WisdomTree

New York, United States Founded: 1996 • Age: 30 yrs
Online platform for trading ETF assets is operated.
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About WisdomTree

WisdomTree is a company based in New York (United States) founded in 1996.. WisdomTree has raised $21.5 million across 7 funding rounds from investors including Baidu Ventures, Atlantic Pacific Capital and RRE Ventures. The company has 313 employees as of December 31, 2024. WisdomTree has completed 2 acquisitions, including Ceres Partners and GreenHaven Funds. WisdomTree operates in a competitive market with competitors including Global X ETFs, iShares, Unlimited Funds, Martini.ai and Lysa, among others.

  • Headquarter New York, United States
  • Employees 313 as on 31 Dec, 2024
  • Stage Public
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Wisdomtree, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
    $427.74 M
    22.55
    as on Dec 31, 2024
  • Net Profit
    $49.86 M
    -47.55
    as on Dec 31, 2024
  • EBITDA
    $140.35 M
    -7.42
    as on Dec 31, 2024
  • Total Equity Funding
    $21.5 M (USD)

    in 7 rounds

  • Latest Funding Round
  • Investors
  • Employee Count
    313

    as on Dec 31, 2024

  • Investments & Acquisitions
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IPO & Listings of WisdomTree

WisdomTree is a publicly listed company on the NYSE with ticker symbol WT in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: NYSE · Ticker: WT . Sector: Miscellaneous · USA
People of WisdomTree
Headcount 200-500
Employee Profiles 105
Employee Profiles
People
Edward Reilly
Corporate Counsel
People
Andrew Kirrane
Data Operations Analyst
People
Kyle Considder
Sr. Analyst - Digital Assets Operations
People
Shannon Barry
Product Development Analyst

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Funding Insights of WisdomTree

WisdomTree has successfully raised a total of $21.5M across 7 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 7
  • Last Round
  • First Round

    (17 Nov 2004)

  • Investors Count 4
Date Amount Transaction Name Valuation Lead Investors Investors
Sep, 2020 Amount Post-IPO - WisdomTree Valuation

investors

Aug, 2020 Amount Post-IPO - WisdomTree Valuation

investors

Jun, 2020 Amount Post-IPO - WisdomTree Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in WisdomTree

WisdomTree has secured backing from 4 investors, including institutional and venture fund investors. Prominent investors backing the company include Baidu Ventures, Atlantic Pacific Capital and RRE Ventures. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
VC firm investing in seed and early stage companies in the US
Founded Year Domain Location
-
Founded Year Domain Location
-
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by WisdomTree

WisdomTree has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Ceres Partners and GreenHaven Funds. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Private equity investment firm focused on food and agriculture
2007
Limited information available
2006
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - WisdomTree

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Wisdomtree Comparisons

Employees
+
Add Comparison
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Competitors of WisdomTree

WisdomTree operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Global X ETFs, iShares, Unlimited Funds, Martini.ai and Lysa, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Investment management firm
domain founded_year HQ Location
Provider of solutions for exchange-traded funds
domain founded_year HQ Location
Unlimited Funds is engaged in alternative investment management.
domain founded_year HQ Location
AI-based platform for real-time price movements of bonds
domain founded_year HQ Location
Online platform for investments in ETFs and index funds
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Wisdomtree

Frequently Asked Questions about WisdomTree

When was WisdomTree founded?

WisdomTree was founded in 1996 and raised its 1st funding round 8 years after it was founded.

Where is WisdomTree located?

WisdomTree is headquartered in New York, United States. It is registered at New York, New York, United States.

Is WisdomTree a funded company?

WisdomTree is a funded company, having raised a total of $21.5M across 7 funding rounds to date. The company's 1st funding round was a Post-IPO of $150M, raised on Nov 17, 2004.

How many employees does WisdomTree have?

As of Dec 31, 2024, the latest employee count at WisdomTree is 313.

What is the annual revenue of WisdomTree?

Annual revenue of WisdomTree is $427.74M as on Dec 31, 2024.

What does WisdomTree do?

WisdomTree was founded in 1996 in New York, United States, within the financial sector focused on exchange-traded funds. An online trading platform is maintained for ETF assets, enabling investments in fixed income, alternative, and currency ETFs. Exchange-traded products are offered, spanning domestic, international, and global equities, along with fixed income, currencies, commodities, and alternative strategies. Operations are centered in the U.S. market.

Who are the top competitors of WisdomTree?

WisdomTree's top competitors include Global X ETFs, Unlimited Funds and Martini.ai.

Is WisdomTree publicly traded?

Yes, WisdomTree is publicly traded on NYSE under the ticker symbol WT.

How many acquisitions has WisdomTree made?

WisdomTree has made 2 acquisitions, including Ceres Partners, and GreenHaven Funds.

Who are WisdomTree's investors?

WisdomTree has 4 investors. Key investors include Baidu Ventures, Atlantic Pacific Capital, RRE Ventures, and QFS Asset Management.

What is WisdomTree's ticker symbol?

The ticker symbol of WisdomTree is WT on NYSE.

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