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WisdomTree

250 West 34th Street 3rd Floor, New York, NY, 10119, United States

Overview

Global financial innovator offering exchange-traded products and solutions.

Deals ยท 12mo

2

Links

WebsiteLinkedInX (Twitter)

Stage focus

Seed
Series A
Series B

Geographic focus

Israel
United Kingdom
United States

Sector focus

Asset Management
Blockchain
Finance
FinTech

Investment portfolio

8rounds
NAMEDATESIZE
Quorus
Mar 2026Led
$5 MSeed
AlphaBeta ETF
Nov 2025Led
$3 MOther Equity
Fnality International
Sep 2025Led
$133 MSeries C
Fnality International
Nov 2023Participated
$96 MSeries B
Onramp Invest
Aug 2021Participated
$6 MSeed
Securrency
Apr 2021Participated
$30 MSeries B
Securrency
Jan 2020Led
$18 MSeries A
AdvisorEngine
Nov 2016Led
$20 MSeries A
Quorus
Mar 2026Led
$5 MSeed
AlphaBeta ETF
Nov 2025Led
$3 MOther Equity
Fnality International
Sep 2025Led
$133 MSeries C
Fnality International
Nov 2023Participated
$96 MSeries B
Onramp Invest
Aug 2021Participated
$6 MSeed
Securrency
Apr 2021Participated
$30 MSeries B
Securrency
Jan 2020Led
$18 MSeries A
AdvisorEngine
Nov 2016Led
$20 MSeries A
8
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Insights

Time horizon

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Deal Distribution

WisdomTree: 8 funding rounds are recorded in the selected participation categories.All available history.
WisdomTree: 8 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed11
Series A20
Series B02
Series C+10
Other Equity10

Monthly Deal Activity

WisdomTree: 8 deals are recorded across 120 months.All available history.
WisdomTree: 8 deals are recorded across 120 months. All available history
MonthDeals
Nov '161
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '201
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '211
May '210
Jun '210
Jul '210
Aug '211
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '231
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '251
Oct '250
Nov '251
Dec '250
Jan '260
Feb '260
Mar '261
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

WisdomTree: Fintech is the largest displayed sector by deal count (8 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

WisdomTree: Fintech is the largest displayed sector by deal count (8 deals). All available history
SectorDeals
Fintech8
Crypto & Blockchain4
Networks, Cloud & Communication1
Enterprise Software1
Data, Analytics & IT1

Deal Size Distribution

WisdomTree: 8 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

WisdomTree: 8 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M2
$10M-$25M2
$25M-$50M1
$50M-$100M1
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

WisdomTree: United States has the largest recorded deal count among the displayed regions (5 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

WisdomTree: United States has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
United States5
Europe2
Israel1
WisdomTree: 20 co-investors are shown, with State Street sharing 3 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

WisdomTree: 20 co-investors are shown, with State Street sharing 3 recorded deals. All available history
Co-investorShared deals
State Street3
Banco Santander2
Barclays2
BNP Paribas2
DTCC2
Euroclear2
Goldman Sachs2
ING2
Nasdaq Ventures2
UBS2
Abu Dhabi Catalyst Partners1
Abu Dhabi Investment Office1
Bank of America1
BNY Mellon1
CIBC1
Citi1
Coinbase Ventures1
Commerzbank1
Connecticut Innovations1
Eterna Capital1

Investment Strategy

WisdomTree: Led accounts for 63% and participating for 38% of round participation.All available history.
WisdomTree: Led accounts for 63% and participating for 38% of round participation. All available history
CategoryDeals (count)Share (%)
Led563%
Participating338%
WisdomTree: Single-lead accounts for 80% and co-led for 20% of lead dynamics.All available history.
WisdomTree: Single-lead accounts for 80% and co-led for 20% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead480%
Co-led120%

Team

Anthony Bossone

Director

Ben Wallach

Head of Product Development & ESG

Bryan Edmiston

CFO

Heather Reisner

Product Development & ESG Senior Associate

Jeremy Schwartz
Jonathan Steinberg

Founder, President and CEO

Nick Fusco

Board of Trustees

Rafi Aviav
Tom Skrobe