RT WisdomTree Prime® (@WisdomTreePrime)Transparency creates Trust.By bringing NAV data onchain through @chainlink, WisdomTree is enhancing transparency and data integrity for tokenized RWAs—supporting the broader growth of the onchain ecosystem.When the SEC launched EDGAR in the 1990s, it transformed how investors accessed financial statements — from mailed filings to digital access. That transparency strengthened confidence and market efficiency.Bringing NAV data onchain does the same for tokenized RWAs—tr ...

Overview - WisdomTree Prime focuses on Real World Assets and their adoption [1]

Financial Data and Key Metrics Changes - The company ended the quarter with record AUM of $115.8 billion, up 5.5% from the prior quarter [5] - Net inflows totaled $3 billion, reflecting an annualized organic growth rate of 11% [5] - Revenue for the quarter was $108 million, down slightly from the previous quarter due to two fewer trading days, but up 11.6% year-over-year [7][8] - Adjusted net income for the quarter was $23 million, or $0.16 per share, impacted by seasonal compensation [8] Business Line Data and Key Metrics Changes - Inflows in the U.S. exceeded $1.8 billion, with significant contributions from fixed income and U.S. equity products [6] - The digital money market fund attracted $100 million in AUM during the quarter [6] - In Europe, inflows were over $1.1 billion, primarily into the USITS ETF suite, including $770 million into the European defense fund launched in March [6] Market Data and Key Metrics Changes - The company experienced positive market movement, particularly in commodities, which helped offset headwinds in the U.S. market [6] - The European Defense Fund has been a standout, bringing in $770 million in Q1 and over $700 million in April [11] Company Strategy and Development Direction - The company is focusing on adapting to evolving market dynamics and has introduced unique investment ideas, such as the geopolitical risk-aware model portfolios [12] - There is a strong emphasis on deepening client relationships, with a target to grow the total number of clients using WisdomTree products by 4% this year [13] - The model portfolios business reached $4 billion in AUA, reflecting a nearly 20% annualized organic growth rate [13] - The company is expanding its digital assets offerings, with plans to enable on-chain transfers and broaden functionality in the coming months [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a more volatile market, highlighting the balanced AUM and diversification as strengths [10] - The company anticipates continued growth in client relationships and product usage, with a focus on leveraging AI to enhance performance across various functions [22][32] - The future outlook is described as bright, with a strong platform and execution strategy to drive value creation for shareholders [23] Other Important Information - The WisdomTree European Defense Fund has become one of the most successful launches in the company's history, reflecting a timely response to geopolitical themes [11][19] - The company has positioned itself as a leader in tokenized products, with over $100 million in inflows year-to-date [20][42] Q&A Session Summary Question: Opportunity for WisdomTree Prime - Management discussed the importance of on and off ramps for interacting with stable coins and crypto assets, with a measured rollout planned for the summer and expanded marketing in September [25][27] Question: Update on AI Deployment - Management highlighted the integration of AI across the company to enhance customer experience, growth, and decision-making, with positive results seen in various departments [30][32] Question: Update on Crypto Funds and New ETFs - The company has seen good early capital in its crypto offerings in Europe, with a focus on expanding offerings in the U.S. as regulatory conditions improve [37][40]

