Business Wire

NY-WISDOMTREE

9.3.2023 14:01:49 CET | Business Wire | Press release

Share
WisdomTree Reports Monthly Metrics for February 2023

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
($ in millions)

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

Business Wire
Business Wire
101 California Street, 20th Floor
CA 94111 San Francisco

http://businesswire.com
DK

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

Merck Collaborates with Versant Ventures to Launch Saturnus Bio to Advance Treatments for Rare Genetic Cardiomyopathies23.6.2026 15:30:00 CEST | Press release

Saturnus Bio is a next-generation precision cardiology company that utilizes targeted gene modulation to address rare mono-genetic cardiomyopathies with significant unmet needThe collaboration will augment Merck’s efforts to pursue precision medicine-defined indicationsNot intended for Canada-, UK- or US-based media Merck, a leading global science and technology company, today announced a strategic research-stage collaboration with Saturnus Bio, a Versant Ventures-founded biotech, aimed at establishing a foundational portfolio in the promising field of rare genetic cardiomyopathies. This partnership aligns with the company’s commitment to address significant unmet medical needs in rare populations through targeted treatments. “Through our partnership with Saturnus Bio, we aim to fast track the development of innovative therapies for genetic cardiomyopathies through precision cardiology, targeting the rare population impacted by these conditions,” said David Weinreich, MD, Head of Resea

Beyond the ‘Dumb Pipe’: How Agentic AI and Sovereign Networks Are Redefining Connectivity23.6.2026 14:46:00 CEST | Press release

The global connectivity market is shifting. With traditional European telecom growth slowing to 2-3% by 2029, businesses must adapt through Agentic AI, critical communications, and digital sovereignty. To remain competitive, operators should move beyond infrastructure toward an API-driven economy. These trends took center stage at Comarch User Group 2026. The conference hosted over 700 partners from 53 countries, including 201 connectivity experts, highlighting how companies can thrive in regulated environments. As telecom growth slows, demand for broader connectivity solutions across satellite, logistics, and critical communications is surging. Operators must abandon the old 4G “dumb pipe” model, where they act merely as network providers charging only for raw data transmission, for an API-driven economy with programmable network quality, securely integrating 5G with new satellite and IoT ecosystems. - Marcin Kaleta, CEO at Comarch Communications Putting Agentic AI in the Driver's Sea

Mary Kay Extends Winning Streak With Fourth Year as #1 in Global Direct Selling Beauty23.6.2026 14:03:00 CEST | Press release

Euromonitor International Recognizes Mary Kay’s Sustained Leadership In Skin Care And Color Cosmetics Mary Kay Inc., the iconic beauty and entrepreneurship company, has once again been named the #1 Direct Selling Brand of Skin Care and Color Cosmetics in the World1 by Euromonitor International, sustaining its legacy of excellence for the fourth consecutive year. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260623487381/en/ Mary Kay Inc., the iconic beauty and entrepreneurship company, for the fourth year in a row has been named the #1 Direct Selling Brand of Skin Care and Color Cosmetics in the World by Euromonitor International. (Image Credit: Mary Kay Inc.) “Earning the #1 global ranking from Euromonitor for the fourth consecutive year comes as a powerful endorsement of the impact of our Independent Beauty Consultants around the world who drive our success every day,” said Ryan Rogers, Chief Executive Officer of Mary Kay

Kobie 2026 Heart of Loyalty Report Reveals Growing Gap Between Consumer Expectations and Brand Loyalty Strategies23.6.2026 14:00:00 CEST | Press release

Global study finds consumers are more ready for AI, more willing to share data, and more motivated by recognition and shared values than many brands realize Kobie, a global leader in loyalty technology and services, today released its 2026 Heart of Loyalty Report, which surveyed both consumers and practitioners, revealing significant gaps between consumer expectations and brand loyalty strategies across AI adoption, data sharing, recognition, advocacy, and community engagement. Kobie's 2026 Heart of Loyalty Report found that: 57% of consumers are willing to engage with AI-powered brand experiences, yet 56% of loyalty practitioners believe customers are not ready for AI. 77% of consumers want recognition from brands, but only 55% feel seen as individuals. 72% of consumers say they would refer a brand without an incentive, yet many referral strategies remain heavily dependent on rewards. Rewards are the strongest driver of willingness to share personal data, yet only 65% of practitioners

Veristat Strengthens Biostatistics, Drug Development Advisory, and People Leadership to Support Growth in Complex Clinical Development23.6.2026 13:05:00 CEST | Press release

Dr. Zhaohui Su and Dr. Gil Fine deepen Veristat’s biostatistics expertise, Scott Tarrant leads Strategic Drug Development Advisory, and Clint Wolfe joins as Chief Human Resources Officer VeristatTM, a global clinical research organization (CRO) and consultancy specializing in complex studies, today announced four strategic leadership hires that advance its mission to accelerate novel therapy approvals in complex disease areas, including cell and gene therapy, oncology, and rare disease. Building on its 30-year foundation in biostatistics and its recent acquisition of the medical writing and regulatory submission business of Certara, Veristat is deepening its scientific expertise and expanding its operational leadership to meet growing client demand. Dr. Zhaohui Su and Dr. Gil Fine join Veristat’s Strategic Drug Development Advisory team in biostatistical leadership roles, collaborating with Scott Tarrant, who has been named Executive Vice President of the team. In addition, Clint Wolfe

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
World GlobeA line styled icon from Orion Icon Library.HiddenA line styled icon from Orion Icon Library.Eye