Security
WisdomTree Investments Inc. Common Stock · WETF
WETFNASDAQCommon stockHistorical · closed Nov 4, 2022CIK 880631Updated Nov 1, 2026
Name history
WisdomTree Investments, Inc. · through Nov 4, 2022INDEX DEVELOPMENT PARTNERS INC · through Jun 1, 2006INDIVIDUAL INVESTOR GROUP INC · through Jun 25, 2002
Current security for this SEC filerWT · NYSE
WETF price & chart
Historical security
This listing closed Nov 4, 2022. Live provider charts are shown only for current listings.
Current security: WT
About the company
WisdomTree is a modern global asset manager with capabilities across public markets, private markets, tokenization and onchain finance. We offer a diverse suite of exchange-traded products, models and solutions, private market investments and blockchain-enabled products and services, helping investors shape their financial future and financial professionals grow their businesses. Through WisdomTree Onchain™, we combine tokenized investment products, infrastructure and distribution capabilities into an integrated financial services platform serving retail and institutional investors.
In the news
No coverage from other publishers is available.
Recent filings
Results of Operations and Financial Condition · Other Events
Items 2.02, 8.01, 9.01
SCHEDULE 13G/A - filed by FMR LLC regarding WisdomTree, Inc.
4 filing
144 filing
SCHEDULE 13G/A - filed by WELLINGTON MANAGEMENT GROUP LLP regarding WisdomTree, Inc.
Show 5 more recent filings
Financials
FY 2025 · USDSource
Source
Source
Source
balance sheet · annual statements
| Line item | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q2 2024 | Q1 2026 | Q1 2025 | Q1 2024 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS | ||||||||||||
| AssetsUSD | 1,447,011,000Source | 1,019,435,000Source | 1,645,171,000Source | 1,066,877,000Source | 964,130,000Source | 1,783,828,000Source | 1,022,856,000Source | 931,652,000Source | 1,512,941,000Source | 1,033,540,000Source | 944,137,000Source | 1,033,819,000Source |
| Property, Plant and Equipment, NetUSD | 307,000Source | 389,000Source | 593,000Source | 316,000Source | 413,000Source | 401,000Source | 302,000Source | 436,000Source | 431,000Source | 336,000Source | 427,000Source | 544,000Source |
| GoodwillUSD | 86,841,000Source | 86,841,000Source | 355,407,000Source | 86,841,000Source | 86,841,000Source | 228,624,000Source | 86,841,000Source | 86,841,000Source | 228,624,000Source | 86,841,000Source | 86,841,000Source | 85,856,000Source |
| Intangible Assets, Net (Excluding Goodwill)USD | 606,452,000Source | 605,802,000Source | 833,006,000Source | 606,236,000Source | 605,580,000Source | 747,954,000Source | 606,034,000Source | 605,347,000Source | 748,957,000Source | 605,896,000Source | 605,082,000Source | 603,567,000Source |
| Current assets: | ||||||||||||
| Cash and Cash Equivalents, at Carrying ValueUSD | — | — | — | — | 132,459,000Source | — | — | 116,926,000Source | — | — | 129,305,000Source | 132,101,000Source |
| Accounts Receivable, after Allowance for Credit Loss, CurrentUSD | 46,630,000Source | — | 74,835,000Source | 43,070,000Source | 42,664,000Source | 66,112,000Source | 46,125,000Source | 40,020,000Source | 64,452,000Source | 44,866,000Source | 35,473,000Source | 30,549,000Source |
| Assets, CurrentUSD | 716,407,000Source | 307,165,000Source | 423,364,000Source | 350,655,000Source | 254,700,000Source | 768,085,000Source | 313,491,000Source | 223,022,000Source | 492,362,000Source | 318,378,000Source | 229,794,000Source | 293,963,000Source |
| Operating Lease, Right-of-Use AssetUSD | 1,768,000Source | 1,220,000Source | 2,888,000Source | 2,085,000Source | 847,000Source | 2,326,000Source | 583,000Source | 243,000Source | 2,764,000Source | 880,000Source | 563,000Source | 1,449,000Source |
| Other Assets, NoncurrentUSD | 750,000Source | 474,000Source | 1,275,000Source | 756,000Source | 457,000Source | 1,126,000Source | 746,000Source | 456,000Source | 925,000Source | 425,000Source | 459,000Source | 571,000Source |
