Articles from WisdomTree, Inc.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today reported financial results for the fourth quarter of 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that its Board of Directors has appointed Smita Conjeevaram as Chair of the Board, effective January 23, 2025. She succeeds Win Neuger, who will continue to serve on the Board and as a member of the Compensation Committee.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that Say, a stockholder Q&A platform, is live and ready to be used in advance of its upcoming fourth quarter earnings call on Friday, January 31, 2025 at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that it plans to release its fourth quarter results on January 31, 2025 at 7:00 a.m. ET. A conference call to discuss the firm’s results will be held at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that the Siegel-WisdomTree Moderate, Longevity and Global Equity Model Portfolios are now available on the UBS Financial Services Inc. (“UBS”) separately managed account platform.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for December 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for November 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today it has been named a 2024 Best Places to Work in Money Management by Pensions & Investments for the fifth consecutive year and the eighth year since the award was created. The 13th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry. WisdomTree was ranked second within the large employer category for managers with 100-499 employees, the third consecutive year earning a ranking among the top five employers.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for October 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today reported financial results for the third quarter of 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced it has been named “Best Emerging Markets Equity ETF Issuer ($10bn+)” at the ETF Express US Awards 2024, which recognizes excellence among ETF issuers and service providers across a wide range of categories. This win underscores such excellence in WisdomTree’s emerging markets offerings in 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced its 10-year anniversary in Europe. Since establishing its European presence in 2014, the company has experienced remarkable growth and has become a trusted resource for investors across the continent. Over the last decade, WisdomTree has grown in Europe to more than $30 billion in assets under management (AUM) and over 100 employees, offering a multi-award-winning product range, including core and thematic equities, crypto, commodity, short and leverage and currency exchange-traded products (ETPs). The company also has been named a UK Best Workplace by Great Place To Work® for five straight years.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that Say, a stockholder Q&A platform, is live and ready to be used in advance of its upcoming third quarter earnings call on Friday, October 25, 2024, at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that it plans to release its third quarter results on October 25, 2024 at 7:00 a.m. ET. A conference call to discuss the firm’s results will be held at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for September 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced the ability for users to select the WisdomTree Government Money Market Digital Fund (WTGXX) as a spending source for their WisdomTree Prime Visa® Debit Card.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that four of its leaders have been recognized on INvolve’s 2024 Heroes Role Model Lists supported by YouTube: Marci Frankenthaler, Chief Legal Officer, for The Heroes Executives Role Model List; Maredith Hannon, Head of Business Development, Digital Assets, and Lauren Pfendt, Senior Analyst, Portfolio Solutions, for The Heroes Future Leaders Role Model List; and Stu Bell, Chief Operating Officer of WisdomTree Asset Management, Inc., for The Advocates Role Model List.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced the launch of WisdomTree Connect™, a new platform unlocking tokenized real world assets (RWA) access to a broader range of users. The vision for WisdomTree Connect is to enable customers over time to interact with any WisdomTree-issued token, in any wallet, across supported blockchains.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for August 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT) (“WisdomTree”), a global financial innovator, today announced the pricing of its offering of $300 million aggregate principal amount of convertible senior notes due 2029 (the “notes”) in a private offering (the “offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). WisdomTree also granted the initial purchaser of the notes an option to purchase up to an additional $45 million aggregate principal amount of the notes, which the initial purchaser exercised in full. The sale of the full $345 million aggregate principal amount of notes to the initial purchaser is expected to settle on August 13, 2024, subject to customary closing conditions, and is expected to result in approximately $337 million in net proceeds to WisdomTree after deducting the initial purchaser’s discount and estimated offering expenses payable by WisdomTree.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for July 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT) (“WisdomTree”), a global financial innovator, today announced its intention to offer, subject to market conditions and other factors, $300 million aggregate principal amount of convertible senior notes due 2029 (the “notes”) in a private offering (the “offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). WisdomTree also expects to grant the initial purchaser of the notes an option to purchase up to an additional $45 million aggregate principal amount of the notes to be settled during a period of 13 days from, and including, the date the notes are first issued.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today reported financial results for the second quarter of 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that Say, a stockholder Q&A platform, is live and ready to be used in advance of its upcoming second quarter earnings call on Friday, July 26, 2024, at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that it plans to release its second quarter results on July 26, 2024 at 7:00 a.m. ET. A conference call to discuss the firm’s results will be held at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for June 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today introduces Portfolio Solutions, a WisdomTree Asset Management, Inc. service to empower new and deeper relationships with investment advisors. Whether opting for self-constructed model portfolios or third-party model portfolio providers, Portfolio Solutions offers advisors a robust, scalable, and efficient framework for portfolio delivery.

WisdomTree, Inc. (NYSEWT) (“WisdomTree” or the “Company”), a global financial innovator, today announced the preliminary voting results of its 2024 Annual Meeting of Stockholders (“2024 Annual Meeting”).

