Oct 30, 8:00 AM ET
WisdomTree reported third-quarter 2026 results, with operating revenues of $179.4 million, up 42.8% from the third quarter of 2025, and diluted earnings per share of $0.32, compared with $0.13 a year earlier. The company also declared a quarterly dividend of $0.03 per share, payable November 25, 2026 to holders of record on November 11, 2026.
- Net income was $49.2 million for the quarter, up from $19.7 million in the third quarter of 2025, and diluted EPS was $0.32 versus $0.13.
- Ending assets under management were $171.0 billion, with $4.6 billion of net inflows in the quarter.
- Operating income margin was 41.3% for the quarter, compared with 36.3% a year earlier.
- The Board declared a $0.03 quarterly cash dividend on October 28, 2026.
Read the filing on SEC.gov ↗
Jul 31, 8:00 AM ET
WisdomTree reported second-quarter 2026 operating revenues of $177.2 million, up 11.1% from the first quarter and 57.3% from the second quarter of 2025, with net income of $44.3 million and diluted EPS of $0.28. Results swung from a first-quarter net loss of $23.1 million, and the period included the May 2026 acquisition of Atlantic House. The board also declared a $0.03 quarterly dividend.
- Operating revenues were $177.2 million, up from $159.5 million in Q1 2026 and $112.6 million in Q2 2025.
- Net income was $44.3 million, or $0.28 diluted EPS, compared with a net loss of $23.1 million, or $(0.17) per share, in Q1 2026. Adjusted diluted EPS was $0.31.
- Ending AUM was $162.9 billion, with $3.1 billion of net inflows in the quarter.
- The $0.03 dividend is payable August 26, 2026 to holders of record on August 12, 2026.
Read the filing on SEC.gov ↗
May 1, 8:00 AM ET
WisdomTree reported first-quarter 2026 operating revenues of $159.5 million, up 8.2% from the prior quarter, but a net loss of $23.1 million, or $0.17 per diluted share, driven by a $62.3 million loss on convertible note transactions. The company also completed its $200.0 million cash acquisition of Atlantic House on May 1, 2026, and declared a $0.03 quarterly dividend.
- Operating revenues of $159.5 million, up 8.2% from the fourth quarter of 2025
- Net loss of $23.1 million, or $0.17 per diluted share, versus net income of $40.0 million in the fourth quarter of 2025
- Adjusted diluted EPS of $0.27, down from $0.29 in the fourth quarter of 2025 (non-GAAP)
- Atlantic House acquisition closed May 1, 2026 for £150.0 million (approximately $200.0 million) in cash, subject to post-closing adjustments
Read the filing on SEC.gov ↗
Mar 30, 5:31 PM ET
WisdomTree, Inc. issued $603.75 million of 4.50% convertible senior notes due October 1, 2031, in a private offering to qualified institutional buyers, netting approximately $591.2 million in proceeds. The notes include $78.75 million from the initial purchasers' full exercise of their option, and they rank equal with the company's other convertible notes, which adds new debt that holders of the company's stock will need to weigh against the cash raised.
- Principal of $603.75 million, including $78.75 million from the full exercise of the purchasers' option; net proceeds of approximately $591.2 million
- Interest at 4.50% per year, paid semiannually on April 1 and October 1, starting October 1, 2026; maturity October 1, 2031
- Initial conversion price of approximately $21.58 per share (46.3306 shares per $1,000 principal); the company may redeem for cash on or after April 6, 2028 under certain conditions
Read the filing on SEC.gov ↗
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