WisdomTree launched its first ETFs in June of 2006, and is currently the industry's seventh largest (by AUM) ETF provider. WisdomTree sponsors distinct ETFs that span asset classes and countries around the world. Categories include: U.S. and International Equity, Currency, Fixed Income and Alternatives. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories. WisdomTree is the only publicly traded asset manager exclusively focused on the ETF industry.
WisdomTree is listed on the NASDAQ Global Market under the ticker: WETF.
Stock prices can—and do—deviate from their underlying value for many reasons. WisdomTree believes fundamentals such as dividends or earnings offer more objective measures of a company’s health, value and profitability than stock price alone. The majority of ETFs are market cap weighted—meaning they give more weight to companies selling at higher prices than those offering stronger fundamentals. WisdomTree uses proprietary weighting methodologies designed to help magnify the effect fundamentals—such as dividends or earnings—have on risk and return characteristics.
Learn More about Equities
International investing provides many exciting opportunities to investors. But these opportunities can come with additional risks—one of which is currency fluctuations. WisdomTree's Hedged Equity family of Funds enables investors to access the growth potential of numerous markets around the world while mitigating the risks of currency exposure.
Learn More about Currency Hedged Equity
Given today's increased focus on the global economy, investors are likely aware of how foreign currency movements can impact their international investments. But changes in the U.S. dollar can impact domestic investments as well. Consider that many U.S. companies generate a large portion of their revenue outside the United States. For these companies, a strong dollar can hurt their competitiveness as their goods and services become more expensive to their international clients. By the same token, there are domestically oriented companies that may perform better when the dollar is strong.
WisdomTree believes that investors should consider the benefits of diversifying their cash holdings on a global basis. Diversifying currency holdings offers investors the potential to earn higher yields while lowering the risk inherent to holding assets in only one currency.
How diversified are your fixed income holdings? If you're only holding U.S. fixed income instruments, such as bonds, the answer may be, not enough. Through the dynamic combination of foreign interest rates and local currencies, WisdomTree's international fixed income ETFs offer investors income potential, diversification potential—and much more. In fact, they may enable you to obtain more complete asset allocation.
WisdomTree believes alternative investments provide a smart way to achieve diversification and performance potential in almost any market. However, these types of strategies have traditionally only been available to institutional investors. Through WisdomTree, these sophisticated strategies are available to all investors—in the desirable ETF structure.