# WisdomTree: angel investments and portfolio > WisdomTree is an angel based in United States. 1 investment on record, latest Sept 2025. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/wisdomtree (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # WisdomTree Last cheque observed Sep 2025. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Angel Quiet Series C Health Care Wealth Management Asset Management Follow WisdomTree and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fwisdomtree) Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **404** days **00** hrs **00** min **00** sec Median round **$136M** Rounds led **1 of 1** Pitch WisdomTree ## WisdomTree highlights - 01 1 rounds on record - 02 Mostly Series C: 100% of its rounds - 03 Led 1 rounds ## What they do - **Type:** Angel (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Health Care Wealth Management Asset Management - **Based in:** New York, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2025** 1 round - **Sept** **[Fnality](https://millionrounds.com/company/fnality)** Series C · GB · Silicon Canals **$136M** *Led* 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 registration **12 named** BJ **Bryan Joseph Edmiston** Chief Financial Officer and Treasurer i Form ADV DY **David Yates** Chief Information Officer i Form ADV JD **Jeremy D Schwartz** Chief Investment Officer i Form ADV JA **Joanne Antico** General Counsel & Assistant Secretary i Form ADV JL **Jonathan Laurence Steinberg** CEO and Director i Form ADV MJ **Marci Jill Frankenthaler** Chief Legal Officer and Secretary i Form ADV PM **Peter M Ziemba** Senior Advisor to the CEO, Cao, and Director i Form ADV RJ **Robert Jarrett Lilien** President i Form ADV RM **Ryan Matthew Louvar** Chief Legal Officer and Secretary i Form ADV SM **Stuart Michael Bell** Chief Operating Officer i Form ADV TJ **Terry Jane Feld** Chief Compliance Officer i Form ADV WB **William Bradley Peck** Chief Executive Officer and President i Form 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 **$89B** assets it manages, 2 advisers combined Oct 2026 **20+** funds on file numbered funds in its name **Registered** investment adviser full reporting to the SEC - **Legal name:** Wisdomtree Digital Management, Inc. - **SEC number:** CRD 139684 ## The cheque Series C Median round joined **$136M** the round, not its cheque Led 1 of 1 rounds **100%** - **Sole investor:** Never alone - **Last cheque:** Sept 2025 Rounds by stage said on their site - Series C *1* Cheques by month Led Joined Dec 2023 Nov 2026 **Pitching WisdomTree?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies WisdomTree put money into. [**Fnality** $136M · Sept 2025](https://millionrounds.com/company/fnality) ## 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. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=wisdomtree) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=wisdomtree)