COMPANY PROFILE

WisdomTree

Designs and manages ETFs and digital investment products spanning equities, fixed income, commodities, and alternative strategies

New York City, United StatesFounded 1985Fintech

Valuation $3.60B Market cap · 2026

Revenue $702M Latest reported FY

EBITDA $197M Latest reported FY

About WisdomTree

WisdomTree is a pioneering company in the financial sector, known for its innovative approach to investment products. The company specializes in offering a diverse range of exchange-traded products (ETPs), which are investment funds traded on stock exchanges, similar to stocks. These ETPs include exchange-traded funds (ETFs) and other investment models that cater to both financial professionals and individual investors.

WisdomTree operates in the global financial market, leveraging advanced technologies like blockchain to enhance transparency, accessibility, and user experience. Blockchain is a type of digital ledger technology that ensures secure and transparent transactions. By integrating this technology, WisdomTree aims to provide cutting-edge financial solutions that meet the evolving needs of its clients.

The company's business model revolves around creating and managing these investment products, which generate revenue through management fees. These fees are charged to investors for the professional management and administration of the funds. Additionally, WisdomTree offers various financial solutions and advisory services to help financial professionals better serve their clients and grow their businesses.

WisdomTree's clients include individual investors looking to diversify their portfolios and financial professionals seeking robust investment solutions for their clients. The company is committed to empowering these clients by providing them with the tools and knowledge needed to make informed investment decisions.

In summary, WisdomTree is a global leader in the financial industry, offering a wide array of innovative investment products and solutions. The company stands out for its use of blockchain technology and its commitment to enhancing the investment experience for both individual and professional clients.

MoreLess Source: Dealroom company data

At a glance

Status: Listed
Founded: 1985
Headquarters: New York City, United States
Listing: IPO 1991
Employees: 232
Open positions: None listed
Dealroom signal: 80.2/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, ETF, Alternative Investments
Client focus: b2b
Investment activity: 15 companies, latest Jun 2026
Capital deployed: $315M
Preferred round: ACQUISITION
Links: Website LinkedIn X

Knowledge graph

Founder mafia, market maps, research and news connected to this company by Dealroom

Funding history

6 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
POST IPO CONVERTIBLE✓Other financing	Mar 2026	$525M	—	Undisclosed	↗
POST IPO CONVERTIBLE✓Other financing	Aug 2025	$475M	—	Undisclosed	↗

Showing the latest 2 of 6 recorded eventsBook a demo for the full funding history →

Financials

Revenue, earnings and profit over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth	EBITDA	Margin	Profit	Margin
2026	$702M	+42.2%	$197M	28.1%	$109M	15.5%
2025	$494M	+15.4%	$197M	39.9%	$109M	22.1%
2024	$428M	+22.5%	$148M	34.6%	$67M	15.6%
2023	$349M	+15.8%	$98M	28.1%
2022	$301M	-1%	$45M	15.1%
2021	$304M	+20%	$103M	33.8%
2020	$254M	—	$78M	30.7%

Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

WisdomTree website traffic

Latest recorded traffic for WisdomTree is 170K monthly website visits, down 15% over the last three months. WisdomTree's team grew 7.9% over the past year.

Latest monthly visits170K 3-month web change-15% 1-year team growth+7.9%

Monthly website visitsMar 2016–Jul 2024

Explore monthly traffic historyTrack growth over time and compare with peersBook a demo

Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Company	Headquarters	Status	Employees	Total funding	Valuation
RDRaise \| DhanBuilding technology-led consumer products and infrastructure services to serve Indians with financial services	Mumbai, India	Operational	375	$142M	$1.2B
ZCZuba CapitalAI-powered alternative investment platform for everyday professionals.	London, United Kingdom	Operational
RIRivelliumAI-driven fintech platform connecting retail investors with verified, revenue-generating SMEs globally	Kraków, Poland	Operational
LILIQUIDITYSecure platform for ASX and private investments	City of Nedlands, Australia	Operational
FMFreeport MarketsAI-powered interfacing layer for DeFi investing	New York City, United States	Operational
SESeedListIndustry-disruptive institutional crypto crowdfunding platform which prioritizes allocation to KOLs & engaged retail investors over old money VCs	Singapore, Singapore	Operational
NANAOCo-investment platform for alternative private market assets	Berlin, Germany	Operational
AFArta FinanceA group of product builders, machine learning researchers, and finance professionals who have created products for billions of users and run businesses worth billions of dollars	Mountain View, United States	Operational