| LIABILITIES AND EQUITY | ||||||||||||
| LiabilitiesUSD | 1,073,593,000Source | 644,517,000Source | 1,226,655,000Source | 621,790,000Source | 385,997,000Source | 1,308,810,000Source | 607,225,000Source | 375,846,000Source | 1,099,269,000Source | 633,560,000Source | 402,432,000Source | 595,639,000Source |
| Stockholders’ equity: | ||||||||||||
| Preferred Stock, Value, IssuedUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Common Stock, Value, IssuedUSD | 1,403,000Source | 1,461,000Source | 1,517,000Source | 1,471,000Source | 1,519,000Source | 1,524,000Source | 1,470,000Source | 1,518,000Source | 1,407,000Source | 1,461,000Source | 1,503,000Source | 1,465,000Source |
| Additional Paid in CapitalUSD | 184,274,000Source | 265,564,000Source | 186,300,000Source | 269,344,000Source | 315,359,000Source | — | 263,818,000Source | 309,768,000Source | — | 270,303,000Source | — | — |
| Retained Earnings (Accumulated Deficit)USD | 184,986,000Source | 106,898,000Source | 233,326,000Source | 170,412,000Source | 129,617,000Source | 193,425,000Source | 150,044,000Source | 112,858,000Source | 220,794,000Source | 129,823,000Source | 95,741,000Source | 13,719,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | 2,755,000Source | 995,000Source | -2,627,000Source | 3,860,000Source | -931,000Source | 1,069,000Source | 299,000Source | -907,000Source | 2,227,000Source | -1,607,000Source | -548,000Source | -1,420,000Source |
| Stockholders' Equity Attributable to ParentUSD | 373,418,000Source | 374,918,000Source | 418,516,000Source | 445,087,000Source | 445,564,000Source | 475,018,000Source | 415,631,000Source | 423,237,000Source | 413,672,000Source | 399,980,000Source | 409,136,000Source | 305,611,000Source |
| Additional Paid in Capital, Common StockUSD | — | — | — | — | — | 279,000,000Source | — | — | 189,244,000Source | — | 312,440,000Source | 291,847,000Source |
| Liabilities and EquityUSD | 1,447,011,000Source | 1,019,435,000Source | 1,645,171,000Source | 1,066,877,000Source | 964,130,000Source | 1,783,828,000Source | 1,022,856,000Source | 931,652,000Source | 1,512,941,000Source | 1,033,540,000Source | 944,137,000Source | 1,033,819,000Source |
| Current liabilities: | ||||||||||||
| Liabilities, CurrentUSD | 254,441,000Source | 106,473,000Source | 141,353,000Source | 243,853,000Source | 84,688,000Source | 168,129,000Source | 81,864,000Source | 75,589,000Source | 282,056,000Source | 109,197,000Source | 103,216,000Source | 148,434,000Source |
| Operating Lease, Liability, CurrentUSD | 1,258,000Source | 950,000Source | 1,690,000Source | 1,352,000Source | 847,000Source | 1,498,000Source | 493,000Source | 251,000Source | 1,614,000Source | 709,000Source | 578,000Source | 1,125,000Source |
| Operating Lease, Liability, NoncurrentUSD | 524,000Source | 270,000Source | 1,258,000Source | 739,000Source | — | 841,000Source | 89,000Source | — | 1,166,000Source | 171,000Source | — | 339,000Source |
| Additional Financial Items | ||||||||||||
| Long-term DebtUSD | — | — | — | — | — | — | — | — | — | — | — | 321,216,000Source |
| Deferred Income Tax Liabilities, Net | — | — | —Source | — | — | — | — | — | — | — | — | — |
cash flow · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash flows from operating activities: | ||||||||||||
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||||||||||
| Depreciation and amortization | — | — | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source | —Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | — | — | — | — | — | — | 8,431,000Source | 6,238,000Source | 21,619,000Source | 20,691,000Source | 16,190,000Source | 10,385,000Source |
| Changes in operating assets and liabilities: | ||||||||||||
| Increase (Decrease) in Accounts ReceivableUSD | — | — | — | — | — | — | 1,410,000Source | 394,000Source | 2,282,000Source | 9,036,000Source | 6,212,000Source | 720,000Source |
