Wisdom Tree Investments:
A Leading Exchange-Traded Fund Sponsor & Asset Manager

Recently Released!!!
Date Published: June 2013
Comprehensive Power Point Deck: 42 Slides
Summary Power Point Deck: 14 Slides

Wisdom Tree Investments was founded as Financial Data Systems by Jonathan Steinberg in 1985 and is based in New York, NY. The firm has 72 employees, $25.1 billion assets under management, and is led by its Chairman Michael Steinberg & CEO Jonathan Steinberg. Wisdom Tree Investments is a public company trading on the NASDAQ under the symbol WETF. Its web sites can be found at www.wisdomtreeinvestments.com, www.wisdomtree.com, & www.wisdomtreeetfs.com.

Wisdom Tree Investments' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Index Development Partners Phase
  • Wisdom Tree Investments Phase
  • Growth Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Exchange Traded Funds
  • Wisdom Tree Retirement Services
And its profile concludes with the highlights of its organizational structure & ownership.
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