Wisdomtree, Inc. · NYSE:WT
Wisdomtree — Investor Presentation (November 2025)
41 slides from Wisdomtree's investor presentation, Nov 28, 2025
Slide 1: Dividend Monitor
Dividend Monitor As of 11/28/2025 For Financial Professionals Only 0
Slide 2: U.S. Factor Return YTD as of 11/28/2025
U.S. Factor Return YTD as of 11/28/2025 Source: WisdomTree, FactSet, Russell, MSCI, S&P. You cannot invest directly in an index. Past performance is not indicative of future returns. High Dividend: WisdomTree U.S. High Dividend Index. Quality Dividend Growth: WisdomTree U.S. Quality Dividend Growth
Slide 3: Year-to-Date S&P 500 Dividend Yield Quintiles Performance
Year-to-Date S&P 500 Dividend Yield Quintiles Performance 30.0% 25.3% 25.0% 19.5% 20.0% 17.9% 15.0% 14.2% 10.8% 10.0% 9.4% 9.2% 5.0% 0.0% 5th Quintile 2nd Quintile S&P 500 3rd Quintile 4th Quintile Zero Div. Yield 1st Quintile Source: WisdomTree, FactSet. Returns as of 11/28/2025. You cannot invest
Slide 4: Year-to-Date S&P 600 Dividend Yield Quintiles Performance
Year-to-Date S&P 600 Dividend Yield Quintiles Performance 15.0% 10.9% 10.0% 7.4% 5.0% 4.2% 0.9% 0.0% -1.1% -3.2% -5.0% -8.0% -10.0% Zero Div. Yield 5th Quintile S&P 600 1st Quintile 2nd Quintile 4th Quintile 3rd Quintile Source: WisdomTree, FactSet. Returns as of 11/28/2025. You cannot invest direct
Slide 5: Dividends in Inflationary Environment
Dividends in Inflationary Environment Dividend Monitor 4
Slide 6: 10-Year U.S. TIPS Yields
10-Year U.S. TIPS Yields + TIPS are typically used by investors as an inflation-hedge for fixed-income allocations Source: Bloomberg, FRED. Past performance is not indicative of future results. Treasury inflation-protected securities (TIPS), issued by the U.S. government, are Treasury securities ind
Slide 7: Dividends Have Steadily Outgrown Inflation
Dividends Have Steadily Outgrown Inflation + Since 1957, dividends have grown by an average of 5.7% per year—more than 2% above the rate of inflation (represented as CPI in the chart below) + That characteristic is why Professor Jeremy Siegel refers to stocks as “Super TIPS”—stocks can provide long-
Slide 8: Dividends are Much Less Volatile than Stock Prices
Dividends are Much Less Volatile than Stock Prices + In the last 68 years, there were only six years where dividend levels declined, and only one where they fell more than 5% + By contrast, during those same 68 years, stock prices fell in 18 years, with a worst calendar-year decline of over 40% and
Slide 9: Dividends Have a Significant Impact on Long-Run Stock Returns
Dividends Have a Significant Impact on Long-Run Stock Returns + Since 1978, dividends and reinvested dividends have contributed 70% of the U.S. stock market’s return, helping a $10,000 investment grow to over $2.0 million Source: WisdomTree, Zephyr StyleAdvisor, 12/31/1978-12/31/2024. Past performan
Slide 10: Fama-French Research on Dividend Yield Quintiles
Fama-French Research on Dividend Yield Quintiles + Each of the first four Dividend Yield Quintiles outperformed the market, with the No Dividends portfolio a clear underperformer + 2nd Quintile had the best Sharpe Ratio, with the 1st Quintile the next best Source: Fama-French Data Library, 12/31/195
Slide 11: Income—Both Dividends and Buybacks—Can Be Found Across Sectors
Income—Both Dividends and Buybacks—Can Be Found Across Sectors Source: WisdomTree, FactSet, as of 11/28/2025. Past performance is not indicative of future results. You cannot invest directly in an index. For Financial Professionals Only Dividend Monitor 10
Slide 12: Dividends More Prevalent Among Larger Companies, but Not Limited to Large-Caps
Dividends More Prevalent Among Larger Companies, but Not Limited to Large-Caps + About 90% of the S&P 100 paid dividends + About 70% of companies in the MSCI USA Mid Cap Index and about 50% of companies in the MSCI USA Small Cap Index pay dividends Sources: WisdomTree, FactSet, 12/31/1994–11/28/2025
Slide 13: Global Dividends
Global Dividends Dividend Monitor 12
Slide 14: Global Dividend Stream
Global Dividend Stream + Dividend Stream = Dividends per Share x Shares Outstanding Dividend Yield % Market Dividend Dividend Dividend Market Cap Market Cap Cap Market Cap Stream Stream Weight ($bn) Weight Dividend Weighted ($bn) Weighted Payers United States $761.4 43.7% $65,504.4 63.4% 79.6% 3.0%
Slide 15: Sector Weights by Region—Dividend and Market-Cap Weighted
Sector Weights by Region—Dividend and Market-Cap Weighted Source: WisdomTree, MSCI, as of 11/28/2025. U.S. dividends are indicated. Dividend Stream and Market Cap totals are adjusted for investability factors. You cannot invest directly in an index. For Financial Professionals Only Dividend Monitor
Slide 16: Dividend Growth by Region Since December 2019
Dividend Growth by Region Since December 2019 Source: WisdomTree, MSCI, 12/31/2019-11/28/2025. Dividends are trailing twelve month. Regions represented by respective MSCI indexes. You cannot invest directly in an index. For Financial Professionals Only Dividend Monitor 15
Slide 17: U.S. Dividend Stream Growth by Sector
U.S. Dividend Stream Growth by Sector Sector Weights - US Dividend Stream Dividend Stream Growth Annualized Sector 2010 2015 2020 2024 2025 Since '10 Since '15 Since '20 Y-o-Y Communication Services 9.0% 7.0% 6.3% 6.0% 5.9% 5.1% 3.9% 5.3% 4.4% Consumer Discretionary 5.9% 7.3% 6.1% 6.0% 6.0% 8.2% 3.6
Slide 18: EAFE Dividend Stream Growth by Sector
EAFE Dividend Stream Growth by Sector Sector Weights - EAFE Dividend Stream Dividend Stream Growth Annualized Sector 2010 2015 2020 2024 2025 Since '10 Since '15 Since '20 Y-o-Y Communication Services 11.0% 7.4% 6.3% 4.3% 4.2% -2.9% -1.9% -1.5% 1.6% Consumer Discretionary 6.8% 9.2% 7.6% 9.6% 8.5% 5.
Slide 19: Emerging Markets Dividend Stream Growth by Sector
Emerging Markets Dividend Stream Growth by Sector Sector Weights - EM Dividend Stream Dividend Stream Growth Annualized Sector 2010 2015 2020 2024 2025 Since '10 Since '15 Since '20 Y-o-Y Communication Services 11.1% 9.8% 7.1% 5.2% 5.6% 2.5% 3.1% 3.1% 18.6% Consumer Discretionary 5.8% 6.6% 4.5% 7.6%
Slide 20: Top 20 U.S. Dividend Payers
Top 20 U.S. Dividend Payers Dividend Stream ($bn) Dividends per Share Change Name Sector 11/29/24 11/28/25 11/29/24 11/28/25 Y-o-Y Microsoft Information Technology $23.45 $25.70 $3.32 $3.64 9.64% ExxonMobil Energy $17.40 $17.37 $3.96 $4.12 4.04% JPMorgan Chase Financials $14.08 $16.33 $5.00 $6.00 20
Slide 21: Top 20 European Dividend Payers
Top 20 European Dividend Payers Dividends per Dividend Stream ($bn) Share Change Name Sector Country 11/29/24 11/28/25 Y-o-Y HSBC Holdings Financials United Kingdom $10.98 $11.34 8.20% Nestle Consumer Staples Switzerland $8.92 $9.79 1.67% Roche Holding Health Care Switzerland $7.66 $8.49 1.04% Novar
Slide 22: Top 20 Japanese Dividend Payers
Top 20 Japanese Dividend Payers Dividend Stream ($bn) Dividends per Share Change Name Sector 11/29/24 11/28/25 11/29/24 11/28/25 Y-o-Y Toyota Motor Consumer Discretionary $6.15 $5.77 ¥90 ¥95 5.56% Mitsubishi UFJ Fincl Grp Financials $4.44 $5.35 ¥60 ¥74 23.33% Sumitomo Mitsui Financial Financials $2.
