NY-WISDOMTREE
12.1.2023 13:01:40 CET | Business Wire | Press release
WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for December 2022, including assets under management (AUM) and flow data by asset class.
Key Highlights:
- 2022 net inflows over $12 billion, nearly 16% firm-wide organic growth, with net inflows in 7 of its 8 major product categories during the year.
- Q4 net inflows over $5 billion, WisdomTree’s best quarter since 2015.
- Nine consecutive quarters of net inflows with record year-end AUM of nearly $82 billion.
- U.S. Equity products have generated net inflows in 30 of the prior 31 months, including $472 million in December and $3.3 billion of net inflows for the full year – a 14% pace of organic growth in 2022.
- WisdomTree announced nine new blockchain-enabled funds effective with the SEC, bringing the total to ten effective digital funds. These funds are in addition to the dollar and gold tokens that the firm is making available through WisdomTree PrimeTM.
As of December 31, 2022 |
AUM Rollforward
|
Annualized Flow Rate |
|||||||||||
|
MTD |
QTD |
YTD |
MTD |
QTD |
YTD |
|||||||
Beginning of Period Total AUM |
$80,734 |
|
$70,880 |
|
$77,451 |
|
|
|
|
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|||
Total Net Flows |
|
|
|
|
|
|
|
|
|
|
|
||
U.S. Equity |
$472 |
|
$1,021 |
|
$3,344 |
|
22.3% |
|
19.3% |
|
14.0% |
||
International Dev. Mkt Equity |
($114) |
|
$40 |
|
$101 |
|
(12.6%) |
|
1.7% |
|
0.8% |
||
Emerging Market Equity |
($7) |
|
($53) |
|
$28 |
|
(0.9%) |
|
(2.8%) |
|
0.3% |
||
Fixed Income |
$703 |
|
$3,392 |
|
$11,300 |
|
56.9% |
|
115.1% |
|
259.6% |
||
Commodity & Currency |
$1,113 |
|
$796 |
|
($2,911) |
|
64.4% |
|
16.1% |
|
(11.8%) |
||
Alternatives |
$16 |
|
$12 |
|
$92 |
|
63.6% |
|
16.2% |
|
35.1% |
||
Cryptocurrency |
($7) |
|
($4) |
|
$36 |
|
(54.9%) |
|
(9.3%) |
|
10.1% |
||
Leveraged & Inverse |
($15) |
|
$59 |
|
$192 |
|
(10.4%) |
|
15.3% |
|
10.8% |
||
Total Net Flows |
$2,162 |
|
$5,264 |
|
$12,181 |
|
31.5% |
|
29.5% |
|
15.7% |
||
Market Move |
($910) |
|
$5,842 |
|
($7,646) |
|
|
|
|
|
|
||
Current Total AUM |
$81,986 |
|
$81,986 |
|
$81,986 |
|
|
|
|
|
|
||
Average Total AUM |
$81,238 |
|
$77,654 |
|
$76,992 |
|
|
|
|
|
|
||
Blended Total Average Fee Rate |
|
|
36 bps |
|
38 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 $83.8 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. 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/20230112005026/en/
About Business Wire
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
Volue Welcomes TA Associates as New Strategic Investor13.2.2026 11:15:00 CET | Press release
Partnership Strengthens Volue’s Position as a European Leader in Electrification Technology Volue, a global leader in electrification and energy technology, today announced that TA Associates (“TA”), a leading global private equity firm, has joined as a new strategic investor alongside Advent International (“Advent”), Generation Investment Management (“Generation”) and Arendals Fossekompani. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260213436945/en/ Over the past 18 months, Volue has undergone a strategic transformation to sharpen its focus on the energy sector. During this period, Volue divested non-core activities and invested in targeted R&D innovation and strategic acquisitions to further position Volue as a leading provider of integrated technology solutions for power trading and generation, grid optimization, and energy market intelligence. Operating at the center of one of the most mission-critical markets of our
ABB strengthens electrical engineering advisory capabilities in Europe with Premium Power acquisition13.2.2026 10:30:00 CET | Press release
Acquisition strengthens ABB’s ability to deliver system-level advisory support at scale to help critical industries manage increasingly complex electrical infrastructures and safeguard energy resilience Enhances ABB’s Electrification Service division offering in power system studies, grid modelling and electrical risk management for data centers, pharmaceuticals and other critical industries Solidifies ABB at the electrical system level, embedding trusted advisory expertise at the point where operational risks, resilience and performance are defined ABB today announced it has entered into an agreement to acquire Premium Power, a leading electrical engineering consultancy headquartered near Dublin, Ireland. For more than two decades, Premium Power has established its reputation as a trusted advisor to large customers, particularly in data centers, pharmaceutical manufacturing and other mission-critical sectors where electrical resilience, uptime and regulatory compliance are essential.
EnergyAustralia, Enerven and NHOA Energy Mark Financial Close and Project Launch of the 245 MWh Hallett Battery in South Australia13.2.2026 08:00:00 CET | Press release
The project will support grid stability in the National Electricity Market, strengthening NHOA Energy’s long-term commitment to the Australian market NHOA Energy, global provider of utility-scale energy storage systems, today marked together with EnergyAustralia and Enerven the official project launch of a 245 MWh Battery Energy Storage System (BESS) in Hallett, near the town of Canowie, in South Australia, following the achievement of financial close and the project’s transition into the delivery phase. The milestone was announced today during a project launch ceremony held at the Hallett Power Station, attended by representatives of EnergyAustralia, Enerven, NHOA Energy, government, Traditional Owners and local community stakeholders. Owned and developed by EnergyAustralia, the Hallett BESS is being built alongside the existing Hallett gas-fired power station and represents the first stage of a broader site development. As delivery partner for Stage 1 of the project, NHOA Energy will
Echoworx Encryption Arrives on AWS Marketplace: Frictionless Security for a Global World13.2.2026 07:00:00 CET | Press release
Echoworx, the trusted name in email encryption, is now live on AWS Marketplace—fully deployed on AWS infrastructure. For global businesses, this means securing sensitive communications just got a whole lot easier, starting from purchase. Why AWS Marketplace? Why Now? Echoworx’s mission has always been to make secure communications as easy and accessible as possible. By joining the AWS Marketplace, Echoworx is taking this mission a step further, ensuring that customers can procure its encryption solution with the same ease and efficiency they experience when using it. Cross-border compliance, taxes, and billing headaches slow teams down. With AWS Marketplace, Echoworx customers bypass the usual red tape: automated tax and regulatory handling, simple multi-currency billing, and support for Private Offers. That translates to custom pricing and contracts in local currencies, less foreign exchange guesswork, and a procurement process built for modern enterprise. "Our partnership with AWS Ma
Align Partners Issues Formal Shareholder Proposals to Gabia13.2.2026 01:37:00 CET | Press release
Align Partners Capital Management Inc. (“Align Partners”), a shareholder of Gabia, Inc. (“Gabia” or the “Company”), has submitted formal shareholder proposals for inclusion in the agenda of Gabia’s upcoming 27th Annual General Meeting (“AGM”) and issued a call for strengthened governance practices to address the Company’s persistent undervaluation. Align Partners noted that, as shareholder proposals will be presented at this year’s AGM, Gabia should follow the Korea Exchange (KRX) Corporate Governance Key Indicators by publishing the AGM convocation notice at least four weeks prior to the meeting date. Align Partners emphasized that last year’s AGM notice was issued only 16 days before the meeting, limiting shareholders’ ability to adequately review the agenda and exercise informed voting rights. Gabia is widely recognized as a leading Korean IT services and cloud infrastructure company with solid operating performance. Despite these strengths, Align Partners believes the Company conti
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