AI brief of an SEC Form 8-K · WisdomTree Investments (WT)

WisdomTree Q3 net loss of $4.5 million on $30.6 million debt charge; revenue up 5.7%

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyWisdomTree Investments (WT)
Form8-K, current report
Filed with the SECOct 25, 2024, 8:03 AM ET
Accession number0001214659-24-017923

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:49 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 25, 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.