Company WisdomTree, Inc.

Equities

WT

US97717P1049

Investment Management & Fund Operators

Market Closed - Nyse Other stock markets 04:00:02 2024-12-06 pm EST			5-day change	1st Jan Change
11.38 ^USD	-0.61%		-4.77%	+64.21%

Nov. 12	WisdomTree Reports October Inflows of $51 Million	MT
Oct. 29	Markets expecting a Trump victory, economist says	RE

Business description: WisdomTree, Inc.

WisdomTree, Inc is a global financial company. The Company is offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. The Company is also engaged in developing next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds (Digital Funds) and tokenized assets, as well as its blockchain - native digital wallet, WisdomTree Prime. WisdomTree Prime is a blockchain-native wallet developed for saving, spending, and investing in both native crypto assets and tokenized versions of mainstream financial assets. The Company's ETPs cover equity, commodities, fixed income, leveraged-and-inverse, currency, alternatives, and cryptocurrencies. It operates as an ETP sponsor and asset manager, providing investment advisory services globally through its subsidiaries in the United States and Europe.

Sales by Activity: WisdomTree, Inc.

Fiscal Period: December	2019	2020	2021	2022	2023
ETP Sponsor and Asset Manager	268M	254M	304M	301M	349M

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Geographical breakdown of sales: WisdomTree, Inc.

Fiscal Period: December	2019	2020	2021	2022	2023
United States (U.S.)	171M	142M	179M	184M	220M
Jersey	-	107M	115M	104M	113M
Ireland	-	4.41M	10.68M	13.62M	15.59M
Canada	-	365K	-	-	-
International	97.58M	-	-	-	-

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Managers: WisdomTree, Inc.

Director	Title	Age	Since
Jono Steinberg CEO	Chief Executive Officer	59	2012-07-31
Bryan Edmiston DFI	Director of Finance/CFO	48	2021-05-31
Robert Lilien PSD	President	62	2019-09-04
David Yates CTO	Chief Tech/Sci/R&D Officer	44	2015-04-15
Peter Ziemba ADM	Chief Administrative Officer	66	2017-12-31

See WISDOMTREE, INC. governance

Members of the board: WisdomTree, Inc.

Manager	Title	Age	Since
Jono Steinberg CHM	Chairman	59	1985-09-18
Anthony Bossone BRD	Director/Board Member	53	2008-12-31
Win Neuger CHM	Chairman	74	2023-06-25
Smita Conjeevaram BRD	Director/Board Member	63	2021-01-26
Lynn Blake BRD	Director/Board Member	59	2022-05-24
Daniela Mielke BRD	Director/Board Member	58	2022-09-20
Tonia Pankopf BRD	Director/Board Member	56	2023-06-15
Shamla Naidoo BRD	Director/Board Member	59	2023-06-15
Rilla Delorier BRD	Director/Board Member	57	2023-08-17

Composition of the Board of Directors

Shareholders: WisdomTree, Inc.

Name	Equities	%	Valuation
BlackRock Advisors LLC 12.12 %	18,403,690	12.12 %	190 M $
Vanguard Fiduciary Trust Co. 10.28 %	15,604,842	10.28 %	162 M $
ETFS Capital Ltd. 8.067 %	12,250,000	8.067 %	127 M $
Azora Capital LP 6.987 %	10,609,577	6.987 %	110 M $
Jono Steinberg 6.086 %	9,241,505	6.086 %	96 M $

Name	Equities	%	Valuation
ETFS Capital Ltd. 100.00 %	14,750	100.00 %	152 663 $

List of WISDOMTREE, INC. shareholders

Holdings: WisdomTree, Inc.

Name	Equities	%	Valuation
SUPERMAX CORPORATION 0.23%	6,137,026	0.23%	1,135,166 $

Company details: WisdomTree, Inc.

WisdomTree, Inc.

250 West 34th Street 3rd floor

10119, New York

+212-801-2080

http://www.wisdomtree.com

Group companies: WisdomTree, Inc.

Name	Category and Sector
WisdomTree Multi Asset Management Ltd. WisdomTree Multi Asset Management Ltd. Investment ManagersFinance WisdomTree Multi Asset Management Ltd. (WMAM) is a Great Britain-based mutual fund management firm headquartered in St. Helier, Jersey. The firm was founded by Nicholas Bienkowski and Ian McNeil in 2012. They are wholly-owned by WisdomTree Investments, Inc. (NASDAQ: WETF) in the US. WMAM manages various WisdomTree Europe-listed funds.	Investment Managers
WisdomTree UK Ltd. WisdomTree UK Ltd. Investment Trusts/Mutual FundsMiscellaneous WisdomTree UK Ltd. provides investment solutions. Its products include commodities such as broad, agriculture, livestock and energy, equities such as thematics and single country, currencies such as G10 and emerging markets, short and leveraged such as equities and currencies and fixed income. The company was founded by Graham John Tuckwell, Nik Bienkowski and Gregory John Burgess in 2003 and is headquartered in London, the United Kingdom.	Investment Trusts/Mutual Funds
WisdomTree Foreign Exchange Ltd. WisdomTree Foreign Exchange Ltd. Financial ConglomeratesFinance WisdomTree Foreign Exchange Ltd. issues collateralized currency securities. The company was founded on July 1, 2009 and is headquartered in St. Helier, Jersey.	Financial Conglomerates
WisdomTree Hedged Metal Securities Ltd. WisdomTree Hedged Metal Securities Ltd. Finance/Rental/LeasingFinance ETFS Hedged Metal Securities Ltd. engages in the business of issuing several classes of debt security which are backed by derivative contracts. It issues metal adjustment contracts which provides a currency hedging overlay. The company was founded June 6, 2011 and is headquartered in St. Helier, the United Kingdom.	Finance/Rental/Leasing
WisdomTree Hedged Commodity Securities Ltd. WisdomTree Hedged Commodity Securities Ltd. Investment Trusts/Mutual FundsMiscellaneous ETFS Hedged Commodity Securities Ltd. engages in trading currency-hedged commodity securities denominated by Australian Dollars, Euro, or Pounds Sterling. It includes individual and index securities. The company was founded on November 11, 2011 by Graham John Tuckwell and is headquartered in St. Helier, Jersey.	Investment Trusts/Mutual Funds

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Investment Management

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
WISDOMTREE, INC.	-0.61%	-4.77%	+73.74%	+80.35%	1.61B
BLACKSTONE INC.	-0.11%	-2.14%	+64.24%	+34.21%	144B
KKR & CO. INC.	+0.62%	-2.98%	+109.31%	+103.36%	140B
ARES MANAGEMENT CORPORATION	+0.56%	+0.76%	+64.42%	+120.93%	35.95B
THE CARLYLE GROUP INC.	+0.17%	-0.71%	+45.63%	-3.26%	18.9B
LEGAL & GENERAL PLC	-0.79%	+7.32%	-0.92%	-18.80%	17.65B
AMUNDI	+2.29%	+5.27%	+13.56%	-10.48%	14.02B
BLUE OWL CAPITAL INC.	+0.43%	-0.55%	+75.46%	+48.33%	13.41B
FRANKLIN RESOURCES, INC.	-2.14%	-3.69%	-14.64%	-33.54%	11.48B
HDFC ASSET MANAGEMENT COMPANY LIMITED	+0.16%	+3.80%	+45.66%	+73.06%	11.01B
Average	+0.06%	+0.44%	+47.65%	+39.42%	40.8B
Weighted average by Cap.	+0.23%	-1.28%	+72.02%	+59.86%