WisdomTree, Inc.
wisdomtree.comWhat Do They Do?
Manages exchange-traded products, investment models and digital asset services for investors and financial professionals.
10-K for FY2025, filed Feb 25, 2026We are a global financial innovator, offering a diverse suite of ETPs, models and solutions, private market investments and digital…View ↗
Building on our heritage of innovation, we continue to broaden our capabilities beyond our core ETP business. We offer next-generation…View ↗
Our products are distributed across all major asset management industry channels, including banks, brokerage firms, registered investment…View ↗
We operate as an ETP sponsor and asset manager, providing investment advisory services globally through our subsidiaries in the U.S. and…View ↗
How Do They Make Money?
WisdomTree earns advisory fees from its ETPs based on average daily net assets, billed monthly. Ceres charges management fees based on fund members’ capital and can earn performance fees tied to fund profits after members recover prior losses; other European ETP revenue includes asset-based payments from swap providers and fees tied to ETP flows.
10-K for FY2025, filed Feb 25, 2026The Company earns a significant portion of its revenues in the form of advisory fees from its ETPs and recognizes this revenue over time…View ↗
The Company earns management fees in exchange for Ceres providing investment advisory and other management services to Ceres Farms.…View ↗
Performance fees represent variable consideration and are earned based on a specified percentage of Ceres Farms’ net profits, subject to…View ↗
Other revenues are earned from swap providers associated with certain of the Company’s European listed ETPs, the nature of which are based…View ↗
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10-K for FY2025, filed Feb 25, 2026
FY2025 revenue by product or service ↗
$493.8M
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10-K for FY2025, filed Feb 25, 2026
$493.8M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Advisory fees
Recurring
10-K for FY2025, filed Feb 25, 2026 |
89%
FY2022: 97%
|
Advisory fees, FY2025
$440M Sources
|
Recurring |
|
Management fees
Recurring
|
1.0% |
Management fees, FY2025
$4.9M Sources
|
Recurring |
|
Performance fees
Recurring
|
1.4% |
Performance fees, FY2025
$7.1M Sources
|
Recurring |
|
Other
|
8.5%
FY2022: 2.6%
|
Other, FY2025
$41.8M Sources
|
Who Are Their Customers?
Financial and investment advisers are the main focus; ETPs are distributed through banks, brokerages and online brokers, as well as to institutional investors and private wealth managers. Adviser programs also provide portfolio and asset-allocation services to financial advisers and independent broker-dealers.
10-K for FY2025, filed Feb 25, 2026Our products are distributed across all major asset management industry channels, including banks, brokerage firms, registered investment…View ↗
We distribute our ETPs across major asset management channels, including banks, brokerage firms, registered investment advisers…View ↗
Our Advisor and Portfolio Solutions programs support financial advisors and independent broker-dealers with customized portfolio and asset…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 22 cents of every revenue dollar as net income in FY2025 and turned 30 cents into free cash flow.
10-K for FY2025, filed Feb 25, 2026
$174.2MView ↗
10-K for FY2025, filed Feb 25, 2026
$109.1MView ↗
10-K for FY2025, filed Feb 25, 2026
$147.7MView ↗
How Are They Changing?
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Jul 31, 2026
Completed the Atlantic House acquisition
Added a manager specializing in defined-outcome and derivatives-driven strategies.
Sources
8-K, filed Jul 31, 2026
In May 2026, WisdomTree completed the acquisition of Atlantic House, a London-based systematic manager specializing in defined outcome and…View ↗
Growing. Revenue grew 62% in 4 years, from $304.3M in FY2021 to $493.8M in FY2025, about 13% a year.
Private-market investing
The older report describes ETPs, models and solutions, while the latest report adds private-market investments through the Ceres farmland business.
10-K for FY2022, filed Feb 28, 2023 10-K for FY2025, filed Feb 25, 2026We are a global financial innovator, offering a well-diversified suite of world-class exchange-traded products, or ETPs, models and…View ↗
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