---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-26-005379"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2026-05-01T23:59:59+00:00"
generated_at: "2026-05-15T00:28:44.008358+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# WisdomTree Q1 GAAP net loss $23.1M; adjusted EPS $0.27; AUM record $152.6B; completes Atlantic House buy

## Summary
- Net loss $23.1M ($0.17 diluted loss); adjusted net income $40.6M ($0.27 adjusted EPS).
- Revenue $159.5M, up 47.5% YoY; AUM record $152.6B; net inflows $5.9B.
- Operating margin 37.2% (39.3% adjusted), up 560 bps YoY; gross margin 84.4%.
- Closed acquisition of Atlantic House for £150M (~$200M) cash; adds defined outcome capabilities.
- Declared $0.03 quarterly dividend, payable May 27; record May 13.

## SEC filing metadata
- accession: 0001214659-26-005379
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2026-05-01T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 1.01, 2.01, 2.02, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465926005379/0001214659-26-005379-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465926005379/d4292638k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-26-005379
- JSON: https://secwatch.observer/filing/0001214659-26-005379.json
- Plain text: https://secwatch.observer/filing/0001214659-26-005379.txt

## Source-grounded claims
- claim_id: 062bf9b6b96ca15047345bb1f5d3fb334324ece4
  claim: WisdomTree, Inc. reported first quarter of 2026 results: revenue $159.5 million, net income ($23.1) million, EPS ($0.17).
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/880631/000121465926005379/0001214659-26-005379-index.htm
- claim_id: 64430256eabcbdd1c9f5ef8d883ed1c0b0d9cc97
  claim: WisdomTree, Inc. completed an acquisition involving Atlantic House Holdings Limited for £150.0 million (approximately $200.0 million) in cash (closed 2026-05-01).
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/880631/000121465926005379/0001214659-26-005379-index.htm
- claim_id: 23ee65e519f8df2cf1992153484179ea1592a82c
  claim: WisdomTree, Inc. entered into Purchase Agreement with Atlantic House Holdings Limited valued at £150.0 million (approximately $200.0 million) (effective 2026-03-13).
  evidence_excerpt: 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”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/880631/000121465926005379/0001214659-26-005379-index.htm

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