• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    WisdomTree Reports Monthly Metrics for May 2026

    6/11/26 6:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance
    Get the next $WT alert in real time by email

    Over $9 billion of net inflows year-to-date, a 16% annualized organic growth rate

    Completed Atlantic House acquisition on May 1st, adding over $4 billion of high fee AUM

    WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for May 2026, including assets under management (AUM) and flow data by asset class.

    Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had approximately $2 billion in AUM at March 31, 2026. This information is reported with our quarterly earnings results.

    Monthly Commentary:

    • Generated over $2 billion of net inflows in May and more than $9 billion year-to-date, representing a 16% annualized organic growth rate, with broad-based contributions across our major product categories
    • Continued strong UCITS ETF momentum, with AUM up 44% year-to-date, driven by $3.9 billion in net inflows, representing a 77% annualized organic growth rate
    • Atlantic House contributed over $4 billion of AUM at a blended 55 basis point fee rate, along with ancillary revenue streams, following the May 1st completion of the acquisition
    • Firm-wide AUM reached an all-time high, driven by record AUM in the U.S, Europe and Digital Assets

    As of May 31, 2026

    AUM Rollforward

    ($ in millions)

    Annualized Flow Rate

     

    MTD

    QTD

    YTD

    MTD

    QTD

    YTD

    Beginning of Period Total AUM

    $158,659

    $150,571

    $142,636

     

     

     

     

     

     

     

     

     

    Total Net Flows

     

     

     

     

     

     

    U.S. Equity

    $290

    $397

    $751

    7.7%

    5.7%

    4.4%

    International Dev. Mkt Equity

    $594

    $1,076

    $4,571

    22.3%

    22.1%

    43.1%

    Emerging Market Equity

    $46

    ($66)

    ($272)

    5.0%

    (3.9%)

    (6.2%)

    Fixed Income

    $394

    ($158)

    $1,114

    21.2%

    (4.2%)

    12.8%

    Commodity & Currency

    $932

    $2,300

    $2,335

    25.8%

    34.1%

    15.3%

    Alternatives

    $7

    $14

    $221

    4.9%

    5.4%

    38.8%

    Cryptocurrency

    $1

    $22

    $159

    0.8%

    7.3%

    17.1%

    Leveraged & Inverse

    ($50)

    ($155)

    $410

    (15.6%)

    (25.4%)

    30.2%

    Total Net Flows

    $2,215

    $3,430

    $9,288

    16.4%

    13.6%

    15.7%

    Market Move

    $3,127

    $9,999

    $12,076

     

     

     

    Acquired AUM

    $4,134

    $4,134

    $4,134

     

     

     

    Current Total AUM

    $168,134

    $168,134

    $168,134

     

     

     

    Average Total AUM

    $166,019

    $161,480

    $156,241

     

     

     

    Blended Total Average Fee Rate

     

    36 bps

    36 bps

     

     

     

    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 diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, and blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners' U.S. farmland platform.

    * The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services 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, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

    WisdomTree currently has approximately $165.4 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

    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 CONNECT AND 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 WisdomTree Connect and the WisdomTree Prime app 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; 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 25, 2026, 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/20260611798819/en/

    Contact Information

    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

    Get the next $WT alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $WT

    DatePrice TargetRatingAnalyst
    4/22/2026$20.00Outperform
    Raymond James
    7/2/2025$15.00Neutral → Buy
    Northcoast
    6/27/2025$11.90Sell → Neutral
    Goldman
    1/2/2025Buy → Neutral
    Northcoast
    4/3/2024$12.00Market Perform → Outperform
    Northland Capital
    3/6/2024$12.00Buy
    Craig Hallum
    12/28/2023$9.00Neutral → Buy
    Northcoast
    10/11/2023$8.50 → $9.00Buy
    UBS
    More analyst ratings

    $WT
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    WisdomTree Celebrates 20 Years of Innovation and Global Growth

