Source-grounded facts extracted from WisdomTree, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
WisdomTree, Inc. reported first quarter of 2026 results: revenue $159.5 million, net income ($23.1) million, EPS ($0.17).
“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”
WisdomTree, Inc. completed an acquisition involving Atlantic House Holdings Limited for £150.0 million (approximately $200.0 million) in cash (closed 2026-05-01).
“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.”
WisdomTree, Inc. entered into Purchase Agreement with Atlantic House Holdings Limited valued at £150.0 million (approximately $200.0 million) (effective 2026-03-13).
“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”).”
WisdomTree, Inc. incurred convertible notes of $603.75 million with U.S. Bank Trust Company, National Association at 4.50% maturing October 1, 2031.
“On March 30, 2026, WisdomTree, Inc. (the “Company”) issued $603.75 million in aggregate principal amount of 4.50% Convertible Senior Notes due 2031”
WisdomTree, Inc. entered into Indenture with U.S. Bank Trust Company, National Association valued at $603.75 million (effective 2026-03-30).
“On March 30, 2026, WisdomTree, Inc. (the “Company”) issued $603.75 million in aggregate principal amount of 4.50% Convertible Senior Notes due 2031 (the “Notes”) pursuant to an Indenture (the “Indenture”), dated March 30, 2026, between the Company and U.S. Bank Trust Company, National Association, as trustee”
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).
“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.”
WisdomTree, Inc. completed an acquisition involving Ceres Partners, LLC for $275.0 million in cash (closed 2025-10-01).
“On October 1, 2025, the Purchaser completed the Acquisition for aggregate consideration consisting of (i) $275.0 million in cash”
WisdomTree, Inc. incurred convertible notes of $475.0 million with Oppenheimer & Co. Inc., as representative of the Initial Purchasers at 4.625% maturing August 15, 2030.
“On August 14, 2025, WisdomTree, Inc. (the “Company”) issued $475.0 million in aggregate principal amount of 4.625% Convertible Senior Notes due 2030 (the “Notes”) pursuant to an Indenture (the “Indenture”), dated August 14, 2025, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), in a private offering to qualified institutional buyers (the “Notes Offering”) pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”).”
WisdomTree, Inc. reported the three months ended March 31, 2024 results: revenue $96.8 million, net income $22.1 million, EPS $0.13.
“of net inflows , primarily driven by inflows into our international developed equity and U.S. equity products. 0.36% average advisory fee , unchanged from the prior quarter. $96.8 million of operating revenues , an increase of 6.6% from the prior quarter primarily due to higher average AUM. 79.4% gross margin (1) , a 0.3 point decrease from the prior quarter due”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.