{"filings":[{"id":1977521,"accession_number":"0001214659-26-009324","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-07-31T12:00:22+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q2: EPS $0.28, record AUM $162.9B, operating margin 40.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $44.3M ($0.28 diluted EPS); adjusted net income $48.1M ($0.31 adjusted EPS).","Record AUM $162.9B, up 6.7% QoQ; net inflows $3.1B.","Operating margin 40.5% (GAAP), 42.6% adjusted; expanded 330 bps QoQ.","Quarterly dividend $0.03/share declared, payable Aug 26 to holders of record Aug 12."],"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":1140636,"accession_number":"0001214659-26-007575","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2026-06-18T21:08:15+00:00","items":["5.07"],"status":"ready","headline":"WisdomTree shareholders elect all 9 director nominees, ratify EY, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with between 97.3% and 99.9% of votes cast for.","Ratification of Ernst & Young as auditor for FY2026 approved with 99.24% for.","Advisory say-on-pay resolution passed with 98.66% votes cast for.","Approximately 87% of outstanding shares represented at the meeting, meeting quorum.","Broker non-votes on director and say-on-pay proposals totaled ~7.4 million shares."],"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":0.25,"calibrated_materiality_score":0.15,"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":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; diluted EPS $0.17","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $24.6M ($0.17 diluted EPS); adjusted net income of $23.0M ($0.16 diluted EPS).","Operating revenues of $108.1M, down 2.4% QoQ on two fewer trading days and lower advisory fee.","Record AUM $115.8B, up 5.5% from prior quarter; net inflows of $3.0B (11% annualized organic growth).","Quarterly dividend of $0.03/share declared, payable May 28 to holders of record May 14.","Launched WisdomTree Europe Defence UCITS ETF (WDEF) which surpassed $1.4B in assets."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":108082000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","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":184479,"accession_number":"0001214659-25-004504","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"WisdomTree eliminates Series B Preferred Stock references after rights agreement expiration","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholder Rights Agreement expired March 17, 2025, ending associated preferred stock purchase rights.","On March 18, 2025, WisdomTree filed a Certificate of Elimination to remove Series B Preferred Stock from its charter.","No shares of Series B Preferred Stock were outstanding at the time of elimination."],"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":0.05,"calibrated_materiality_score":0.05,"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":184478,"accession_number":"0001214659-25-001611","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q4 EPS $0.18 ($0.17 adj); 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; conversion price $11.82/share (22.5% premium).","Proceeds used: ~$144M to repurchase all 14,750 Series A preferred shares from ETFS Capital (9% earnings accretive).","Also repurchasing ~$104M of 2028 notes (expected $30M loss on extinguishment) and ~$55M of common stock at $9.65/share.","Expected net proceeds ~$337M after discounts and expenses; closing expected August 13, 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":0.75,"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":217084,"accession_number":"0001214659-24-014126","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["1.01","8.01","1.02","9.01"],"status":"ready","headline":"WisdomTree repurchases all Series A Preferred from ETFS Capital for ~$144M, plans $300M note offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreed to buy back 14,750 Series A Preferred shares (convertible into 14.75M common shares) from ETFS Capital for ~$144M cash.","Preferred repurchase contingent on closing of $300M convertible note offering and up to $104M buyback of existing 5.75% notes due 2028.","Commenced private offering of $300M convertible senior notes due 2029, with initial purchaser option for additional $45M.","Proceeds to partly fund preferred repurchase, repurchase of ~$104M of 2028 notes, and common stock buybacks from note purchasers.","Investor Rights Agreement with ETFS Capital will terminate effective upon closing of the preferred repurchase."],"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":217083,"accession_number":"0001214659-24-013865","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"WisdomTree subsidiary receives SEC Wells Notice over ESG fund disclosures","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["SEC staff issued a Wells Notice to WisdomTree Asset Management alleging securities law violations related to three ESG-focused ETFs.","The three WisdomTree Trust ESG funds had average AUM of about $119M and were liquidated in February 2024 after board approval in December 2023.","WTAM maintains its actions were compliant with all laws and intends to respond through the Wells Notice process.","Potential remedies sought by SEC could include injunctions, disgorgement, pre-judgment interest, and civil money penalties."],"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":0.6,"calibrated_materiality_score":0.6,"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":217082,"accession_number":"0001214659-24-012990","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q2 2024: record AUM $109.7B, diluted EPS $0.13 ($0.16 adjusted)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record AUM of $109.7B, up 2.3% QoQ on market appreciation and net inflows.","Operating revenues $107.0M, up 10.5% QoQ and 24.9% YoY; avg advisory fee 0.37%.","Net income $21.8M ($0.13 diluted EPS); adjusted net income $27.1M ($0.16 adj. 