WisdomTree Inc (NYSE: WT) is an asset management company that sponsors and issues exchange-traded products (ETPs), including ETFs, exchange-traded commodities (ETCs), and digital asset products. Revenue is generated primarily through management fees assessed as a percentage of assets under management across its ETP lineup. WisdomTree competes directly against other ETP sponsors and mutual fund companies, and indirectly against larger financial institutions, banks, insurance companies, and diversified investment firms with broader distribution channels and greater resources. Its product range spans equity ETFs, factor-based and thematic ETPs, physically-backed precious metals ETCs custodied through HSBC and JP Morgan, and digital asset products with custody provided by Swissquote Bank, BitGo Trust Company, and Coinbase Custody Trust. The WisdomTree UCITS ETF range is administered by BNY Mellon Fund Services (Ireland) Designated Activity Company, with portfolio management provided by Assenagon Asset Management or Irish Life Investment Managers. The firm operates across multiple jurisdictions, issuing products through entities including WisdomTree UCITS ETF structures and the ManJer Issuers. Adoption of the SEC's ETF Rule (Rule 6c-11) has reduced barriers to entry, intensifying fee and product competition across the ETP industry.

Revenue model

Management fees calculated as a percentage of assets under management across exchange-traded products, including equity ETFs, factor-based and thematic ETPs, physically-backed commodity ETCs, and digital asset products.

Products and services

Equity ETFs, factor-based ETPs, thematic ETPs, physically-backed precious metals ETCs, digital asset ETPs, UCITS ETFs for non-US markets.

Customers and end markets

Retail and institutional investors accessing products through broker-dealer and retail bank distribution channels; end markets include equity, commodity, and digital asset investment.

Value-chain role

ETP sponsor and issuer; outsources fund accounting, administration, transfer agency, custody, and portfolio management to third-party service providers including Apex Financial Services, JTC Trust Company Jersey, BNY Mellon Fund Services, HSBC, JP Morgan, Swissquote Bank, BitGo Trust Company, and Coinbase Custody Trust.

Geographic exposure

United States and international markets including Ireland and Jersey, with UCITS ETF structures serving non-US investors.

Competitors

Other ETP sponsors, Mutual fund companies, Banks, Insurance companies, Diversified investment firms, Non-transparent active ETF sponsors

Source: SEC 10-K, filed 2026-02-25

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