WISDOMTREE® ● .Q2 2024 Results Forward Looking Statements In particular, forward-looking statements in this presentation may include statements about: anticipated trends, conditions and investor sentiment in the global markets and ETPs; anticipated levels of inflows into and outflows out of our ETPs; our ability to deliver favorable rates of return to investors; competition in our business; whether we will experience future growth; our ability to develop new products and services and their potential for suc ...

Here is how WisdomTree, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Over the last four quarters, the company has surpassed consensus EPS estimates two times. WisdomTree, Inc. Shares have added about 57.6% since the beginning of the year versus the S&P 500's gain of 13.2%. There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. It will be inte ...

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. ( ...

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 ...