Financial Data and Key Metrics Changes - The company ended the quarter with record AUM of $115.8 billion, up 5.5% from the prior quarter [4] - Net inflows totaled $3 billion, reflecting an annualized organic growth rate of 11% [4] - Revenue for the quarter was $108 million, down slightly from the previous quarter due to two fewer trading days and lower average fee capture, but up 11.6% year-over-year [6][7] - Adjusted net income for the quarter was $23 million, or $0.16 per share, impacted by seasonal compensation [7] Business Line Data and Key Metrics Changes - In the U.S., the company generated over $1.8 billion of inflows, including into fixed income and U.S. equity products [5] - In Europe, over $1.1 billion of inflows were generated, primarily into the USITS ETF suite, with $770 million into the European Defense Fund launched in March [5] - The model portfolios business reached AUA of $4 billion, up 4% year-to-date, reflecting a nearly 20% annualized organic growth rate [12] Market Data and Key Metrics Changes - The company experienced positive market movement in commodities, which helped offset headwinds in the U.S. market [6] - The European Defense Fund has been a standout, bringing in $770 million in Q1 alone and over $700 million in April [10] Company Strategy and Development Direction - The company is focusing on adapting to evolving market dynamics and has introduced unique investment ideas, such as the geopolitical risk-aware model portfolios [11] - There is a strategic emphasis on deepening client relationships, with a target to grow the total number of clients using WisdomTree products by 4% this year [12] - The company is also expanding its digital assets offerings, with plans to enable on-chain transfers and broaden functionality in the coming months [14] Management's Comments on Operating Environment and Future Outlook - Management noted that the company is well-positioned in a more volatile market, with a balanced AUM and strong client momentum [9] - The CEO expressed confidence in the company's ability to drive long-term value creation for shareholders, highlighting the efficiency of the business model [21][22] Other Important Information - The company has seen significant growth in its tokenized products, with over $100 million in inflows year-to-date [19] - The company is actively working on AI deployment across various functions to enhance performance and decision-making [30][31] Q&A Session Summary Question: Opportunity for WisdomTree Prime - Management discussed the importance of on and off ramps for interacting with stable coins and other crypto assets, with a measured rollout planned for the summer and expanded marketing in September [24][26] Question: Update on Crypto Funds and New ETFs - The company highlighted its focus on Bitcoin in the U.S. and a broader 20-coin basket product in Europe, with over $100 million in inflows for the crypto offering in Europe this year [36][37]

Financial Data and Key Metrics Changes - The company ended the quarter with record assets under management (AUM) of $115.8 billion, up 5.5% from the prior quarter [4] - Net inflows totaled $3 billion, reflecting an annualized organic growth rate of 11% [4] - Revenue for the quarter was $108 million, down slightly from the previous quarter due to two fewer trading days and lower average fee capture, but 11.6% higher than the same period last year [6][7] - Adjusted net income for the quarter was $23 million, or $0.16 per share, impacted by seasonal compensation [7] Business Line Data and Key Metrics Changes - Inflows in the U.S. exceeded $1.8 billion, with significant contributions from fixed income and U.S. equity products [5] - The European market generated over $1.1 billion in inflows, primarily into the USITS ETF suite, including $770 million into the newly launched European Defense Fund [5][11] - The model portfolios business reached $4 billion in assets under administration (AUA), up 4% year-to-date, reflecting a nearly 20% annualized organic growth rate [13] Market Data and Key Metrics Changes - The company experienced positive market movement in commodities, which helped offset headwinds in the U.S. market [6] - The European Defense Fund has been a standout, bringing in $1.4 billion in net inflows year-to-date, making it one of the most successful launches in the company's history [19] Company Strategy and Development Direction - The company is focusing on adapting to evolving market dynamics and has introduced unique investment ideas, such as the geopolitical risk-aware model portfolios [12] - There is a strategic emphasis on deepening client relationships, with a target to grow the total number of clients using WisdomTree products by 4% this year [13] - The company is also expanding its digital assets offerings, with plans to enable on-chain transfers and broaden functionality in the coming months [14][15] Management's Comments on Operating Environment and Future Outlook - Management noted that the company is well-positioned in a more volatile market, with a balanced AUM and strong client momentum [9][10] - The future outlook is positive, with expectations for continued organic growth and a focus on efficiency improvements through AI deployment [23][24] Other Important Information - The company has positioned itself as a leader in tokenized products, with over $100 million in inflows year-to-date [21] - The management highlighted the diversification of AUM across geographies, asset classes, and client types as a significant strength [22] Q&A Session Summary Question: Opportunity for WisdomTree Prime - Management discussed the importance of on and off ramps for interacting with stable coins and other crypto assets, with a measured rollout planned for the summer and expanded marketing in September [26][27] Question: AI Deployment - Management explained that AI is being implemented across various functions to enhance customer experience, growth, and decision-making [31][33] Question: Update on Crypto Funds - The company has focused on Bitcoin in the U.S. and launched a broad 20-coin basket product in Europe, with over $100 million in inflows [38][39]