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WISDOMTREE ASSET MANAGEMENT, INC.
CRD 139684File 801-66567
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$88.38B
Top 10% of cohort (national)
Discretionary AUM
$88.38B
Clients
2
85 accounts
Employees
175
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 3, 2006
- Principal office
- 250 W 34TH ST., 3RD FLOOR, NEW YORK, NY, 10119
- Phone
- 212 801 2080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $88.38B
- Discretionary AUM
- $88.38B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 85
- Non-discretionary accounts
- 0
- Total accounts
- 85
- AUM per client
- $44.19B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $88.38B |
| Other investment advisers | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 163 | 175 | increased by12 |
| Apr 1, 2026 | AUM | $81,659,679,269 | $88,381,199,595 | increased by$6,721,520,326 |
| Apr 1, 2026 | Accounts | 79 | 85 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 150 | 163 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $48,209,553,831 | $81,659,679,269 | increased by$33,450,125,438 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 75 | 79 | increased by4 |
| Apr 1, 2022 | Clients | 2 | 3 | increased by1 |
| Apr 1, 2022 | AUM | $38,517,000,000 | $48,209,553,831 | increased by$9,692,553,831 |
| Apr 1, 2022 | Accounts | 67 | 75 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WISDOMTREE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WISDOMTREE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.