| Deferred Income Tax Expense (Benefit)USD | — | — | — | — | — | — | 3,395,000Source | 5,835,000Source | 981,000Source | -398,000Source | -481,000Source | -1,296,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | — | — | — | — | — | — | 17,957,000Source | 6,370,000Source | 147,946,000Source | 113,461,000Source | 85,600,000Source | 55,087,000Source |
| Cash flows from investing activities: | ||||||||||||
| Net Cash Provided by (Used in) Investing ActivitiesUSD | — | — | — | — | — | — | 38,639,000Source | -214,000Source | -313,033,000Source | -23,875,000Source | 82,049,000Source | -37,657,000Source |
| Payments to Acquire Property, Plant, and EquipmentUSD | — | — | — | — | — | — | 28,000Source | 31,000Source | 215,000Source | 141,000Source | 113,000Source | 220,000Source |
| Cash flows from financing activities: | ||||||||||||
| Payments for Repurchase of Common StockUSD | — | — | — | — | — | — | 24,963,000Source | 12,714,000Source | 102,732,000Source | 62,870,000Source | 3,570,000Source | 3,418,000Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | — | — | — | — | — | — | 258,775,000Source | -19,208,000Source | 289,788,000Source | -36,000,000Source | -171,636,000Source | -22,780,000Source |
| Dividends paid | — | — | — | — | — | — | —Source | —Source | —Source | —Source | —Source | —Source |
| Repayments of Long-term DebtUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | — | — | — | — | — | — | 313,773,000Source | -10,818,000Source | 130,541,000Source | 51,886,000Source | -2,796,000Source | -8,608,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | 555,851,000Source | 176,483,000Source | 294,814,000Source | 193,673,000Source | 625,505,000Source | 170,373,000Source | 311,732,000Source | 181,191,000Source | 129,305,000Source | 132,101,000Source |
| Supplemental disclosure of cash flow information: | ||||||||||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | — | — | — | — | — | — | 18,448,000Source | 6,412,000Source | 17,636,000Source | 12,350,000Source | 10,709,000Source | 12,313,000Source |
| Income Taxes Paid, NetUSD | — | — | — | — | — | — | 7,659,000Source | 4,042,000Source | 30,340,000Source | — | 16,156,000Source | 12,500,000Source |
| Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | — | — | — | — | -1,598,000Source | 2,234,000Source | 5,840,000Source | -1,700,000Source | 1,191,000Source | -3,258,000Source |
| Additional Financial Items | ||||||||||||
| Share-based Payment Arrangement, ExpenseUSD | — | — | 4,880,000Source | 5,197,000Source | 7,774,000Source | 5,527,000Source | 8,431,000Source | 6,238,000Source | 21,619,000Source | 20,691,000Source | — | — |
| Amortization of Debt Issuance CostsUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Amortization of Debt Issuance Costs and DiscountsUSD | — | — | — | — | — | — | 1,154,000Source | 624,000Source | 3,297,000Source | — | — | — |
| Disposal Group, Not Discontinued Operation, Gain (Loss) on DisposalUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Equity Method Investment, Other than Temporary ImpairmentUSD | — | — | — | — | — | — | — | — | — | — | 7,630,000Source | — |
| Gain (Loss) on Derivative Instruments, Net, PretaxUSD | — | — | — | — | — | — | -882,000Source | -440,000Source | 1,904,000Source | — | — | — |
| Gain (Loss) on InvestmentsUSD | — | — | — | — | — | — | -452,000Source | 316,000Source | 50,000Source | -1,135,000Source | 1,294,000Source | 107,000Source |
| Gain (Loss) on Extinguishment of DebtUSD | — | — | -13,011,000Source | -30,632,000Source | -6,623,000Source | — | -62,302,000Source | — | -13,844,000Source | -30,632,000Source | -9,721,000Source | 0Source |
| General and Administrative ExpenseUSD | — | — | 22,353,000Source | 21,004,000Source | 30,229,000Source | 21,252,000Source | 24,880,000Source | 20,714,000Source | 89,149,000Source | 83,963,000Source | — | — |
| GoodwillUSD | — | — | 86,841,000Source | 86,841,000Source | 355,407,000Source | 86,841,000Source | 228,624,000Source | 86,841,000Source | 228,624,000Source | 86,841,000Source | 86,841,000Source | 85,856,000Source |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | — | — | 7,942,000Source | — |
