NEW YORK & LONDON — March 16, 2026
Executive Summary
WisdomTree, Inc. (NYSE: WT), a global financial innovator, has entered into a definitive agreement to acquire Atlantic House Holdings Limited, a London-based systematic investment manager specializing in defined outcome and derivatives-driven strategies. Atlantic House manages approximately £4.11 billion (approximately $5.5 billion) in assets under management.
The transaction is designed to expand WisdomTree’s global capabilities in defined outcome exchange-traded funds (ETFs) and derivatives-based investment strategies while strengthening the company’s models and portfolio solutions platform and UK distribution footprint. The acquisition also supports WisdomTree’s strategy of combining organic growth with disciplined inorganic expansion.
Under the terms of the agreement, WisdomTree will acquire Atlantic House for £150 million (approximately $200 million) payable at closing, subject to customary adjustments. The transaction is expected to close in Q2 2026, subject to regulatory approvals, financing arrangements and other customary closing conditions.
Following completion of the transaction, WisdomTree anticipates managing approximately $163 billion in assets globally, based on combined assets of WisdomTree and Atlantic House as of March 11, 2026.
Announcement Overview
WisdomTree announced that it has entered into a definitive agreement to acquire Atlantic House Holdings Limited, a London-based investment manager specializing in derivatives-based and defined outcome investment strategies.
Atlantic House manages approximately £4.11 billion ($5.5 billion) in assets under management and focuses on derivatives-driven strategies designed to support multi-asset investors in constructing resilient and predictable portfolios.
According to WisdomTree, the acquisition enhances the company’s long-term growth profile through expanded product capabilities, distribution channels and model portfolio solutions. The transaction aligns with WisdomTree’s strategy of combining strong organic growth with targeted acquisitions to broaden its investment capabilities and geographic reach.
The acquisition is expected to enhance WisdomTree’s ability to design, launch and scale differentiated investment strategies, including defined outcome ETFs and derivatives-based products, while expanding the company’s distribution relationships within the UK and across Europe.
Following closing, Atlantic House’s investment team will continue managing existing strategies while working with WisdomTree to expand capabilities across ETF and model portfolio platforms.
Key Announcement Details
Transaction Overview
- Announcement Type: Strategic acquisition agreement
- Acquiring Company: WisdomTree, Inc. (NYSE: WT)
- Target Company: Atlantic House Holdings Limited
- Nature of Target Company: London-based systematic investment manager specializing in derivatives-driven and defined outcome strategies
- Headquarters of Target Company: London, United Kingdom
- Assets Under Management of Atlantic House: Approximately £4.11 billion (approximately $5.5 billion)
- Strategic Purpose: Expand WisdomTree’s investment capabilities and product platform through acquisition of derivatives and defined outcome expertise
- Strategic Growth Approach: Combination of organic growth and disciplined inorganic expansion
Transaction Value and Financial Terms
- Purchase Price: £150 million (approximately $200 million)
- Payment Structure: Payable at closing
- Purchase Price Adjustment: Subject to customary closing adjustments
- Expected Closing Timeline: Second quarter of 2026 (Q2 2026)
- Closing Requirements:
- Regulatory approvals
- Financing arrangements
- Other customary closing conditions
Expected Financial and Operational Impact
- Expected Financial Effect: Modestly accretive in 2026
- Potential Future Upside:
- Revenue synergies
- Operating scale efficiencies
- Expanded revenue yields
- Margin expansion opportunities
Product and Investment Capability Expansion
- Primary Capability Added: Defined outcome investment strategies
- Additional Capability Added: Derivatives-driven investment strategies
- Investment Expertise Added: Systematic investment management
- Strategic Product Focus:
- Active ETFs
- Outcome-oriented strategies
- Derivatives-based investment products
- Product Innovation Outcome:
- Accelerated development of new ETF products
