United States · Investor

WisdomTree

Last cheque observed Sep 2025. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

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AngelQuiet

Series CHealth CareWealth ManagementAsset Management

Cheques on record
0%of best year0cheques in 12 months, 1 on record
Since the last cheque404days00hrs00min00sec
Median round$136MRounds led1 of 1
Pitch WisdomTree

WisdomTree highlights

  1. 01

    1 rounds on record

  2. 02

    Mostly Series C: 100% of its rounds

  3. 03

    Led 1 rounds

What they do

Type
Angel (from a list, unverified)
Cheque size
Not stated
Sectors
Health CareWealth ManagementAsset Management
Based in
New York, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first1 appearances

  1. 2025

    1 round

  2. Sept
    FnalitySeries C · GB · Silicon Canals$136MLed

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration12 named

BJBryan Joseph EdmistonChief Financial Officer and TreasureriForm ADV
DYDavid YatesChief Information OfficeriForm ADV
JDJeremy D SchwartzChief Investment OfficeriForm ADV
JAJoanne AnticoGeneral Counsel & Assistant SecretaryiForm ADV
JLJonathan Laurence SteinbergCEO and DirectoriForm ADV
MJMarci Jill FrankenthalerChief Legal Officer and SecretaryiForm ADV
PMPeter M ZiembaSenior Advisor to the CEO, Cao, and DirectoriForm ADV
RJRobert Jarrett LilienPresidentiForm ADV
RMRyan Matthew LouvarChief Legal Officer and SecretaryiForm ADV
SMStuart Michael BellChief Operating OfficeriForm ADV
TJTerry Jane FeldChief Compliance OfficeriForm ADV
WBWilliam Bradley PeckChief Executive Officer and PresidentiForm ADV

We also hold 14 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$89Bassets it manages, 2 advisers combinedOct 2026
20+funds on filenumbered funds in its name
Registeredinvestment adviserfull reporting to the SEC
Legal name
Wisdomtree Digital Management, Inc.
SEC number
CRD 139684

Recently backed

The latest companies WisdomTree put money into.

Fnality$136M · Sept 2025

Quick answers about WisdomTree

What does WisdomTree invest in?

WisdomTree invests most often at Series C (100% of the rounds on record), in sectors such as Health Care, Wealth Management and Asset Management.

How active is WisdomTree?

1 investments on record, 0 of them in the last 12 months, and it led 1. The most recent was in Sept 2025.

What has WisdomTree invested in recently?

Its most recent investments on record: Fnality (Series C, Sept 2025).

How big are WisdomTree's cheques?

The median round it joins is $136M.

Is WisdomTree investing now?

No investments in the last 12 months; the latest was in Sept 2025.

What kind of investor is WisdomTree?

WisdomTree is an angel based in New York, United States.

How much does WisdomTree manage?

About $89B, as regulatory assets under management, 2 advisers added together (Oct 2026).

When was WisdomTree founded?

WisdomTree was founded in 1985.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it