---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-24-017923"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2024-10-25T23:59:59+00:00"
generated_at: "2026-05-30T10:14:59.940336+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# WisdomTree Q3 AUM record $112.6B; adjusted EPS $0.18, GAAP loss -$0.13 on debt extinguishment

## Summary
- Record AUM of $112.6B; net outflows of $2.4B, primarily international developed equity and fixed income.
- Adjusted EPS $0.18 (+80% YoY); GAAP diluted loss per share $0.13 due to $30.6M loss on extinguishment of convertible notes.
- Adjusted operating margin 37.3%, up 800 bps YoY; revenue $113.2M, up 25.2% YoY.
- Issued $345M 3.25% convertible notes due 2029; repurchased $104.2M of existing 2028 notes and all preferred stock from ETFS Capital.
- Quarterly dividend $0.03/share declared, payable Nov 20; also recorded $4.0M SEC civil penalty for ESG screening statements.

## SEC filing metadata
- accession: 0001214659-24-017923
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2024-10-25T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465924017923/0001214659-24-017923-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465924017923/y10222418k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-24-017923
- JSON: https://secwatch.observer/filing/0001214659-24-017923.json
- Plain text: https://secwatch.observer/filing/0001214659-24-017923.txt

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