Office address: 250 West 34th St., 3rd Floor, New York, NY 10119
Website: wisdomtree.com
Year established: 1985
Company type: financial services
Employees: 200+
Expertise: exchange-traded funds (ETFs), exchange-traded products (ETPs), model portfolios, digital assets and tokenization, blockchain-enabled financial services, fixed income strategies, commodity investing, currency-hedged strategies, farmland and private market investments, index development
Parent company: N/A
Key people: Jonathan Steinberg (CEO), Jarrett Lilien (COO), Bryan Edmiston (CFO), Marci Frankenthaler (chief legal officer), Jeremy Schwartz (global chief investment officer), Will Peck (head of digital assets), Rick Harper (chief investment officer)
Financing status: publicly traded corporation
WisdomTree Investments (NYSE: WT) is a New York-based asset manager and ETP sponsor. The firm provides ETFs, model portfolios, tokenized assets, and US farmland investments through Ceres Partners. It managed about $148 billion in global assets as of March 2026.
WisdomTree traces its roots to 1985, when it was first incorporated as Financial Data Systems, Inc. in New York. The company went through two more names after that: Individual Investor Group in 1993 and Index Development Partners in 2002.
Founder Jonathan Steinberg then renamed the firm WisdomTree Investments, Inc. in 2005 to steer it toward index-based investing.
The firm launched its first ETFs in 2006 to offer investors a new way to access indexed strategies. It also built its product line around an approach it calls Modern Alpha, which blends passive and active methods.
The lineup has since grown to cover equities, fixed income, commodities, currencies, and digital assets. The company also became a UN Principles for Responsible Investment (UNPRI) signatory in 2019 to support responsible investing practices.
WisdomTree Investments shortened its corporate name to WisdomTree, Inc. in November 2022 as it expanded into digital finance. The change came with a move from Nasdaq to the NYSE under the new ticker WT.
The company then rolled out WisdomTree Prime, a blockchain-based digital wallet for consumers. WisdomTree Connect, its institutional platform for tokenized real-world assets, followed as part of the same push.
The firm made its biggest acquisition in 2025 when it purchased Ceres Partners, a US farmland manager with nearly $2 billion in AUM. The deal added roughly 545 properties across 12 states, mostly in the Midwest, and opened the door to the $3.5 trillion US farmland market.
WisdomTree Investments was also named an excellence awardee for Asset Manager of the Year at the 2025 InvestmentNews Awards. That same year, global chief investment officer Jeremy Schwartz appeared on InvestmentNews to discuss the surge in gold prices:
WisdomTree Investments offers ETFs, portfolio solutions, and digital products shaped by its Modern Alpha approach:
WisdomTree's investment team also publishes daily charts and market research for advisors. The firm licenses its proprietary indexes and distributes US funds through Foreside Fund Services, LLC.
WisdomTree Investments says it has three core values and a DEI Council that oversees inclusion. The company frames these as the principles its teams follow:
WisdomTree Investments operates under a Work Smart policy at its New York headquarters, where team leaders set in-office schedules based on role needs. The firm offers US employees the following benefits:
WisdomTree also offers charitable giving and volunteer time off as part of its employee benefits and has held UNPRI signatory status since 2019. Employee-led groups like the Women's Initiative Network and the Community and Connection Collective focus on mentorship and community building.
Jonathan Steinberg is the founder and CEO of WisdomTree Investments and has led the firm since October 1988. He started his career as an M&A analyst at investment bank Bear, Stearns & Co. Steinberg studied business at the University of Pennsylvania's Wharton School.
Other key executives at WisdomTree Investments include:
The leadership team covers the firm's core business areas, from portfolio strategy and fixed income to digital assets and operations.
WisdomTree Investments shared its 2026 fixed income outlook on InvestmentNews through head of investment and fixed income strategy Kevin Flanagan. Flanagan's outlook on sticky inflation and the Fed's rate path points advisors toward the firm's fixed income ETFs heading into 2026. The full conversation is available in the video below:
On the commodities side, WisdomTree Investments made the case for gold in March 2026. Jeremy Schwartz noted that US gold allocations in ETFs sit near two percent, well below Europe's six percent. That gap creates an opening for the firm's gold-focused ETPs as more advisors rethink their allocations.
A broker in the firm's Garden City, New York, office put way too much WisdomTree stock in his aunt's portfolio.