| Income Tax Expense (Benefit)USD | — | — | 9,816,000Source | 8,351,000Source | 14,263,000Source | 7,093,000Source | 8,549,000Source | 5,739,000Source | 33,085,000Source | 28,709,000Source | 16,462,000Source | -10,734,000Source |
| InterestExpenseNonoperatingUSD | — | — | 8,466,000Source | 5,027,000Source | 14,852,000Source | 5,490,000Source | 11,023,000Source | 5,441,000Source | 30,420,000Source | 18,911,000Source | — | — |
| Investment Income, InterestUSD | — | — | 4,015,000Source | 1,795,000Source | 3,203,000Source | 2,090,000Source | 2,592,000Source | 1,897,000Source | 10,967,000Source | 6,778,000Source | 4,099,000Source | 3,320,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | 19,701,000Source | -4,485,000Source | 44,284,000Source | 24,777,000Source | -23,131,000Source | 24,629,000Source | 109,133,000Source | 66,693,000Source | 102,546,000Source | 50,684,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | 18,983,000Source | -18,191,000Source | 44,284,000Source | 24,777,000Source | -23,131,000Source | 24,605,000Source | 108,389,000Source | 49,861,000Source | 95,062,000Source | 44,970,000Source |
| Operating ExpensesUSD | — | — | 79,962,000Source | 72,376,000Source | 105,349,000Source | 77,989,000Source | 100,120,000Source | 73,920,000Source | 319,558,000Source | 290,444,000Source | 261,543,000Source | 241,260,000Source |
| Other Nonoperating Income (Expense)USD | — | — | 1,325,000Source | -3,062,000Source | 6,368,000Source | 638,000Source | -637,000Source | -250,000Source | 2,030,000Source | 874,000Source | — | — |
| Payments to Acquire InvestmentsUSD | — | — | — | — | — | — | — | — | 20,053,000Source | 674,000Source | — | — |
| Proceeds from Stock Options ExercisedUSD | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Realized Investment Gains (Losses)USD | — | — | — | — | — | — | — | — | — | — | -242,000Source | — |
| Restructuring Costs and Asset Impairment ChargesUSD | — | — | — | — | — | — | — | — | — | — | 7,942,000Source | — |
| Revenue from Contract with Customer, Including Assessed TaxUSD | — | — | 125,616,000Source | 113,168,000Source | 177,160,000Source | 112,621,000Source | 159,470,000Source | 108,082,000Source | 493,753,000Source | — | — | — |
| Unrealized Gain (Loss) on InvestmentsUSD | — | — | — | — | — | 95,000Source | — | — | — | 13,000Source | -517,000Source | -16,516,000Source |
| Amortization of Intangible Assets | — | — | — | — | —Source | — | — | — | — | — | — | — |
income statement · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total RevenueUSD | — | — | 125,616,000Source | 113,168,000Source | 177,160,000Source | 112,621,000Source | 159,470,000Source | 108,082,000Source | 493,753,000Source | 427,737,000Source | 349,035,000Source | — |
| Operating Income (Loss)USD | — | — | 45,654,000Source | 40,792,000Source | 71,811,000Source | 34,632,000Source | 59,350,000Source | 34,162,000Source | 174,195,000Source | 137,293,000Source | 87,492,000Source | 60,085,000Source |
| Other Nonoperating Income (Expense)USD | — | — | 1,325,000Source | -3,062,000Source | 6,368,000Source | 638,000Source | -637,000Source | -250,000Source | 2,030,000Source | 874,000Source | — | — |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | — | — | 29,517,000Source | 3,866,000Source | 58,547,000Source | 31,870,000Source | -14,582,000Source | 30,368,000Source | 142,218,000Source | 95,402,000Source | 119,008,000Source | 39,950,000Source |
| Income Tax Expense (Benefit)USD | — | — | 9,816,000Source | 8,351,000Source | 14,263,000Source | 7,093,000Source | 8,549,000Source | 5,739,000Source | 33,085,000Source | 28,709,000Source | 16,462,000Source | -10,734,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | 19,701,000Source | -4,485,000Source | 44,284,000Source | 24,777,000Source | -23,131,000Source | 24,629,000Source | 109,133,000Source | 66,693,000Source | 102,546,000Source | 50,684,000Source |
| Earnings Per Share, BasicUSD per share | — | — | 0.14Source | -0.13Source | 0.3Source | 0.17Source | -0.17Source | 0.17Source | 0.77Source | 0.34Source | 0.66Source | 0.31Source |
