{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-124384","form_type":"8-K","ticker":"WT","cik":"0000880631","company_name":"WisdomTree, Inc.","filed_at":"2023-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:42.573368+00:00","generated_at":"2026-06-16T07:15:18.978859+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"WisdomTree reports record AUM $90.7B, Q1 net income $16.2M, $6.3B net inflows","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-124384","json":"https://secwatch.observer/filing/0001193125-23-124384.json","markdown":"https://secwatch.observer/filing/0001193125-23-124384.md","text":"https://secwatch.observer/filing/0001193125-23-124384.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/0001193125-23-124384-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/d487160d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T07:15:18.978859+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0ef39707195fd6dde7210156c9ad87de1ca6f844","claim":"WisdomTree, Inc. reported the three months ended March 31, 2023 results: revenue $82.0 million, net income $16.2 million, EPS $0.10 per diluted share.","evidence_excerpt":", primarily driven by inflows into our fixed income, commodity, emerging markets and international equity products. 0.36% average advisory fee , unchanged from last quarter. $82.0 million of operating revenues , an increase of 11.9% from the previous quarter due to higher average AUM, and higher other income from large flows into some of our European products.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/0001193125-23-124384-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended March 31, 2023"},{"label":"Revenue","value":"$82.0 million"},{"label":"Net income","value":"$16.2 million"},{"label":"EPS","value":"$0.10 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"21974874cd2ba92f29fcdfcd27626fe811521b8b","claim":"WisdomTree, Inc. reported the first quarter of 2023 results: revenue $82.0 million of operating revenues, net income $16.2 million net income, EPS Diluted earnings per share of $0.10.","evidence_excerpt":"WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the first quarter of 2023. $16.2 million net income ($11.2 (1) million net income, as adjusted) ; including a non-cash gain of $20.6 million associated with the revaluation of deferred consideration-gold payments; a loss of $9.7 million recognized upon the extinguishment of $115.0 million in aggregate principal amount of our 4.25% convertible senior notes issued in 2020 and due in June 2023 (the “2020 Notes”); and other items. $90.7 billion of ending AUM , an increase of 10.7% arising from net inflows and market appreciation. $6.3 billion of net inflows , primarily driven by inflows into our fixed income, commodity, emerging markets and international equity products. 0.36% average advisory fee , unchanged from last quarter. $82.0 million of operating revenues , an increase of 11.9% from the previous quarter due to higher average AUM, and higher other income from large flows into some of our","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/0001193125-23-124384-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter of 2023"},{"label":"Revenue","value":"$82.0 million of operating revenues"},{"label":"Net income","value":"$16.2 million net income"},{"label":"EPS","value":"Diluted earnings per share of $0.10"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}