WisdomTree reports $9.3B net inflows, 16% organic growth
WisdomTree, Inc. reported over $9 billion of net inflows year-to-date, representing a 16% annualized organic growth rate, as AUM reached an all-time high of $168.1 billion. The acquisition of Atlantic House added over $4 billion of AUM, while UCITS ETFs saw a 44% increase in AUM year-to-date.
*this image is generated using AI for illustrative purposes only.
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):
| MTD | QTD | YTD | MTD | QTD | YTD | |
|---|---|---|---|---|---|---|
| Total Net Flows | ||||||
| U.S. Equity | $290 | $397 | $751 | 7.7% | 5.7% | 4.4% |
| International Dev. Mkt Equity | $594 | $1,076 | $4,571 | 22.3% | 22.1% | 43.1% |
| Emerging Market Equity | $46 | ($66) | ($272) | 5.0% | (3.9%) | (6.2%) |
| Fixed Income | $394 | ($158) | $1,114 | 21.2% | (4.2%) | 12.8% |
| Commodity & Currency | $932 | $2,300 | $2,335 | 25.8% | 34.1% | 15.3% |
| Alternatives | $7 | $14 | $221 | 4.9% | 5.4% | 38.8% |
| Cryptocurrency | $1 | $22 | $159 | 0.8% | 7.3% | 17.1% |
| Leveraged & Inverse | ($50) | ($155) | $410 | (15.6%) | (25.4%) | 30.2% |
| Total Net Flows | $2,215 | $3,430 | $9,288 | 16.4% | 13.6% | 15.7% |
| Market Move | $3,127 | $9,999 | $12,076 | |||
| Acquired AUM | $4,134 | $4,134 | $4,134 | |||
| Current Total AUM | $168,134 | $168,134 | $168,134 | |||
| Average Total AUM | $166,019 | $161,480 | $156,241 | |||
| Blended Total Average Fee Rate | 36 bps | 36 bps |
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.
How will the integration of the Atlantic House acquisition impact WisdomTree's profitability given the lower blended fee rate of acquired assets?
Can the strong momentum in UCITS ETFs and International Developed Markets be sustained amidst potential global economic slowdowns?
What is the strategic outlook for the Digital Assets and Cryptocurrency divisions given the modest annualized flow rates compared to other asset classes?
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