Wisdomtree Investments, Inc. 401(k) Plan: Login, Facts & Contact Information
Wisdomtree Investments, Inc. 401(k) Login
68 former Wisdomtree Investments, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Wisdomtree Investments, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $4.89 million went into the plan in contributions, $1.61 million of it from the employer (33%).
- $3.44 million was paid out to participants.
- Investment and other income added $5.25 million.
- Administrative expenses were $2,160, about $9 per account.
How the Wisdomtree Investments, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 210 | $22.2 million | $967,252 | $3.96 million |
| 2020 | 202 | $24.6 million | $972,817 | $2.13 million |
| 2021 | 193 | $30.8 million | $1.08 million | $1.87 million |
| 2022 | 206 | $29.3 million | $1.34 million | $1.63 million |
| 2023 | 242 | $38.4 million | $1.45 million | $789,898 |
| 2024 | 264 | $45.1 million | $1.61 million | $3.44 million |
Wisdomtree Investments, Inc. 401(k) Contact Information
Questions about the Wisdomtree Investments, Inc. 401(k)
Does Wisdomtree Investments, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.61 million, 33% of all contributions.
Does the Wisdomtree Investments, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Wisdomtree Investments, Inc 401(k) plan?
264 participants at the start of plan year 2024, 195 of them active employees, and 68 former employees who still had money in the plan.
What is the average 401(k) balance at Wisdomtree Investments, Inc?
About $182,717 per account: $45.1 million in plan assets across 247 accounts with a balance at the end of plan year 2024.
Who manages the Wisdomtree Investments, Inc 401(k) accounts?
Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Wisdomtree Investments, Inc. How do I access my 401(k)?
Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.