---
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"
generated_at: "2026-06-16T07:15:18.978859+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# WisdomTree reports record AUM $90.7B, Q1 net income $16.2M, $6.3B net inflows

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-124384
- JSON: https://secwatch.observer/filing/0001193125-23-124384.json
- Plain text: https://secwatch.observer/filing/0001193125-23-124384.txt

## Key facts
- Earnings Releases
  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.
  - Period: the three months ended March 31, 2023
  - Revenue: $82.0 million
  - Net income: $16.2 million
  - EPS: $0.10 per diluted share
  - Result: reported results
  source text: , 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_url: https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/0001193125-23-124384-index.htm
- Earnings Releases
  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.
  - Period: the first quarter of 2023
  - Revenue: $82.0 million of operating revenues
  - Net income: $16.2 million net income
  - EPS: Diluted earnings per share of $0.10
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/0001193125-23-124384-index.htm

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