A Message from WisdomTree Founder & CEO

An Unwavering Vision: Building the Next Twenty Years of WisdomTree

July 31, 2026

Twenty years ago, WisdomTree launched with a simple belief: investors deserve better.

That belief shaped our approach to exchange-traded products (ETPs), challenged industry conventions, and established the foundation for what has become a global asset management platform. While our business has evolved dramatically over the past two decades, our vision has remained remarkably consistent: we believe that innovation should create better outcomes for investors, stronger businesses for our clients, and long-term value for our shareholders.

This quarter (Q2 2026) marked another important milestone in that journey.

We reached record assets under management (AUM) for the sixth consecutive quarter, with growth across our U.S. and European businesses and continued momentum across multiple investment capabilities. Those results reflect something we’ve been working toward for years: building a business with multiple engines of growth, designed to perform across market environments and create long-term value.

For much of our history, WisdomTree was known primarily as an exchange-traded fund (ETF) innovator. Today, our platform extends well beyond ETFs, encompassing model portfolios, private markets, liquid alternatives, and tokenized financial infrastructure. We have built these capabilities deliberately over time, with each one expanding how we serve clients while strengthening the long-term earnings power of the business.

Our acquisition of Ceres Partners broadened our private markets capabilities, and the acquisition of Atlantic House adds differentiated expertise in liquid alternatives and defined-outcome investing while strengthening our presence in the U.K. wealth market. Our continued investments in model portfolios and tokenization further extend the platform we believe will drive WisdomTree's next phase of growth.

Our objective has always been greater than growing assets alone. We are building a business designed to compound over time – scaling our AUM, enhancing revenue quality, expanding operating margins, and accelerating earnings growth.

While each investment addresses a different client need, together they position WisdomTree alongside the secular trends reshaping our industry and strengthen the financial model we've spent years building.

We're now seeing that model work as intended: sustained growth in AUM, combined with a broader mix of higher-value capabilities, is translating into stronger profitability and increasing earnings power.

Looking back over the past 20 years, I’m proud of how far WisdomTree has come. Looking ahead, I’m even more excited by where the business is headed. I believe the business we’ve built is well-positioned for the next era of asset management, and we’re still in the early innings of what WisdomTree can become.

— Jonathan Steinberg
Chief Executive Officer, WisdomTree