Wisdom Tree had a net inflow of US$8.9 billion in the first half of the year, and assets under management continued to hit new highs
Global asset management company WisdomTree released a monthly indicator report for June 2026 on Friday, showing that net inflows in the first half of the year reached US$8.9 billion, equivalent to an annualized organic growth rate of approximately 13%. The company set a record for assets under management for the sixth consecutive quarter. As of June 30, 2026, WisdomTree's total assets under management reached US$160.9 billion, a significant increase from US$142.6 billion at the beginning of the period. Net inflows in the second quarter exceeded US$3 billion, including a net outflow of US$372 million in June. The company attributed this to the macro environment dominated by risk aversion. From the perspective of asset classes, thematic products performed outstandingly. In June, global quantum strategy products recorded a net inflow of nearly US$200 million, and AI and robotics products received another US$100 million in funding. Fixed income products attracted US$478 million that month, and cryptocurrency products also received a net inflow of US$50 million. The international developed market stocks and commodities and currency categories saw outflows of US$341 million and US$410 million respectively. In terms of alternative investments, the Atlantic House product series contributed major positive capital flows. WisdomTree's stock price has risen by about 63% year to date to US$19.86, close to its 52-week high of US$19.99. The company's market value is currently approximately US$2.97 billion. The company's average assets under management in the first half of the year were US$157.4 billion, and the comprehensive average fee rate was 36 basis points. The above figures do not include approximately $2 billion in private assets managed by Ceres Partners, which will be disclosed in the quarterly financial report.