WisdomTree Reports Monthly Metrics for March 2023
11.4.2023 15:00:00 EEST | Business Wire | Press release
WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for March 2023, including assets under management (AUM) and flow data by asset class.
Monthly Commentary:
- WisdomTree achieved its 10th consecutive quarter of net inflows, with net inflows of over $1.9 billion in March and over $6.3 billion year-to-date
- A 31% annualized pace of year-to-date organic growth driven by strength in fixed income, commodities and international equity
- AUM surpassed $90 billion for the first time, representing a 5th consecutive month-end AUM record
|
As of March 31, 2023 |
AUM Rollforward
|
Annualized Flow
|
||
|
|
MTD |
QTD / YTD |
MTD |
QTD / YTD |
|
Beginning of Period Total AUM |
$87,465 |
$81,986 |
|
|
|
|
|
|
|
|
|
Total Net Flows |
|
|
|
|
|
U.S. Equity |
($65) |
($149) |
(3.1%) |
(2.5%) |
|
International Dev. Mkt Equity |
$264 |
$450 |
28.2% |
17.9% |
|
Emerging Market Equity |
$127 |
$486 |
17.6% |
24.3% |
|
Fixed Income |
$1,716 |
$3,513 |
118.9% |
93.3% |
|
Commodity & Currency |
($164) |
$2,003 |
(8.1%) |
36.8% |
|
Alternatives |
($5) |
($18) |
(19.8%) |
(24.2%) |
|
Cryptocurrency |
$3 |
$13 |
17.9% |
39.1% |
|
Leveraged & Inverse |
$26 |
$43 |
17.3% |
10.0% |
|
Total Net Flows |
$1,902 |
$6,342 |
25.6% |
31.4% |
|
Market Move |
$1,373 |
$2,411 |
|
|
|
Current Total AUM |
$90,739 |
$90,739 |
|
|
|
Average Total AUM |
$88,411 |
$87,077 |
|
|
|
Blended Total Average Fee Rate |
|
36 bps |
|
|
Source: ir.wisdomtree.com
Please visit ir.wisdomtree.com for downloadable spreadsheets containing detailed AUM and flow data by asset class and fund broken out by daily, monthly, quarterly and annual timeframes.
About WisdomTree
WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models and solutions. We empower investors to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™.
WisdomTree currently has approximately $90.9 billion in assets under management globally.
For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtree.com.
Please visit us on Twitter at @WisdomTreeNews.
WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.
Cautionary Statement Regarding Forward-Looking Statements
This press release may contain a number of “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements about our ability to successfully implement our digital assets strategy, including WisdomTree Prime™, and achieve its objectives, as well as statements relating to our future growth prospects and potential for business expansion. These forward-looking statements are based on WisdomTree’s management’s current expectations, estimates, projections and beliefs, as well as a number of assumptions concerning future events. These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside WisdomTree’s management’s control, that could cause actual results to differ materially from the results discussed in the forward-looking statements. Forward-looking statements included in this release speak only as of the date of this release. WisdomTree does not undertake any obligation to update its forward-looking statements to reflect events or circumstances after the date of this release except as may be required by the federal securities laws.
Category: Business Update
To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230411005146/en/
Contact information
Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com / wisdomtree@fullyvested.com
Investor Relations
WisdomTree, Inc.
Jeremy Campbell
+1.646.522.2602
Jeremy.Campbell@wisdomtree.com
About Business Wire
For more than 50 years, Business Wire has been the global leader in press release distribution and regulatory disclosure.
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Trustd Brings Know Your Carrier to Market as Freight Fraud Costs European Supply Chains Over €1bn10.6.2026 09:01:00 EEST | Press release
Trustd, the digital identity and credentials verification platform for transport and logistics, is bringing to market Know Your Carrier (KYC), a web-based verification tool that lets shippers and 3PLs get an instant risk signal on carriers quoting for work via email in seconds. Cargo crime across EMEA has risen 438% in three years. More than 108,000 supply chain thefts were recorded across the region in the last two years. Of the 5% that reported a financial loss, the combined value exceeded €1bn, equivalent to €1.3m every 24 hours. Know Your Carrier draws on Trustd's expertise in digital identity verification to address a problem that has until now had no industry-wide solution. The web-based tool plugs into existing workflows with no installation or integration. Users enter an email address and, where available, a VAT number. The tool checks email legitimacy and domain matching, business registration data, adverse media, sanctions and court judgments, and Trustd’s own growing network
Sofinnova Partners Launches Collaboration with AWS to Scale AI Across Life Sciences Innovation10.6.2026 09:00:00 EEST | Press release
Sofinnova Partners (“Sofinnova”), a leading European life sciences venture capital firm based in Paris, London, and Milan, today announced a collaboration with Amazon Web Services (AWS), to embed AI more deeply across its investment platform and portfolio companies. The collaboration supports Sofinnova.AI, the firm’s initiative to integrate AI across its core activities, from sourcing and evaluating investments to supporting company building. At the center of this effort is Sofia, Sofinnova's proprietary AI platform, which will be extended beyond internal use to include a founder-facing version. Through this collaboration, Sofinnova-backed startups will gain access to tailored AWS resources and technical enablement, helping them move faster from early research to development and commercialization. “AI is becoming central to how new therapies are discovered, developed, and brought to patients,” said Antoine Papiernik, Chairman and Managing Partner at Sofinnova Partners. “With Sofinnova.
New Gluten-Free Bread Binder Simplifies the Recipe — and Boosts Bread Quality10.6.2026 09:00:00 EEST | Press release
FERM FOOD ApS is launching a gluten-free, fermented binder for industrial bakeries. The new binder solves well-known challenges in gluten-free bread production from loose structure and crumbliness to the use of many separate additives. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260609204052/en/ Image: FERM FOOD's new bread binder makes it possible to reduce the number of additives in both white and dark bread. The bread binder makes it possible to reduce the number of additives in the recipe and improve structure, sliceability, and taste. "Our new gluten-free bread binder has been developed to make production simpler and more flavourful. When one binder can replace several functional components, it becomes easier for industrial bakers to standardise recipes, cut down on the number of ingredients, and add a deeper, slightly tangy, and more complex flavour — similar to what you know from sourdough bread," says Søren Lange,
Blue Planet Prize 2026: Announcement of Prize Laureates10.6.2026 06:00:00 EEST | Press release
This year marks the 35th awarding of the Blue Planet Prize, the international environmental award sponsored by the Asahi Glass Foundation, chaired by Takuya Shimamura. Every year, the Foundation selects two laureates, individuals, or organizations who have made significant contributions towards the resolution of global environmental problems. The Board of Directors has selected the following 2026 Blue Planet Prize laureates. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260603774361/en/ Dr. Linda S. Birnbaum (USA), Professor Edward Barbier (USA) 1. Dr. Linda S. Birnbaum (USA) born December 21, 1946 Former Director of the National Institute of Environmental Health Sciences (NIEHS) Former Director of the National Toxicology Program (NTP) Dr. Linda S. Birnbaum led pioneering research on the toxicity of persistent organic pollutants (POPs), significantly advancing international risk assessment. By demonstrating how exposure to
NIQ (NYSE: NIQ) Unveils Six New AI-Powered Capabilities at C360, Executing on Its Vision for Agentic Commerce9.6.2026 22:00:00 EEST | Press release
NielsenIQ (NYSE: NIQ) today unveiled six new AI-powered capabilities at C360, the company's flagship client and industry event, marking a major milestone in the execution of NIQ’s AI strategy. Thenew capabilities help brands, retailers, and other organizations operationalize trusted market intelligence across enterprise workflows, AI environments, and the emerging world of agentic commerce. NIQ’s AI value creation strategy is built on two foundational principles: Delivering The Full View™: Combining the industry’s broadest and deepest datasets, advanced AI models, and rich content to help organizations unlock actionable insights and drive AI innovation at scale. Enabling AI-Powered Capabilities: Delivering trusted intelligence and proprietary IP through NIQ’s advanced AI applications, assistants, and agents embedded within client workflows and enterprise environments. Together, these principles reinforce NIQ’s position as the trusted intelligence infrastructure powering the future of c
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom