Firm profile

WISDOMTREE ASSET MANAGEMENT, INC.

NEW YORK, NYCRD 139684Latest ADV March 31, 2026

Wisdomtree Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $88.4B in regulatory assets under management, 175 employees, and 85 accounts.

Assets Under Management
$88.4B
Employees
175
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
250 W 34TH ST., 3RD FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CEOJonathan L. Steinberg
CEOPeter M. Ziemba
CCOTerry J. Feld

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
1
2
Other Advisers
50.0%
1
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$88.4Bas of March 31, 2026
Discretionary100.0%
$88.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$88.4B
Total Accounts85
10Y AUM Change+$48.4B (+121.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees175
Clients per Employee0:1
10Y Employee Change+20 (+12.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.