WisdomTree and Monex provide first line-up of products for Zero ETF program in Japan

NEW YORK, Feb. 27, 2017 -- WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager, today announced that WisdomTree Japan Inc., a wholly-owned subsidiary (“WisdomTree Japan”), entered into an agreement with Monex Securities (“Monex”), a leading Japanese online securities firm, whereby Monex will provide WisdomTree’s ETFs through Japan’s first commission-free program, Overseas ETFs with Zero Commissions on Transactions (”Zero ETF”’).

Zero ETF is a long-term investment program offered to individual investors in Japan for the first time that not only provides commission-free transactions but also offers ETF holders a range of potential long-term benefits from Monex and WisdomTree.

Kurt MacAlpine, WisdomTree Head of Global Distribution, said, “We are excited about the potential of this new collaboration we have established with Monex and believe it will enhance the investing experience for individuals in Japan. WisdomTree takes pride on being an industry innovator, extending beyond the development of our differentiated products. It also includes our strategy behind working with platforms to deliver these products to various markets."

Junichi Kamitsubo, WisdomTree Japan Head of Sales, said, “WisdomTree and Monex will work together to provide information and services to individual investors on a continuous basis not only at the time of purchase, but also over the long term. As part of this service, we will regularly send investors model portfolios, hold investment seminars online and provide research reports that are limited to Zero ETF holders only.”

Jesper Koll, Head of WisdomTree Japan, said, “WisdomTree has developed distinctive ETFs investing in a wide range of asset classes covering various countries in the world.  We are a pioneer of Smart Beta ETFs and have available for sale in Japan a suite of Smart Beta ETFs with ten-year track records.  Other innovative products offered in Japan include interest rate hedged high yield fixed income ETFs – including the industry’s only negative duration high yield ETF – and long/short U.S. equity ETFs. We believe that with commission-free transactions and after-purchase support, many individual investors can benefit from and use U.S. ETFs to diversify their long-term investments.”

The following WisdomTree ETFs are available for sale in Japan and are included in the Zero ETF long-term investment program:

About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York.  WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies.  WisdomTree currently has approximately $43.3 billion in assets under management globally. 

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

Contact Information

Media Relations
WisdomTree Investments, Inc. 
Jessica Zaloom / Melissa Chiles
+1.917.267.3735 / +1.917.267.3797
[email protected] / [email protected]

Investor Relations
WisdomTree Investments, Inc. 
Jason Weyeneth, CFA
+1.917.267.3858 
[email protected]