NEW YORK - WisdomTree, Inc. (NYSE:WT), a global financial innovator with a market capitalization of $1.33 billion, has reported a record month-end assets under management (AUM) exceeding $116 billion, marking the ninth such record in the past 12 months. The company also disclosed nearly $3.2 billion in net inflows year-to-date, indicating a roughly 9% pace of annualized organic growth. According to InvestingPro analysis, WisdomTree maintains strong financial health with a GREAT overall score, supported by consistent dividend payments for 12 consecutive years.
The data, reflecting the company’s performance for April 2025, shows significant net inflows into its U.S. and International Developed Equity product suites, totaling $650 million. This growth represents a pace of approximately 15% in annualized organic growth. Additionally, the WisdomTree Europe Defence UCITS ETF (WDEF) has seen strong momentum since its launch in March, attracting nearly $1.5 billion of net inflows year-to-date.
WisdomTree’s financial metrics exhibit varied performance across different asset classes. U.S. Equity and International Developed Market Equity experienced positive net flows, while Emerging Market Equity, Fixed Income, Commodity & Currency, and Cryptocurrency categories showed mixed results. The Alternatives and Leveraged & Inverse categories had positive net flows, with Alternatives showing a substantial annualized flow rate of 71.5%.
The company’s total net flows for the month amounted to $127 million, contributing to the year-to-date net inflows of $3,179 million. The market movement added $342 million to the AUM over the month.
WisdomTree’s offerings include a diverse suite of exchange-traded products (ETPs), models, and solutions, alongside digital asset-related products. The company emphasizes access, transparency, and enhanced user experiences in its financial infrastructure. WisdomTree has also ventured into digital asset services with its WisdomTree Prime digital wallet and WisdomTree Connect institutional platform, although these services are not endorsed or guaranteed by any regulatory agency.
The press release statement also contained forward-looking statements regarding the company’s financial and business plans, goals, and objectives, including its strategy relating to WisdomTree Prime and WisdomTree Connect.
As of May 8, 2025, WisdomTree manages approximately $118 billion in global assets. For more detailed information on AUM and flow data by asset class and fund, interested parties are directed to WisdomTree’s investor relations website. The information in this article is based on a press release statement from WisdomTree, Inc. For comprehensive analysis and detailed metrics, investors can access WisdomTree’s full InvestingPro Research Report, part of the extensive coverage available for over 1,400 US stocks, offering deep-dive analysis and actionable investment insights.
In other recent news, WisdomTree Investments Inc. reported its first-quarter 2025 financial results, revealing an adjusted net income of $0.16 per share, which exceeded the forecast of $0.15. The company reported revenues of $108 million, slightly below the anticipated $108.48 million. Despite the revenue miss, WisdomTree saw record assets under management (AUM) of $115.8 billion, representing a 5.5% increase from the previous quarter, driven by strong net inflows. The firm achieved an 11% annualized organic growth rate in net inflows, totaling $3 billion, with significant contributions from new product launches. WisdomTree’s European Defense Fund, launched in March, attracted $770 million in net inflows, highlighting the company’s ability to adapt to evolving market dynamics. The firm maintained its 2025 guidance, with plans to expand the availability of WisdomTree Prime and increase marketing efforts for digital assets. Executives also discussed the deployment of AI across company functions and the potential for stablecoin growth amid evolving legislation.
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