{"filings":[{"id":730684,"accession_number":"0001214659-26-006842","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-05-28T21:42:36+00:00","items":["8.01"],"status":"ready","headline":"WisdomTree to repurchase $51.9M of its 3.25% Convertible Notes due 2029 for ~$87.3M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchases $51.9M aggregate principal of 3.25% Convertible Senior Notes due 2029 for cash of ~$87.3M.","Closing expected June 1, 2026, subject to customary closing conditions.","After repurchase, only ~$18.1M of the Notes will remain outstanding.","Transactions privately negotiated with certain note holders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99380,"accession_number":"0001214659-26-005379","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["1.01","2.01","2.02","7.01","8.01","9.01"],"status":"ready","headline":"WisdomTree Q1 GAAP net loss $23.1M; adjusted EPS $0.27; AUM record $152.6B; completes Atlantic House buy","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $23.1M ($0.17 diluted loss); adjusted net income $40.6M ($0.27 adjusted EPS).","Revenue $159.5M, up 47.5% YoY; AUM record $152.6B; net inflows $5.9B.","Operating margin 37.2% (39.3% adjusted), up 560 bps YoY; gross margin 84.4%.","Closed acquisition of Atlantic House for £150M (~$200M) cash; adds defined outcome capabilities.","Declared $0.03 quarterly dividend, payable May 27; record May 13."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":159470000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115343,"accession_number":"0001214659-26-003985","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"WisdomTree issues $603.75M of 4.50% convertible notes due 2031, nets ~$591.2M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal $603.75M, 4.50% interest, semiannual, matures October 1, 2031.","Net proceeds ~$591.2M from sale to qualified institutional buyers under Rule 144A.","Initial conversion price ~$21.58 per share (rate 46.3306 shares per $1,000 principal).","Optional redemption on/after April 6, 2028 if stock price ≥130% of conversion price for 20 of 30 trading days.","Notes are senior unsecured, rank equally with existing 3.25% 2026, 3.25% 2029, and 4.625% 2030 notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115342,"accession_number":"0001214659-26-003676","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"WisdomTree prices $603.75M 4.50% convertible notes, exchanges $350M existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $603.75M (incl. full greenshoe) of 4.50% convertible senior notes due 2031; net proceeds ~$591.2M.","Exchanged $75M of 3.25% 2026 notes for ~6.81M shares + $0.7M cash, and $275M of 2029 notes for ~$302.7M cash + ~4.19M shares.","Estimated $105M one-time loss on extinguishment from the exchanges.","Proceeds: ~$200M for Atlantic House acquisition, ~$302.7M for 2029 note cash consideration, remainder for general corporate purposes.","Conversion premium ~60% over $13.49 stock price (conversion price ~$21.58 per share)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115341,"accession_number":"0001214659-26-003657","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree launches $525M convertible note offering due 2031, proceeds for Atlantic House acquisition and note exchanges","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Principal amount $525M (plus $78.75M option) of convertible senior notes due 2031 in a private offering.","Proceeds: ~$200M for Atlantic House Holdings acquisition, up to $275M to exchange 2029 notes, remainder for working capital.","Concurrent exchange of up to $75M 2026 notes for common stock and up to $275M 2029 notes for cash and stock.","Notes redeemable at WisdomTree's option on or after April 6, 2028; conversion features detailed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115340,"accession_number":"0001214659-26-003292","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"WisdomTree acquires Atlantic House Holdings for £150M (~$200M) to expand defined outcome ETF capabilities","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price £150M (~$200M) cash; expected close in Q2 2026 subject to regulatory approvals and financing.","Atlantic House manages ~£4.1B ($5.5B) in defined outcome and derivatives-driven strategies.","Acquisition expands WisdomTree's active ETF and model portfolio capabilities in UK wealth market.","Deal expected to be modestly accretive in 2026 with upside from revenue synergies and operating scale.","Atlantic House CEO Tom May to serve as Global CIO, Outcome and Derivative Strategies post-closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115339,"accession_number":"0001214659-26-000967","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q4 2025: diluted EPS $0.28, record AUM $144.5B, dividend $0.