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WisdomTree Reports Monthly Metrics for February 2026

MWN-AI** Summary

WisdomTree, Inc. (NYSE: WT) reported robust metrics for February 2026, showcasing a record global exchange-traded product (ETP) and tokenized assets under management (AUM) totaling approximately $159 billion. This marks an impressive 11% year-to-date growth, bolstered by nearly $1.7 billion in net inflows for the month and $3.3 billion thus far this year, indicative of a 14% annualized organic growth rate.

The inflow figures indicate a diversified performance across the company's major product categories, with positive flows noted in seven of the eight categories offered by WisdomTree. Particularly noteworthy was the strong performance of the UCITS products, which enjoyed a staggering 26% increase in AUM year-to-date, primarily driven by over $2 billion in net inflows—reflecting a remarkable annualized organic growth rate exceeding 100%.

As of February 28, 2026, WisdomTree’s AUM rollforward showed the total beginning AUM was $154.1 billion, with a healthy mix of inflows and market movements contributing to the current total. The U.S. equity and cryptocurrency segments reported strong performance with respective gains of 0.7% and 55.5%, while the fixed income segment faced challenges, recording a decline.

WisdomTree's commitment to innovation is underscored by its diverse product offering, including digital asset-related products and private market investments, aiming to empower investors and financial professionals alike. With a notable focus on enhancing user experience and leveraging cutting-edge financial technology, WisdomTree continues to position itself as a leader in the financial innovation landscape.

For detailed AUM and flow data by asset class, WisdomTree invites stakeholders to visit its investor relations page.

MWN-AI** Analysis

In analyzing the WisdomTree reports for February 2026, the firm has demonstrated a robust performance with record global exchange-traded product (ETP) and tokenized assets under management (AUM) totaling approximately $159 billion. This marks an 11% increase year-to-date, underscored by a healthy net inflow of nearly $1.7 billion in February alone, reflecting a remarkable 14% annualized organic growth rate.

A critical takeaway from the report is the diverse inflow across seven of the eight major product categories, indicating a broad investor interest and a solid market position across various asset classes. Notably, the UCITS (Undertakings for Collective Investment in Transferable Securities) segment has emerged as a standout performer, achieving a staggering 100%+ annualized organic growth rate, suggesting a strong runway for continued expansion in this area.

Investors should note the dynamics in asset flows, particularly in international developed market equities and cryptocurrency, both exhibiting significant growth rates in February. The positive momentum in these categories may indicate shifting investor preferences towards international diversification and digital assets, signaling opportunities for entry or expansion in these markets.

However, while the fixed income sector has struggled with negative net flows, this is a trend that investors should watch closely, as it may reflect caution among investors in a potentially fluctuating interest rate environment.

With a commitment to innovation in financial products, including the expansion into private markets and the blockchain space through WisdomTree Connect and the WisdomTree Prime app, WisdomTree appears well-positioned for future growth. For investors, maintaining an eye on these key areas, as well as actively managing exposure to underperforming segments, could be pivotal in navigating the evolving landscape.

Overall, WisdomTree presents a compelling case for investors seeking robust product offerings and growth potential, underscored by its consistent performance metrics.

**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.

Source: Business Wire

Record Global Exchange Traded Product and Tokenized AUM of $159 billion

14% year-to-date annualized organic growth

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for February 2026, including assets under management (AUM) and flow data by asset class.

Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had $1.9 billion in AUM at December 31, 2025. This information is reported with our quarterly earnings results.