    From ETF Pioneer to a Modern Financial Platform Built for the Future of Investing WisdomTree, Inc. (NYSE:WT), a global financial innovator, today celebrates its 20-year anniversary, marking two decades of challenging industry conventions, expanding investor access, and building a diversified modern asset management platform designed for the future of finance. On June 16, 2006, WisdomTree launched its first 20 exchange-traded funds (ETFs) with a differentiated approach to index construction and portfolio design. Rather than simply replicating market capitalization-weighted indexes, WisdomTree introduced fundamentally weighted and income-focused strategies designed to combine the efficien

    6/16/26 6:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    WisdomTree Reports Monthly Metrics for May 2026

    Over $9 billion of net inflows year-to-date, a 16% annualized organic growth rate Completed Atlantic House acquisition on May 1st, adding over $4 billion of high fee AUM WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for May 2026, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had approximately $2 billion in AUM at March 31, 2026. This information is reported with our quarterly earnings results. Monthly Commentary: Generated over $2 billion of net inflows in May and more than $9 billion year-to-da

    6/11/26 6:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    WisdomTree Appoints John Whelan as Head of Strategy for Digital Assets

    Appointment underscores firm's commitment to leadership in the digital assets space, broadening offerings for retail and institutional investors onchain WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of John Whelan as Head of Strategy, Digital Assets. Whelan brings nearly a decade of leadership in blockchain and digital assets from Banco Santander's Corporate and Investment Bank, where he served as Managing Director of Digital Assets after building and leading the bank's blockchain lab from 2016. He previously founded a Silicon Valley-backed blockchain startup focused on institutional credit ratings. "John is joining WisdomTree at an exciting

    6/1/26 6:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    $WT
    SEC Filings

    View All

    WisdomTree Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders

    8-K - WisdomTree, Inc. (0000880631) (Filer)

    6/18/26 5:08:15 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 10-Q filed by WisdomTree Inc.

    10-Q - WisdomTree, Inc. (0000880631) (Filer)

    5/6/26 5:06:14 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    Amendment: SEC Form SCHEDULE 13G/A filed by WisdomTree Inc.

    SCHEDULE 13G/A - WisdomTree, Inc. (0000880631) (Subject)

    5/6/26 11:43:55 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    $WT
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Salerno Frank was granted 5,509 shares, increasing direct ownership by 2% to 228,345 units (SEC Form 4)

    4 - WisdomTree, Inc. (0000880631) (Issuer)

    6/22/26 3:24:47 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    New insider Salerno Frank claimed ownership of 222,836 shares (SEC Form 3)

    3 - WisdomTree, Inc. (0000880631) (Issuer)

    6/22/26 3:23:54 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    Director Pankopf Tonia L was granted 5,509 shares, increasing direct ownership by 16% to 40,471 units (SEC Form 4)

    4 - WisdomTree, Inc. (0000880631) (Issuer)

    6/18/26 4:26:15 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    $WT
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Pankopf Tonia L bought $3,268 worth of shares (277 units at $11.80), increasing direct ownership by 0.80% to 34,962 units (SEC Form 4)

    4 - WisdomTree, Inc. (0000880631) (Issuer)

    3/9/26 8:58:52 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    $WT
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Raymond James initiated coverage on WisdomTree with a new price target

    Raymond James initiated coverage of WisdomTree with a rating of Outperform and set a new price target of $20.00

    4/22/26 7:58:55 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    WisdomTree upgraded by Northcoast with a new price target

    Northcoast upgraded WisdomTree from Neutral to Buy and set a new price target of $15.00

    7/2/25 7:46:20 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    WisdomTree upgraded by Goldman with a new price target

    Goldman upgraded WisdomTree from Sell to Neutral and set a new price target of $11.90

    6/27/25 7:45:38 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    $WT
    Leadership Updates

    Live Leadership Updates

    View All

    WisdomTree Appoints John Whelan as Head of Strategy for Digital Assets

    Appointment underscores firm's commitment to leadership in the digital assets space, broadening offerings for retail and institutional investors onchain WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of John Whelan as Head of Strategy, Digital Assets. Whelan brings nearly a decade of leadership in blockchain and digital assets from Banco Santander's Corporate and Investment Bank, where he served as Managing Director of Digital Assets after building and leading the bank's blockchain lab from 2016. He previously founded a Silicon Valley-backed blockchain startup focused on institutional credit ratings. "John is joining WisdomTree at an exciting