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},{"id":254461,"accession_number":"0001214659-24-005638","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-03-29T23:59:59+00:00","items":["1.01","3.03","9.01"],"status":"ready","headline":"WisdomTree amends 2023 rights agreement; redefines 'Beneficial Owner' language","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Amendment No. 4 to Stockholder Rights Agreement dated March 17, 2023, entered March 25, 2024.","Replaces Section 1(d)(ii)(B) definition of 'Beneficial Owner' in its entirety.","Amendment between WisdomTree and Continental Stock Transfer & Trust Company, as Rights Agent."],"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":0.15,"calibrated_materiality_score":0.15,"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":254460,"accession_number":"0001214659-24-004729","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["1.01","3.03","8.01","9.01"],"status":"ready","headline":"WisdomTree extends poison pill to March 2025, raises exercise price to $45","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rights plan extended to March 17, 2025, subject to stockholder ratification at 2024 annual meeting.","Exercise price increased from $32 to $45 per right per share of common stock.","Board cites ongoing activism concerns from stockholder ETFS Capital as rationale.","Trigger thresholds remain at 10% (active) and 20% (passive) ownership to avoid dilution.","Qualifying offer clause allows stockholders to call special meeting to exempt a bid."],"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":254459,"accession_number":"0001214659-24-003563","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree Board rejects activist Tuckwell's proposals to replace CEO, seek funding, and launch strategic review","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board unanimously rejected Graham Tuckwell's three proposals: replace CEO, raise outside money for WisdomTree Prime, and appoint investment bank for strategic alternatives.","CEO Jonathan Steinberg has unanimous Board support; received ~86% of shares voted at 2023 Annual Meeting.","Board notes WisdomTree's total stockholder return outperformed relevant peers over 1-, 2-, 3-, and 4-year periods.","Board previously accommodated Tuckwell's requests by adding two of his nominees, declassifying the Board, and forming a special committee to review strategy.","Board remains open to constructive dialogue but urges Tuckwell to respect stockholder and Board judgment."],"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":254458,"accession_number":"0001214659-24-001696","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2024-02-02T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q4 net income $19.1M; AUM surpasses $100B; adjusted EPS $0.11","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $19.1M (adj. $18.6M); diluted EPS $0.16 (adj. $0.11); operating margin 28.7%.","AUM ended Q4 at $100.1B, up 6.8% from prior quarter; net outflows of $0.3B.","Repurchased Series C preferred shares from World Gold Council for ~$84.4M; $40M paid at close.","Declared $0.03 quarterly dividend payable Feb 28, 2024 to holders of record Feb 14.","Appointed Smita Conjeevaram as Compensation Committee Chair and Shamla Naidoo as Nominating & Governance Chair."],"consensus_eps_estimate":null,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":349035000.0,"consensus_period":"2023-FY","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":271934,"accession_number":"0001214659-23-015375","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-11-20T23:59:59+00:00","items":["1.01","1.02","5.03","7.01","9.01"],"status":"ready","headline":"WisdomTree Completes Repurchase of Non-Voting Preferred Shares from World Gold Council Subsidiary for $84.4 Million","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 13,087 Series C Preferred shares (convertible into 13.1M common) for ~$84.4M cash.","Paid $40M at closing with remaining ~$44.4M due in three equal annual installments with no interest.","Transaction is approximately 7% accretive to current 2024 consensus EPS estimates.","Repurchased preferred shares cancelled; Series C Preferred Stock eliminated via Certificate of Elimination."],"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":271933,"accession_number":"0001214659-23-014711","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Harold Singleton III resigns; Lynn Blake named audit chair, Rilla Delorier joins committee","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Harold Singleton III resigned from WisdomTree board effective Nov. 8, 2023, citing a conflict from joining a mutual fund board.","Singleton confirmed no disagreement with management or board on operations, policies, or practices.","Lynn S. Blake, existing audit committee member, appointed as Audit Committee Chair.","Rilla Delorier appointed to Audit Committee; board found her independent and financially literate under NYSE 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":0.2,"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":271932,"accession_number":"0001214659-23-013947","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q3 2023: adj EPS $0.10, op margin 29.5% (+900bps YoY), $2B inflows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $13.0M ($0.07 diluted EPS); adjusted net income $18.0M ($0.10 adj diluted EPS).","Operating revenues $90.4M, up 5.5% from prior quarter and 24.9% YoY; average AUM $95.7B.","Operating income margin 29.5%, up 8.3 points sequentially and 900 bps YoY; adjusted operating margin also 29.5%.","Year-to-date net inflows $11B; 12th consecutive quarter of positive flows; 17% annualized organic growth.","Quarterly dividend of $0.03 declared, payable Nov 