The space economy is transitioning from concept to commercial reality. At an expected annual growth rate of 9% through 2035, the global space economy is estimated to reach $1.8 trillion1 in value, highlighting both the scale of the opportunity and the pace of its expansion. The WisdomTree Space Economy UCITS ETF offers targeted exposure to this accelerating shift, investing in companies operating across the space value chain, from infrastructure and launch systems to data, connectivity and commercial applications on Earth.
At the heart of this shift stands SpaceX, which has materially altered the economics of launch and satellite deployment. Alongside it, a broader ecosystem is emerging, spanning defence, communications and data-driven services. As use cases expand and capital continues to flow into the sector, the space economy is evolving into a powerful, long‑term investment theme.
1Source: World Economic Forum, McKinsey & Company, “Space: The $1.8 Trillion Opportunity for Global Economic Growth”, April 2024.
Source: World Economic Forum, McKinsey & Company, “Space: The $1.8 Trillion Opportunity for Global Economic Growth”, April 2024. Forecasts are not an indicator of future performance, and any investments are subject to risks and uncertainties.
Several long-term forces are accelerating adoption:
WSPC
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Total Net Assets (AUM)
23.08 MM USD
As of 02/11/2026
Elvira Kuramshina
Changing rate expectations have provided a tailwind for long-duration growth, while strong results and ambitious plans from SpaceX are reinforcing momentum across the Space Economy. Contract wins, rising backlogs and strategic acquisitions across the ecosystem highlight the growing scale and breadth of the theme.
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On the 57th anniversary of Apollo 11, the key reflection is how one of humanity’s greatest achievements became an early landmark in a much longer space journey. What began as a government-led race to the Moon has since evolved into a commercial ecosystem shaped by reusable rockets, satellites, AI, robotics and emerging orbital services – making space one of the most compelling long-term investment themes.
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The SpaceX IPO is reshaping how investors think about the space economy, but is owning SpaceX enough? As the category-defining leader has entered public markets, the bigger question is how to capture the broader opportunity it is helping unlock. In this blog, we explore why SpaceX matters, what lies beyond it, and how WisdomTree is positioning its strategy to reflect both.
