Wisdomtree, Inc. · NYSE:WT
Wisdomtree — Investor Presentation (2025)
15 slides from Wisdomtree's investor presentation, 2025
Slide 1: Investor Presentation Spring 2025
Investor Presentation Spring 2025 WisdomTree – Spring 2025 1
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to our management. Although we believe that the expectations reflected in these forward-looking statements are reasonable
Slide 3: WisdomTree is a Differentiated & Innovative ETP Platform Poised for Growth
WisdomTree is a Differentiated & Innovative ETP Platform Poised for Growth Footprint Global Presence and Innovation AUM by Product Type Leveraged & Crypto Alts $115.8bn Inverse 2% 1% 0% AUM as of March 31, 2025 $80.4bn Commodity & Currency U.S. Equity 31% U.S. Listed ETFs 22% $80.4bn of AUM $35.1bn
Slide 4: WisdomTree's Growth Algorithm
WisdomTree’s Growth Algorithm Ongoing inflow momentum Add ‘stickier’ inflows from as AUM is levered to attractive expanding and deepening investment themes managed model relationships Early mover into tokenization Tap into scale benefits and charts a course for accelerated improving margins as AUM l
Slide 5: ETFs continue to take market share from mutual funds
ETFs continue to take market share from mutual funds 1 Ongoing Inflow Momentum as AUM is Levered to Attractive Investment Themes Global ETF Flows ($b) Global ETF + MF AUM ($T) $1,600 30% $50 28% $1,400 25% $40 $1,200 20% $1,000 $30 $800 15% $20 $600 10% $400 $10 5% $200 $- $0 0% 2008 2009 2010 2011
Slide 6: Strong Organic Growth Profile
Strong Organic Growth Profile 1 Ongoing Inflow Momentum as AUM is Levered to Attractive Investment Themes + In 2024… $120 + Total AUM grew ~10% despite second half flow $110 challenges $100 + The number of clients using WisdomTree products $90 grew by 5% $80 + The average number of WisdomTree produc
Slide 7: WisdomTree's AUM is Balanced & Diversified
WisdomTree’s AUM is Balanced & Diversified 1 Ongoing Inflow Momentum as AUM is Levered to Attractive Investment Themes Commodity & Currency Other Commodity U.S. & Equity Currency Gold Equity $116 Billion Floating Rate Int'l Treasury Developed Emerging Equity Mkt Fixed Income Equity Data as of 3/31/2
Slide 8: WisdomTree Portfolio Solutions Distribution Strategy
WisdomTree Portfolio Solutions Distribution Strategy 2 Add ‘Stickier’ Inflows from Expanding & Deepening Managed Model Relationships + WisdomTree’s ability to deliver strong model performance and asset growth allows the firm to WisdomTree has a barbell approach to portfolio solutions distribution na
Slide 9: Model AUA & Users Continue to Expand
Model AUA & Users Continue to Expand 2 Add ‘Stickier’ Inflows from Expanding & Deepening Managed Model Relationships Target 35% to 40% Expansion in Model Assets Under Advisement Target 25% to 30% Growth in Model Users (AUA, $ billion) 3,250 $5.2 2,580 $3.8 2,000 $3.1 $2.2 985 2022 2023 2024 2025 202
Slide 10: A Secular Shift Toward Tokenization is Underway, and WisdomTree is a Leader
A Secular Shift Toward Tokenization is Underway, 3 Course Early Mover into Digital Assets Charts a for Accelerated Long-Term Growth and WisdomTree is a Leader + Tokenized real world assets (RWA) has Growth of Tokenized Real World Assets vs. ETFs Since First Inception ($ billion) grown from near zero
Slide 11: The WisdomTree Digital Assets Platform
The WisdomTree Digital Assets Platform 3 Course Early Mover into Digital Assets Charts a for Accelerated Long-Term Growth Direct to Retail Direct to Business WisdomTree Prime WisdomTree Connect + Target Audience: US Retail Investors + Target Audience: B2B & B2B2C, Institutions + Delivery: Mobile App
Slide 12: Through the Cycle, Organic Growth Accelerates Scale and Expands Operating Margins
Through the Cycle, Organic Growth Accelerates 4 Attractive Business Model with Scale Benefits and Improving Margins Scale and Expands Operating Margins Illustrative annual AUM and revenue growth algorithm over the long run Organic growth Market return AUM and revenue growth 5%-10% 5%-10% 10%-20% Ill
Slide 13: Key 2025 Themes
Key 2025 Themes Grow & Diversify Revenue Streams Disciplined Execution + Grow the number of WisdomTree clients and deepen engagement + Generated 73% y/y EPS growth in 2024 + Expand models and portfolio solutions footprint + Further incorporate artificial intelligence (AI) into everyday workflows + C
Slide 14: WisdomTree is a Multifaceted Growth Story
WisdomTree is a Multifaceted Growth Story Diverse products + new launches Accelerating models traction Scalability and operating leverage Robust WT Growth Expanding lineup of tokenized real Crypto exposures world assets and $100+ million in AUM Accessible to ~89% of U.S. Population WisdomTree – Spri
Slide 15: Thank you.
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