Wisdomtree Digital Management, Inc.
- Regulatory AUM
- $766M
- Discretionary
- $766M
- Clients
- 1
- Avg AUM / client
- $766M
- Accounts
- 15
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $766M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edmiston, Bryan, Joseph | Chief Financial Officer And Treasurer | Jul 2021 (5y) | Less than 5% | |
| Bell, Stuart, Michael | Chief Operating Officer | May 2022 (4y) | Less than 5% | |
| Feld, Terry, Jane | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Louvar, Ryan, Matthew | Chief Legal Officer And Secretary | May 2022 (4y) | Less than 5% | |
| Peck, William, Bradley | Chief Executive Officer And President | May 2022 (4y) | Less than 5% | |
| Schwartz, Jeremy, D | Chief Investment Officer | May 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wisdomtree Digital Holdings, Inc. | Stockholder | May 2021 | A | 75% or more |
| Wisdomtree, Inc. | Stockholder | May 2021 | B | ≈ 56.25% – 100% via Wisdomtree Digital Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wisdomtree, Inc.: 75% – 100% of Wisdomtree Digital Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