WisdomTree Announces Second Quarter 2024 Results 940 bps of Operating Margin Expansion vs. YTD June 30, 2023 New York, NY – (Business Wire) – July 26, 2024 – WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the second quarter of 2024. $109.7 billion of ending AUM, an increase of 2.3% from the prior quarter arising from market appreciation and net inflows. 0.37% average advisory fee, a 1 basis point increase from the prior quarter. 81.2% gross margin, a 1.8 poin ...

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. ( ...

Core Insights - The article discusses the concept of smart beta ETFs, which aim to outperform traditional market cap weighted indexes through various stock selection strategies [1][11]. Group 1: Smart Beta ETFs Overview - Smart beta ETFs provide investors with alternatives to traditional market cap weighted funds, utilizing strategies such as equal-weighting and fundamental weighting [2][11]. - The WisdomTree U.S. LargeCap ETF (EPS) is highlighted as a smart beta ETF with over $948.76 million in assets, targeting the performance of the WisdomTree U.S. Earnings 500 Index [3][10]. Group 2: Cost and Performance - EPS has an annual operating expense ratio of 0.08%, making it one of the least expensive options in its category [4]. - The ETF has shown a performance increase of approximately 24.94% over the past year and 17.39% year-to-date as of July 18, 2024 [7]. Group 3: Sector Exposure and Holdings - EPS has a significant allocation of about 26.60% in the Information Technology sector, with Financials and Healthcare also being major sectors [5]. - The top 10 holdings of EPS account for approximately 35.33% of its total assets, with Microsoft Corp, Apple Inc, and Alphabet Inc-Cl A being the largest positions [6][17]. Group 4: Alternatives and Comparisons - Alternatives to EPS include the IShares Russell 1000 Value ETF (IWD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $58.61 billion and $121.04 billion, respectively [8]. - IWD has an expense ratio of 0.19%, while VTV charges 0.04%, indicating a competitive landscape in terms of cost [8]. Group 5: Risk and Diversification - EPS has a beta of 0.99 and a standard deviation of 16.34% over the trailing three-year period, categorizing it as a medium-risk investment [18]. - The ETF holds approximately 501 stocks, providing effective diversification to mitigate company-specific risks [18].

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 ...