WisdomTree reports $3 billion in 2025 net inflows

Published 09/04/2025, 13:10
WisdomTree reports $3 billion in 2025 net inflows

NEW YORK - WisdomTree, Inc. (NYSE: WT), a global provider of exchange-traded products (ETPs) and digital asset services, announced robust financial metrics for March 2025, including a significant increase in assets under management (AUM) and positive net inflows across several product categories. According to InvestingPro data, the company maintains strong financial health with a current ratio of 2.92, indicating solid liquidity. The company has also demonstrated consistent shareholder returns, maintaining dividend payments for 12 consecutive years.

The company reported nearly $1.1 billion in net inflows for March, contributing to over $3 billion in net inflows year-to-date. This performance indicates an 11% annualized organic growth rate, building on the company's impressive 22.55% revenue growth over the last twelve months. The inflows were distributed across WisdomTree's three divisions: U.S. Equity, Europe, and Digital Assets, with the U.S. division receiving approximately $1.8 billion, Europe $1.1 billion, and Digital Assets $100 million.

WisdomTree's UCITS ETF suite has seen notable traction, with over $1 billion in net inflows year-to-date, which is a 65% annualized organic growth rate. The WisdomTree European Defense fund (WDEF LN) has been particularly successful, attracting $770 million in net inflows since its inception in March.

As of March 31, 2025, the company's total AUM stood at $115.8 billion, marking a month-to-month increase. The AUM rollforward data revealed varied performance across different asset classes. U.S. Equity and Fixed Income categories experienced positive flow rates of 4.3% and 38.9% respectively for the month, while Emerging Market Equity saw a decrease. Commodities & Currency, Cryptocurrency, and Leveraged & Inverse categories also faced declines.

The data release also included a cautionary statement regarding forward-looking statements, emphasizing the risks and uncertainties inherent in such predictions. WisdomTree's management highlighted their commitment to achieving financial and business objectives, driving shareholder value, and successfully implementing strategies related to their digital asset platforms, WisdomTree Prime® and WisdomTree Connect™. InvestingPro analysis suggests the stock is currently undervalued, with analysts setting price targets ranging from $9.75 to $14.00. For deeper insights into WisdomTree's valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively to InvestingPro subscribers, along with 10 additional ProTips and extensive financial metrics.

This report is based on a press release statement and provides a snapshot of WisdomTree's recent financial performance, highlighting the company's growth in assets under management and the successful attraction of net inflows into several of its financial products.

In other recent news, WisdomTree, Inc. has officially eliminated its Series B Junior Participating Cumulative Preferred Stock, as detailed in a recent SEC filing. The Certificate of Elimination was filed with the Delaware Secretary of State and became effective immediately. This corporate governance move simplifies WisdomTree's capital structure and follows the expiration of the company's Stockholder Rights Agreement. At the time of the filing, no shares of the Series B Preferred Stock were issued or outstanding.

In another development, WisdomTree announced the promotion of Alexis Marinof to CEO of its European operations. Marinof, who has been with WisdomTree Europe since 2017, has played a key role in the company's growth in the region. His promotion is part of WisdomTree's strategy to strengthen its market execution and client relations in Europe. Global President and COO Jarrett Lilien expressed confidence in Marinof's leadership to further the company's European presence. WisdomTree manages approximately $114.6 billion in assets globally, offering a range of financial products, including digital asset-related offerings.

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