WisdomTree, Inc.
WisdomTree, Inc. is a U.S.-based asset manager and financial technology company that develops and sponsors exchange-traded products, investment models, private-market vehicles, and digital-asset-related offerings. Its platform serves investors and financial professionals through products distributed across the United States, Europe, and other international markets, alongside advisor technology and portfolio solutions.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaRules-based and actively managed equity products spanning U.S. and international markets.
ETPs and managed strategies providing bond, yield and defensive market exposures.
Products providing access to commodities, currencies, alternatives and real assets.
Specialized ETPs offering amplified, inverse or digital-asset market exposure.
Private-market investment vehicles focused primarily on farmland and related real assets.
Portfolio technology, digital assets, tokenized products and blockchain-enabled services.
Tuotteet
Raportoitu · osuus liikevaihdosta- Investment Advisory Management and Administrative Service92,4 %
- Other Revenues7,6 %
Lähde: 10-K FY2024, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
WisdomTree distributes products through banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers, and online brokers. Individual and institutional investors use its ETPs and managed vehicles for targeted exposure, diversification, income, hedging, and portfolio construction. Financial advisers also use WisdomTree models, research, practice-management services, and digital tools to scale advice and implement client portfolios.
Buy ETPs and managed strategies for asset allocation, diversification and specialized exposures.
Use WisdomTree models, research and tools to construct and manage client portfolios.
Access listed funds for equity, fixed-income, commodity, cryptocurrency and other exposures.
Distribute WisdomTree ETPs and investment products through established investor channels.
Use digital funds, tokenized real-world assets, stablecoins and blockchain-native services.
Strategia
WisdomTree is broadening beyond its core ETP franchise through private-market investments, advisor technology, and digital-asset infrastructure. The company is using acquisitions such as Ceres Partners and Atlantic House to add capabilities and assets, while developing products based on tokenized real-world assets, stablecoins, digital funds, and blockchain technology. Its strategic objective is to diversify fee streams, expand distribution, and differentiate through transparent, technology-enabled investment solutions.
Diversifies revenue beyond traditional exchange-traded products.
Creates new distribution and product formats using blockchain technology.
Adds assets, products and distribution across Europe and private markets.
Strengthens recurring distribution by helping advisers implement portfolios.
Maantiede
Q3/2025WisdomTree is headquartered in the United States and operates a cross-border asset-management platform serving the United States and Europe. Products are distributed through major financial-services channels in both regions, while European-listed ETPs provide an important source of non-U.S. activity and related revenue. The company also has international exposure through investment products, acquisitions, foreign-currency movements, and assets managed outside the United States.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
WisdomTree’s fee-based model is tied primarily to the market value and investor flows of its managed products, making revenue sensitive to market declines, redemptions, product competition, and shifts in investor preferences. Its specialized products, including leveraged-and-inverse, cryptocurrency, derivatives-based, private-market and tokenized offerings, face elevated regulatory, valuation, operational, and reputational risks. Acquisitions and international operations add integration, foreign-currency, legal, and execution exposure.
Advisory fees depend on average product assets influenced by prices and flows.
Kohdistuu: ETPs and managed investment vehicles
Competing asset managers and substitute products can reduce flows and pricing.
Kohdistuu: Exchange-traded products
Leveraged, inverse, cryptocurrency and tokenized products attract heightened oversight.
Kohdistuu: Specialized and digital-asset offerings
Blockchain infrastructure can experience cybersecurity, operational and protocol failures.
Kohdistuu: WisdomTree Prime and tokenized products
Acquired businesses require integration and may generate goodwill subject to impairment.
Kohdistuu: Ceres Partners and Atlantic House
European operations and products create currency, regulatory and market-exposure differences.
Kohdistuu: European-listed ETPs and international AUM
Kirjanpito
Harkinnanvaraiset erätFees are linked to average managed assets and investor capital balances.
Vaikutus: Market movements and net flows directly affect recognized revenue.
Acquisitions require allocation of purchase consideration to identifiable assets and liabilities.
Vaikutus: Fair-value assumptions affect amortization, goodwill and future earnings.
Acquired goodwill is tested annually and when triggering events occur.
Vaikutus: Weak operating performance or lower valuations can produce non-cash charges.
Private assets, derivatives and digital-asset-related investments may require estimates.
Vaikutus: Valuation assumptions can affect asset values and reported income.
Repurchases or inducements involving convertible notes can create accounting losses.
Vaikutus: Non-recurring charges may materially reduce GAAP earnings in affected periods.
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
WisdomTree Bitcoin Fund
BTCW · Commodity Contracts Brokers & Dealers
WisdomTree Bitcoin Fund is a U.S.-based exchange-traded fund structured as a trust that holds bitcoin and issues shares traded on the Cboe BZX Exchange under the ticker BTCW.
LendingTree, Inc.
TREE · Loan Brokers
LendingTree runs an online marketplace that helps U.S.
Tiptree Inc
TIPT · Fire, Marine & Casualty Insurance
CoinShares International
CS · Financials
CoinShares International is a leading digital asset investment firm, providing innovative financial products and services in the cryptocurrency space.
Fyntechnical Innovations Inc
FYNN · Services-Computer Processing & Data Preparation
Morningstar, Inc.
MORN · Investment Advice
Päivitetty: 8.9.2026