    6/1/26 6:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    WisdomTree Appoints BNY for Banking-as-a-Service Infrastructure for Digital Assets, Advancing Access to Stablecoins and Tokenized Real-World Assets

    The collaboration positions WisdomTree as BNY's first retail digital assets BaaS client WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced it has appointed The Bank of New York Mellon Corporation ("BNY") (NYSE:BK), a global financial services company, as its core banking-as-a-service (BaaS) infrastructure provider for WisdomTree Prime®, the firm's retail platform for tokenized assets and cryptocurrency. The collaboration between the two firms cements WisdomTree as BNY's first retail digital assets BaaS client. WisdomTree Prime is the first app to provide access to tokenized funds to U.S. retail investors with stablecoin on and offramps via WisdomTree'

    10/28/25 7:00:00 AM ET
    $BK
    $WT
    Major Banks
    Finance
    Investment Bankers/Brokers/Service

    WisdomTree Names Beena Joseph Global Head of HR to Drive Culture-Powered Growth Worldwide

    Appointment underscores firm's commitment to its ‘work smart' model, talent development, and Team Alpha innovation engine as drivers of performance WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Beena Joseph as Global Head of Human Resources. Joseph joined WisdomTree in 2014 through the firm's acquisition of Boost ETP and has since been a driving force in building out the company's HR function in Europe. Over more than a decade, she has strengthened people practices, partnered with business leaders, and played a central role on WisdomTree's Global HR Committee, ensuring that human resources remain at the heart of the firm's growth and cultur

    10/14/25 8:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    $WT
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by WisdomTree Inc.

    SC 13G - WisdomTree, Inc. (0000880631) (Subject)

    11/21/24 5:28:49 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    Amendment: SEC Form SC 13G/A filed by WisdomTree Inc.

    SC 13G/A - WisdomTree, Inc. (0000880631) (Subject)

    11/14/24 12:38:38 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    Amendment: SEC Form SC 13D/A filed by WisdomTree Inc.

    SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)

    8/9/24 4:29:13 PM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    $WT
    Financials

    Live finance-specific insights

    View All

    WisdomTree Reports Monthly Metrics for April 2026

    Over $7 billion of net inflows year-to-date, a 15% annualized organic growth rate WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for April 2026, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had approximately $2 billion in AUM at March 31, 2026. This information is reported with our quarterly earnings results. Monthly Commentary: Firm-wide AUM reached an all-time high, driven by record U.S. and Digital Assets AUM at the end of April Generated over $1.2 billion of net inflows in April and more

    5/12/26 8:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    WisdomTree Announces First Quarter 2026 Results

    Record AUM of $152.6 Billion Diluted Loss Per Share of ($0.17); Adjusted Earnings Per Share of $0.27 17% Annualized Organic Flow Growth Rate Operating Margin Expanded by 560 bps Year over Year; or 770 bps, on an Adjusted Basis WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the first quarter of 2026. ($23.1) million of net loss ($40.6(1) million of net income, as adjusted), including a loss on extinguishment of convertible notes of $62.3 million, comprised of a loss on extinguishment of $16.9 million associated with the repurchase of $75.0 million in aggregate principal amount of our 3.25% convertible senior notes due 2026 (the "2026

    5/1/26 7:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance

    Stable Sea Announces Strategic Relationship with WisdomTree to Bring Tokenized Treasury Access to Businesses

    The collaboration expands Stable Sea Terminal into onchain treasury management, enabling businesses to earn yield by investing operating cash in tokenized real world assets while managing payments and liquidity in a single platform.SAN FRANCISCO, April 29, 2026 /PRNewswire/ -- Stable Sea today announced a strategic relationship with WisdomTree (NYSE:WT), a global asset manager with more than $150 billion in assets under management, to bring tokenized treasury access to businesses. This collaboration enables Stable Sea users to earn yield by investing operating cash in, and gaini

    4/29/26 8:00:00 AM ET
    $WT
    Investment Bankers/Brokers/Service
    Finance