secwatch.observer — SEC 8-K summary ====================================== Issuer: WisdomTree, Inc. (WT) CIK: 0000880631 Form: 8-K Filed at: 2024-04-26T23:59:59+00:00 Accession: 0001214659-24-007589 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 WisdomTree Q1 2024: Record AUM $107.2B, EPS $0.13 ($0.12 adj), dividend $0.03 ----------------------------------------------------------------------------- - Record AUM $107.2B (+7.1% QoQ); net inflows $2.0B for the quarter. - Net income $22.1M, diluted EPS $0.13; adjusted net income $20.3M, adj. diluted EPS $0.12. - Operating revenues $96.8M (+6.6% QoQ, +18% YoY); operating margin 28.9% (29.6% adj). - Quarterly dividend $0.03 per share declared, payable May 22, 2024 to holders of record May 8, 2024. - Received NYDFS trust charter for digital assets; launched WisdomTree Prime Visa Debit Card. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465924007589/0001214659-24-007589-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/880631/000121465924007589/r4242408k.htm HTML page: https://secwatch.observer/filing/0001214659-24-007589 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer