WisdomTree Investments, Inc. is a global asset manager best known for its innovatively structured exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 1988 and headquartered in New York, the firm pioneered currency-hedged equity products and has since expanded into a broad range of strategies addressing equities, fixed income, multi-asset class solutions and leveraged or inverse exposures. By emphasizing rules-based methodologies and dividend-weighted approaches, WisdomTree seeks to offer investors distinct risk-return profiles compared to traditional market-capitalization-weighted benchmarks.
At the core of WisdomTree’s business are its model portfolios and ETF suites that span developed and emerging markets. In addition to its flagship Dividend and Earnings strategies, the company provides thematic and factor-based ETFs targeting areas such as technology, environmental and social considerations, real estate, and currency management. WisdomTree also delivers active fixed-income solutions designed to offer portfolio diversification and income generation across government, credit and securitized debt sectors. Its product lineup is supported by research teams that identify inefficiencies and aim to enhance potential yields while managing downside risk.
WisdomTree serves a diverse, global client base that includes institutional investors, financial advisors, and individual retail clients. The firm maintains offices in key financial centers such as New York, London, Miami, Singapore, Tokyo and Milan, and collaborates with distributors and partners across North America, Europe, Asia Pacific and Latin America. Through a combination of direct distribution, third-party platforms and white-label arrangements, WisdomTree brings its investment expertise to more than 35 countries, adapting its offerings to meet evolving regulatory requirements and investor preferences in each region.
Under the leadership of Founder and Executive Chairman Jonathan Steinberg and Chief Investment Officer Jeremy Schwartz, WisdomTree has grown its asset base and extended its research capabilities. A seasoned board of directors and senior management team oversee product development, compliance, and client service functions. The firm’s governance framework emphasizes transparency, risk management and ongoing innovation to maintain its position as a thought leader in the ETF industry.
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