| Earnings Per Share, DilutedUSD per share | — | — | 0.13Source | -0.13Source | 0.28Source | 0.17Source | -0.17Source | 0.17Source | 0.75Source | 0.33Source | 0.64Source | 0.31Source |
| Weighted Average Number of Shares Outstanding, Basicshares | — | — | 139,584,000Source | 143,929,000Source | 149,001,000Source | 143,076,000Source | 138,005,000Source | 142,580,000Source | 140,376,000Source | 144,630Source | 144,707Source | 143,020,000Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | — | — | 150,675,000Source | 143,929,000Source | 156,276,000Source | 146,640,000Source | 138,005,000Source | 146,545,000Source | 144,939,000Source | 158,844Source | 170,413Source | 158,914,000Source |
| Interest Expense (non-operating)USD | — | — | 8,466,000Source | 5,027,000Source | 14,852,000Source | 5,490,000Source | 11,023,000Source | 5,441,000Source | 30,420,000Source | 18,911,000Source | — | — |
| Additional Financial Items | ||||||||||||
| Business Combination, Acquisition Related CostsUSD | — | — | 2,409,000Source | — | 1,118,000Source | 1,967,000Source | 1,933,000Source | — | 4,693,000Source | — | — | — |
| Common Stock, Dividends, Per Share, DeclaredUSD per share | — | — | 0.03Source | 0.03Source | 0.03Source | 0.03Source | 0.03Source | 0.03Source | 0.12Source | 0.12Source | 0.12Source | 0.12Source |
| Current Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 32,104,000Source | 29,107,000Source | 16,943,000Source | -9,438,000Source |
| Depreciation, Depletion and Amortization, NonproductionUSD | — | — | 615,000Source | 447,000Source | 3,415,000Source | 580,000Source | 2,096,000Source | 540,000Source | 3,778,000Source | 1,752,000Source | 872,000Source | 262,000Source |
| Gain (Loss) on Derivative Instruments, Net, PretaxUSD | — | — | — | — | — | — | -882,000Source | -440,000Source | 1,904,000Source | — | — | — |
| Gain (Loss) on InvestmentsUSD | — | — | — | — | — | — | -452,000Source | 316,000Source | 50,000Source | -1,135,000Source | 1,294,000Source | 107,000Source |
| General and Administrative ExpenseUSD | — | — | 22,353,000Source | 21,004,000Source | 30,229,000Source | 21,252,000Source | 24,880,000Source | 20,714,000Source | 89,149,000Source | 83,963,000Source | — | — |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | — | — | 7,942,000Source | — |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | — | — | — | — | — | — | — | — | — | — | — | -4,067,000Source |
| Interest ExpenseUSD | — | — | — | 4,330,000Source | — | — | — | — | — | — | 15,242,000Source | 14,935,000Source |
| Interest Expense, DebtUSD | — | — | — | — | 242,000Source | 468,000Source | 235,000Source | 455,000Source | 1,781,000Source | 2,635,000Source | 297,000Source | — |
| Investment Income, InterestUSD | — | — | 4,015,000Source | 1,795,000Source | 3,203,000Source | 2,090,000Source | 2,592,000Source | 1,897,000Source | 10,967,000Source | 6,778,000Source | 4,099,000Source | 3,320,000Source |
| Labor and Related ExpenseUSD | — | — | 33,791,000Source | 29,405,000Source | 43,718,000Source | 32,827,000Source | 47,517,000Source | 33,788,000Source | 137,679,000Source | 121,281,000Source | 109,532,000Source | 97,897,000Source |
| Marketing and Advertising ExpenseUSD | — | — | 4,788,000Source | 4,897,000Source | 6,041,000Source | 5,330,000Source | 5,392,000Source | 4,813,000Source | 20,544,000Source | 20,532,000Source | 17,256,000Source | 15,302,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | 18,983,000Source | -18,191,000Source | 44,284,000Source | 24,777,000Source | -23,131,000Source | 24,605,000Source | 108,389,000Source | 49,861,000Source | 95,062,000Source | 44,970,000Source |
| Operating ExpensesUSD | — | — | 79,962,000Source | 72,376,000Source | 105,349,000Source | 77,989,000Source | 100,120,000Source | 73,920,000Source | 319,558,000Source | 290,444,000Source | 261,543,000Source | 241,260,000Source |
| Other Cost of Operating RevenueUSD | — | — | 125,616,000Source | 109,507,000Source | — | — | — | 108,082,000Source | 493,753,000Source | 423,431,000Source | — | — |
