Wisdomtree, Inc. · NYSE:WT
Wisdomtree — Investor Presentation (January 2026)
20 slides from Wisdomtree's investor presentation, January 2026
Slide 1: Dynamic Currency Hedging
Q4-2025 Dynamic Currency Hedging
Slide 2: Why Should Investors Dynamically Hedge?
Why Should Investors Dynamically Hedge? + Problem Solving + Many leave the hedging decision to their ‘active manager,’ but most specialize in stock selection, not currencies + Dynamic hedging can solve the challenge of trying to “time” when a currency hedge should be in place and thus could serve as
Slide 3: Why currency hedge developed international?
Why currency hedge developed international? Exposure to currency (FX) risk can add or detract from developed If expected returns from FX are approximately 0%, why bear the international returns risk? + Over 30+ years, currency risk increased returns 56% of the time + Owning developed international u
Slide 4: Signals Shown to Impact Currency Movement
Signals Shown to Impact Currency Movement Momentum Interest Rates Low Currency Risk 1. Tendency for currencies to appreciate 1. Current account deficit countries offer higher 1. Low volatility securities are shown to following a previous appreciation and real interest rates to attract foreign capita
Slide 5: Latest Currency Hedge Ratios by Signal
Latest Currency Hedge Ratios by Signal Overlay Ratios • Trend: 50% of the total hedge ratio for all currencies is determined by the overall broad trend in the U.S. dollar. A hedge ratio of 0% is applied to all currencies if the weighted average momentum of all currencies is below 33%. Interest Curre
Slide 6: How Can Dynamic Hedging Add Value
How Can Dynamic Hedging Add Value Increase Returns Cumulative FX Performance 10/31/15–12/31/25 30.00% 25.00% + Since inception, our Dynamic model has tended to 20.00% 15.00% add value vs. unhedged strategies 10.00% 5.00% 0.00% -5.00% + During periods of stress, the U.S. dollar has tended -10.00% -15
Slide 7: How Can Dynamic Hedging Add Value
How Can Dynamic Hedging Add Value Reduce Volatility Rolling 12 Month Volatility WT Dynamic International MSCI EAFE Local Currency Date MSCI EAFE Index Equity Index Index 2025 5.16% 7.30% 7.31% + Since inception, our approach has tended to reduce volatility vs. the MSCI EAFE Index 2024 7.92% 10.03% 6
Slide 8: Stock Selection Process: International Dividends
Stock Selection Process: International Dividends Start with publicly traded Remove companies most at Screen to include dividend- international companies that risk of cutting dividends paying companies meet specified market cap from the starting universe and liquidity requirements based on quantitati
Slide 9: Fund/Index Characteristics
Fund/Index Characteristics Data as of 12/31/2025 Characteristics WisdomTree Dynamic International Equity Fund MSCI EAFE Index Size Weighted Average Market Cap ($bn) 81.80 105.61 Median Market Cap ($bn) 3.86 19.12 Over $10 billion 75.52% 95.68% $2 billion - $10 billion 15.75% 4.32% Under $2 billion 8
Slide 10: Fund/Index Characteristics
Fund/Index Characteristics Data as of 12/31/2025 Characteristics WisdomTree Dynamic International Equity Fund MSCI EAFE Value Index Size Weighted Average Market Cap ($bn) 81.80 95.31 Median Market Cap ($bn) 3.86 18.88 Over $10 billion 75.52% 95.58% $2 billion - $10 billion 15.75% 4.42% Under $2 bill
Slide 11: Standardized Performance
Standardized Performance Data as of 12/31/2025 Cumulative Returns Average Annual Total Returns as of December 31, 2025 Name QTD YTD 1-Year 3-Year 5-Year 10-Year Since Inception WisdomTree Dynamic International Equity Fund (NAV) 5.03% 30.10% 30.10% 18.45% 13.41% N/A 10.12% WisdomTree Dynamic Internat
Slide 12: Risk Statistics
Risk Statistics Data as of 12/31/2025 Average Annual Volatility as of December 31, 2025 Name 1-Year 3-Year 5-Year 10-Year Since Inception* WisdomTree Dynamic International Equity Fund (NAV) 5.13% 9.06% 10.33% N/A 12.02% MSCI EAFE Index 7.30% 12.10% 14.28% N/A 14.62% MSCI EAFE Local Currency Index 7.
Slide 13: Calendar Year Performance
Calendar Year Performance Data as of 12/31/2025 Calendar Year Returns Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 WisdomTree Dynamic International Equity Fund (NAV) 30.10% 10.65% 15.44% -1.27% 14.33% -4.20% 21.03% -11.05% 18.52% 14.18% MSCI EAFE Index 31.22% 3.82% 18.24% -14.45% 11.26% 7.
Slide 14: Sector Weights
Sector Weights Data as of 12/31/2025 WisdomTree Dynamic International Equity Fund MSCI EAFE Value Index MSCI EAFE Index 40% 38.5% 35% 30% 25.3% 25% 21.1% 19.8% Weight 19.2% 20% 15% 12.3% 9.8% 10.7% 10.3% 8.9% 9.6% 10% 8.4% 8.1% 7.6% 7.4% 6.7% 7.3% 6.7% 5.2% 5.6% 5.9% 6.1% 5.9% 4.2% 4.3% 5.3% 5% 3.7%
Slide 15: Country Weights
Country Weights Data as of 12/31/2025 WisdomTree Dynamic WisdomTree Dynamic Over/Under MSCI EAFE Value Over/Under Country International Equity MSCI EAFE Index Country International Equity Weight Index Weight Fund Fund Japan 24.19% 22.10% 2.10% Japan 24.19% 22.16% 2.03% United Kingdom 13.12% 14.98% -
Slide 16: Appendix
Appendix Dynamic Currency Hedging 16
Slide 17: Currency Hedging Mechanics
Currency Hedging Mechanics Short positions in 1-month forward contracts versus USD Intra-month adjustments of currency hedge: + Non-deliverable forward contracts (NDFs) are rebalanced monthly-- + Creation/redemption offers natural time to adjust currency hedge positions notional principal equals tot
Slide 18: Composite Risk Score (CRS)
Composite Risk Score (CRS) + The Composite Risk Score uses Quality and Momentum scores to identify the riskiest companies + This aims to remove or limit the impact of such companies in indexes Quality* Better quality stocks have tended to Static: Dynamic: outperform + Last Return on Equity (ROE) + R
Slide 19: The Composite Risk Score: Filtering Out the Riskiest Dividend Payers
The Composite Risk Score: Filtering Out the Riskiest Dividend Payers and Rewarding Higher Quality Companies High Quality Large- and Mid-Cap + The Composite Risk Score (CRS) is used to create a list of riskier High Momentum stocks 1st Decile 2nd Decile + All stocks (dividend payers or not) are ranked
Slide 20: Important Information
Important Information Please see the WisdomTree Glossary for definitions of terms and indexes. This information must be preceded or accompanied by a prospectus; click here to view or download prospectus or, if available, the summary prospectus. We advise you to consider the Fund's objectives, risks,