
WisdomTree
Stage
AcquiredInvestors Count
4Portfolio Exits
4Investments
11Funding, 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 | ||||
7/25/2005 | PIPE - II | |||||
11/12/2004 | PIPE | |||||
12/2/1991 | IPO |
Date | 12/20/2006 | 7/25/2005 | 11/12/2004 | 12/2/1991 |
|---|---|---|---|---|
Round | PIPE - III | PIPE - II | PIPE | IPO |
Amount | $56.4M | |||
Investors | ||||
Valuation | ||||
Revenue | ||||
Sources |
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 | ||
Advisory | Connecticut | |||||
Venture Capital | New York | |||||
Asset/Investment Management | Connecticut |
First funding | 12/20/2006 | |||
|---|---|---|---|---|
Last Funding | 12/20/2006 | |||
Investor | ||||
Rounds | 1 PIPE - III | |||
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 | $399.46M | Acquired | 6 | ||
11/13/2017 |
Date | 7/31/2025 | 11/13/2017 |
|---|---|---|
Investment Stage | Debt | |
Companies | ||
Valuation | ||
Total Funding | $399.46M | |
Note | Acquired | |
Sources | 6 |
WisdomTree Investments
11 Investments
WisdomTree has made 11 investments. Their latest investment was in AlphaBeta as part of their Unattributed on November 03, 2025.
WisdomTree Investments Activity

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 | |||||
11/13/2023 | Series B |
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 | ||
Amount | $2.5M | $136M | $4.62M | ||
New? | Yes | No | Yes | ||
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 |
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 | 5 | |||
Date | 10/20/2023 | |||
|---|---|---|---|---|
Exit | Acquired | |||
Companies | ||||
Valuation | ||||
Acquirer | ||||
Sources | 5 |
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