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 diluted EPS $0.28 ($0.29 adjusted); net income $40.0M ($41.2M adjusted).","Record AUM $144.5B, up 5.3% from Q3; net outflows $0.3B in the quarter.","Operating revenues $147.4M, up 17.4% from Q3 and 33.2% YoY.","Full-year 2025 net income $109.1M vs $66.7M in 2024; operating margin 40.5%.","Quarterly dividend of $0.03 declared, payable Feb 25 to holders of record Feb 11."],"consensus_eps_estimate":null,"consensus_eps_actual":0.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":493753000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131752,"accession_number":"0001214659-25-015638","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q3 2025: Record AUM $137.2B, adj EPS $0.23, raises buyback by $190M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $19.7M ($34.5M adj); diluted EPS $0.13 ($0.23 adj); revenue $125.6M (+11.5% QoQ).","Record ending AUM $137.2B, up 8.8% QoQ; net inflows of $2.2B driven by commodity, crypto, international equity.","Operating income margin 36.3% (38.3% adj); gross margin 82.2%.","Quarterly dividend declared $0.03/share, payable Nov 26; share repurchase authorization increased by $190M to $250M.","Completed Ceres Partners acquisition in Oct 2025; issued $475M 4.625% convertible notes due 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":0.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":346319000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131751,"accession_number":"0001214659-25-014468","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-10-02T23:59:59+00:00","items":["1.01","2.01","9.01"],"status":"ready","headline":"WisdomTree completes $275M cash acquisition of Ceres Partners, farmland manager, with earnout up to $225M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition closed Oct 1, 2025; $275M cash paid at closing, subject to adjustments, plus earnout up to $225M in 2030.","Ceres delivers net annualized returns >10% since inception; farmland offers diversification and inflation protection.","Upfront cash funded from WisdomTree's recently completed convertible senior notes offering.","Acquisition marks WisdomTree's first major step into private asset markets, expanding beyond ETPs and tokenization.","Ceres platform includes solar leasing, AI data infrastructure, water rights; CEO Perry Vieth joins WisdomTree."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148341,"accession_number":"0001214659-25-012285","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"WisdomTree issues $475M of 4.625% convertible notes due 2030, net proceeds ~$464M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $475M principal of 4.625% Convertible Senior Notes due Aug 15, 2030; net proceeds ~$464M.","Initial conversion price ~$19.1545 per share (52.2071 shares per $1,000); maximum 75.7003 shares per $1,000.","Notes are senior unsecured, rank equally with existing 3.25% notes due 2026/2029 and 5.75% notes due 2028.","Company may redeem notes on/after Aug 20, 2027 if stock >=130% of conversion price for 20/30 days.","Interest payable semiannually Feb 15 and Aug 15, starting Feb 15, 2026; no sinking fund."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148340,"accession_number":"0001214659-25-011813","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree prices $475M convertible notes at 4.625% due 2030; repurchases $37M of 2028 notes and $90M of stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $475M aggregate convertible senior notes due 2030 (4.625% interest, conversion price $19.1545, 45% premium).","Net proceeds ~$464M; $275M earmarked for Ceres Partners acquisition, $37M to repurchase 2028 notes, $90M to repurchase 6.8M shares.","Repurchased $24.0M principal of 5.75% 2028 notes (~93% outstanding) for ~$37M cash; one-time extinguishment loss of ~$13M.","Repurchased ~6.8M common shares from note purchasers at $13.21/share, using ~$90M of proceeds.","Notes senior unsecured, callable after Aug 2027 if stock ≥130% of conversion price; holders get repurchase rights on change of control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148339,"accession_number":"0001214659-25-011803","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree launches $400M convertible notes offering; proceeds to fund Ceres Partners acquisition, repurchase shares","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $400M convertible senior notes due 2030; underwriters option for additional $60M.","$275M of proceeds to finance previously announced Ceres Partners acquisition.","Up to $25.8M to repurchase outstanding 5.75% convertible notes due 2028.","Approximately $80M to repurchase common stock from note purchasers concurrently with pricing.","Remaining proceeds for working capital or repayment of other convertible notes due 2026/2029."