WisdomTree Investments Company Profile

WisdomTree Investments is a global investment company that specializes in exchange-traded funds (ETFs). Founded in 2006 by Jonathan Steinberg and Harvey Steinberg, the company is headquartered in New York City.

WisdomTree Investments offers a wide range of ETFs that track various indexes, sectors, and asset classes, providing investors with diverse investment options. The company's innovative approach to investing has made it a leader in the ETF industry.

With a strong focus on research and development, WisdomTree Investments has developed a suite of ETFs that cater to the needs of various investors, from individual investors to institutional clients.

WisdomTree Investments has been making waves in the market. Oppenheimer has trimmed its price target for WisdomTree to $14 from $15, while maintaining an Outperform rating.

On January 24, WisdomTree was among the top premarket gainers.

WisdomTree Investments has a significant presence in the US market, with sales reaching $220 million in 2023.

The company's sales in the US have been steadily increasing over the years, with a notable surge in 2023.

In 2020, Jersey became a notable market for WisdomTree, with sales reaching $107 million.

Jersey has remained a consistent market for the company, with sales ranging from $104 million to $113 million between 2020 and 2023.

Ireland has also seen significant growth, with sales increasing from $4.41 million in 2020 to $15.59 million in 2023.

Canada, on the other hand, has not been a major market for WisdomTree, with sales only reported in 2020 at $365,000.

Here is a breakdown of WisdomTree's sales by country in 2023:

WisdomTree Investments has a strong commitment to ESG leadership, with a dedicated ESG team that works closely with portfolio managers and analysts to incorporate ESG considerations into investment decisions. This team is responsible for conducting thorough research and analysis to identify ESG risks and opportunities.

The firm's ESG framework is built around four key pillars: governance, social, environmental, and human capital. WisdomTree uses a combination of internal research and external data providers to assess ESG factors.

WisdomTree's ESG approach is designed to be integrated into the investment process, rather than a separate or additional step. This ensures that ESG considerations are given equal weight to financial factors.

The firm has a robust ESG rating system that evaluates the ESG performance of companies in its investment universe. This system takes into account a range of ESG metrics, including carbon emissions, water usage, and labor practices.

WisdomTree's ESG leadership is reflected in its investment products, which offer a range of ESG-focused strategies. These products are designed to help investors align their portfolios with their values and goals.