- Expanded investment strategy design capabilities
- Increased product launch capacity
ETF and Strategy Development Capabilities
- Capability Enhancement: Ability to design, launch and scale differentiated active ETFs
- Strategic Segment Targeted: Defined outcome ETF strategies
- Investment Innovation Focus: Integration of derivatives expertise with ETF strategy design
- Investment Strategy Expansion: Scaling of outcome-oriented strategies across global markets
Models and Portfolio Solutions Expansion
- Platform Expansion: Extension of WisdomTree’s Models and Portfolio Solutions platform
- New Geographic Market: United Kingdom wealth management market
- Existing Market Presence: Established momentum in the United States
- Platform Impact:
- Enhanced portfolio construction capabilities
- Increased scale of model portfolio solutions
- Strengthened asset durability within the wealth channel
Distribution Expansion
- Distribution Enhancement: Expansion of UK independent financial adviser (IFA) relationships
- European Distribution Impact: Broader European wealth distribution reach
- Distribution Strategy: Cross-distribution opportunities across global markets
- Client Access Expansion: Wider access to Atlantic House investment strategies across Europe and the United States
Strategic Growth Context
- Segment Focus: Structurally growing segments of asset and wealth management
- Growth Areas Identified:
- Active ETFs
- Outcome-oriented alternatives
- Managed model portfolios
- Strategic Outcome: Integration of derivatives expertise with WisdomTree’s global distribution network
Integration of Investment Teams
- Post-Acquisition Investment Management: Atlantic House investment team will continue managing existing strategies
- Leadership Role After Closing:
- Tom May, Chief Executive Officer of Atlantic House
- New role: Global CIO, Outcome and Derivative Strategies at WisdomTree
- Operational Integration: Collaboration between Atlantic House investment team and WisdomTree to expand capabilities across:
- ETF platforms
- Model portfolio platforms
Combined Assets After Transaction
- Estimated Combined Global Assets Under Management: Approximately $163 billion
- Reference Date for Combined Assets: March 11, 2026
WisdomTree Current Assets Under Management
- WisdomTree Global Assets Under Management: Approximately $157 billion
- AUM Reporting Scope: Inclusive of assets managed by Ceres Partners, LLC
- Reference Period: Most recent reportable period
Historical Strategic Acquisitions Referenced
- Boost ETP Acquisition: 2014
- ETF Securities Acquisition: 2018
- Ceres Partners, LLC Acquisition: 2025
UCITS Platform Growth Reference
- UCITS Platform Assets After Previous Integrations: Approximately $15 billion in assets
Atlantic House Investment Strategies
- Primary Investment Specialization: Derivatives-based investment strategies
- Investment Management Focus: Supporting multi-asset investors globally
- Strategy Categories Managed by Atlantic House:
- Defined outcome strategies
- Liquid alternatives strategies
- Equity replacement strategies
- Fixed income strategies
- Hedging strategies
- Solutions Business Offering: Bespoke structured notes
Flagship Investment Strategy
- Flagship Product: Atlantic House Defined Returns Fund
- Assets Managed by the Strategy: Approximately £2.5 billion
Albemarle Street Partners (Atlantic House Division)
- Business Unit: Albemarle Street Partners
- Organizational Structure: Part of Atlantic House
- Primary Role: Provide multi-asset investment solutions
- Client Segment: Independent financial advisers
- Investment Solutions Offered:
- Multi-asset funds
- Model portfolios
- Investment Philosophy:
- Disciplined investment framework
- Academically robust investment approach
- Adviser Support Objective:
- Support advisers’ investment propositions
- Support advisers’ long-term business growth
Strategic Technology and Infrastructure Context
- WisdomTree Digital Infrastructure Platforms:
- WisdomTree Connect™ institutional platform
- WisdomTree Prime® blockchain-native digital wallet
- Digital Asset Strategy:
- Tokenized real-world asset initiatives
- Stablecoin-related financial services
- Private Markets Expansion: Entry through acquisition of Ceres Partners’ U.S. farmland investment platform
Digital Services Regulatory Structure
- Digital Platform Operator: WisdomTree Digital Movement, Inc.