Monthly Commentary:

  • Record global exchange-traded product and tokenized AUM of approximately $159 billion, up 11% year-to-date, including new record highs in the U.S. and Europe
  • Generated nearly $1.7 billion of net inflows in February and $3.3 billion year-to-date, both reflecting a 14% annualized organic growth rate
  • February net inflows were broad and diverse, with positive flows across 7 of our 8 major product categories
  • UCITS remains a key growth driver, with AUM up 26% year-to-date, driven by over $2 billion of net inflows, representing a 100%+ annualized organic growth rate

As of February 28, 2026

AUM Rollforward
($ in millions)

Annualized Flow Rate

MTD/QTD

YTD

MTD/QTD

YTD

Beginning of Period Total AUM

$154,122

$142,636

Total Net Flows

U.S. Equity

$22

($41)

0.7%

(0.6%)

International Dev. Mkt Equity

$1,204

$2,911

54.4%

70.3%

Emerging Market Equity

$105

($14)

12.5%

(0.8%)

Fixed Income

($293)

($284)

(18.1%)

(8.3%)

Commodity & Currency

$47

($145)

1.4%

(2.4%)

Alternatives

$52

$207

42.2%

92.8%

Cryptocurrency

$93

$186

55.5%

51.4%

Leveraged & Inverse

$433

$476

158.2%

89.9%

Total Net Flows

$1,664

$3,296

14.1%

14.3%

Market Move

$2,980

$12,833

Current Total AUM

$158,765

$158,765

Average Total AUM

$154,961

$152,747

Blended Total Average Fee Rate

36 bps

36 bps

Source: https://ir.wisdomtree.com/

Please visit https://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 diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, and blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com , https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

WisdomTree currently has approximately $156.5 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com .

Please visit us on X at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME:
NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

The products and services available through WisdomTree Connect and the WisdomTree Prime app are not endorsed, indemnified or guaranteed by any regulatory agency.

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 achieve our financial and business plans, goals and objectives and drive stockholder value; our ability to make achievements in AUM; levels of net flows; and other risk factors discussed from time to time in WisdomTree’s filings with the Securities and Exchange Commission (“SEC”), including those factors discussed under the caption “Risk Factors” in our most recent annual report on Form 10-K, filed with the SEC on February 25, 2026, and in subsequent reports filed with or furnished to the SEC. 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

View source version on businesswire.com: https://www.businesswire.com/news/home/20260311754968/en/

Contact Information
Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com

Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com

Investor Relations
WisdomTree, Inc.
Jeremy Campbell
+1.917.267.3859
Jeremy.Campbell@wisdomtree.com

FAQ**

How has the record AUM of $159 billion for WisdomTree Inc. (NYSE: WT) influenced investor confidence and market trends in exchange-traded products and tokenized assets?

The record AUM of $159 billion for WisdomTree Inc. (NYSE: WT) has significantly bolstered investor confidence, driving increased interest and investment in exchange-traded products and tokenized assets, subsequently shaping market trends toward greater adoption and innovation in these sectors.

What strategies is WisdomTree Inc. (WT) implementing to maintain its 14% annualized organic growth amid increasing competition in the asset management sector?

WisdomTree Inc. is focusing on innovative product development, expanding its ETF offerings, enhancing digital platforms for client engagement, leveraging strategic partnerships, and emphasizing cost efficiency to sustain its 14% annualized organic growth in a competitive asset management landscape.

With nearly $1.7 billion of net inflows in February 2026, how does WisdomTree Inc. (NYSE: WT) plan to leverage this growth to expand its product offerings and attract new investors?

WisdomTree Inc. plans to leverage its $1.7 billion net inflows by expanding its product offerings through innovative ETFs and alternative investment strategies, while enhancing marketing efforts to attract new investors and strengthen existing client relationships.

Can you provide insights on why UCITS is a key growth driver for WisdomTree Inc. (WT) and how its 100%+ annualized growth rate could impact future AUM growth?

UCITS' strong regulatory framework and appeal to European investors drive WisdomTree Inc.'s significant growth, with its 100%+ annualized growth rate potentially leading to substantial future AUM increases as demand for compliant, diversified investment products rises.

**MWN-AI FAQ is based on asking OpenAI questions about WisdomTree Investments Inc. (NASDAQ: WETF).

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