Slide 23: Top 20 Emerging Markets Dividend Payers
Top 20 Emerging Markets Dividend Payers Dividends per Dividend Stream ($bn) Share Change Name Sector Country 11/29/24 11/28/25 Y-o-Y Taiwan Semicon Mfg Information Technology Taiwan $12.13 $16.09 28.13% China Construction Bank Financials China $5.31 $5.33 -2.00% Samsung Electronics Information Techn
Slide 24: Top 15 Dividend Payers Historically
Top 15 Dividend Payers Historically Top 15 Global Dividend Payers Rank 2010 2015 2020 2024 2025 1 BP ExxonMobil AT&T Microsoft Microsoft 2 HSBC Holdings Apple ExxonMobil Apple ExxonMobil 3 AT&T HSBC Holdings Apple ExxonMobil JPMorgan Chase 4 GE Aerospace AT&T Microsoft Petroleo Brasileiro Apple 5 Ex
Slide 25: WisdomTree Dividend Indexes
WisdomTree Dividend Indexes Dividend Monitor 24
Slide 26: WisdomTree Dividend Indexes
WisdomTree Dividend Indexes Index Style WisdomTree Index Index Ticker Inception Related WisdomTree ETF Date U.S. Dividend WTDI 6/1/2006 U.S. Dividend (DTD) U.S. Broad U.S. LargeCap Dividend WTLDI 6/1/2006 U.S. LargeCap Dividend (DLN) Dividends U.S. MidCap Dividend WTMDI 6/1/2006 U.S. MidCap Dividend
Slide 27: U.S. Dividend Index Total Return Performance
U.S. Dividend Index Total Return Performance Cumulative Returns Average Annual Total Returns as of 11/28/2025 Name QTD YTD 1-Year 3-Year 5-Year 10-Year WisdomTree U.S. Dividend 1.68% 14.62% 8.52% 13.28% 13.89% 12.03% WisdomTree U.S. High Dividend 2.12% 13.37% 5.74% 9.29% 13.08% 9.99% WisdomTree U.S.
Slide 28: U.S. Dividend Index Trailing 12-Month Dividend Yields
U.S. Dividend Index Trailing 12-Month Dividend Yields 4.5% 4.0% 3.82% 3.55% 3.5% 3.0% 2.78% 2.5% 2.29% 2.21% 2.0% 1.5% 1.0% 0.5% 0.0% WT U.S. High Dividend WT U.S. SmallCap Dividend WT U.S. MidCap Dividend WT U.S. Dividend WT U.S. LargeCap Dividend Source: WisdomTree, FactSet. Data as of 11/28/2025.