22, 2023 to holders of record Nov 8, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":258191000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","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":288784,"accession_number":"0001193125-23-216603","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-08-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"WisdomTree appoints Rilla Delorier to Board as Class I director, effective Aug 18, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded to 10 directors; Delorier's term expires at 2024 annual meeting.","Delorier determined independent under NYSE rules; no committee assignments yet.","Received 11,828 restricted stock units vesting on first anniversary of grant.","Over 30 years in banking; former EVP at Umpqua Bank and SunTrust; also on boards of AUB and CCB.","CEO cites Delorier's digital innovation expertise as ideal for WisdomTree's tokenization push."],"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":0.35,"calibrated_materiality_score":0.35,"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":288783,"accession_number":"0001193125-23-196884","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-07-28T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree Q2 net income $54.3M ($0.32 diluted EPS); record AUM $93.7B; adjusted EPS $0.09","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.32 (GAAP); adjusted EPS $0.09; net income $54.3M including $41.4M non-cash gain from termination of gold payments obligation.","Record quarter-end AUM $93.7B, up 3.3% QoQ; net inflows $2.3B driven by international equity and fixed income.","Operating revenues $85.7M (+4.5% QoQ); gross margin 79.3%; operating income margin 21.2% (26.9% adjusted).","Terminated contractual gold payments obligation on May 10, 2023 for ~$137M ($50M cash + preferred stock), expanding margin by >500 bps.","Declared quarterly dividend $0.03/share, payable Aug 23, 2023 to holders of record Aug 9."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":167768000.0,"consensus_period":"2023-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":288782,"accession_number":"0001193125-23-194642","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree appoints new committee chairs; majority of directors joined in past three years","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee: Harold Singleton III (Chair), Lynn Blake, Anthony Bossone, Daniela Mielke.","Compensation Committee: Win Neuger (Chair), including Shamla Naidoo and Tonia Pankopf.","Nominating & Governance Committee: Smita Conjeevaram (Chair), including Lynn Blake, Daniela Mielke, Tonia Pankopf, Harold Singleton III.","Win Neuger elected independent Board Chair, replacing Frank Salerno (retired at June 16, 2023 annual meeting).","Every committee includes at least one director nominated by stockholder ETFS Capital."],"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":0.4,"calibrated_materiality_score":0.4,"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":288781,"accession_number":"0001193125-23-182032","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-07-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree settles shareholder suit over Rights Agreement with $485K fee payment","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Plaintiff challenged Rights Agreement provisions; company amended on May 4 to moot claims.","Action dismissed with prejudice as to plaintiff on May 24; court retained jurisdiction for fee application.","Company agreed to pay $485,000 to plaintiff's counsel for attorneys' fees and expenses.","Court entered order closing case on June 30, subject to filing notice; did not pass judgment on fee reasonableness."],"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":0.4,"calibrated_materiality_score":0.4,"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":309456,"accession_number":"0001193125-23-177925","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-06-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree appoints Win Neuger as Chair of the Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Win Neuger appointed as independent Chair of the Board on June 26, 2023.","Neuger previously served as chair of the Nominating and Governance Committee.","He is an independent director under NYSE 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":0.3,"calibrated_materiality_score":0.3,"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":309455,"accession_number":"0001193125-23-172681","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-06-22T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"WisdomTree annual meeting: five management nominees and one activist nominee elected; Graham Tuckwell rejected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders elected five of six WisdomTree nominees (Blake, Mielke, Neuger, Naidoo, Steinberg) and one of three ETFS Capital nominees (Pankopf).","ETFS Capital nominees Bruce Aust and Graham Tuckwell were not elected; Tuckwell decisively rejected.","Incumbent director Frank Salerno was not re-elected (59.3M for, 76.1M withheld).","Non-binding say-on-pay and ratification of stockholder rights agreement and Ernst & Young as auditor all approved."],"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":309454,"accession_number":"0001193125-23-140747","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["1.01","5.03","3.03","3.02","7.01","9.01"],"status":"ready","headline":"WisdomTree settles gold payment obligation for ~$137M; 15% EPS accretive, margin up 530 bps","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Transaction valued at ~$137M: $50M cash plus 13.1M shares of non-voting convertible preferred stock.","Extinguishes ~$180M deferred gold payment liability; adds ~$18M to annual operating income.","15% accretive to 2023 consensus EPS; operating margin expands by 530 basis points.","World Gold Council subsidiary receives $4.4M cash + preferred shares; Rodber Investments gets $45.6M cash.","CEO says deal cleans up balance sheet, reduces quarterly GAAP volatility."],"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":309453,"accession_number":"0001193125-23-137101","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-05-05T23:59:59+00:00","items":["1.01","3.03","8.01","9.01"],"status":"ready","headline":"WisdomTree amends stockholder rights agreement; modifies beneficial ownership definition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment effective May 4, 2023 to Rights Agreement dated March 17, 2023.","Changes definitions of Beneficial Owner, Beneficially Own, and Beneficial Ownership in Section 1(d).","Replaces subsections (ii)(B) and (iii) of Section 1(d) as set forth in Exhibit 4.1.","Supplemental disclosure to May 1 proxy statement clarifies Board's ability to amend Rights Agreement.","Rights Agreement may be amended before Acquiring Person trigger; thereafter limited to cure ambiguities."],"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":0.4,"calibrated_materiality_score":0.4,"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":309452,"accession_number":"0001193125-23-124384","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-04-28T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"WisdomTree reports record AUM $90.7B, Q1 net income $16.2M, $6.3B net inflows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record AUM of $90.7B, net inflows $6.3B (3rd best quarter); diluted EPS $0.10, adjusted EPS $0.07.","Operating revenues $82.0M (+11.9% QoQ); adjusted operating margin 21.4%.","Quarterly dividend $0.03/sh declared, payable May 24 to record holders May 10.","Issued $130M 5.75% conv. notes due 2028; repurchased $115M 2020 notes.","Negotiating with WGC & ETFS Capital to settle gold payment obligation; may reduce liability."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":82044000.0,"consensus_period":"2023-Q1","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":328178,"accession_number":"0001193125-23-074392","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-03-20T23:59:59+00:00","items":["1.01","3.03","5.03","8.01","9.01"],"status":"ready","headline":"WisdomTree adopts limited-duration stockholder rights plan (poison pill) with 10% trigger","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rights plan triggers if any person acquires 10% (20% for passive) or more of common stock.","Dividend of one right per common share and 1,000 rights per Series A preferred share; record date March 28, 2023.","Rights expire day after 2023 annual meeting unless stockholder-approved; if approved, expire March 16, 2024.","Plan includes qualifying offer clause allowing stockholders to call special meeting to exempt a bid.","Exercise price is $32 per unit of Series B Junior Participating Cumulative Preferred Stock."],"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":0.5,"calibrated_materiality_score":0.5,"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":328177,"accession_number":"0001193125-23-039327","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-02-14T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"WisdomTree issues $130M 5.75% Convertible Notes due 2028; net ~$126.4M, conversion ~$9.54","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $130M aggregate principal of 5.75% Convertible Senior Notes due 2028; net proceeds ~$126.4M.","Initial conversion price ~$9.54 per share (rate 104.8658 shares/$1,000 principal); subject to adjustment.","Interest payable semiannually at 5.75% per year; maturity August 15, 2028.","Notes are senior unsecured, equal with existing 4.25% 2023 and 3.25% 2026 notes; subordinated to Series A preferred.","Initial Purchaser has option to purchase additional $20M; not yet exercised."],"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":328176,"accession_number":"0001193125-23-031293","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-02-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree prices $130M convertible notes due 2028 at 5.75%, repurchases $115M of 2023 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $130M (plus $20M option) 5.75% convertible senior notes due Aug 15, 2028; conversion price $9.54/share (~60% premium to $5.96 close).","Proceeds to repurchase $115M of existing 4.25% convertible notes due 2023; net proceeds ~$126.4M (or ~$145.9M with option).","Notes are senior unsecured, rank equally with existing convertible notes; settlement expected Feb 14, 2023.","Company may redeem notes after Aug 20, 2025 if stock >=130% of conversion price; holders have put rights upon 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":0.6,"calibrated_materiality_score":0.6,"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":328175,"accession_number":"0001193125-23-030052","cik":880631,"company_name":"WisdomTree, Inc.","ticker":"WT","form_type":"8-K","filed_at":"2023-02-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WisdomTree announces $130M convertible note offering to repurchase up to $115M of 2023 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $130M in convertible senior notes due 2028 to QIBs; initial purchaser option for additional $20M.","Proceeds to repurchase up to $115M of outstanding 4.25% convertible notes due 2023 in concurrent private deals.","Notes convertible upon certain conditions; principal cash-settled; redeemable at WisdomTree's option after Aug 20, 2025.","Interest rate and conversion rate set at pricing; notes rank equal with existing 2023 and 2026 convertible notes.","Certain note holders may enter derivatives or short-sell common stock, potentially affecting market price."],"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}],"next_cursor":"2023-02-09T23:59:59+00:00|328175"}