- Regulatory Status:
- Federally registered money services business
- State-licensed money transmitter
- Regulatory Identification: NMLS ID: 2372500
- Additional Entity: WisdomTree Digital Trust Company, LLC
- Chartering Authority: New York State Department of Financial Services
- Charter Type: Limited purpose trust company authorized to engage in virtual currency business
Advisors to the Transaction
Legal Counsel to WisdomTree
- Goodwin Procter LLP
Financial Advisor to Atlantic House
- Piper Sandler & Company
Legal Counsel to Atlantic House Shareholders
- DAC Beachcroft LLP
- Ogilvy & Wachtel
Announcement Category
- Category: Business Update
Strategic Rationale
Advancing Active ETF and Defined Outcome Capabilities
WisdomTree stated that the acquisition strengthens its position in one of the fastest-growing segments of asset and wealth management by bringing established derivatives and systematic investment expertise in-house.
Atlantic House specializes in derivatives-driven investment strategies and systematic approaches designed to produce defined investment outcomes. Through this acquisition, WisdomTree expands its ability to design, develop and scale differentiated active ETFs and outcome-oriented investment strategies across global markets.
The addition of Atlantic House’s expertise in derivatives and systematic strategies supports WisdomTree’s broader objective of enhancing its investment product lineup with innovative solutions aligned with evolving investor demand.
Expanding Models and Portfolio Solutions Platform
The acquisition also extends WisdomTree’s Models and Portfolio Solutions platform into the United Kingdom, building on existing momentum within the United States market.
WisdomTree indicated that expanding this platform into the UK wealth market increases the scale and reach of its portfolio construction capabilities. The expanded platform is expected to support asset durability within the wealth channel and enhance the firm’s ability to provide portfolio solutions to advisers and institutional investors.
According to the company, the additional scale improves the resilience and quality of WisdomTree’s revenue mix over time by diversifying its product offerings and strengthening its model portfolio capabilities.
Expanding UK Adviser Distribution with Global Application
Atlantic House brings established relationships within the UK independent financial adviser (IFA) market, which WisdomTree indicated will enhance its distribution reach across the region.
The company stated that the acquisition supports cross-distribution opportunities and strengthens access to the UK wealth management channel.
WisdomTree noted that this approach mirrors earlier integrations, including the acquisitions of Boost ETP in 2014 and ETF Securities in 2018, where existing adviser relationships contributed to scaling the firm’s UCITS platform to approximately $15 billion in assets.
Through the addition of Atlantic House’s adviser network and market presence, WisdomTree expects to expand its distribution footprint across both the UK and broader European markets.
Disciplined and Growth-Oriented Transaction
WisdomTree stated that the transaction aligns with its disciplined capital allocation framework and is expected to be modestly accretive during 2026.
The company indicated that combining Atlantic House’s product capabilities with WisdomTree’s distribution network creates opportunities for incremental revenue growth through product expansion, cross-distribution and enhanced model portfolio capabilities.
The acquisition forms part of WisdomTree’s broader strategy to expand in structurally growing areas of asset management, including active ETFs, outcome-oriented strategies and managed models.
Leadership Statements
Jonathan Steinberg, Founder and Chief Executive Officer of WisdomTree, said:
“Atlantic House strengthens WisdomTree across multiple dimensions. It enhances our defined outcome and derivatives capabilities, expands our Models and Portfolio Solutions platform in the UK, and deepens our presence within the wealth channel. Importantly, it aligns with our disciplined capital allocation framework while positioning the firm for incremental revenue growth. This transaction also advances our multi-year strategy to build a more diversified and higher-quality growth platform, expanding on WisdomTree’s 2025 acquisition of Ceres Partners, LLC and our strategic entry into private markets.”
