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, 2022 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 Investments, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3487784 ...

1- 39 Q2/22 Results July 29, 2022 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 other fact ...

Financial Data and Key Metrics Changes - The company achieved $4 billion in inflows during the quarter, marking the strongest inflow quarter since 2015, despite a 15% decline in broad-based equities [7] - Assets Under Management (AUM) stood at $74.3 billion, down only 6% during the quarter [7][10] - Revenues were reported at $77.3 million, a decrease of 1% from the prior quarter due to a decline in average advisory fees [11] - Adjusted net income was $11.3 million or $0.07 per share, excluding certain non-GAAP adjustments [11][12] - Gross margin was reported at 79%, reflecting a 1% decline due to recent fund launches and higher transaction-related fees [16] Business Line Data and Key Metrics Changes - The company reported positive inflows for seven consecutive quarters across various asset categories, including U.S. equities, emerging markets, and fixed income [9] - The floating rate treasury product, USFR, performed well as a safe haven amid rising rates [8] Market Data and Key Metrics Changes - The company noted that over two-thirds of its offerings are aligned with current market themes such as rising rates and inflation [7] - The company experienced a reduction in estimated third-party distribution fees by $1 million to approximately $8.5 million due to market volatility [18] Company Strategy and Development Direction - The company is focused on sustaining current momentum while expanding its digital assets initiatives, aiming to bring crypto exposures mainstream [26][29] - The strategy includes a two-pronged approach focusing on partner platforms and independent broker-dealers [24] - The company is committed to operational efficiency, with incremental margins exceeding 50% [27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting strong sustainable growth and a robust pipeline for digital assets [29][35] - The company is well-positioned to navigate the current market challenges, leveraging its trusted brand and regulatory knowledge [34][52] Other Important Information - The company is reducing its compensation guidance to $96 million to $99 million due to uncertain market conditions [14] - The company is also adjusting its discretionary spending guidance to a range of $51 million to $53 million [15] Q&A Session Summary Question: What has WisdomTree done to mitigate risks related to Russian securities in emerging market portfolios? - Russian securities have been marked to zero across the company's emerging market ETFs, eliminating further downside risk to NAV [41][46] Question: Why is WisdomTree committed to digital assets and what growth is anticipated in this space? - The company aims to bring crypto to mainstream investors and expects all financial assets to eventually migrate to blockchain infrastructure, anticipating revenue from digital assets in 2023 [49][52] Question: Can you elaborate on the models business strategy between large wirehouse platforms and smaller RIAs? - The strategy involves a two-pronged approach, focusing on gaining mind share in large platforms and creating easy-to-implement models for RIAs and IBDs [66][71]

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 March 31, 2022 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 Investments, Inc. (Exact name of registrant as specified in its charter) Delaware 13-348778 ...

esp Q1/22 Results April 29, 2022 s 3 2017 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 other factors that may ...

WisdomTree Investments, Inc. (WETF) Q1 2022 Earnings Conference Call April 29, 2022 9:00 AM ET Company Participants Jessica Zaloom – Head of Corporate Communications Bryan Edmiston – Chief Financial Officer Jonathan Steinberg – Founder and Chief Executive Officer Jarrett Lilien – President and Chief Operating Officer Jeremy Campbell – Head Investor Relations Jeremy Schwartz – Global Head, Research Will Peck – Head, Digital Assets Conference Call Participants Girard Sweeney – KBW Michael Cyprys – Morgan Stan ...

Table of Contents 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, 2021 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 Investments, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3487784 (State ...

WisdomTree Investments, Inc. (WETF) Q4 2021 Earnings Conference Call January 28, 2021 9:00 AM ET Company Participants Jessica Zaloom - Head, Corporate Communications and Public Relations R. Jarrett Lilien - President and COO Bryan Edmiston - CFO Jonathan Steinberg - Founder and CEO Jeremy Campbell - Head, IR Jeremy Schwartz - Global Head, Research Will Peck - Head of Digital Assets Conference Call Participants Unidentified Analyst - Jefferies Alex Murray - KBW Brennan Hawken - UBS Michael Cyprys - Morgan St ...

es Q4/21 Results January 28, 2022 s a sesses 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 other factors that m ...

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 ☐ 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 Investments, Inc. (Exact name of registrant as specified in its charter) Delaware 13-3487784 (State or other jurisdiction of incorporation o ...