secwatch.observer — SEC 8-K summary ====================================== Issuer: WisdomTree, Inc. (WT) CIK: 0000880631 Form: 8-K Filed at: 2024-07-26T23:59:59+00:00 Accession: 0001214659-24-012990 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 2024: record AUM $109.7B, diluted EPS $0.13 ($0.16 adjusted) -------------------------------------------------------------------------- - Record AUM of $109.7B, up 2.3% QoQ on market appreciation and net inflows. - Operating revenues $107.0M, up 10.5% QoQ and 24.9% YoY; avg advisory fee 0.37%. - Net income $21.8M ($0.13 diluted EPS); adjusted net income $27.1M ($0.16 adj. EPS). - Operating margin 31.3% (35.3% adjusted), up 240 bps QoQ (570 bps adjusted). - Quarterly dividend $0.03 declared, payable Aug 21, 2024, record Aug 7. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465924012990/0001214659-24-012990-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/880631/000121465924012990/p7242418k.htm HTML page: https://secwatch.observer/filing/0001214659-24-012990 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer