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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

WISDOMTREE ASSET MANAGEMENT, INC.

CRD 139684

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4059f9f2-ef5a-3205-771f-e97fc95eab3e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 0
Observed: Mar 16, 2012 to Mar 31, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=86.0
Regulatory AUM: $88BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $88B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 175
Advisory employees: 28
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 85
SEC number: 801-66567
CIK: 1360025
CRD: 139684
Filings on the tape: 49
First filed: Mar 16, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELL, STUART, MICHAEL	CHIEF OPERATING OFFICER AND DIRECTOR	Na	yes	01/2018	Mar 28, 2018	Nov 20, 2024
EDMISTON, BRYAN, JOSEPH	CHIEF FINANCIAL OFFICER AND TREASURER	Na	yes	06/2021	May 11, 2018	Nov 20, 2024
FRANKENTHALER, MARCI, JILL	CHIEF LEGAL OFFICER AND SECRETARY	Na	yes	04/2019	Mar 28, 2019	Nov 20, 2024
LILIEN, ROBERT, JARRETT	President	Na	yes	09/2019	Mar 28, 2018	Nov 20, 2024
SCHWARTZ, JEREMY, D	GLOBAL CHIEF INVESTMENT OFFICER	Na	yes	11/2021	Mar 28, 2019	Nov 20, 2024
STEINBERG, JONATHAN, LAURENCE	CEO AND DIRECTOR	Na	yes	02/2004	Mar 16, 2012	Nov 20, 2024
WISDOMTREE, INC.	Stockholder	E	yes	04/2005	Dec 7, 2022	Nov 20, 2024
ZIEMBA, PETER, M	SENIOR ADVISOR TO THE CEO, CAO, AND DIRECTOR	Na	yes	04/2007	Mar 16, 2012	Nov 20, 2024
ANTICO, JOANNE	GENERAL COUNSEL & ASSISTANT SECRETARY	Na	no	10/2021	Dec 17, 2021	Nov 20, 2024
FELD, TERRY, JANE	HEAD OF US COMPLIANCE, CHIEF COMPLIANCE OFFICER	Na	no	10/2012	Oct 12, 2012	Nov 20, 2024
YATES, DAVID	CHIEF INFORMATION OFFICER	Na	no	03/2022	Mar 30, 2023	Nov 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WISDOMTREE DIGITAL MANAGEMENT, INC.	n/a	Asset manager	$766M	N	yes	n/a
WISDOMTREE DIGITAL TRUST COMPANY, LLC	n/a	n/a	n/a	N	yes	n/a
WISDOMTREE IRELAND LIMITED	n/a	n/a	n/a	N	yes	n/a
WISDOMTREE SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a
WISDOMTREE UK LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$88B	$88B	175	28	0	n/a	n/a
2024	Mar 26, 2025	$82B	$82B	163	22	0	n/a	n/a
2023	Mar 28, 2024	$73B	$73B	155	24	0	n/a	n/a
2022	Mar 30, 2023	$56B	$56B	150	24	0	n/a	n/a
2021	Mar 30, 2022	$48B	$48B	150	20	0	n/a	n/a
2020	Mar 30, 2021	$39B	$39B	150	20	0	n/a	n/a
2019	Mar 30, 2020	$41B	$41B	150	20	0	n/a	n/a
2018	Mar 28, 2019	$35B	$35B	150	20	0	n/a	n/a
2017	Mar 28, 2018	$47B	$47B	160	20	0	n/a	n/a
2016	Mar 24, 2017	$40B	$40B	155	20	n/a	n/a	n/a
2015	Mar 11, 2016	$52B	$52B	130	15	n/a	n/a	n/a
2014	Mar 17, 2015	$39B	$39B	105	15	n/a	n/a	n/a
2013	Mar 14, 2014	$35B	$35B	90	15	n/a	n/a	n/a
2012	Mar 5, 2013	$18B	$18B	75	15	n/a	n/a	n/a
2011	Mar 16, 2012	$12B	$12B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$88B	$82B	8.2%	$56B	16.4%	175	163	0	0

Relationships

Affiliated with (3)

→ WISDOMTREE DIGITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
← WISDOMTREE DIGITAL MANAGEMENT, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
← NESTEGG WEALTHRegistered adviserother investment adviser, common control
factForm ADV

Controls (8)

← LILIEN, ROBERT, JARRETTOwnerPRESIDENT, ownership code NA, individual
Mar 28, 2018 to Nov 20, 2024factForm ADV
← SCHWARTZ, JEREMY, DOwnerGLOBAL CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 28, 2019 to Nov 20, 2024factForm ADV
← STEINBERG, JONATHAN, LAURENCEOwnerCEO AND DIRECTOR, ownership code NA, individual
Mar 16, 2012 to Nov 20, 2024factForm ADV
← ZIEMBA, PETER, MOwnerSENIOR ADVISOR TO THE CEO, CAO, AND DIRECTOR, ownership code NA, individual
Mar 16, 2012 to Nov 20, 2024factForm ADV
← EDMISTON, BRYAN, JOSEPHOwnerCHIEF FINANCIAL OFFICER AND TREASURER, ownership code NA, individual
May 11, 2018 to Nov 20, 2024factForm ADV
← BELL, STUART, MICHAELOwnerCHIEF OPERATING OFFICER AND DIRECTOR, ownership code NA, individual
Mar 28, 2018 to Nov 20, 2024factForm ADV
← FRANKENTHALER, MARCI, JILLOwnerCHIEF LEGAL OFFICER AND SECRETARY, ownership code NA, individual
Mar 28, 2019 to Nov 20, 2024factForm ADV
← WISDOMTREE, INC.OwnerSTOCKHOLDER, ownership code E, domestic entity
Dec 7, 2022 to Nov 20, 2024factForm ADV

