NY-WISDOMTREE
WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for February 2023, including assets under management (AUM) and flow data by asset class.
Monthly Commentary:
-
A continuation of strong organic growth positions WisdomTree for a 10th consecutive quarter of net inflows
- 4th consecutive month-end AUM record
- Over $2.7 billion of net inflows in February and nearly $4.5 billion of year-to-date net inflows
- 33% annualized pace of organic growth year-to-date
-
Broad flow strength continues
- Momentum in global Commodity & Currency and Fixed Income products continues to build, with each asset category gathering over $1 billion of net inflows in the month
- International Equity products showing strength with over $300 million of net inflows across the Developed and Emerging Markets product categories
As of February 28, 2023 |
AUM Rollforward
|
Annualized Flow Rate |
||
MTD |
QTD / YTD |
MTD |
QTD / YTD |
|
Beginning of Period Total AUM |
$87,181 |
$81,986 |
|
|
|
|
|
|
|
Total Net Flows |
|
|
|
|
U.S. Equity |
($92) |
($84) |
(4.7%) |
(2.2%) |
International Dev. Mkt Equity |
$206 |
$186 |
24.8% |
11.3% |
Emerging Market Equity |
$99 |
$359 |
14.5% |
27.4% |
Fixed Income |
$1,512 |
$1,798 |
126.6% |
72.8% |
Commodity & Currency |
$1,016 |
$2,167 |
55.1% |
60.7% |
Alternatives |
($10) |
($13) |
(41.3%) |
(26.7%) |
Cryptocurrency |
$7 |
$10 |
47.4% |
46.0% |
Leveraged & Inverse |
$19 |
$17 |
13.9% |
6.1% |
Total Net Flows |
$2,757 |
$4,440 |
41.2% |
33.5% |
Market Move |
($2,472) |
$1,039 |
|
|
Current Total AUM |
$87,465 |
$87,465 |
|
|
Average Total AUM |
$87,921 |
$86,376 |
|
|
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 $88.4 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/20230309005095/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
Philip Morris International Publishes Updated Climate Transition Plan to Achieve Net Zero by 20403.11.2025 11:00:00 CET | Press release
The plan details actions, timelines, and targets for climate change mitigation and adaptation in the company’s direct operations and the most vulnerable areas of its supply chain Philip Morris International Inc. (PMI) (NYSE: PM) today announced the release of its second Climate Transition Plan (CTP 2025), presenting an updated and integrated strategy to achieve net-zero greenhouse gas (GHG) emissions across its value chain by 2040. The new plan reflects PMI’s continued commitment to a low-carbon future while aligning with science, regulatory frameworks, and stakeholder expectations, and builds on its 2021 Low-Carbon Transition Plan. Further, building on its 2022 Task Force on Climate-related Financial Disclosures (TCFD) report, the CTP 2025 details the results of a comprehensive climate change risks and opportunities (CCRO) assessment PMI conducted in 2024. “This Climate Transition Plan reinforces our commitment to sustainability as a fundamental business driver at PMI—one that is inte
SLB Unveils Groundbreaking New Agentic AI Technology for the Energy Industry3.11.2025 11:00:00 CET | Press release
Global energy technology company SLB (NYSE: SLB) today announced the launch of Tela™, an agentic AI assistant purpose-built to transform the upstream energy sector. Tela leverages agentic AI to not only automate processes but transform workflows and drive better business outcomes. Tela will be embedded in SLB’s portfolio of applications and platforms, and users will interact through a simple conversational interface. This approach enables agentic AI to act as a proactive collaborator — augmenting the workforce to achieve greater productivity and efficiency at scale. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251103326704/en/ Tela follows a common five-step agentic AI loop: observe, plan, generate, act and learn. This allows agents within Tela to proactively interact with their environment, adapt to new data, and continuously improve outcomes. Whether interpreting well logs, predicting drilling issues, or optimizing equip
KCAS Bio Strengthens Board of Directors with Appointment of Paul Kirchgraber and Kurt Doyle3.11.2025 09:30:00 CET | Press release
KCAS Bio, a leading contract research organization (CRO) specializing in comprehensive bioanalytical and biomarker services, is delighted to announce the appointment of Dr. Paul Kirchgraber and Mr. Kurt Doyle to its Board of Directors. Their addition marks a significant milestone in KCAS Bio’s continued growth and strategic evolution in the global life sciences industry. KCAS Bio is headquartered in the Kansas City, Kansas metropolitan area with operating sites in the greater Philadelphia area; Lyon, France; and a partnership in Melbourne, Australia. The Company is backed by Vitruvian Partners, one of the world’s leading growth-focused investment firms. Dr. Paul Kirchgraber brings decades of leadership experience in clinical research and laboratory operations. He served as Executive Vice President and CEO of Covance, Labcorp’s Drug Development Division, where he led global teams in drug and medical device development in over 60 countries. Dr. Kirchgraber has experience running global p
Eric Jing: Ant Group to Strengthen Support for Hong Kong's Global Finance and Tech Leadership with AI, GoGlobal Services3.11.2025 09:19:00 CET | Press release
Eric Jing, Chairman of Ant Group, reaffirmed Ant’s commitment to deepening cross-sector collaboration on regulated AI and tokenization innovation in the territory, and to expanding its cross-border payment and trade financing services to support Hong Kong’s initiative to help Chinese businesses go global. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251102787084/en/ John Lee, Chief Executive of Hong Kong SAR visited the booths of Ant International and Ant Digital Technologies during the 10th annual Hong Kong Fintech Week on November 3, 2025. Speaking on a panel with Christopher Hui, Hong Kong’s Secretary for Financial Services and the Treasury, and Fred Hu, Founder, Chairman and CEO of Primavera Capital Group at the 10th annual Hong Kong Fintech Week on November 3, 2025, Jing said the City’s visionary and prudent approach to policy innovation, rich commercial and financial use cases and a robust ecosystem of cross-sector c
Kyowa Kirin International Announces Appointment of Julie Dehaene-Puype as President for the Region3.11.2025 09:00:00 CET | Press release
Julie Dehaene-Puype joins Kyowa Kirin as new President of the International RegionJeremy Morgan will retire at the end of December 2025 after a two-month leadership transition period Kyowa Kirin International (“KKI”), a group company of Kyowa Kirin Co., Ltd. (TSE:4151, “Kyowa Kirin”), a Japan-based Global Specialty Pharmaceutical Company, today announced the appointment of Julie Dehaene-Puype as President for the Region, effective 1 November 2025. Julie follows the tenure of Jeremy Morgan, who has served as President for the International Region since 2023. Morgan will serve in an advisor role to the business through to the end of 2025, working in partnership with Dehaene-Puype to ensure a successful and smooth change for the company. “We are very pleased to welcome Julie to the company in the role as President of KKI,” said Tomohiro Sudo, Chief International Business Officer of Kyowa Kirin. “Julie joins us with extensive experience in global biotech and pharma spanning a 25-year caree
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