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148338,"accession_number":"0001214659-25-011230","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["1.01","2.02","7.01","8.01","9.01"],"status":"ready","headline":"WisdomTree to acquire Ceres Partners for $500M; Q2 EPS $0.17, AUM $126.1B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Ceres Partners for $275M cash upfront plus up to $225M earnout in 2030; expected close Q4 2025.","Ceres manages ~$1.85B in U.S. farmland assets across 545 properties; target to raise over $750M farmland AUM by 2030.","Q2 2025 diluted EPS $0.17 ($0.18 adjusted); revenue $112.6M, up 4.2% QoQ; net inflows $3.5B; record AUM $126.1B.","Quarterly dividend $0.03/share declared, payable Aug 27 to holders of record Aug 13."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167117,"accession_number":"0001214659-25-009393","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"WisdomTree stockholders elect all nine director nominees, ratify EY, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nine directors elected with 89.8% to 99.4% of votes cast; all to serve until 2026 annual meeting.","Ratification of Ernst & Young as independent auditor for FY2025: 99.4% votes cast in favor.","Advisory vote on executive compensation approved with 89.8% of votes cast for.","Record date April 23, 2025; 84.2% of outstanding shares (123.8M) present/quorum achieved.","All proposals passed without broker non-votes on proposal 2; broker non-votes on proposals 1 and 3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167116,"accession_number":"0001214659-25-006811","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree reports Q1 2025 record AUM of $115.8B; 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revenue $110.7M; AUM $109.8B; dividend $0.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.18, adjusted $0.17; net income $27.3M, adjusted $25.3M.","Revenue $110.7M (-2.2% seq); operating margin 31.7% (adjusted 31.7%).","AUM $109.8B (-2.5% seq); net outflows $0.3B driven by EM, commodity, fixed income.","Quarterly dividend $0.03/share declared, payable Feb 26, record Feb 12.","Annual adjusted EPS up 73% YoY; operating margin expansion 700 bps YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":427737000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184477,"accession_number":"0001214659-25-001273","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-01-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree appoints Smita Conjeevaram as Board Chair, succeeds Win Neuger","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Smita Conjeevaram appointed Chair of the Board effective January 23, 2025.","Win Neuger steps down as Chair but remains on Board and on Compensation Committee.","Rilla Delorier appointed Chair of Compensation Committee, replacing Conjeevaram.","Board committees reconstituted: Audit (Lynn Blake Chair), Compensation (Delorier Chair), Nominating (Shamla Naidoo Chair).","All committee members determined to be independent under NYSE and SEC rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201067,"accession_number":"0001214659-24-017923","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q3 AUM record $112.6B; adjusted EPS $0.18, GAAP loss -$0.13 on debt extinguishment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record AUM of $112.6B; net outflows of $2.4B, primarily international developed equity and fixed income.","Adjusted EPS $0.18 (+80% YoY); GAAP diluted loss per share $0.13 due to $30.6M loss on extinguishment of convertible notes.","Adjusted operating margin 37.3%, up 800 bps YoY; revenue $113.2M, up 25.2% YoY.","Issued $345M 3.25% convertible notes due 2029; repurchased $104.2M of existing 2028 notes and all preferred stock from ETFS Capital.","Quarterly dividend $0.03/share declared, payable Nov 20; also recorded $4.0M SEC civil penalty for ESG screening statements."