Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Below, we take a look at WisdomTree, Inc. ( ...

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 ...

Financial Data and Key Metrics Changes - The company ended the quarter with $93.7 billion in assets under management (AUM), unchanged from the prior quarter, with $2 million in inflows during the quarter [5][6] - Revenues reached $90.4 million, an increase of 5.5% from the second quarter and up 24.9% year-over-year, with an operating margin of 29.5% compared to 20.5% in the same quarter last year [7][8] - Adjusted net income was $18 million, translating to $0.10 per share, with adjusted operating expenses up 1.7% primarily due to higher incentive compensation [8][9] Business Line Data and Key Metrics Changes - The company generated nearly $2 billion in net inflows in the third quarter, marking the 12th consecutive quarter of net inflows, with year-to-date inflows totaling approximately $11 billion [14][25] - The U.S. Floating Rate Treasury Fund (USFR) attracted significant interest, with 40% of advisors purchasing it being first-time users of WisdomTree products [15][72] Market Data and Key Metrics Changes - The company experienced approximately 70% AUM growth in Latin America since the beginning of the year, contributing to higher third-party distribution fees [9] - The company reported a gross margin of 80.1% in the third quarter, with updated guidance for gross margin between 79% and 80% [11] Company Strategy and Development Direction - The company's strategy focuses on delivering industry-leading organic growth, expanding operating margins, and leading the evolution in tokenized assets and blockchain-enabled finance [13][24] - WisdomTree is well-positioned with a large distribution platform and a differentiated approach to the Registered Investment Advisor (RIA) and Independent Broker Dealer (IBD) market [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's momentum and the strength of its foundation, with expectations for continued organic growth and margin expansion [25][36] - The company is actively working on expanding the availability of WisdomTree Prime and enhancing its product offerings, with a goal to reach substantial U.S. population coverage by year-end [30][75] Other Important Information - The company is focused on customer acquisition strategies for WisdomTree Prime, with a measured approach to marketing spend until a full suite of product features is available [32][34] - WisdomTree is exploring B2B and B2B2C applications for its platform and product suite, which could unlock additional revenue streams in tokenization [34] Q&A Session Summary Question: What is the house view on the rate cycle and its impact on net flows? - Management indicated that long-term interest rates are expected to settle at higher levels, which positions the company well for diversified inflows across various products [37][40] Question: What is WisdomTree's perspective on the evolving regulatory regime for crypto and blockchain? - Management believes that the current regulatory environment allows for innovation, which is advantageous for the company as it continues to develop its tokenization strategy [44][45] Question: Any updates on the Bitcoin ETF? - Management remains focused on a spot Bitcoin ETF and is engaging with regulators, while also offering Bitcoin products through WisdomTree Prime [46][48] Question: Update on managed models and their momentum? - The company reported that managed models are gaining momentum, with a record quarter for model flows and increasing advisor engagement [51][52] Question: Insights on the USFR product and its asset stickiness? - Management noted that while some assets may be tactical, a significant portion is viewed as cash management, indicating a long-term relationship potential with clients [66][72] Question: Challenges in achieving full national rollout for WisdomTree Prime? - Management highlighted that different states have varying regulations, but they are on track to cover a substantial portion of the U.S. population by year-end [74][75]