| Other ExpensesUSD | — | — | 2,980,000Source | 2,463,000Source | 4,162,000Source | 2,982,000Source | 3,067,000Source | 2,552,000Source | 11,820,000Source | 10,519,000Source | 9,852,000Source | 8,705,000Source |
| Other IncomeEUR | — | — | — | — | — | — | — | — | — | 1,867,000Source | 1,044Source | — |
| Realized Investment Gains (Losses)USD | — | — | — | — | — | — | — | — | — | — | -242,000Source | — |
| Revenue from Contract with Customer, Including Assessed TaxUSD | — | — | 125,616,000Source | 113,168,000Source | 177,160,000Source | 112,621,000Source | 159,470,000Source | 108,082,000Source | 493,753,000Source | — | — | — |
| Undistributed Earnings (Loss) Allocated to Participating Securities, BasicUSD | — | — | — | — | — | — | — | -24,000Source | -27,000Source | -2,183,000Source | 12,680,000Source | 3,528,000Source |
| Amortization of Intangible Assets | — | — | — | — | —Source | — | — | — | — | — | — | — |
Filing attachments
ex99_1.htm · 8-K · 2026-10-30
Exhibit 99.1 WisdomTree Announces Third Quarter 2026 Results Record AUM of $171.0 Billion Diluted Earnings Per Share of $0.32 Over $13.6 Billion of Net Inflows Year-to-Date, a 13% Annualized Organic Growth Rate Operating Margin Expanded by 680 bps Year over Year; or 750 bps, on an Adjusted Basis New York, NY - (Business Wire) - October 30, 2026 - WisdomTree, Inc. (NYSE: WT), a modern global asset manager, today reported financial results for the third quarter of 2026. $49.2 million of net…
Read attachment ↗ex99_1.htm · 8-K · 2026-07-31
EX-99.1 2 ex99_1.htm EXHIBIT 99.1 Exhibit 99.1 WisdomTree Announces Second Quarter 2026 Results Record AUM of $162.9 Billion Diluted Earnings Per Share of $0.28; Adjusted Earnings Per Share of $0.31 13% Annualized Organic Flow Growth Rate Operating Margin Expanded by 780 bps Year over Year; or 900 bps, on an Adjusted Basis New York, NY - (Business Wire) - July 31, 2026 - WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the second quarter o…
Read attachment ↗ex99_1.htm · 8-K · 2026-05-01
EX-99.1 2 ex99_1.htm EXHIBIT 99.1 Exhibit 99.1 WisdomTree Announces First Quarter 2026 Results Record AUM of $152.6 Billion Diluted Loss Per Share of ($0.17); Adjusted Earnings Per Share of $0.27 17% Annualized Organic Flow Growth Rate Operating Margin Expanded by 560 bps Year over Year; or 770 bps, on an Adjusted Basis New York, NY - (Business Wire) - May 1, 2026 - WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the first quarter of 2026…
Read attachment ↗ex99_2.htm · 8-K · 2026-05-01
EX-99.2 3 ex99_2.htm EXHIBIT 99.2 Exhibit 99.2 WisdomTree Completes Acquisition of Atlantic House, Enhancing Active ETF and Defined Outcome Capabilities Transaction strengthens Models and Portfolio Solutions capabilities and deepens UK adviser distribution NEW YORK & LONDON, 1 May 2026 - WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that it has completed its previously announced acquisition of Atlantic House Holdings Limited (“Atlantic House”), a London-based …
Read attachment ↗ex4_1.htm · 8-K · 2026-03-30
EX-4.1 2 ex4_1.htm EXHIBIT 4.1 Exhibit 4.1 WISDOMTREE, INC. AND U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee INDENTURE Dated as of March 30, 2026 4.50% Convertible Senior Notes due 2031 TABLE OF CONTENTS Page ARTICLE 1 Definitions 1 ───────────────────────────────────────────────────────────────────────────────────────…
Read attachment ↗ex4_2.htm · 8-K · 2026-03-30
EX-4.2 3 ex4_2.htm EXHIBIT 4.2 Exhibit 4.2 [FORM OF FACE OF NOTE] [INCLUDE FOLLOWING LEGEND IF A GLOBAL NOTE] [UNLESS THIS CERTIFICATE IS PRESENTED BY AN AUTHORIZED REPRESENTATIVE OF THE DEPOSITORY TRUST COMPANY, A NEW YORK CORPORATION (“DTC”), TO THE COMPANY OR ITS AGENT FOR REGISTRATION OF TRANSFER, EXCHANGE, OR PAYMENT, AND ANY CERTIFICATE ISSUED IS REGISTERED IN THE NAME OF CEDE & CO. OR IN SUCH OTHER NAME AS IS REQUESTED BY AN AUTHORIZED REPRESENTATIVE OF DTC (AND ANY PAYMENT HEREUND…
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