WisdomTree acquires Atlantic House Holdings for £150M (~$200M) to expand defined outcome ETF capabilities

WisdomTree, Inc.

Purchase price £150M (~$200M) cash; expected close in Q2 2026 subject to regulatory approvals and financing.
Atlantic House manages ~£4.1B ($5.5B) in defined outcome and derivatives-driven strategies.
Acquisition expands WisdomTree's active ETF and model portfolio capabilities in UK wealth market.
Deal expected to be modestly accretive in 2026 with upside from revenue synergies and operating scale.
Atlantic House CEO Tom May to serve as Global CIO, Outcome and Derivative Strategies post-closing.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

WisdomTree, Inc. entered into Purchase Agreement with Atlantic House Holdings Limited and its shareholders valued at £150.0 million (approximately $200.0 million) (effective 2026-03-13).

Action: entry
Agreement: asset purchase
Counterparty: Atlantic House Holdings Limited and its shareholders
Value: £150.0 million (approximately $200.0 million)
Effective: 2026-03-13

Exact text from the filing

On March 13, 2026, WisdomTree, Inc. (the “Company” or the “Buyer’s Guarantor”) and WisdomTree International Holdings Ltd (the “Buyer”), a wholly-owned subsidiary of the Company, entered into a Sale and Purchase Agreement (the “Purchase Agreement”) with Atlantic House Holdings Limited, a private limited company incorporated in England and Wales (“Atlantic House”), the shareholders of Atlantic House (together, the “Sellers”), the EBT Trustee and the Individual Guarantor (each as defined in the Purchase Agreement), pursuant to which the Buyer agreed to acquire from the Sellers all of the issued and outstanding share capital of Atlantic House (the “Acquisition”), subject to the terms and conditions set forth therein.

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Source: SEC EDGAR

accession 0001214659-26-003292

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