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
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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.
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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”).
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