secwatch.observer — SEC 8-K summary
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Issuer:     WisdomTree, Inc. (WT)
CIK:        0000880631
Form:       8-K
Filed at:   2023-02-03T23:59:59+00:00
Accession:  0001193125-23-023406
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/880631/000119312523023406/0001193125-23-023406-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/880631/000119312523023406/d412336d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-23-023406

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