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CRD 322139
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BELL, STUART, MICHAEL | CHIEF OPERATING OFFICER | Na | yes | 05/2022 | Jul 14, 2022 | Mar 27, 2024 |
| EDMISTON, BRYAN, JOSEPH | CHIEF FINANCIAL OFFICER AND TREASURER | Na | yes | 07/2021 | Jul 14, 2022 | Mar 27, 2024 |
| LOUVAR, RYAN, MATTHEW | CHIEF LEGAL OFFICER AND SECRETARY | Na | yes | 05/2022 | Jul 14, 2022 | Mar 27, 2024 |
| PECK, WILLIAM, BRADLEY | CHIEF EXECUTIVE OFFICER AND PRESIDENT | Na | yes | 05/2022 | Jul 14, 2022 | Mar 27, 2024 |
| SCHWARTZ, JEREMY, D | CHIEF INVESTMENT OFFICER | Na | yes | 05/2022 | Jul 14, 2022 | Mar 27, 2024 |
| WISDOMTREE DIGITAL HOLDINGS, INC. | Stockholder | E | yes | 05/2021 | Jul 14, 2022 | Mar 27, 2024 |
| WISDOMTREE, INC. | Stockholder | E | yes | 05/2021 | Mar 27, 2024 | Mar 27, 2024 |
| FELD, TERRY, JANE | CHIEF COMPLIANCE OFFICER | Na | no | 05/2022 | Jul 14, 2022 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WISDOMTREE ASSET MANAGEMENT, INC. | n/a | Asset manager | $88B | 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 U.K. LIMITED | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $766M | $766M | 6 | 3 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $129M | $129M | 6 | 3 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $18.9M | $18.9M | 6 | 3 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | n/a | n/a | 6 | 3 | 0 | n/a | 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 | $766M | $129M | 494.0% | n/a | n/a | 6 | 6 | 0 | 0 |