---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-023406"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2023-02-03T23:59:59+00:00"
generated_at: "2026-06-20T01:31:27.893936+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# WisdomTree reports record AUM $82.0B, Q4 net loss $28.3M on gold revaluation; declares $0.03 dividend

## Summary
- Record AUM of $82.0B (+15.7% QoQ) with net inflows of $5.3B in Q4 (highest since 2015); full-year inflows >$12B.
- GAAP net loss $28.3M (($0.20) diluted EPS) vs Q3 net income $81.2M; adjusted net income $7.0M ($0.04 EPS).
- Operating revenues $73.3M essentially unchanged QoQ; average advisory fee declined to 0.36% from 0.38%.
- Quarterly dividend $0.03/share declared, payable March 1, 2023 to holders of record Feb. 15, 2023.
- Negotiating with World Gold Council to settle perpetual gold payment obligation (6,333 oz/yr) to reduce liability.

## SEC filing metadata
- accession: 0001193125-23-023406
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2023-02-03T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000119312523023406/0001193125-23-023406-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000119312523023406/d412336d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-023406
- JSON: https://secwatch.observer/filing/0001193125-23-023406.json
- Plain text: https://secwatch.observer/filing/0001193125-23-023406.txt

## Key facts
- Earnings Releases
  WisdomTree, Inc. reported the fourth quarter of 2022 results: revenue $73.3 million, net income ($28.3) million, EPS ($0.20) per diluted share.
  - Period: the fourth quarter of 2022
  - Revenue: $73.3 million
  - Net income: ($28.3) million
  - EPS: ($0.20) per diluted share
  - Result: reported results
  source text: inflows , primarily driven by inflows into our fixed income, U.S. equity and commodity products. 0.36% average advisory fee , a decrease of 2 basis points due to AUM mix shift. $73.3 million of operating revenues , essentially unchanged from the previous quarter as higher average AUM was offset by a decline in our average advisory fee. 76.9% gross margin (1) , a 0.6
  evidence_url: https://www.sec.gov/Archives/edgar/data/880631/000119312523023406/0001193125-23-023406-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.