Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Asset manager · New York, NY

Wisdomtree Digital Management, Inc.

SEC-registered investment adviser · CRD 322139 · SEC 801-126387

At a glance

Wisdomtree Digital Management, Inc. is an SEC-registered investment adviser based in New York, New York, with $766 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,488th of 3,218 asset managers and 6,251st of 17,210 SEC-registered advisers by assets.

Main office 212-801-2080wisdomtree.comAs filed on Form ADV

Regulatory AUM
$766M
Rank among asset managers
#1,488 of 3,218
Rank among all SEC RIAs
#6,251 of 17,210
Rank in New York
#1,284 of 2,591
Clients
1
Accounts
15
Discretionary
100% of AUM
Employees
6
Advisory staff
3
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Wisdomtree Digital Management, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Wisdomtree Digital Management, Inc. is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Wisdomtree Securities, Inc..

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Investment companies1$766M100%

Disciplinary disclosures

Wisdomtree Digital Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for investment companies

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗wisdomtree.com ↗

AtlasMembers

The full record on Wisdomtree Digital Management, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 1,019 peers of its type and size
Locked
Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Wisdomtree Digital Management, Inc. manage?

Wisdomtree Digital Management, Inc. reports $766 million in regulatory assets under management across 15 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.

What kind of firm is Wisdomtree Digital Management, Inc.?

Wisdomtree Digital Management, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.

Who are Wisdomtree Digital Management, Inc.’s clients?

By assets, its largest client types are investment companies ($766 million, 1 clients).

Does Wisdomtree Digital Management, Inc. have any disciplinary history?

Wisdomtree Digital Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Wisdomtree Digital Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →