Investor Summary

Jonathan Steinberg founded WisdomTree and has served as Chief Executive Officer since October 1988. He has been on the company's Board of Directors since October 1988, serving as Chair until November 2004. Steinberg was responsible for the creation and development of WisdomTree's proprietary index methodology. Under his leadership, WisdomTree has become the world's largest independent ETF issuer and currently the industry's fifth largest ETF provider in the United States. The company sponsors 92 distinct ETFs that span asset classes and countries around the world. WisdomTree achieved record global AUM of $160.8 billion as of January 28, 2026, demonstrating strong growth and market position. Steinberg won 'CEO of the Year' at the 2025 Wealth Management Industry Awards, recognizing his leadership in the industry.

Read More

Fund Strategy

WisdomTree emphasizes its Modern Alpha® approach, which blends passive and active investment benefits to enhance portfolio performance while mitigating traditional active management risks. Modern Alpha® combines the positives of the passive and active investment approaches to enhance the investment experience. WisdomTree uses proprietary indices based on a fundamental weighting methodology called Modern Alpha, which combines active management benefits with passive ETP cost efficiencies. WisdomTree was one of the pioneers for fundamentally weighted ETFs and active ETFs and is currently an industry leader in both. The company offers a comprehensive range of investment solutions across multiple asset classes and maintains a diversified AUM mix spanning U.S. and international equities, fixed income, commodities, and private assets. WisdomTree has pioneered digital products such as tokenized assets, blockchain-enabled mutual funds, and its proprietary digital wallet, WisdomTree Prime.

Read More

FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- - -