A Message from WisdomTree Founder & CEO

More Ways to Win: WisdomTree’s Momentum Continues

May 1, 2026

WisdomTree is becoming a stronger, more diversified, and more scalable company. Q1’s financial results were strong, but the more important story is what is happening behind the numbers: we are building a business with more ways to grow, better economics, and greater earnings power over time.

Twenty years ago, WisdomTree was built as an ETF innovator in the U.S., and that remains core to who we are. But, today, our company is: a global ETF platform; a scaling UCITS business; a growing Portfolio Solutions capability; a digital assets business moving from concept to adoption; and we’ve acquired new private assets and derivatives capabilities through Ceres Partners and Atlantic House.

These are not separate initiatives – they are reinforcing capabilities. And together, they are making WisdomTree more valuable as we scale.

In the first quarter of this year, this broadened platform delivered nearly $6 billion in net inflows, our strongest quarter since the first quarter of 2023, across seven of our eight major product categories. At quarter end, assets under management (AUM) were approximately $153 billion and, with the latest addition of Atlantic House, have since increased to approximately $164 billion.

That breadth matters. Clients are using WisdomTree in more ways across more market environments, which makes our business less dependent on any one product, region, or theme. It is exactly the kind of durability we have been working to build.

Our international business remains one of the clearest examples of this progress: the UCITS platform continues to be a major growth engine, with nearly $3 billion of inflows year-to-date and AUM up 24 percent. Portfolio Solutions is also deepening our advisor relationships by helping clients solve portfolio-level challenges, not just select individual products. Both businesses give WisdomTree more relevance, more touchpoints, and more opportunity to capture long-term flows.

Digital assets also continues to advance, with AUM now over $900 million. More importantly, the conversation around tokenization is shifting from infrastructure to real-world use cases, client solutions, and adoption.

Over the past nine months, we also completed the acquisitions of Ceres Partners and Atlantic House, which enhance WisdomTree’s scalable earnings power. They are strong examples of our strategy and how we’re thinking about M&A.

We are not buying for the sake of getting bigger. We are focused on meaningful acquisitions that make WisdomTree better, creating new capabilities, deeper and broader client relationships, stronger economics, and a clearer path to faster earnings growth.

Ceres Partners does that by bringing WisdomTree into private assets through an uncorrelated asset class with attractive economics and growing client demand. Atlantic House does that by adding differentiated derivatives expertise, expanding our presence in the UK wealth channel, and strengthening our ability to deliver outcome-oriented solutions.

The real value is not just what these businesses add today, but what they can become as part of WisdomTree.

Together, these acquisitions have meaningfully increased our revenue yield, expanded our margins, and are earnings accretive on day one. As we scale these capabilities across WisdomTree, we believe they can help accelerate revenues, margin expansion, and EPS growth over time.

That is the goal: not just to grow, but to grow better.

WisdomTree is becoming a business with more sources of organic growth, higher revenue yield, greater operating leverage, and stronger earnings power. This quarter showed significant progress on all of those fronts – from broad-based ETF flows and continued international growth to deeper advisor engagement, tangible adoption in digital assets, and new capabilities through strategic acquisitions.

There is still work ahead, and we are in the early days of many of these opportunities. But WisdomTree is a stronger company today than it was a year ago. The platform is broader, the economics are better, and the path to higher earnings power is clearer.

That is the company we are building.

— Jonathan Steinberg
Chief Executive Officer, WisdomTree