Slide 29: International Dividend Index Total Return Performance
International Dividend Index Total Return Performance Cumulative Returns Average Annual Total Returns as of 11/28/2025 Name QTD YTD 1-Year 3-Year 5-Year 10-Year WisdomTree International Equity 5.04% 5.04% 14.88% 5.97% 5.86% 3.99% MSCI EAFE 5.78% 5.78% 15.32% 4.78% 7.33% 4.80% WisdomTree Internationa
Slide 30: International Dividend Index Trailing 12-Month Dividend Yields
International Dividend Index Trailing 12-Month Dividend Yields 6.0% 4.92% 5.0% 4.23% 4.0% 3.73% 3.36% 3.20% 3.0% 2.86% 2.83% 2.78% 2.0% 1.0% 0.0% WT Int'l High WT Int'l WT Int'l MidCap WT True WT Int'l Equity MSCI EAFE Mid MSCI EAFE MSCI EAFE Dividend SmallCap Dividend Developed Int'l Cap Small Cap
Slide 31: Quality Dividend Growth Index Total Return Performance
Quality Dividend Growth Index Total Return Performance Cumulative Returns Average Annual Total Returns as of 11/28/2025 Name QTD YTD 1-Year 3-Year 5-Year 10-Year WisdomTree U.S. Quality Dividend Growth 1.32% 12.93% 7.47% 14.75% 13.75% 13.83% S&P 500 2.59% 17.81% 15.00% 20.57% 15.28% 14.63% WisdomTre
Slide 32: Quality Dividend Growth Index Trailing 12-Month Dividend Yields
Quality Dividend Growth Index Trailing 12-Month Dividend Yields 3.0% 2.85% 2.78% 2.71% 2.57% 2.5% 2.0% 1.67% 1.48% 1.5% 1.13% 1.0% 0.5% 0.0% WT U.S. SmallCap MSCI EAFE WT Int'l Quality MSCI AC World ex- WT U.S. Quality WT Global ex-U.S. S&P 500 Quality Dividend Dividend Growth USA Dividend Growth Qu
Slide 33: Global and Emerging Dividend Index Total Return Performance
Global and Emerging Dividend Index Total Return Performance Cumulative Returns Average Annual Total Returns as of 11/28/2025 Name QTD YTD 1-Year 3-Year 5-Year 10-Year WisdomTree Emerging Markets High Dividend 2.14% 19.67% 19.34% 15.12% 10.87% 9.72% MSCI Emerging Markets 1.69% 29.69% 29.51% 14.72% 5.
Slide 34: Global and Emerging Dividend Index Trailing 12-Month Dividend Yields
Global and Emerging Dividend Index Trailing 12-Month Dividend Yields 7.0% 5.93% 6.0% 5.0% 4.45% 4.22% 4.0% 3.0% 2.40% 2.23% 2.0% 1.63% 1.0% 0.0% WT Emerging Markets WT Emerging Markets WT Global High MSCI Emerging MSCI Emerging MSCI ACWI High Dividend SmallCap Dividend Dividend Markets Small Cap Mar
Slide 35: Glossary
Glossary Dividend yield: A financial ratio that shows how much a company pays out in dividends each year relative to its share price. Value: Characterized by lower price levels relative to fundamentals, such as earnings or dividends. Prices are lower because investors are less certain of the perform
Slide 36: Glossary
Glossary MSCI AC World ex-US Index: Measures the performance of companies incorporated in both emerging markets and developed markets, excluding the United States. Index weighting is by market cap. MSCI All Country World Index: A broad global equity benchmark that represents large and mid-cap equity
Slide 37: Glossary
Glossary MSCI USA Sector Neutral Quality Index: Refers to the MSCI USA Quality Index which is a large and mid cap US equity index aiming to capture the performance of quality growth stock. The Index screens its parent index, the MSCI USA Index for ROE, stable year-over-year earnings growth, and low
Slide 38: Glossary
Glossary WisdomTree U.S. Dividend Index: A fundamentally-weighted index that defines the dividend-paying portion of the U.S. equity market. The Index measures the performance of U.S. companies, listed on a U.S. stock exchange, that pay regular cash dividends and meet other liquidity and capitalizati
Slide 39: Glossary
Glossary WisdomTree Global High Dividend Index: A fundamentally weighted index that measures the performance of high-dividend-yielding companies selected from the WisdomTree Global Dividend Index, which measures the performance of dividend-paying companies in the U.S., developed and emerging markets
Slide 40: Glossary
Glossary WisdomTree Emerging Markets High Dividend Index: A fundamentally weighted index that measures the performance of the highest dividend yielding stocks selected from the WisdomTree Emerging Markets Dividend Index. At the index measurement date, companies within the WisdomTree Emerging Markets
Slide 41: Important Information
Important Information Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTr