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David Yates

Chief Information Officer at Wisdomtree Asset Management

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

David Yates is Chief Information Officer of Wisdomtree Asset Management, Inc., a New York investment adviser.

Role at Wisdomtree Asset Management

Title on Schedule A
Chief Information Officer
Control
David Yates is not a control person of Wisdomtree Asset Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Yates has held the filed role since March 2022.

The firm

Wisdomtree Asset Management, Inc.
New York, NY

Form ADV filed 31 March 2026

$88.4B AUM2 clients28 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Yates is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Yates
CRD
5569066
Firm
Wisdomtree Asset Management, Inc.
Record basis
Form ADV officer listing
Firm bio
ir.wisdomtree.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

WisdomTree identifies David Yates as Chief Information Officer and says he is responsible for its global technology infrastructure, cybersecurity, information management and software engineering. Official firm biography/team page

Education

Common questions

Where does David Yates work?

David Yates has been Chief Information Officer of Wisdomtree Asset Management, Inc. since March 2022.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Wisdomtree Asset Management

  • Robert Lilien
    President
  • Bryan Edmiston
    Chief Financial Officer and Treasurer
  • Stuart Bell
    Chief Operating Officer and Director
  • Terry Feld
    Head of US Compliance, Chief Compliance Officer
  • Joanne Antico
    General Counsel & Assistant Secretary
  • Marci Frankenthaler
    Chief Legal Officer and Secretary
  • Jeremy Schwartz
    Global Chief Investment Officer
  • Jonathan Steinberg
    CEO and Director
  • Peter Ziemba
    Senior Advisor to the CEO, Cao, and Director

Sources

  1. IAPD individual lookup, CRD 5569066. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Wisdomtree Asset Management, Inc., filed 31 March 2026. Title, control and ownership bands.
  3. Wisdomtree Asset Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Yates or Wisdomtree Asset Management, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.