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for May 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that Egan-Jones Ratings Co. (“Egan-Jones”), an independent proxy advisory firm, has recommended that stockholders vote “FOR” all Company-recommended proposals, including all nine members of WisdomTree’s Board of Directors, at WisdomTree’s 2024 Annual Meeting of Stockholders (“2024 Annual Meeting”).

The Board of Directors of WisdomTree, Inc. (NYSEWT), a global financial innovator, urges its stockholders to vote “FOR” all of WisdomTree’s proposals, including “FOR” all nine highly qualified members of WisdomTree’s Board of Directors, on the WHITE proxy card at the upcoming 2024 Annual Meeting of Stockholders (“2024 Annual Meeting”) on June 12, 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that Institutional Shareholder Services (“ISS”), a leading independent proxy advisory firm, has recommended that stockholders vote “FOR” all nine members of WisdomTree’s Board of Directors, including Anthony Bossone, Win Neuger and Jonathan Steinberg, at WisdomTree’s 2024 Annual Meeting of Stockholders (“2024 Annual Meeting”).

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that Glass Lewis, a leading independent proxy advisory firm, has recommended that stockholders vote “FOR” all WisdomTree proposals, including “FOR” all nine members of WisdomTree’s Board of Directors, including Anthony Bossone, Win Neuger and Jonathan Steinberg, at WisdomTree’s 2024 Annual Meeting of Stockholders (“2024 Annual Meeting”).

WisdomTree, Inc. (NYSEWT), a global financial innovator, today published a comprehensive presentation for stockholders ahead of WisdomTree’s 2024 Annual Meeting of Stockholders on June 12, 2024. The presentation is available here on WisdomTree’s investor relations website.

The Board of Directors of WisdomTree, Inc. (NYSEWT), a global financial innovator, today issued a letter urging its stockholders to vote “FOR” all nine highly qualified members of WisdomTree’s Board of Directors on the WHITE proxy card at the upcoming 2024 Annual Meeting of Stockholders on June 12, 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for April 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announces the launch of the WisdomTree India Hedged Equity Fund (INDH) on the NASDAQ. INDH seeks to track the price and yield performance, before fees and expenses, of the WisdomTree India Hedged Equity Index. INDH has an expense ratio of 0.63%.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that WisdomTree Prime® is now available to users in New York. The app, now available across 41 states, offers one integrated ecosystem to save, spend, and invest – bringing the consumer’s financial life on-chain.

The Board of Directors of WisdomTree, Inc. (NYSEWT), a global financial innovator, today issued a letter urging its stockholders to protect their investment by voting “FOR” all of WisdomTree’s highly qualified director nominees at the upcoming 2024 Annual Meeting of Stockholders on June 12, 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today issued a letter to its stockholders regarding WisdomTree’s 2024 Annual Meeting of Stockholders (“2024 Annual Meeting”) to be held on June 12, 2024, strongly urging its stockholders to send a clear signal of support for the Company’s Board of Directors, management team and long-term growth strategy. The letter also highlights WisdomTree’s stock price increase, positive financial performance, Board refreshment and strong commitment to generating stockholder value.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today reported financial results for the first quarter of 2024.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that it plans to release its first quarter results on April 26, 2024 at 7:00 a.m. ET. A conference call to discuss the firm’s results will be held at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for March 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today celebrates the ten-year anniversary of the launch of the WisdomTree Floating Rate Treasury Fund (USFR). Over this ten-year period, investors have been presented with a myriad of rate landscapes and USFR has stood the test of time.

WisdomTree, Inc. (NYSEWT) (“WisdomTree” or the “Company”), a global financial innovator, today announced that its Board of Directors (the “Board”) unanimously voted to extend its existing limited duration stockholder rights plan, as amended (the “rights plan”).

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announces the launch of two new funds: the 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) funds, both on the NASDAQ. USSH and USIN seek to track the price and yield performance, before fees and expenses, of the Bloomberg U.S. Treasury 1-3 Year Laddered Index and the Bloomberg U.S. Treasury 7-10 Year Laddered Index, respectively. Both funds have expense ratios of 0.15%.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for February 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced the launch of the WisdomTree Prime™ Visa Debit Card, issued by Stride Bank, NA. The debit card allows users to spend using their available WisdomTree Prime balance wherever Visa® is accepted, connecting personal finance to digital asset investments, and it is available both digitally and physically for users through WisdomTree Prime.

