secwatch.observer — SEC 8-K summary ====================================== Issuer: WisdomTree, Inc. (WT) CIK: 0000880631 Form: 8-K Filed at: 2023-07-28T23:59:59+00:00 Accession: 0001193125-23-196884 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 WisdomTree Q2 net income $54.3M ($0.32 diluted EPS); record AUM $93.7B; adjusted EPS $0.09 -------------------------------------------------------------------------------- - Diluted EPS $0.32 (GAAP); adjusted EPS $0.09; net income $54.3M including $41.4M non-cash gain from termination of gold payments obligation. - Record quarter-end AUM $93.7B, up 3.3% QoQ; net inflows $2.3B driven by international equity and fixed income. - Operating revenues $85.7M (+4.5% QoQ); gross margin 79.3%; operating income margin 21.2% (26.9% adjusted). - Terminated contractual gold payments obligation on May 10, 2023 for ~$137M ($50M cash + preferred stock), expanding margin by >500 bps. - Declared quarterly dividend $0.03/share, payable Aug 23, 2023 to holders of record Aug 9. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000119312523196884/0001193125-23-196884-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/880631/000119312523196884/d453985d8k.htm HTML page: https://secwatch.observer/filing/0001193125-23-196884 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer