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
Arc'teryx Appoints Avery Baker Chief Brand Officer27.1.2026 15:00:00 CET | Press release
Technical apparel and equipment brand appoints first-ever Chief Brand Officer and names Tobia Prevedello General Manager, EMEA Arc'teryx Equipment, the global design company specializing in technical high-performance apparel and equipment, today announced the appointment of Avery Baker as its first-ever Chief Brand Officer, a newly created executive role that marks a significant step in the company’s global evolution. Baker joins Arc’teryx as it continues to unlock brand potential, elevate global capabilities, and fuel long-term growth across North America, EMEA, APAC, and Greater China. Additionally, Tobia Prevedello was appointed General Manager, EMEA, bringing more than 20 years of international leadership experience across EMEA and APAC. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260127462809/en/ Avery Baker, Chief Brand Officer As Chief Brand Officer, Baker will report to CEO Stuart Haselden and will lead global bra
Research From Lenovo Reveals AI Is Paying Off, Yet Most CIOs Aren’t Ready for What Comes Next27.1.2026 15:00:00 CET | Press release
CIOs anticipate up to 179% ROI on AI investments, with further efficiencies expected as Agentic AI scalesMore than half of organizations (60%) are in late-stage AI adoption – though only 27% have a comprehensive governance framework in placeOnly 21% of CIOs use Agentic AI today, with half (55%) exploring or piloting use casesHybrid AI emerges as preferred deployment model, used by almost two thirds (62%) Enterprises have moved decisively from AI pilots to scaled implementations, driven by proven benefits and expectations of significant financial returns, according to Lenovo CIO Playbook 2026 with research insights by IDC. Nearly half (46%) of AI proof-of-concepts have already progressed into production, with some organizations projecting returns of $2.79 for every dollar invested. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260127255538/en/ Lenovo CIO Playbook 2026: The Race for Enterprise AI AI is now recognized as a cor
Ypê Deepens Partnership with Rimini Street to Accelerate Agentic AI and Maximize ERP Value27.1.2026 15:00:00 CET | Press release
Powered by Rimini Support™ for SAP and Rimini Agentic UX™, Ypê turns ERP stability into a launchpad for rapid, enterprise-wide Agentic AI innovation Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™, and the leading third-party support provider for Oracle, SAP and VMware software, today announced the expansion of its partnership with Ypê, the Brazilian consumer goods company whose products can be found in over 95% of Brazilian homes. This milestone marks a new phase in Ypê’s AI-first vision to build a frictionless company that delivers exceptional experiences for employees, customers and stakeholders. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260127970457/en/ Ypê Deepens Partnership with Rimini Street to Accelerate Agentic AI and Maximize ERP Value Building the Foundation for Innovation Starts with Support A Rimini Support™ client for its SAP S/4HANA system, Ypê is leveraging Rimini St
PQE Group Reports Solid Year-End Results, Strengthens Position through Innovation in Pharmaceuticals and Medical Devices27.1.2026 15:00:00 CET | Press release
Revenue gains, global expansion, industry recognition, and ESG leadership supported continued growth in 2025 2025 represented another successful year for PQE Group, a consulting firm in the Life Sciences industry based in Florence (Italy) that includes more than 2000 employees and 40+ offices worldwide. Recently named "Best Managed Company" by Deloitte Private for the sixth consecutive year, the Group achieved a rise in revenue, which reached € 105 millions in 2025, an increase of 7% compared to the €97,5M millions realized in 2024. Founded by CEO Gilda D'Incerti in 1998, PQE Group is a women-owned company that has received numerous industry certifications, including ISO/IEC 27001, which is the world's best-known standard for information security, and ISO 9001, which focuses on quality management systems. To enhance its ongoing global expansion efforts, in 2025 PQE further expanded in the APAC Region, continued to strengthen its presence in North America, and established new offices in
Indero CRO and the World Scleroderma Foundation Announce Strategic Collaboration to Advance Early Therapeutic Intervention in Systemic Sclerosis27.1.2026 15:00:00 CET | Press release
Indero is pleased to announce a strategic collaboration with the World Scleroderma Foundation (WSF) to support WSF SHIELD platform trial, a randomized, double-blind, adaptive platform clinical trial designed to evaluate multiple investigational medicinal products (IMPs) for patients meeting VEDOSS criteria. This trial aims to intervene at the earliest stages of systemic sclerosis to improve long-term patient outcomes. This partnership brings together 2 leaders in their respective fields, Indero in clinical trial operations and WSF in Scleroderma research and advocacy, to create a powerful platform for innovation in rheumatology. The WSF SHIELD platform is led by Professor Francesco Del Galdo (Chair) and Professor Dinesh Khanna (Co-PI), with Professor Marco Matucci and Professor Yannick Allanore serving as WSF representatives on the steering committee. For pharmaceutical sponsors and biotech companies, this collaboration represents a unique opportunity to engage with a research initiati
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