WisdomTree, Inc. (NYSEWT) (“WisdomTree” or the “Company”), a global financial innovator, today sent a letter to Graham Tuckwell, chairman of ETFS Capital Limited, from its Board of Directors (“Board”) in response to a February 20, 2024 letter from Mr. Tuckwell to the Board. Mr. Tuckwell sent the letter to the Board following a meeting Mr. Tuckwell had with two of WisdomTree’s Board members on February 13, 2024. In an effort to be transparent with all of its stockholders, WisdomTree is publicly disclosing this letter from the Board. Given the nature of the proposals contained in Mr. Tuckwell’s letter and the Company’s focus on ongoing stockholder communications and engagement, the Board believes that it is important to make its response to Mr. Tuckwell’s letter publicly available.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for January 2024, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today reported financial results for the fourth quarter of 2023.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today the launch of the U.S. MidCap Quality Growth Fund (QMID) and U.S. SmallCap Quality Growth Fund (QSML) on the NASDAQ. QMID and QSML seek to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. MidCap Quality Growth Index1 and WisdomTree U.S. SmallCap Quality Growth Index2, respectively. Both funds have expense ratios of 0.38%.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that Say, a stockholder Q&A platform, is live and ready to be used in advance of its upcoming fourth quarter earnings call on Friday, February 2, 2024, at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that it plans to release its fourth quarter results on February 2, 2024 at 7:00 a.m. ET. A conference call to discuss the firm’s results will be held at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced the launch of the WisdomTree Bitcoin Fund (BTCW). The historic leading wave of spot Bitcoin ETFs marks the first time U.S. investors have access to exposure to the price of spot bitcoin within the ETF wrapper.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that the WisdomTree Bitcoin Fund (BTCW) was declared effective by the U.S. Securities and Exchange Commission (SEC). The historic leading wave of spot Bitcoin ETFs marks the first time U.S. investors have access to exposure to the price of spot bitcoin within the ETF wrapper.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for December 2023, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today the launch of the WisdomTree Bianco Total Return Fund (WTBN) on the NASDAQ. WTBN seeks to track the price and yield performance, before fees and expenses, of the Bianco Research Fixed Income Total Return Index, created by Bianco Research LLC, an investment and financial analytics firm, and has an expense ratio of 541 basis points2 after fee waivers.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced the launch of three new Digital Funds, each leveraging research insights from Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania. These blockchain-enabled funds are exclusively available on WisdomTree Prime™, which is now available to U.S. investors across 36 states.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced its total assets under management (AUM) crossed $100 billion, driven by 12 consecutive quarters of net inflows and best-in-class 16% annualized organic growth relative to its publicly traded asset manager peers.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced plans to close and liquidate three WisdomTree ETFs: the WisdomTree International ESG Fund (RESD), WisdomTree Emerging Markets ESG Fund (RESE), and WisdomTree U.S. ESG Fund (RESP).

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today it has been named a 2023 Best Places to Work in Money Management by Pensions & Investments for the fourth year in a row and the seventh year since the award was created. The annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry. WisdomTree was ranked second within the category for managers with 100 - 499 employees, the second consecutive year earning a ranking among the top five employers.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for November 2023, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT) (“WisdomTree” or the “Company”), a global financial innovator, today announced the completion of the repurchase of its non-voting preferred shares convertible into 13.1 million shares of WisdomTree common stock from Gold Bullion Holdings (Jersey) Limited (“GBH”), a subsidiary of the World Gold Council, for aggregate cash consideration of approximately $84.4 million, derived from a price per share (on an as-converted basis) of $6.45. The preferred shares have been fully extinguished and the transaction is approximately 7% accretive to current 2024 consensus earnings per share (“EPS”) estimates.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for October 2023, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today reported financial results for the third quarter of 2023.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that Say, a stockholder Q&A platform, is live and ready to be used in advance of its upcoming third quarter earnings call on Friday, October 27, 2023, at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, announced today that it plans to release its third quarter results on October 27, 2023 at 7:00 a.m. ET. A conference call to discuss the firm’s results will be held at 11:00 a.m. ET.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for September 2023, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that the WisdomTree Siegel Strategic Value Index™ (BBG Ticker: CIBQWS6E) (the “Siegel Index”) won the FIA Index of the Year Award by Structured Retail Products (SRP). The Siegel Index was developed by Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania, with CIBC Capital Markets, including consultation by WisdomTree, Inc. The Siegel Index was designed specifically to complement the other indices within the Athene® BCA® and Athene® Velocity Fixed Indexed Annuities (FIAs) and was added to the Athene BCA 2.0 and Athene Velocity FIAs in March 2019.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced plans to close and liquidate five WisdomTree ETFs.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for August 2023, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today announced that Rilla Delorier, an accomplished leader with over 30 years of executive experience leading digital transformation across the banking sector, has been appointed to WisdomTree’s Board of Directors, having received the full support of the Board.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today released monthly metrics for July 2023, including assets under management (AUM) and flow data by asset class.

WisdomTree, Inc. (NYSEWT), a global financial innovator, today reported financial results for the second quarter of 2023.