WisdomTree (WT) investor relations material

Opening remarks and agenda

• The meeting was called to order by the Chair, who introduced the CEO for a business overview and outlined the agenda, including formal business and a Q&A session for stockholders.

• The meeting was held virtually, with participation instructions and meeting materials provided online.

Financial performance review

• Ended 2025 with record assets under management of $144.5 billion, up over 30% year-over-year.

• Achieved $8.5 billion in net inflows, representing 8% organic growth, with broad-based gains across U.S. and Europe.

• Adjusted operating margins expanded to 36.5%, up 290 basis points from the prior year.

• Model assets under advisement grew to over $6 billion, up from $3.8 billion at the end of 2024.

Strategic initiatives and plans

• Advanced digital asset strategy, with tokenized AUM reaching $770 million at year-end.

• Acquired Ceres Partners and completed the acquisition of Atlantic House on May 1, 2026, expanding into private assets and the U.K. wealth market.

• Focus remains on deepening client relationships, driving organic growth, enhancing revenue yield, and expanding margins.