Every material Form 8-K WisdomTree Investments has filed with the SEC since July 26, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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
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
WisdomTree agreed on March 13, 2026 to acquire Atlantic House Holdings Limited, a London-based derivatives and systematic investment manager with about £4.1 billion (about $5.5 billion) in assets under management. The deal is expected to close in the second quarter of 2026, subject to regulatory approvals, financing and other customary conditions, and the company says it is modestly accretive in 2026.
Purchase price is £150.0 million (about $200.0 million) in cash payable at closing, plus working capital loan consideration and customary post-closing adjustments
Expected to close in Q2 2026; the agreement terminates if closing has not occurred by June 13, 2026, unless extended
If the financing condition is not met within 20 business days of the later of other conditions being satisfied and May 4, 2026, sellers may terminate and receive £5.0 million (about $6.7 million)
Following closing, WisdomTree expects to manage about $163 billion in assets, compared with about $157 billion currently
WisdomTree reported fourth quarter 2025 operating revenues of $147.4 million and net income of $40.0 million, or $0.28 per diluted share, compared with $0.13 per share in the third quarter of 2025 and $0.18 in the fourth quarter of 2024. The company attributed the revenue growth mainly to the Ceres Acquisition, and its board declared a $0.03 quarterly dividend.
Operating revenues were $147.4 million, up 17.4% from the third quarter of 2025 and 33.2% from the fourth quarter of 2024.
Net income was $40.0 million, or $0.28 per diluted share, versus $27.3 million and $0.18 per share in the fourth quarter of 2024.
Ending assets under management were $144.5 billion, with net outflows of $0.3 billion in the quarter.
The $0.03 per share dividend is payable February 25, 2026 to stockholders of record on February 11, 2026.
WisdomTree reported third-quarter 2025 operating revenues of $125.6 million, up 11.5% from the prior quarter and 11.0% from a year earlier, with GAAP net income of $19.7 million, or $0.13 per diluted share, after a $13.0 million loss on convertible note repurchases. The board also raised the total share repurchase authorization to $250.0 million, which expires on April 27, 2028, and declared a $0.03 quarterly dividend.
Q3 2025 operating revenues were $125.6 million, up 11.5% from Q2 2025 and up 11.0% from Q3 2024
GAAP diluted EPS was $0.13 versus $0.17 in Q2 2025; adjusted diluted EPS was $0.23, including a $13.0 million loss on extinguishment of convertible notes
Board approved a $190.0 million increase to the repurchase program, bringing the total to $250.0 million, expiring April 27, 2028
Quarterly dividend of $0.03 per share is payable November 26, 2025 to holders of record as of November 12, 2025
WisdomTree completed its acquisition of Ceres Partners, a farmland-focused investment manager, on October 1, 2025. The company paid $275 million in cash at closing, subject to customary post-closing adjustments, and may pay earnout consideration of up to $225 million in 2030 if Ceres meets revenue growth targets. The filing says the upfront payment was funded from the recently completed convertible senior notes offering, and the company describes the deal as its entry into private markets.
Acquisition completed October 1, 2025, by WisdomTree Farmland Holdings, Inc., a wholly-owned subsidiary
Upfront consideration of $275 million in cash, subject to customary post-closing adjustments for cash, indebtedness and working capital
Earnout of up to $225 million payable in 2030, contingent on Ceres revenue compound annual growth of 12% to 22% for January 1, 2025 through December 31, 2029
WisdomTree sold $475.0 million of 4.625% convertible senior notes due 2030 in a private offering to qualified institutional buyers, with net proceeds of approximately $464 million. The notes can convert into common stock at an initial price of about $19.15 per share, so the offering could add up to about 35.96 million shares to the share count if holders convert, though the company may settle conversions in cash in whole or in part.
Principal of $475.0 million includes $60 million from the initial purchasers' full option exercise; net proceeds approximately $464 million
Notes mature August 15, 2030, with interest payable semiannually beginning February 15, 2026
Initial conversion price of approximately $19.1545 per share; maximum of 35,957,643 shares issuable on conversion at the maximum conversion rate
The company may not redeem the notes before August 20, 2027; Oppenheimer & Co. Inc. acted as representative of the initial purchasers
On July 31, 2025, WisdomTree agreed to acquire Ceres Partners, a U.S. farmland investment manager, for $275.0 million in cash at closing plus up to $225.0 million in earnout payments in 2030. The deal is expected to close in Q4 2025, subject to regulatory approvals, consents and financing. The same day, WisdomTree reported Q2 2025 operating revenues of $112.6 million, up 4.2% from Q1, and net income of $24.8 million, or $0.17 per diluted share.
Cash consideration of $275.0 million at closing, subject to customary adjustments; earnout of up to $225.0 million payable in 2030 if Ceres meets a 12% to 22% revenue compound annual growth rate for 2025 to 2029
Ceres has approximately $1.85 billion in assets under management across about 545 U.S. farmland properties in 12 states, per the press release
Agreement terminates if closing has not occurred by December 31, 2025, unless the parties agree to extend
Q2 2025 operating income margin was 30.8%, down from 31.6% in Q1, which the company attributed mainly to $2.0 million of acquisition-related costs
WisdomTree reported first-quarter 2025 net income of $24.6 million, or $0.17 per diluted share, with operating revenues of $108.1 million, down 2.4% from the fourth quarter of 2024 but up 11.6% from the first quarter of 2024. The company also declared a $0.03 quarterly dividend payable May 28, 2025, and ended the quarter with $115.8 billion in assets under management after $3.0 billion of net inflows.
