Recent 8-K filings for WT
Highest-materiality recent filing
WisdomTree Q3 2025: Record AUM $137.2B, adj EPS $0.23, raises buyback by $190M
- Net income $19.7M ($34.5M adj); diluted EPS $0.13 ($0.23 adj); revenue $125.6M (+11.5% QoQ).
- Record ending AUM $137.2B, up 8.8% QoQ; net inflows of $2.2B driven by commodity, crypto, international equity.
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WisdomTree to repurchase $51.9M of its 3.25% Convertible Notes due 2029 for ~$87.3M
Repurchases $51.9M aggregate principal of 3.25% Convertible Senior Notes due 2029 for cash of ~$87.3M.
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Net loss $23.1M ($0.17 diluted loss); adjusted net income $40.6M ($0.27 adjusted EPS).
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WisdomTree issues $603.75M of 4.50% convertible notes due 2031, nets ~$591.2M
Aggregate principal $603.75M, 4.50% interest, semiannual, matures October 1, 2031.
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WisdomTree prices $603.75M 4.50% convertible notes, exchanges $350M existing notes
Priced $603.75M (incl. full greenshoe) of 4.50% convertible senior notes due 2031; net proceeds ~$591.2M.
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Principal amount $525M (plus $78.75M option) of convertible senior notes due 2031 in a private offering.
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Purchase price £150M (~$200M) cash; expected close in Q2 2026 subject to regulatory approvals and financing.
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WisdomTree Q4 2025: diluted EPS $0.28, record AUM $144.5B, dividend $0.03
Q4 2025 diluted EPS $0.28 ($0.29 adjusted); net income $40.0M ($41.2M adjusted).
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WisdomTree Q3 2025: Record AUM $137.2B, adj EPS $0.23, raises buyback by $190M
Net income $19.7M ($34.5M adj); diluted EPS $0.13 ($0.23 adj); revenue $125.6M (+11.5% QoQ).
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Acquisition closed Oct 1, 2025; $275M cash paid at closing, subject to adjustments, plus earnout up to $225M in 2030.
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WisdomTree issues $475M of 4.625% convertible notes due 2030, net proceeds ~$464M
Issued $475M principal of 4.625% Convertible Senior Notes due Aug 15, 2030; net proceeds ~$464M.
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Priced $475M aggregate convertible senior notes due 2030 (4.625% interest, conversion price $19.1545, 45% premium).
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Offering of $400M convertible senior notes due 2030; underwriters option for additional $60M.
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WisdomTree to acquire Ceres Partners for $500M; Q2 EPS $0.17, AUM $126.1B
Acquisition of Ceres Partners for $275M cash upfront plus up to $225M earnout in 2030; expected close Q4 2025.
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WisdomTree stockholders elect all nine director nominees, ratify EY, approve say-on-pay
Nine directors elected with 89.8% to 99.4% of votes cast; all to serve until 2026 annual meeting.
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WisdomTree reports Q1 2025 record AUM of $115.8B; diluted EPS $0.17
Net income of $24.6M ($0.17 diluted EPS); adjusted net income of $23.0M ($0.16 diluted EPS).
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WisdomTree eliminates Series B Preferred Stock references after rights agreement expiration
Stockholder Rights Agreement expired March 17, 2025, ending associated preferred stock purchase rights.
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WisdomTree Q4 EPS $0.18 ($0.17 adj); revenue $110.7M; AUM $109.8B; dividend $0.03
Diluted EPS $0.18, adjusted $0.17; net income $27.3M, adjusted $25.3M.
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WisdomTree appoints Smita Conjeevaram as Board Chair, succeeds Win Neuger
Smita Conjeevaram appointed Chair of the Board effective January 23, 2025.
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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.
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WisdomTree settles SEC ESG enforcement action, pays $4M penalty
WTAM received Wells Notice on Aug 5, 2024, over three ESG-focused funds launched Mar 2020 and liquidated Feb 2024.
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WisdomTree issues $345M 3.25% convertible notes due 2029, repurchases all Series A preferred stock
$345M aggregate principal of 3.25% Convertible Senior Notes due 2029 issued; net proceeds ~$337M.
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WisdomTree prices $345M convertible notes, 9% EPS-accretive Series A buyback
WisdomTree priced $300M (with $45M greenshoe exercised) of 3.25% convertible notes due 2029; conversion price $11.82/share (22.5% premium).
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Agreed to buy back 14,750 Series A Preferred shares (convertible into 14.75M common shares) from ETFS Capital for ~$144M cash.
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WisdomTree subsidiary receives SEC Wells Notice over ESG fund disclosures
SEC staff issued a Wells Notice to WisdomTree Asset Management alleging securities law violations related to three ESG-focused ETFs.
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WisdomTree Q2 2024: record AUM $109.7B, diluted EPS $0.13 ($0.16 adjusted)
Record AUM of $109.7B, up 2.3% QoQ on market appreciation and net inflows.
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WisdomTree stockholders elect all nine board nominees, pass all proposals at 2024 annual meeting
All nine director nominees elected with 84.8% to 99.8% of votes cast; final results pending certification.
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On April 30, 2024, WisdomTree entered into Amendment No. 5 to its Stockholder Rights Agreement with Continental Stock Transfer & Trust.
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WisdomTree Q1 2024: Record AUM $107.2B, EPS $0.13 ($0.12 adj), dividend $0.03
Record AUM $107.2B (+7.1% QoQ); net inflows $2.0B for the quarter.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.85 · Median 0.75 · Most common event debt