WisdomTree assets surge past $121 billion in May

NEW YORK - WisdomTree, Inc. (NYSE: WT), a prominent financial innovator currently valued at $1.43 billion, has reported a record-breaking month-end Assets Under Management (AUM) exceeding $121.5 billion for May 2025. This achievement marks the company’s tenth monthly record in the last twelve months, signaling robust growth in its diverse product offerings. According to InvestingPro data, the company has demonstrated impressive revenue growth of ~21% over the last twelve months, with analysts expecting continued profit growth this year.

The firm’s model portfolios business also reached a new milestone, with assets under advisement (AUA) hitting $5.0 billion. Additionally, the WisdomTree Europe Defence UCITS ETF (WDEF) experienced a record-setting month with $680 million in May inflows, contributing to its $2.1 billion year-to-date influx, making it one of the most successful launches in the company’s history. The company’s strong performance is reflected in its stock’s return over the last three months, with InvestingPro analysis showing the company maintains a "GREAT" financial health score of 3.15.

WisdomTree’s Digital Assets business has also seen significant growth, with $110 million in net inflows for May, bringing the year-to-date total to $212 million. This figure represents a record high for tokenized AUM on the WisdomTree platform, with a strong pipeline projected for the remainder of 2025.

Overall, the company has witnessed over $5.1 billion of year-to-date net inflows, translating to approximately 11% annualized organic growth. May alone added nearly $2.0 billion to this total, with all eight of WisdomTree’s product categories contributing to the net inflows, underscoring the firm’s diversified and resilient platform.

The press release statement also provided a detailed AUM rollforward, showing positive net flows across various asset classes, including U.S. Equity, International Developed Market Equity, and Fixed Income, among others. The data reflects the company’s ability to attract capital in a competitive market landscape.

WisdomTree’s continued growth is part of its strategic effort to innovate and expand its suite of exchange-traded products (ETPs), models, and solutions. The company also emphasizes its commitment to digital asset-related products, with services like the WisdomTree Prime digital wallet and the WisdomTree Connect institutional platform.

Despite the forward-looking statements in the press release, historical data and current AUM figures present a factual representation of WisdomTree’s performance and growth trajectory. The company’s progress and expansion into new asset classes and digital offerings highlight its adaptability and potential to cater to a wide range of investor needs in a dynamic financial landscape. With a P/E ratio of 26.72 and a 12-year track record of consistent dividend payments, WisdomTree demonstrates strong fundamentals. For deeper insights into WisdomTree’s financial health and growth prospects, investors can access comprehensive analysis through InvestingPro’s detailed research reports, available for over 1,400 US stocks.

In other recent news, WisdomTree, Inc. reported its first-quarter 2025 financial results, showcasing a notable earnings performance. The company achieved an adjusted net income of $0.16 per share, surpassing the anticipated $0.15. Although revenues slightly missed expectations at $108 million compared to the forecasted $108.48 million, WisdomTree’s record assets under management (AUM) reached $115.8 billion, marking a 5.5% increase from the previous quarter. The firm reported strong net inflows of $3 billion, driven by new product launches, including the successful launch of the WisdomTree European Defense Fund. Additionally, WisdomTree announced a record AUM of over $116 billion as of May 2025, with net inflows of $3.2 billion year-to-date. The company’s offerings saw varied performance across different asset classes, with positive net flows in U.S. Equity and International Developed Market Equity. Analyst firms have not provided any recent upgrades or downgrades for WisdomTree, but the company’s strategic focus remains on expanding its digital asset services and innovative product offerings.

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