Owns (3)

← FELD, TERRY, JANEOwnerHEAD OF US COMPLIANCE, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 12, 2012 to Nov 20, 2024factForm ADV
← ANTICO, JOANNEOwnerGENERAL COUNSEL & ASSISTANT SECRETARY, ownership code NA, individual
Dec 17, 2021 to Nov 20, 2024factForm ADV
← YATES, DAVIDOwnerCHIEF INFORMATION OFFICER, ownership code NA, individual
Mar 30, 2023 to Nov 20, 2024factForm ADV

Dated events

Occurred
Dec 19, 2023
Regulatory AUM changed
Wisdomtree Asset Management, Inc. reported RAUM $70.6B, up 26% from $56.0B (2023-04-03 to 2023-12-19)
Form ADVobserved 5 days ago
$14.6B
Occurred
Mar 30, 2022
Regulatory AUM changed
Wisdomtree Asset Management, Inc. reported RAUM $48.2B, up 25% from $38.5B (2021-12-17 to 2022-03-30)
Form ADVobserved 5 days ago
$9.7B
Occurred
Jun 16, 2021
Control person left
Amit Muni (Chief Financial Officer, Treasurer And Director) no longer on Schedule A of Wisdomtree Asset Management, Inc. (listed 2021-05-24, absent 2021-06-16)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2019
Control person left
Kurt Macalpine (Evp, Global Head Of Distribution) no longer on Schedule A of Wisdomtree Asset Management, Inc. (listed 2019-03-28, absent 2019-09-17)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Control person left
Luciano Siracusano (Evp, Chief Investment Strategist) no longer on Schedule A of Wisdomtree Asset Management, Inc. (listed 2018-05-11, absent 2019-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Control person left
Edward Gregory Barton (Evp, Chief Legal Officer And Director) no longer on Schedule A of Wisdomtree Asset Management, Inc. (listed 2018-05-11, absent 2019-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Control person joined
D Jeremy Schwartz (Evp, Global Head Of Research) appeared on Schedule A of Wisdomtree Asset Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Control person joined
Jill Marci Frankenthaler (Evp, Chief Legal Officer And Secretary) appeared on Schedule A of Wisdomtree Asset Management, Inc.
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4059f9f2-ef5a-3205-771f-e97fc95eab3e
First observed: Mar 16, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISDOMTREE ASSET MANAGEMENT, INC.

CRD 139684

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4059f9f2-ef5a-3205-771f-e97fc95eab3e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELL, STUART, MICHAEL

CHIEF OPERATING OFFICER AND DIRECTOR

yes

01/2018

Mar 28, 2018

Nov 20, 2024

EDMISTON, BRYAN, JOSEPH

CHIEF FINANCIAL OFFICER AND TREASURER

yes

06/2021

May 11, 2018

Nov 20, 2024

FRANKENTHALER, MARCI, JILL

CHIEF LEGAL OFFICER AND SECRETARY

yes

04/2019

Mar 28, 2019

Nov 20, 2024

LILIEN, ROBERT, JARRETT

President

yes

09/2019

Mar 28, 2018

Nov 20, 2024

SCHWARTZ, JEREMY, D

GLOBAL CHIEF INVESTMENT OFFICER

yes

11/2021

Mar 28, 2019

Nov 20, 2024

STEINBERG, JONATHAN, LAURENCE

CEO AND DIRECTOR

yes

02/2004

Mar 16, 2012

Nov 20, 2024

WISDOMTREE, INC.

Stockholder

yes

04/2005

Dec 7, 2022

Nov 20, 2024

ZIEMBA, PETER, M

SENIOR ADVISOR TO THE CEO, CAO, AND DIRECTOR

yes

04/2007

Mar 16, 2012

Nov 20, 2024

ANTICO, JOANNE

GENERAL COUNSEL & ASSISTANT SECRETARY

10/2021

Dec 17, 2021

Nov 20, 2024

FELD, TERRY, JANE

HEAD OF US COMPLIANCE, CHIEF COMPLIANCE OFFICER

10/2012

Oct 12, 2012

Nov 20, 2024

YATES, DAVID

CHIEF INFORMATION OFFICER

03/2022

Mar 30, 2023

Nov 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WISDOMTREE DIGITAL MANAGEMENT, INC.

n/a

Asset manager

$766M

yes

n/a

WISDOMTREE DIGITAL TRUST COMPANY, LLC

n/a

yes

n/a

WISDOMTREE IRELAND LIMITED

n/a

yes

n/a

WISDOMTREE SECURITIES, INC.

n/a

yes

n/a

WISDOMTREE UK LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$88B

175

n/a

2024

Mar 26, 2025

$82B

163

n/a

2023

Mar 28, 2024

$73B

155

n/a

2022

Mar 30, 2023

$56B

150

n/a

2021

Mar 30, 2022

$48B

150

n/a

2020

Mar 30, 2021

$39B

150

n/a

2019

Mar 30, 2020

$41B

150

n/a

2018

Mar 28, 2019

$35B

150

n/a

2017

Mar 28, 2018

$47B

160

n/a

2016

Mar 24, 2017

$40B

155

n/a

2015

Mar 11, 2016

$52B

130

n/a

2014

Mar 17, 2015

$39B

105

n/a

2013

Mar 14, 2014

$35B

n/a

2012

Mar 5, 2013

$18B

n/a

2011

Mar 16, 2012

$12B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$88B

$82B

8.2%

$56B

16.4%

175

163