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":317040000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201066,"accession_number":"0001214659-24-017732","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-10-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"WisdomTree settles SEC ESG enforcement action, pays $4M penalty","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["WTAM received Wells Notice on Aug 5, 2024, over three ESG-focused funds launched Mar 2020 and liquidated Feb 2024.","Funds had cumulative avg AUM of ~$119M; WTAM consented to cease-and-desist and $4M civil penalty without admitting or denying.","Penalty announced Oct 21, 2024; legal expenses covered by insurance except $1.0M deductible.","Settlement resolves alleged violations of Advisers Act Sections 206(2), 206(4), and Investment Company Act Section 34(b)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217086,"accession_number":"0001214659-24-014378","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["1.01","2.03","3.02","5.03","8.01","9.01"],"status":"ready","headline":"WisdomTree issues $345M 3.25% convertible notes due 2029, repurchases all Series A preferred stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$345M aggregate principal of 3.25% Convertible Senior Notes due 2029 issued; net proceeds ~$337M.","Initial conversion price ~$11.82/share (84.5934 shares per $1,000 principal); rate adjustable.","Company repurchased all 14,750 Series A preferred shares from ETFS Capital (convertible into 14.75M common) and terminated Investor Rights Agreement.","Certificate of Elimination filed for Series A Preferred Stock after repurchase; no shares outstanding.","Notes are senior unsecured, rank equally with existing 2026 and 2028 convertibles; interest semiannual."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217085,"accession_number":"0001214659-24-014143","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-08-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree prices $345M convertible notes, 9% EPS-accretive Series A buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["WisdomTree priced $300M (with $45M greenshoe exercised) of 3.25% convertible notes due 2029; 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EPS).","Operating margin 31.3% (35.3% adjusted), up 240 bps QoQ (570 bps adjusted).","Quarterly dividend $0.03 declared, payable Aug 21, 2024, record Aug 7."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":203872000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236853,"accession_number":"0001214659-24-011030","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"WisdomTree stockholders elect all nine board nominees, pass all proposals at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with 84.8% to 99.8% of votes cast; final results pending certification.","Stockholders ratified Ernst & Young as auditor (99.69% for), approved say-on-pay (87.63% for), and chose one-year frequency.","Extension of stockholder rights plan ratified with 66.65% of votes cast for the proposal.","Press release states voters repudiated ETFS Capital and Graham Tuckwell in the proxy contest.","Company reaffirms confidence in its business strategy and positive momentum into H2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236852,"accession_number":"0001214659-24-007862","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["1.01","3.03","8.01","9.01"],"status":"ready","headline":"WisdomTree amends rights agreement to clarify Board's fiduciary duties, removes exclusive administration language","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On April 30, 2024, WisdomTree entered into Amendment No. 5 to its Stockholder Rights Agreement with Continental Stock Transfer & Trust.","Amendment removes (i) Company's 'exclusive' power to administer Rights Agreement and (ii) Board's good-faith determinations being final and binding.","Amendment adds provision that nothing in the Rights Agreement limits Board's fiduciary duties under applicable law.","Proxy statement footnote on page 43 amended to reflect these changes as of April 30, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236851,"accession_number":"0001214659-24-007589","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q1 2024: Record AUM $107.2B, EPS $0.13 ($0.12 adj), dividend $0.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record AUM $107.2B (+7.1% QoQ); net inflows $2.0B for the quarter.","Net income $22.1M, diluted EPS $0.13; adjusted net income $20.3M, adj. diluted EPS $0.12.","Operating revenues $96.8M (+6.6% QoQ, +18% YoY); operating margin 28.9% (29.6% adj).","Quarterly dividend $0.03 per share declared, payable May 22, 2024 to holders of record May 8, 2024.","Received NYDFS trust charter for digital assets; launched WisdomTree Prime Visa Debit Card."],"consensus_eps_estimate":null,"consensus_eps_actual":0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":96838000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2873770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}