Company Announcements

Korea Investment Management Launches Suite of Innovative Products Based on WisdomTree’s U.S. Quality Dividend Growth Index

NEW YORK--(BUSINESS WIRE)--May 13, 2025-- WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced it has expanded its global footprint through a strategic collaboration with Korea Investment Management Co., Ltd. (KIM) in connection with the launch of a suite of innovative exchange-traded funds (ETFs) by KIM marketed under the ACE label for the Korean market. “ACE” is the ETF branding used by Korea Investment Management for its locally listed ETFs. The ETFs are benchmarked to indexes incorporating WisdomTree’s proprietary approach to U.S. quality dividend growth capture through its U.S. quality dividend growth methodology, including the WisdomTree U.S. Quality Dividend Growth Index. This collaboration marks a significant milestone in WisdomTree’s mission to bring intelligent, research-driven investment solutions to new markets, reinforcing its leadership in global asset management.

To spearhead this initiative, WisdomTree has appointed Junghee Han, formerly of Korea Investment & Securities (KIS) and Korea Investment Corporation (KIC), to lead the firm’s expansion into the Korean market. With deep expertise in institutional asset management and a strong network across the region, Han is poised to drive impactful engagement with Korea’s top investors and institutions.

“We are thrilled to collaborate with Korea Investment Management and support the expansion of WisdomTree’s index-based strategies into new markets and an even broader global audience,” said Jarrett Lilien, President of WisdomTree.

Han will report to Joseph Grogan, Head of Distribution, Americas, and play a key role in strengthening WisdomTree’s institutional relationships in the region.

“I’ve had the pleasure of working with Junghee for many years. His in-depth knowledge of institutional investors, particularly in the Korean market, and his proven ability to foster long-term relationships make him a tremendous asset to our team,” said Grogan. “I’m looking forward to working with him as WisdomTree accelerates our growth in Asia.”

Han is a seasoned investment executive with over 20 years of experience in global finance, specializing in private credit, hedge funds, and alternative investments. He most recently served as CEO of SF Credit Partners LLC, managing underwriting and direct lending efforts.

This collaboration underscores WisdomTree’s commitment to deliver exceptional investment strategies to an increasingly interconnected global investor base. By supporting KIM’s launch of these new products, WisdomTree is helping to expand access to its innovative dividend-growth strategies in Asia and for investors worldwide. As part of this initiative, the following funds are being launched by KIM specifically for the Korean market:

• KIM ACE US Dividend Quality ETF
• KIM ACE US Dividend Quality 50/50 Blended ETF
• KIM ACE US Dividend Quality Plus Covered Call Active ETF

WisdomTree and Korea Investment Management will co-host an event in Seoul on May 13^th to commemorate the launch of the KIM ACE ETF suite. The event will feature press & institutional clients, stakeholders, and selected retail clients with pre-recorded videos from Professor Jeremy Siegel, WisdomTree's Senior Economist and Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania.

The ETFs referenced herein are offered and managed by Korea Investment Management Co., Ltd. WisdomTree does not sponsor, issue, or distribute these products, and this communication does not constitute an offer to sell or a solicitation of an offer to buy any security.

There are risks involved with investing, including the possible loss of principal.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access, transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our blockchain-native digital wallet, WisdomTree Prime®, and institutional platform, WisdomTree Connect™.*

* The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.

WisdomTree currently has approximately $118.6 billion in assets under management globally, as of May 12, 2025.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

Please visit us on X at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE PRIME:

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

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Category: Business Update

View source version on businesswire.com: https://www.businesswire.com/news/home/20250513094871/en/

Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com

Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com

Source: WisdomTree, Inc.