WisdomTree (WT) Investor presentation summary

Strategic positioning and growth drivers

• Maintains a global ETP platform with $115.8bn AUM as of March 31, 2025, split between U.S. and Europe.

• Focuses on innovation, including tokenization and blockchain-enabled funds, as key growth areas.

• Demonstrates strong inflow momentum, with 20 of the last 26 quarters showing net inflows globally.

• Achieved $427.4mm in adjusted revenue in 2024, up 22% year-over-year.

• Recognized as a top-performing stock over multiple time horizons among U.S. asset managers.

Organic growth and client engagement

• Total AUM grew ~10% in 2024, with client numbers and product engagement both increasing by 5%.

• Achieved $3.15bn in net inflows QTD through March 23, 2025, including $100+ million into tokenized products.

• AUM reached $116+ billion, up 6% YTD.

• Ongoing strategy to deepen client relationships and expand wallet share in 2025.

Diversification and distribution strategy

• AUM is diversified across equities, fixed income, commodities, currencies, and alternatives.

• Pursues a barbell distribution approach: large distribution networks and custom models for RIAs/IBDs.

• Targets 35–40% expansion in model AUA and 25–30% growth in model users by 2025.