WisdomTree
About
Performance-driven investment strategies for a value-focused future
WisdomTree, founded in 2006, pioneers cost-efficient ETFs that blend performance and value. Offering a broad range of unique, smart investment exposures, it caters to investors seeking innovative options. WisdomTree emphasizes informed investing with transparent risk disclosure and U.S.-focused fund distribution by Foreside Fund Services, LLC, embodying a mission for smarter, balanced investing solutions.
Use Cases
Individual Investor Portfolio Diversification
Use WisdomTree ETFs to create a diversified portfolio blending domestic equity,fixed income, and thematic investments for balanced risk and growth.
Financial Advisor Custom Portfolios
Financial advisors leverage CIO-managed models and custom consultations to buildpersonalized client portfolios aligned to their goals.
ETF Performance Analysis
Investors use Fund Comparison and Index Attribution tools to analyze ETFperformance and refine their investment strategies.
Educational Resource for New Investors
Beginners access ETF education, market commentary, and fact sheets to understandinvestment options and make informed decisions.
Key Features
Blockchain and Crypto Initiatives
- The WisdomTree Bitcoin Fund (BTCW) aims to provide exposure to the price ofBitcoin, minus expenses.
- WisdomTree offers the WisdomTree Blockchain UCITS Index, which trackscompanies involved in blockchain and cryptocurrency technologies.
- WisdomTree is developing blockchain-enabled transfer agency and registrarservices for tokenized funds through WisdomTree Transfers.
- WisdomTree has renamed its stablecoin from WUSD to USDW and intends to issueit on additional blockchains.
- WisdomTree's digital asset initiatives include crypto asset managementproducts, tokenization, and the WisdomTree Prime digital wallet.
Digital Fund Offerings
- The WisdomTree 500 Digital Fund (SPXUX) tracks the WisdomTree 500 Index,offering exposure to the 500 largest U.S. companies.
- WisdomTree provides various digital funds focused on government bonds,including the WisdomTree Long Term Treasury Digital Fund (WTLGX) and theWisdomTree 7-10 Year Treasury Digital Fund (WTSTX).
- They offer digital funds focused on interest rate strategies, such as theWisdomTree TIPS Digital Fund (TIPSX).
- WisdomTree provides short-term government digital funds, including theWisdomTree Floating Rate Treasury Digital Fund (FLTTX).
- The WisdomTree Government Money Market Digital Fund (WTGXX) allowsinstitutional investors to subscribe or redeem using fiat (USD) or stablecoins(USDC, PYUSD).
(Founder)
Jonathan Steinberg
Headquarters
🇺🇸 New York, NY
Website
wisdomtree.com/investments
500
largest U.S. companies exposure
Several
digital funds for crypto asset management
