secwatch.observer — SEC 8-K summary
======================================

Issuer:     WisdomTree, Inc. (WT)
CIK:        0000880631
Form:       8-K
Filed at:   2024-10-25T23:59:59+00:00
Accession:  0001214659-24-017923
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/880631/000121465924017923/0001214659-24-017923-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/880631/000121465924017923/y10222418k.htm
  HTML page:      https://secwatch.observer/filing/0001214659-24-017923

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer