Business Wire

WisdomTree Reports Monthly Metrics for March 2023

Share

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
($ in millions)

Annualized Flow
Rate

 

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.

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

Axelspace Announces New Management Structure1.6.2023 08:00:00 EEST | Press release

Axelspace Corporation (Head Office: Chuo-ku, Tokyo; CEO: Yuya Nakamura), a pioneer in microsatellites, announces its new management structure as of June 1, 2023. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230531006007/en/ New Management Team Members: Front Row, Left to Right: Atsushi Yasuoka (Head of AxelLiner Business Division), Yuya Nakamura (CEO) , Daigo Orihara (CFO), Tatsuhiko Fukasawa (Head of AxelGlobe Business Division). Back Row, Left to Right: Yusuke Nakanishi (CSSO), Ryuichi Kokubo (Co-CTO/Information Technology), Takashi Eishima (Co-CTO/Aerospace Engineering), Makiko Hamada (CHRO), Sasaki (CISO), Yoshihiro Ota (CSO) (Photo: Business Wire) Axelspace announcement URL https://www.axelspace.com/news/20230601/ Background of Transition to New Management Structure Since our establishment in 2008 by a team of three members, our company has built a solid reputation by engaging in the development, manufacturing, and op

Preventing the Effects of Climate Change: EliTerra®, a Technological Platform Dedicated to Biosolutions That Reduce the Water Needs of Field Crops1.6.2023 06:06:00 EEST | Press release

Elicit Plant announces the acceleration of its scientific developments and its product roadmap by presenting the one and only technological platform that offers biosolutions to help prevent climatic risks for field crops by reducing their water consumption by up to 20%. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230530005298/en/ @elicitplant On the occasion of its participation in the ChangeNOW Summit, the event for solutions for the planet that takes place from May 25 to 27, 2023 in Paris, Elicit Plant unveils EliTerra®, its technological platform and associated products that allow crops to adapt to climate change, particularly to drought. This is a world first that will boost the marketing of new Elicit Plant BioSolutions with a favorable environmental profile, following on from the success of its first product, BEST-a, which enables corn to consume up to 20% less water. "This type of solution is particularly expected

IFF Completed Divestiture of Savory Solutions Business31.5.2023 23:15:00 EEST | Press release

IFF (NYSE:IFF) today announced that it has successfully completed the previously announced divestiture of its Savory Solutions business unit to PAI Partners (PAI), a leading global private equity firm with a strong focus on the food and consumer industry. Under PAI ownership, Savory Solutions Group has been rebranded to NovaTaste, a global leader in taste innovation with headquarters in Salzburg, Austria. “The sale of IFF’s Savory Solutions Group represents our continued efforts to optimize our portfolio as we focus on core businesses and strengthen our capital structure,” said Frank Clyburn, IFF CEO. “We remain steadfast in our commitment to further pursue portfolio optimization opportunities as we drive toward our deleverage target by the end of 2024. We’re grateful to our Savory Solutions colleagues, who have demonstrated their commitment to innovation, service and quality. We wish them the best in their new journey.” Cautionary Statement under the Private Securities Litigation Refo

UAE Pledges Additional $2.7bn in Industry Offtake Agreements, Invites Global Investors to Leverage Incentives31.5.2023 21:13:00 EEST | Press release

His Excellency Dr. Sultan Al Jaber, Minister of Industry and Advanced Technology, today announced $2.7 billion in offtake agreements for the UAE’s industrial sector in a move to boost local manufacturing, strengthen supply chains and attract international investors. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230531005894/en/ His Excellency Dr Sultan Al Jaber UAE Minister of Industry and Advanced Technology (Photo: AETOSWire) Addressing the second Make it in the Emirates Forum, HE Dr. Al Jaber said the new set of procurement opportunities would build on the previous forum’s offtake agreements. “One of the key achievements of last year’s forum was several leading national companies announcing their intention to invest $29.9 billion over the next decade to purchase 300 products from local manufacturers,” HE Dr. Al Jaber said. “I am pleased to share with you that in the first year alone, 28 percent of these offtake agreement

Carbios Will Receive Grants Totaling €54 Million From French State via France 2030 and Grand-Est Region1 to Finance Construction of World's First PET Biorecycling Plant and Accelerate R&D Activities31.5.2023 19:30:00 EEST | Press release

Regulatory News: This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230531005830/en/ Carbios will receive grants totaling €54 million from French State via France 2030 and Grand-Est Region to finance construction of world's first PET biorecycling plant and accelerate R&D activities (Photo: Carbios) Carbios (Euronext Growth Paris: ALCRB), a pioneer in the development and industrialization of biological technologies for reinventing the life cycle of plastics and textiles, announces that its project has been selected by the French State for funding of €30 million from the French State as part of the investment plan France 2030, and €12.5 million from the Grand-Est Region. The implementation of this funding is conditional to the European Commission's approval of the corresponding state aid scheme, followed by the conclusion of national aid agreements. As part of the national call for projects on "Plastics Recycling" operated by ADEM

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