WisdomTree, Inc. (NYSE: WT) today celebrates its 20-year anniversary, marking two decades of evolution from an exchange-traded fund (ETF) pioneer into a diversified global financial platform. The firm currently manages approximately $164.8 billion in assets under management (AUM) globally, inclusive of assets managed by Ceres Partners, LLC. This milestone reflects the firm's strategic expansion beyond ETFs into models, private markets, and blockchain-enabled financial products.

Jonathan Steinberg, Founder and CEO of WisdomTree, highlighted the firm's trajectory, noting that the first 17 years focused on building a foundation and establishing leadership in ETFs. During that initial period, WisdomTree crossed $100 billion in AUM. Over the last three years alone, the firm added approximately $75 billion in AUM, indicating accelerating momentum across its broadened platform.

Strategic Expansion and Diversification

WisdomTree's growth strategy has relied on targeted acquisitions and product diversification. The firm expanded into private markets through the acquisition of Ceres Partners, a U.S. farmland investment manager. It also enhanced its active ETF, derivatives, and defined outcome capabilities via the acquisition of Atlantic House. Additionally, WisdomTree broadened its product suite to include active, thematic, fixed income, leveraged, and alternatives strategies while expanding its Models and Portfolio Solutions platform.

Digital Assets and Infrastructure

The firm has advanced its position in digital finance by developing blockchain-enabled financial services and tokenized real-world asset initiatives. Access to tokenized products is available through WisdomTree Connect and WisdomTree Prime. WisdomTree is positioning itself to become a leader in onchain registered funds and next-generation financial infrastructure, aiming to bridge traditional finance and decentralized financial ecosystems.

Global Scale and Future Outlook

Steinberg stated that the firm is now stronger, more diversified, and more strategically positioned than at any point in its history. He emphasized that WisdomTree is no longer simply participating in the evolution of asset management but is helping to drive it through innovation in ETPs, active solutions, models and separately managed accounts (SMAs), digital assets, tokenization, and private assets within the ETF wrapper. The firm intends to continue pushing boundaries and embracing new technologies to navigate the future of investing.

WisdomTree, Inc. generated over $9 billion of net inflows year-to-date, representing a 16% annualized organic growth rate, as assets under management (AUM) reached an all-time high of $168.1 billion as of May 31, 2026. The firm-wide AUM growth was driven by record levels in the U.S., Europe, and Digital Assets, alongside the completion of the Atlantic House acquisition on May 1, which added over $4 billion of AUM at a blended 55 basis point fee rate.

The company reported $2.2 billion of net inflows in May, with broad-based contributions across major product categories. UCITS ETFs showed strong momentum, with AUM up 44% year-to-date, driven by $3.9 billion in net inflows representing a 77% annualized organic growth rate. The metrics exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which held approximately $2 billion in AUM as of March 31, 2026.

AUM and Flow Details

The following table details the AUM rollforward and annualized flow rates by asset class as of May 31, 2026 ($ in millions):

Operational Highlights

The acquisition of Atlantic House contributed over $4 billion of AUM and ancillary revenue streams. WisdomTree noted that private assets managed by Ceres Partners, LLC, which are excluded from the monthly metrics, are reported with quarterly earnings results. The firm currently has approximately $165.4 billion in AUM globally, inclusive of assets managed by Ceres Partners, LLC, as of the last reportable period.