What WisdomTree Does & How It Makes Money (WT)

Updated October 2026 · reflects WisdomTree's latest reported financials

ETF sponsor and asset manager known for fundamentally weighted index funds. WisdomTree earns most of its money from management and advisory fees charged on the assets held in its ETFs.

How WisdomTree makes money

WisdomTree earns most of its money from management and advisory fees charged on the assets held in its ETFs. It also collects licensing fees when third parties use its indexes in their own products.

What WisdomTree does

WisdomTree, Inc. is a New York-based exchange-traded fund sponsor and asset manager, founded in 1985. It offers ETFs across equities, fixed income, currency and alternative asset classes. Many of its funds track indexes it builds with its own fundamentally weighted methodology, which weights holdings by business fundamentals rather than market capitalization alone. Most of its revenue comes from advisory fees on the assets in its funds. It also licenses its indexes to third parties for their own products and runs a platform that promotes the use of WisdomTree ETFs in 401(k) retirement plans. That gives it income from both fund management and its index-building work.

Products & services

• WisdomTree equity ETFs
• WisdomTree fixed income ETFs
• WisdomTree currency ETFs
• WisdomTree alternatives ETFs
• Fundamentally weighted index licensing
• 401(k) ETF platform

What is WisdomTree worth?

On an owner-earnings DCF, WisdomTree's most-likely value is about $24 versus a recent price near $23 (6% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$11) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.

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