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WISDOMTREE ASSET MANAGEMENT, INC.

Business and Investment Profile

The WISDOMTREE ASSET MANAGEMENT, INC. is a publicly held investment adviser that advises $118.55Bn in regulatory assets under management held in 2 SEC fund types across 7 investment strategies. WISDOMTREE ASSET MANAGEMENT, INC. is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 206.4% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 20.26 years and is comprised of 3 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 250 W 34TH ST. 3RD FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.

Employee Profile

They have 202 employees comprised of 47 investment and 155 non-investment staff. The total number of Employees increased by 18.13% over the last 5-years.

Asset Profile

Their $118.55Bn in assets advised are owned by 5 private funds, 135 public funds and BDCs and 1 other account. Assets of Investment Companies (IC) clients own $116.59Bn or 98.35% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.96Bn or 1.65% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 63.83%, 19.35% and 15.82% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 5 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 7 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $319.75mn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

WISDOMTREE ASSET MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: WISDOMTREE ASSET MANAGEMENT, INC.

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Generated 2026-09-12T06:47:45.9997252.  © 2026 Convergence.