What Are Smart Beta ETFs? However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns. Man ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ Form 10-Q ________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____to____. Commission File Number 001-10932 ________________________ WisdomTree, Inc. (Exact name of registr ...

WisdomTree, Inc. (NYSE:WT) Q1 2024 Results Conference Call April 26, 2024 11:00 AM ET Company Participants Jessica Zaloom - Head of Corporate Communications Bryan Edmiston - Chief Financial Officer Jarrett Lilien - President and Chief Operating Officer Jono Steinberg - Founder and Chief Executive Officer Jeremy Campbell - Head of Investor Relations Will Peck - Head of Digital Assets Jeremy Schwartz - Global Chief Investment Officer Conference Call Participants Adam Beatty - UBS Keith Housum - Northcoast Res ...

Exhibit 99.1 WisdomTree Announces First Quarter 2024 Results Record AUM of $107.2 Billion 870bps of Operating Margin Expansion vs. Q1 2023 Diluted Earnings Per Share of $0.13 ($0.12, as Adjusted) New York, NY – (Business Wire) – April 26, 2024 – WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the first quarter of 2024. $22.1 million of net income ($20.3 million of net income, as adjusted), see "Non-GAAP Financial Measurements" for additional information. $107. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________ Form 10-K ____________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to ________. Commission File Number 001-10932 ____________________________ WisdomTree, Inc. (Exact na ...

WisdomTree, Inc. (NYSE:WT) Q4 2023 Earnings Conference Call February 2, 2024 11:00 AM ET Company Participants Jessica Zaloom - Head of Corporate Communications Bryan Edmiston - Chief Financial Officer Jarrett Lilien - President and Chief Operating Officer Jonathan Steinberg - Founder and Chief Executive Officer Jeremy Campbell - Head of Investor Relations Will Peck - Head of Digital Assets Jeremy Schwartz - Global Chief Investment Officer Conference Call Participants Adam Beatty - UBS Michael Brown - Keefe, ...

February 2, 2024 L I S T E D NYSE WISDOMTREE® Q4 2023 Results WISDOMTREE® Forward looking statements This presentation contains forward-looking statements that are based on our management's beliefs and assumptions and on information currently available to our management. Although we believe that the expectations reflected in these forward-looking statements are reasonable, these statements relate to future events or our future financial performance, and involve known and unknown risks, uncertainties and oth ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________ Form 10-Q ___________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or (IRS Employer Identification No.) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____. Commission File Number 001-10932 ___________________ WisdomTree, I ...

WisdomTree, Inc. (NYSE:WT) Q3 2023 Results Conference Call October 27, 2023 11:00 AM ET Company Participants Jessica Zaloom - Head of Corporate Communications Bryan Edmiston - Chief Financial Officer Jarrett Lilien - President and Chief Operating Officer Jonathan Steinberg - Founder and Chief Executive Officer Jeremy Campbell - Head of Investor Relations Will Peck - Head of Digital Assets Jeremy Schwartz - Global Chief Investment Officer Conference Call Participants Chris Kotowski - Oppenheimer & Company Ad ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-10932 WisdomTree, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3487784 (State or o ...