AdvisorCensus / Financial advisors / New York / New York / Wisdomtree Digital Management, Inc.
Wisdomtree Digital Management, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Wisdomtree Digital Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Wisdomtree Digital Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Wisdomtree Digital Management, Inc. located?
Wisdomtree Digital Management, Inc.'s principal office is in New York, NY, according to its Form ADV.
Is Wisdomtree Digital Management, Inc. registered with the SEC or a state?
Wisdomtree Digital Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322139.
How much does Wisdomtree Digital Management, Inc. manage?
Wisdomtree Digital Management, Inc. reports $766,045,400 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Wisdomtree Digital Management, Inc.'s assets and staff changed since 2022?
In the Form ADV data for Wisdomtree Digital Management, Inc.: Regulatory assets under management: $18,946,475 in the October 2024 data and $766,045,400 in the October 2026 data, up 3943%. Total employees: 6 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wisdomtree Digital Management, Inc. serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Wisdomtree Digital Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322139
What changed in Wisdomtree Digital Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $128,971,606 to $766,045,400 (+494%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$766,045,400 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $766,045,400 | 6 | March 31, 2026 |
| October 2025 | $128,971,606 | 6 | March 26, 2025 |
| October 2024 | $18,946,475 | 6 | March 27, 2024 |
| October 2023 | Not reported | 6 | March 30, 2023 |
| October 2022 | Not reported | 6 | July 14, 2022 |
Regulatory assets under management: $18,946,475 in the October 2024 data and $766,045,400 in the October 2026 data, up 3943%.
Total employees: 6 in October 2022 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $128,971,606 to $766,045,400 (+494%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wisdomtree Digital Management, Inc. (CRD 322139): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wisdomtree-digital-management-inc-new-york-ny-322139