Wisdomtree, INC
Market Movers (8-K)
NYSE
WisdomTree, Inc. announced record Assets Under Management (AUM) of $162.9 billion for Q2 2026, alongside a 13% annualized organic flow growth rate and significant operating margin expansion.
NYSE
WisdomTree, Inc. announced the results of its 2026 Annual Meeting of Stockholders, with overwhelming support for director elections, auditor ratification, and executive compensation.
NYSE
WisdomTree raised $603.75 million via 4.50% convertible senior notes due 2031, netting about $591.2 million, with a $21.58 initial conversion price and flexible cash/stock settlement.
Capital raise
NYSE
WisdomTree, Inc. announced the pricing of $603.75 million in convertible senior notes due 2031 and concurrent exchanges of existing notes, with proceeds earmarked for an acquisition and debt management.
Capital raise
NYSE
WisdomTree, Inc. announced a private offering of $525.0 million in convertible senior notes due 2031 to fund an acquisition and manage existing debt.
Capital raise
NYSE
WisdomTree, Inc. announced the acquisition of London-based Atlantic House Holdings Limited for approximately $200 million, expanding its global ETF and derivatives capabilities.
Capital raise
Quarterly Earnings (10-Q)
NYSE
WisdomTree reports Q1 2026 revenue growth of 47.5% to $159.5 million, offset by a net loss of $23.1 million due to convertible note extinguishment costs.
Capital raise
NYSE
WisdomTree reports a significant return to net income profitability in Q3 2025, driven by robust revenue and AUM growth, alongside a strategic acquisition in farmland investments.
Better than expected
Capital raise
NYSE
WisdomTree, Inc. reported strong second-quarter 2025 financial results with increased revenues and net income, while announcing a strategic acquisition of Ceres Partners, LLC to expand into farmland investments.
Capital raise
Better than expected
NYSE
WisdomTree's Q1 2025 results show an 11.6% increase in revenue, driven by higher average assets under management (AUM) and increased European ETP revenue.
NYSE
WisdomTree, Inc. experienced a mixed third quarter with increased revenues offset by a net loss, driven by strategic repurchases and market fluctuations.
Worse than expected
NYSE
WisdomTree, Inc. saw a significant increase in revenue during the second quarter of 2024, primarily due to higher average assets under management (AUM) and increased other revenues from European listed products.
Worse than expected
Annual Reports (10-K)
NYSE
WisdomTree, Inc. announced robust financial results for 2025, with assets under management increasing by 31.6% to $144.5 billion, driven by market appreciation and net inflows, alongside strategic expansion into private assets and digital offerings.
Capital raise
Better than expected
NYSE
WisdomTree's 2024 annual report highlights a 22.5% increase in operating revenues and strategic growth in ETPs and digital assets.
Worse than expected
NYSE
WisdomTree, a global financial innovator, achieved record assets under management (AUM) of $100.1 billion in 2023, fueled by significant net inflows and advancements in its digital asset strategy.
Better than expected
Insider Trading (Form 4)
NYSE
Tonia L. Pankopf, a Director at WisdomTree, Inc., acquired 5,509 shares of common stock through a restricted stock award.
NYSE
Director Shamla Naidoo acquired 5,509 shares of WisdomTree, Inc. common stock on June 17, 2026, as part of a restricted stock award.
NYSE
WisdomTree, Inc. reports that Director Daniela Mielke acquired 5,509 shares of common stock through restricted stock units issued under the company's deferred compensation program.
NYSE
Rilla S. Delorier, a Director at WisdomTree, Inc., acquired 5,509 shares of common stock on June 17, 2026, as part of a restricted stock award.
NYSE
WisdomTree, Inc. reports that Director Smita Conjeevaram was issued 5,509 restricted stock units under the company's 2022 Equity Plan.
NYSE
WisdomTree, Inc. reports that Director Anthony Bossone acquired 5,509 shares of common stock through a restricted stock unit issuance.
Proxy Statements (Def-14A)
NYSE
WisdomTree, Inc. has scheduled its 2025 Annual Meeting for June 17, 2025, and is providing proxy materials to stockholders for voting on key proposals.
NYSE
WisdomTree's 2025 proxy statement outlines key proposals for the annual meeting, including the election of directors, ratification of the auditor, and an advisory vote on executive compensation.
Better than expected
NYSE
Egan-Jones joins ISS and Glass Lewis in recommending that WisdomTree stockholders vote for all nine WisdomTree Board nominees at the upcoming 2024 annual meeting.
NYSE
WisdomTree encourages stockholders to vote for all proposals and director nominees at the upcoming 2024 Annual Meeting, highlighting the company's successful strategy and board refreshment efforts.
NYSE
DEFA14A: WisdomTree Receives ISS Endorsement for All Nine Board Nominees Ahead of 2024 Annual Meeting
Institutional Shareholder Services (ISS) joins Glass Lewis in recommending WisdomTree stockholders vote for all nine of the company's board nominees at the upcoming 2024 annual meeting.
Better than expected
NYSE
Glass Lewis, a leading independent proxy advisory firm, recommends WisdomTree stockholders vote for all WisdomTree proposals, including all nine board nominees.
Better than expected
Schedule 13G - Passive Investments
NYSE
FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 9.4% of WisdomTree Inc.'s common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported a beneficial ownership of 5.75% in WisdomTree Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group has reported zero beneficial ownership in WisdomTree Inc. following an internal realignment that disaggregated its reporting of securities.
NYSE
SCHEDULE: FMR LLC Boosts WisdomTree Stake to 12.1%
FMR LLC and Abigail P. Johnson report beneficial ownership of 12.1% of WisdomTree Inc.'s common stock as of December 31, 2025.
NYSE
SCHEDULE 13G: Wellington Management Discloses 6.6% Stake in WisdomTree
Wellington Management Group and its affiliates have reported a 6.58% beneficial ownership stake in WisdomTree, Inc. common stock, held for investment purposes.
NYSE
FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 10.3% of WisdomTree Inc.'s common stock as of September 30, 2025.