secwatch / observer
8-K filed May 1, 2026, 7:59 PM ET ticker WT CIK 0000880631
earnings confidence high sentiment positive materiality 0.80

WisdomTree, Inc. (WT): M&A transaction — WisdomTree Q1 GAAP net loss $23.1M; adjusted EPS $0.27; AUM record $152.6B; completes Atlantic House buy

WisdomTree, Inc.

2026-Q1 EPS reported -$0.17 revenue$159,470,000

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

WisdomTree, Inc. reported first quarter of 2026 results: revenue $159.5 million, net income ($23.1) million, EPS ($0.17).

Period
first quarter of 2026
Revenue
$159.5 million
Net income
($23.1) million
EPS
($0.17)
Result
reported results
Exact text from the filing
across the United States and Europe. 0.36% average advisory fee , a 1 basis point increase from the prior quarter. 0.42% revenue yield (2) , unchanged from the prior quarter. $159.5 million of operating revenues , an increase of 8.2% from the prior quarter due to higher average AUM and higher other revenues attributable to our European listed exchange-traded
View on SEC.gov
M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

WisdomTree, Inc. completed an acquisition involving Atlantic House Holdings Limited for £150.0 million (approximately $200.0 million) in cash (closed 2026-05-01).

Action
acquisition
Counterparty
Atlantic House Holdings Limited
Consideration
£150.0 million (approximately $200.0 million) in cash
Closing
2026-05-01
Exact text from the filing
On May 1, 2026, the Buyer completed the Acquisition for a purchase price of £150.0 million (approximately $200.0 million) in cash paid at the closing, subject to customary post-closing adjustments, including adjustments to cash, indebtedness and working capital.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

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

Action
entry
Agreement
asset purchase
Counterparty
Atlantic House Holdings Limited
Value
£150.0 million (approximately $200.0 million)
Effective
2026-03-13
Exact text from the filing
WisdomTree, Inc. (the “Company”) 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”).
View on SEC.gov

Browse all earnings releases →

WisdomTree, Inc. filing history →

Source: SEC EDGAR
accession 0001214659-26-005379
Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.