WisdomTree has completed its previously announced acquisition of Atlantic House Holdings Limited (“Atlantic House”), a London-based active manager specialising in defined outcome and derivatives-driven investment strategies.
The completion of the transaction advances WisdomTree’s strategy of expanding in structurally growing areas of asset and wealth management. It enhances the firm’s capabilities in defined outcome and derivatives-driven investing, adding a dedicated investment team with deep expertise and a proven track record in the space.
The acquisition strengthens WisdomTree’s ability to design, launch and scale differentiated active ETFs globally, accelerating innovation in outcome-oriented strategies and supporting the planned launch of 15-20 defined outcome ETFs globally, over the next 18 months. It also expands the firm’s Models and Portfolio Solutions platform into the UK wealth market, deepening adviser relationships and enhancing distribution across Europe.
“This is an important step forward for WisdomTree,” said Jonathan Steinberg, WisdomTree Founder and CEO. “The addition of Atlantic House advances our strategy of expanding in structurally growing areas of asset management, including active ETFs, outcome-oriented strategies and managed models. By combining differentiated derivatives expertise with our global distribution, we are strengthening our ability to innovate and deliver more differentiated solutions that support long-term value for both our clients and our stockholders.”
Tom May, Chief Executive Officer of Atlantic House, said, “Joining WisdomTree represents a compelling opportunity to extend our defined outcome strategies and model portfolio offering with greater scale and reach, globally. Our investment team remains in place and will continue to manage strategies with the same disciplined approach and philosophy our clients expect. Together, we are well positioned to expand access to our defined outcome capabilities to a broader investor base.”
Alexis Marinof, CEO, Europe, WisdomTree, added, “This acquisition represents an important milestone in our European growth strategy. Atlantic House brings a differentiated platform, established client relationships and deep expertise that align closely with our focus on delivering scalable, innovative solutions. With the transaction complete, our focus now shifts to execution – bringing these capabilities to a broader client base through our global platform.”
The purchase price was £150 million (approximately $200 million), payable at closing, subject to customary adjustments.
Following the completion of the transaction, WisdomTree manages approximately $163.19 billion in assets globally[1], including assets from its 2025 acquisition of Ceres Partners, marking WisdomTree’s entry into private markets.
