Every material Form 8-K WisdomTree Investments filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI'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 →