WT News & Events

Generated $2.6B of net inflows in March, representing a 19% annualized organic growth rate, demonstrating the strength and resiliency of the product lineup and capping off a strong first quarter despite a challenging macroeconomic environment; Nearly $6B of net inflows year-to-date across 7 of our 8 major product categories, reflecting diversified, global demand for our product suite; UCITS remains a key growth driver, with AUM up 24% year-to-date, driven by nearly $3B of net inflows, representing an approximate 100% annualized organic growth rate; Digital Assets generated $98M in net inflows in Q1, primarily into our tokenized money market fund, with digital assets AUM reaching a record $867M at March 31, 2026, highlighting continued progress in the tokenization strategy

Oppenheimer lowered the firm's price target on WisdomTree to $20 from $21 and keeps an Outperform rating on the shares. The firm notes WisdomTree recently announced plans to acquire U.K.-based Atlantic House Holdings, a private fund manager offering derivatives-driven products, for about $200M. When the deal closes, Oppenheimer believes WisdomTree will benefit both from a broadened product which includes "defined outcome" investments as well as from the ability to cross-sell both companies' investment products in Europe and the U.S. The acquisition, which the firm estimates will also be accretive to diluted EPS, makes both strategic and financial sense, Oppenheimer adds.