Clients
Wisdomtree Asset Management serves 2 clients, 1 of them investment companies. The average client has about $44.2 billion with the firm.
- Investment companies1 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $88,381,199,595 | 100.0% | $88.38B |
| Other investment advisers | 1 | $0 | 0.0% | $0 |
| Total | 2 | $88,381,199,595 | 100% | $44.19B |
- Clients
- 1
- Regulatory AUM
- $88,381,199,595
- Share
- 100.0%
- Avg. per client
- $88.38B
- Clients
- 1
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 2
- Regulatory AUM
- $88,381,199,595
- Share
- 100%
- Avg. per client
- $44.19B
What it does
Wisdomtree Asset Management provides portfolio management for investment companies. It is paid through a percentage of assets.
Wisdomtree Asset Management advises no private funds.
100.0% of assets ($88.38B across 85 accounts) are managed with discretion. 0% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
Custodians
Wisdomtree Asset Management does not have custody of client assets.
- All other custodians$88.38B100%
Ownership and leadership
Wisdomtree, Inc. owns 75% or more of Wisdomtree Asset Management.
- Owns 75% or more of Wisdomtree Asset Management, Inc.
Wisdomtree, Inc.
Control person · since April 2005
Leadership
- Robert LilienPresident
- Bryan EdmistonChief Financial Officer and Treasurer
- Stuart BellChief Operating Officer and Director
- Terry FeldHead of US Compliance, Chief Compliance Officer
- Joanne AnticoGeneral Counsel & Assistant Secretary
- Marci FrankenthalerChief Legal Officer and Secretary
- Jeremy SchwartzGlobal Chief Investment Officer
- Jonathan SteinbergCEO and Director
- David YatesChief Information Officer
- Peter ZiembaSenior Advisor to the CEO, Cao, and Director
Staff
- 175 employees
- 28 in advisory functions
- 86 broker-dealer reps
Fees
Wisdomtree Asset Management is paid through a percentage of assets under management.
Wisdomtree Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Wisdomtree Asset Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 250 W 34th ST., 3rd Floor, New YorkHQ
Registration details
- Legal name
- Wisdomtree Asset Management, Inc.
- Headquarters
- 250 W 34th ST., 3rd Floor, New York, NY 10119
- Phone
- 212-801-2080
- SEC file
- 801-66567
- Structure
- Delaware corporation
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Wisdomtree Asset Management have?
Wisdomtree Asset Management has 2 clients and manages $88.4 billion for them, as of March 2026. They include 1 investment companies and 1 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Wisdomtree Asset Management offer?
Wisdomtree Asset Management provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Wisdomtree Asset Management have?
Wisdomtree Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 175 employees, and 28 perform investment advisory functions. 86 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Wisdomtree Asset Management?
Wisdomtree Asset Management’s direct owner is Wisdomtree, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Wisdomtree Asset Management get paid?
Wisdomtree Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file