-specific expense ratios |
| Capital allocation | Investments in digital infrastructure (WisdomTree Prime®, Connect™), product R&D, distribution |
| Risk management | Diversified product mix reduces concentration risk; regulatory compliance across jurisdictions |
WisdomTree Investments, Inc. (WETF) - Mission Statement
WisdomTree's mission is to deliver a better financial experience through the quality of its products, solutions, and engagement. This mission underpins product design, distribution strategy, client service and the firm's push into diversified revenue streams and client segments.- Delivering higher-quality financial products: focus on ETF innovation, factor and income strategies, and active ETF offerings.
- Providing holistic solutions: multi-asset solutions, WM/OCIO relationships, and model-portfolio integrations.
- Deep client engagement: institutional relationship management, advisor education, and digital client tools.
- Sustainable growth through diversification: expanding non-ETF revenue (advisory, licensing) while growing global ETF AUM.
Operational and financial context that anchors the mission (approximate, reflecting recent firm disclosures and public filings):
| Metric | Value (approx.) | Period / Note |
|---|---|---|
| Assets under Management (AUM) | $75-85 billion | Approximate range reported across recent quarters (global ETF & alternative assets) |
| Revenue | $450-550 million (annual) | Recent fiscal-year range for advisory, management fees, and distribution |
| Net Income / (Loss) | Small positive to modest loss depending on year | Varies year-to-year with markets and product mix |
| Market Capitalization | $1.5-2.5 billion | Subject to market fluctuations (WETF ticker) |
| ETFs in Market | 100+ | Range of equity, fixed income, currency, and factor-based products globally |
- Quality emphasis - product design and governance: WisdomTree employs research-driven indexing, third-party partner integrations, and internal oversight to maintain product quality and reliability.
- Solutions & engagement - distribution and client servicing: targeted strategies for RIAs, institutions, and retail channels that combine ETFs with model portfolios, separately managed accounts, and licensing agreements.
- Diversification strategy - revenue and client segments: expanding fee‑based advisory and licensing revenues to reduce dependence on pure asset‑management fee volatility from AUM swings.
Examples of mission-aligned initiatives and measurable outcomes:
- Product innovation: launches of income- and factor-oriented ETFs have driven net inflows in selective quarters, supporting both AUM growth and fee diversification.
- Geographic expansion: targeted growth in Europe and Asia to broaden client base and reduce single-market concentration risk.
- Client engagement metrics: increased advisor adoption rates for model portfolios and digital tools; higher retention in institutional relationships tied to tailored solutions.
Key performance indicators that connect daily execution to the mission:
| KPI | Why it matters | Targeted direction |
|---|---|---|
| Net flows (quarterly) | Direct measure of product-market fit and distribution effectiveness | Positive net inflows across core ETF suites |
| Revenue mix (fees vs. advisory/licensing) | Indicator of diversification and recurring revenue stability | Increase non-ETF fee percentage over time |
| Expense ratio management | Preserves competitiveness of ETFs and client value delivery | Maintain low-cost operating structure while investing in growth |
| Client retention / engagement scores | Reflects relationship strength and long-term AUM stability | Improve through advisor education and tailored services |
Aligned reading for investors and practitioners: Breaking Down WisdomTree Investments, Inc. (WETF) Financial Health: Key Insights for Investors
WisdomTree Investments, Inc. (WETF): Vision Statement
WisdomTree's vision is to be the leader in the best transparent structures and executions in financial services. That vision carries strategic implications across product design, operational execution, client-facing transparency, and capital allocation - all aimed at building a profitable, growing, enduring financial services company with diversified revenue streams and global coverage.- 'Best transparent structures' signals product clarity: explicit fee disclosure, index construction transparency, and vehicle-level governance that reduces hidden costs and tracking ambiguity.
- 'Executions' denotes systematic, low-friction implementation: trading efficiency, tax-aware portfolio management, and scalable operational processes that protect investor outcomes.
- Leadership aspiration: set industry benchmarks for disclosure, drive adoption of transparent product wrappers, and influence regulatory and market standards.
- Product transparency: standardized prospectus-level metrics, clear index rules, and published portfolio holdings cadence.
- Execution quality: tight realized tracking error, cost-effective creation/redemption processes, and best execution in ETF secondary markets.
- Business durability: diversified revenue from management fees, advisory services, and sponsored products across equity, fixed income, currency, and alternative exposures.
| Metric | Approximate Recent Value | Relevance to Vision |
|---|---|---|
| Assets Under Management & Administration (AUM/A) | ~$95-105 billion (approx.) | Scale that supports global product distribution and operational investments for transparent structures. |
| Number of ETFs/ETNs & Strategies | ~150-200 funds/strategies | Product breadth enabling diversified revenue streams and targeted transparent offerings. |
| Global Distribution Reach | North America, EMEA, Asia-Pacific (multi-jurisdictional listings/access) | Geographic coverage to realize leader position and set cross-market standards. |
| Revenue Mix (Management Fees vs Other) | Majority from management fees; growing contribution from advisory & licensing (approx. split varies by period) | Supports profitable, diversified business model aligned with durable growth. |
| Operational Metrics (Examples) | Low single-digit tracking error on core ETFs; high secondary-market liquidity on flagship products | Measurement of execution quality and investor-facing performance transparency. |
- Strategic KPIs to monitor progress toward the vision: AUM growth rate, fee yield (bps on AUM), product-level expense ratios, realized tracking error, net inflows/outflows, and revenue diversification by geography and product type.
- Competitive and regulatory positioning: aim to outperform peers on fee transparency, provide standardized disclosures, and proactively adopt best practices that regulators and institutional investors increasingly demand.
WisdomTree Investments, Inc. (WETF) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Article updated on 8 Nov 2024
Resources:
- WisdomTree Investments, Inc. (WETF) Financial Statements – Access the full quarterly financial statements for Q3 2024 to get an in-depth view of WisdomTree Investments, Inc. (WETF)' financial performance, including balance sheets, income statements, and cash flow statements.
- SEC Filings – View WisdomTree Investments, Inc. (WETF)' latest filings with the U.S. Securities and Exchange Commission (SEC) for regulatory reports, annual and quarterly filings, and other essential disclosures.
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.