← Directory
WISDOMTREE ASSET MANAGEMENT, INC.
CRD 139684File 801-66567
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.