Stage

Acquired

Investors Count

4

Portfolio Exits

4

Investments

11

Funding, Valuation & Revenue

4 Fundings

WisdomTree's latest funding round was a PIPE - III for $56.4M on December 20, 2006.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

12/20/2006

PIPE - III

$56.4M

$XXM

0

FY undefined

7/25/2005

PIPE - II

$XXM

$XXM

0

FY undefined

10

11/12/2004

PIPE

$XXM

$XXM

0

FY undefined

10

12/2/1991

IPO

$XXM

0

FY undefined

10

Date

12/20/2006

7/25/2005

11/12/2004

12/2/1991

Round

PIPE - III

PIPE - II

PIPE

IPO

Amount

$56.4M

$XXM

$XXM

Investors

Valuation

$XXM

$XXM

$XXM

$XXM

Revenue

0

FY undefined

0

FY undefined

0

FY undefined

0

FY undefined

Sources

10

10

10

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WisdomTree Investors

4 Investors

WisdomTree has 4 investors. AIG Investments invested in WisdomTree's PIPE - III funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

12/20/2006

12/20/2006

1
PIPE - III

Private Equity

New York

00/00/0000

00/00/0000

Atlantic-Pacific Capital

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Advisory

Connecticut

00/00/0000

00/00/0000

RRE Ventures

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Venture Capital

New York

00/00/0000

00/00/0000

Quantitative Financial Strategies

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Asset/Investment Management

Connecticut

First funding

12/20/2006

00/00/0000

00/00/0000

00/00/0000

Last Funding

12/20/2006

00/00/0000

00/00/0000

00/00/0000

Investor

Atlantic-Pacific Capital

RRE Ventures

Quantitative Financial Strategies

Rounds

1
PIPE - III

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Board Seats

Type

Private Equity

Advisory

Venture Capital

Asset/Investment Management

Location

New York

Connecticut

New York

Connecticut

WisdomTree Acquisitions

2 Acquisitions

WisdomTree acquired 2 companies. Their latest acquisition was Ceres Partners on July 31, 2025.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/31/2025

Debt

$XXM

$399.46M

Acquired

6

11/13/2017

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$XXM

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10

Date

7/31/2025

11/13/2017

Investment Stage

Debt

Companies

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Valuation

$XXM

$XXM

Total Funding

$399.46M

Note

Acquired

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Sources

6

10

WisdomTree Investments

11 Investments

WisdomTree has made 11 investments. Their latest investment was in AlphaBeta as part of their Unattributed on November 03, 2025.

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WisdomTree Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

11/3/2025

Unattributed

AlphaBeta

$2.5M

Yes

2

9/23/2025

Series C

Fnality

$136M

No

Bank of America, Barclays, BNP Paribas, Citibank, DTCC, Euroclear, Goldman Sachs, ING, KBC Group, Nasdaq, Santander, State Street, Temasek, Tradeweb Markets, UBS, and Undisclosed Investors

5

6/17/2025

Seed

Quorus

$4.62M

Yes

2

3/1/2024

Unattributed VC

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$XXM

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0

11/13/2023

Series B

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$XXM

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10

Date

11/3/2025

9/23/2025

6/17/2025

3/1/2024

11/13/2023

Round

Unattributed

Series C

Seed

Unattributed VC

Series B

Company

AlphaBeta

Fnality

Quorus

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Amount

$2.5M

$136M

$4.62M

$XXM

$XXM

New?

Yes

No

Yes

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Co-Investors

Bank of America, Barclays, BNP Paribas, Citibank, DTCC, Euroclear, Goldman Sachs, ING, KBC Group, Nasdaq, Santander, State Street, Temasek, Tradeweb Markets, UBS, and Undisclosed Investors

Sources

2

5

2

0

10

WisdomTree Portfolio Exits

4 Portfolio Exits

WisdomTree has 4 portfolio exits. Their latest portfolio exit was Securrency on October 20, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

10/20/2023

Acquired

$XXM

5

8/17/2023

Acquired

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$XXM

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10

5/6/2020

Acquired

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$XXM

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10

2/21/2020

Divestiture

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$XXM

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10

Date

10/20/2023

8/17/2023

5/6/2020

2/21/2020

Exit

Acquired

Acquired

Acquired

Divestiture

Companies

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Valuation

$XXM

$XXM

$XXM

$XXM

Acquirer

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Sources

5

10

10

10

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