es Q3/21 Results October 29, 2021 s & 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) Q3 2021 Earnings Conference Call October 29, 2021 9:00 AM ET Company Participants Jessica Zaloom - Head, Corporate Communications and Public Relations Jarrett Lilien - President and COO Bryan Edmiston - Chief Financial Officer Jono Steinberg - Chief Executive Officer Jeremy Campbell - Head, Investor Relations Jeremy Schwartz - Global Head, Research Conference Call Participants Margo Rybeck - KBW Brennan Hawken - UBS Michael Cyprys - Morgan Stanley Keith Housum - Northcoas ...

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, 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 ...

Q2/21 Results July 30, 2021 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 cause our actual results, ...

WisdomTree Investments, Inc. (WETF) Q2 2021 Earnings Conference Call July 30, 2021 9:00 AM ET Company Participants Jessica Zaloom – Head-Corporate Communications and Public Relations Jonathan Steinberg – Chief Executive Officer Jarrett Lilien – President and Chief Operating Officer Bryan Edmiston – Chief Financial Officer Jeremy Schwartz – Global Head of Research Conference Call Participants Brennan Hawken – UBS Margo Rybeck – KBW Michael Cyprys – Morgan Stanley Keith Housum – Northcoast Research Operator L ...

Table of Contents 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, 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) ...

6 Q1/21 Results April 30, 2021 3 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 cause our ...

Financial Data and Key Metrics Changes - Assets under management (AUM) reached $69.5 billion, a 3% increase from the previous quarter, driven by positive inflows and market movement [6] - Revenues increased by 9% to $73 million due to higher average AUM from strong inflows [9] - Adjusted net income rose 36% to $12.5 million or $0.08 per share [9] - Operating margin expanded to 25.5% and gross margins increased to 78.7% [10] Business Line Data and Key Metrics Changes - The ex-state-owned strategy products generated $1.5 billion of inflows, while thematic products saw inflows of $648 million [6] - Thematic ETFs grew 20% to $2.6 billion in AUM [7] - The European-listed Bitcoin Fund attracted $36 million in inflows, doubling its size to just under $400 million in AUM [7] Market Data and Key Metrics Changes - Inflows in the U.S. have continued for 10 consecutive months, marking the best streak in six years [21] - The group run rate revenue based on current AUM levels is now at $300 million, up nearly 40% from the first quarter of last year [22] Company Strategy and Development Direction - The company is focused on accelerating momentum through targeted investments in growth areas, including digital assets and thematic products [13] - There is a strong emphasis on maintaining leadership in crypto ETPs and expanding into digital assets [13][24] - The company plans to launch additional products in thematics and growth equities, as well as enhance existing fixed income and commodities offerings [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued organic growth despite industry-driven gold outflows [15] - The company is optimistic about the future of digital assets and blockchain technology, viewing it as a significant opportunity for capital markets [28] - Management acknowledged the importance of trust in attracting investors to crypto assets and emphasized the efficiency of ETF structures [76] Other Important Information - The CFO, Amit Muni, will be leaving the company at the end of May after 13 years of service [32] - The company has filed for a blockchain-enabled digital short-term treasury fund, indicating a commitment to innovation in financial services [29] Q&A Session Summary Question: Timeline for US Bitcoin and tokenized gold product launches - Management expects to be among the first to receive regulatory approval for the US Bitcoin filing, with gold tokens anticipated later in the year [35][37] Question: Advantages of owning Bitcoin in an ETF wrapper - The ETF structure provides a safer and more accessible way for investors to gain exposure to Bitcoin compared to direct ownership [38][39] Question: Success of thematic products and client receptiveness - Thematic products have seen broad success across retail and adviser channels, with strong performance driving inflows [42][44] Question: Blockchain-enabled treasury fund and its benefits - The digital treasury fund will enhance the investing experience with features like peer-to-peer transfers and improved efficiency [48][49] Question: Demand for Bitcoin ETF in Europe - Initial profit-taking affected early demand, but management expects significant growth as institutional interest increases [50] Question: Progress on model portfolios - The model portfolio initiative is gaining traction, with expectations for more partnerships and deeper client relationships [54][58] Question: Competitive advantage in digital assets - The company believes its early investments and expertise in digital assets position it well against larger financial institutions [94][103]

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, 2020 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 ...

Q4/20 Results January 29, 2021 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 cause our actual result ...