Q1 2025 net income $24.6 million ($0.17 diluted EPS), versus $27.3 million in Q4 2024 and $22.1 million in Q1 2024
Operating revenues $108.1 million, down 2.4% from Q4 2024 on two fewer trading days and a lower average advisory fee
Quarterly dividend of $0.03 per share payable May 28, 2025 to holders of record on May 14, 2025
WisdomTree reported fourth-quarter 2024 net income of $27.3 million and diluted EPS of $0.18, compared with a net loss in the prior quarter. Operating revenues fell 2.2% from the third quarter to $110.7 million but rose 21.9% from a year earlier, and operating margin declined to 31.7%. The company also declared a $0.03 quarterly dividend, payable February 26, 2025.
Q4 2024 operating revenues were $110.7 million, down 2.2% from Q3 2024 and up 21.9% from Q4 2023.
Q4 2024 net income was $27.3 million, versus a net loss of $4.5 million in Q3 2024; full-year 2024 net income was $66.7 million, versus $102.5 million in 2023.
Operating income margin was 31.7%, down from 36.0% in Q3 2024, due to higher expenses including costs of the BNY Custody Migration.
Board declared a $0.03 per share quarterly dividend on January 28, 2025, payable February 26, 2025 to holders of record on February 12, 2025.
WisdomTree reported a third-quarter 2024 GAAP net loss of $4.5 million, or $0.13 per diluted share, compared with net income of $21.8 million in the second quarter. Operating revenues rose 5.7% from the prior quarter to $113.2 million, and adjusted diluted EPS was $0.18, but the loss reflected a $30.6 million loss on extinguishment of convertible notes and a $4.0 million SEC civil money penalty. The board also declared a $0.03 quarterly dividend payable November 20, 2024.
Q3 2024 GAAP net loss of $4.5 million, or $0.13 per diluted share, versus net income of $21.8 million in Q2 2024
Operating revenues of $113.2 million, up 5.7% from Q2 2024 and 25.2% from Q3 2023; ending AUM of $112.6 billion
Adjusted net income of $28.8 million; adjusted diluted EPS of $0.18 versus $0.10 in Q3 2023
$0.03 per share dividend payable November 20, 2024, to holders of record as of November 6, 2024
WisdomTree issued $345.0 million of 3.25% convertible senior notes due 2029 on August 13, 2024, which netted approximately $337 million in proceeds. On the same day, the company closed its repurchase of all 14,750 outstanding Series A Preferred shares from ETFS Capital Limited, which were convertible into 14,750,000 common shares. Shareholders could face dilution if the notes convert, as up to 35,751,281 common shares may be issued at the maximum conversion rate.
Notes: $345.0 million principal, 3.25% annual interest, maturing August 15, 2029; initial conversion price of approximately $11.82 per share
Net proceeds of approximately $337 million; the Initial Purchaser also exercised its option to buy $45.0 million of additional notes
Series A Preferred Stock: all 14,750 shares repurchased and retired, with the transaction closing August 13, 2024
Up to 35,751,281 common shares may be issued on conversion, based on the maximum conversion rate of 103.6269 shares per $1,000 principal
WisdomTree announced a private offering of $300 million of convertible senior notes due 2029, subject to market conditions. Proceeds are intended in part to repurchase about $104 million of its 5.75% convertible notes due 2028 and to help fund a roughly $144 million cash repurchase of its Series A Preferred Stock from ETFS Capital Limited. The preferred repurchase depends on the offering closing and the 2028 note repurchases, so the outcome and final terms are not yet set.
Offering of $300 million convertible senior notes due 2029 to qualified institutional buyers, with an option for up to $45 million more; interest rate and conversion terms to be set at pricing
About $104 million of 5.75% convertible senior notes due 2028 targeted for repurchase; amounts depend on negotiations with holders
All 14,750 Series A Preferred shares, convertible into 14.75 million common shares, to be repurchased for approximately $144 million in cash, with the price based on the average stock price over four trading days
Related Investor Rights Agreement with ETFS Capital Limited to terminate at the repurchase closing
WisdomTree reported second-quarter 2024 results with record assets under management of $109.7 billion and operating revenues of $107.0 million, up 10.5% from the prior quarter. Diluted EPS was $0.13 ($0.16 as adjusted), and net income was $21.8 million, down from $22.1 million in the first quarter and $54.3 million a year earlier, when a $41.4 million gain on gold payments was recorded. The board also declared a $0.03 quarterly dividend.
Operating revenues of $107.0 million, up 10.5% from the first quarter of 2024 and 24.9% from the second quarter of 2023
Diluted EPS of $0.13 on a GAAP basis and $0.16 as adjusted; net income of $21.8 million versus $22.1 million in the first quarter
Quarterly cash dividend of $0.03 per share, payable August 21, 2024 to holders of record on August 7, 2024
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every WisdomTree Investments filing is on SEC EDGAR ↗. 8-K briefs of other companies →