Tom May, Chief Executive Officer of Atlantic House, added:
“Joining WisdomTree enables us to enhance our investment offering through WisdomTree’s extensive research capabilities and distribution platform. We see a significant opportunity to broaden access to our strategies across Europe and the United States, while continuing to serve our existing clients with the same disciplined approach and investment philosophy. Our products will continue to be managed by the same investment team, under my leadership as Global CIO, Outcome and Derivative Strategies at WisdomTree.”
Alexis Marinof, Chief Executive Officer for Europe at WisdomTree, said:
“This acquisition represents an important step in our global growth strategy. Atlantic House has built a differentiated defined outcome, derivatives and model platform with a disciplined investment approach and established client relationships, aligning closely with our strategy to deliver scalable, innovative capabilities to meet evolving client needs. We look forward to welcoming the team to WisdomTree.”
Transaction Advisors
Several advisory firms are supporting the transaction.
Goodwin Procter LLP is acting as legal counsel to WisdomTree.
Piper Sandler & Company is serving as exclusive financial advisor to Atlantic House.
DAC Beachcroft LLP and Ogilvy & Wachtel are acting as legal counsel to the shareholders of Atlantic House.
Forward-Looking Statements
This announcement contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements include expectations related to WisdomTree’s financial and business plans, strategic goals and the anticipated benefits of the acquisition of Atlantic House.
Forward-looking statements are based on management’s current expectations, estimates, projections and assumptions regarding future events. These statements are not guarantees of future performance and involve risks and uncertainties that could cause actual results to differ materially from those expressed in the statements.
Additional information regarding these risks and uncertainties is included in WisdomTree’s filings with the U.S. Securities and Exchange Commission, including the company’s most recent Form 10-K filed on February 25, 2026 and other subsequent filings.
Forward-looking statements speak only as of the date of this announcement, and WisdomTree does not undertake any obligation to update them except as required by applicable securities laws.
About WisdomTree
WisdomTree is a global financial innovator offering a broad suite of exchange-traded products (ETPs), model portfolios, portfolio solutions, private market investments and digital asset-related products.
The company’s offerings are designed to support investors and financial professionals by providing access to investment strategies built on modern financial infrastructure with an emphasis on access, transparency and enhanced user experience.
WisdomTree has also developed next-generation digital financial services, including products related to tokenized real-world assets and stablecoins, as well as its institutional platform WisdomTree Connect™ and the blockchain-native digital wallet WisdomTree Prime®.
The company has expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland investment platform.
WisdomTree currently manages approximately $157 billion in assets globally, inclusive of assets managed by Ceres Partners, LLC as of the most recent reporting period.
Following completion of the Atlantic House acquisition, WisdomTree anticipates managing approximately $163 billion in global assets.
More information is available at www.wisdomtree.com.
About Atlantic House
Atlantic House is a derivatives-based investment manager supporting multi-asset investors globally in constructing portfolios designed to be more predictable, resilient and effective.
The firm specializes exclusively in derivatives-based strategies and combines derivatives expertise with structured risk management to deliver tailored investment solutions.
Atlantic House manages several investment strategies designed to meet specific investment objectives, including:
- Atlantic House Defined Returns Fund, managing approximately £2.5 billion, which represents the firm’s core defined return capability
- Liquid alternatives strategies
- Equity replacement strategies
- Fixed income strategies
- Hedging strategies
- Structured note solutions offered through the firm’s solutions business
These strategies are designed to support investors in navigating market uncertainty while maintaining defined investment outcomes.
About Albemarle Street Partners
Albemarle Street Partners, part of Atlantic House, provides multi-asset investment solutions and works with independent financial advisers.
The firm offers investment solutions including multi-asset funds and model portfolios that reflect the investment philosophies of advisers.
Albemarle Street Partners focuses on delivering responsible investment solutions designed to support advisers’ long-term business growth while providing value and service to their clients.
The firm operates with an experienced investment team and emphasizes disciplined portfolio construction and adviser partnerships.
Media Contact
For additional information, visit wisdomtree.com.
Source Attribution
Source: Company announcement
