WisdomTree (WT) investor relations material

Executive summary

• Achieved strong business performance in 2025, with AUM reaching $144.5 billion, up 31.6% year-over-year, and net inflows of $8.5 billion, reflecting 8% organic growth. Revenues and operating income rose 15.4% and 26.9%, respectively, with operating margin expanding by 300 basis points.

• Completed the acquisition of Ceres Partners, entering the private assets space and managing $1.9 billion in farmland-based strategies, enhancing platform diversification and revenue capture.

• Expanded digital assets AUM to $0.8 billion, driven by tokenized money market offerings and continued innovation in blockchain-enabled financial products.

• Maintained disciplined risk management, with active Board oversight and a Global Risk Committee monitoring firm-wide and third-party risks, including cybersecurity and AI.

• Continued capital returns to stockholders via quarterly dividends and share repurchases, totaling $169.2 million over three years.

Voting matters and shareholder proposals

• Stockholders are asked to vote on: (1) election of nine directors, (2) ratification of Ernst & Young LLP as independent auditor for 2026, and (3) advisory approval of executive compensation.

• Board recommends voting FOR all proposals.

• Proxy access and procedures for shareholder proposals and director nominations for the 2027 meeting are detailed, with deadlines and eligibility requirements specified.

Board of directors and corporate governance

• Board comprises nine members, 89% independent, with recent refreshment and rotation of committee leadership.

• Separation of Chair and CEO roles; all committees are independent director-led.

• Board committees include Audit, Compensation, Nominating and Governance, and Technology Strategy, each with defined responsibilities and annual charter reviews.

• Annual self-assessments, robust onboarding, director education, and succession planning are in place.

• Stock ownership guidelines require significant equity holdings by executives and directors; insider trading and hedging are strictly prohibited.