secwatch.observer — SEC 8-K summary ====================================== Issuer: WisdomTree, Inc. (WT) CIK: 0000880631 Form: 8-K Filed at: 2023-04-28T23:59:59+00:00 Accession: 0001193125-23-124384 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 WisdomTree reports record AUM $90.7B, Q1 net income $16.2M, $6.3B net inflows ----------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/0001193125-23-124384-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/880631/000119312523124384/d487160d8k.htm HTML page: https://secwatch.observer/filing/0001193125-23-124384 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer