Wisdomtree, INC 8-K filings

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.

WisdomTree, Inc. announced the results of its 2026 Annual Meeting of Stockholders, with overwhelming support for director elections, auditor ratification, and executive compensation.

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.

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.

WisdomTree, Inc. announced a private offering of $525.0 million in convertible senior notes due 2031 to fund an acquisition and manage existing debt.

WisdomTree, Inc. announced the acquisition of London-based Atlantic House Holdings Limited for approximately $200 million, expanding its global ETF and derivatives capabilities.

WisdomTree reports record $144.5 billion AUM and significant margin expansion for Q4 2025, driven by acquisitions and market appreciation.

WisdomTree reports record AUM of $137.2 billion, strong Q3 inflows, declares a $0.03 quarterly dividend, and increases its share repurchase program by $190 million.

WisdomTree, Inc. has completed its acquisition of Ceres Partners, a U.S. farmland investment manager, marking its entry into private asset markets.

WisdomTree, Inc. has successfully issued $475 million in 4.625% Convertible Senior Notes due 2030, securing approximately $464 million in net proceeds.

WisdomTree, Inc. announced the pricing of an upsized $475 million convertible senior notes offering, with proceeds allocated to an acquisition, debt repurchase, and share buyback.

WisdomTree, Inc. announced a private offering of $400 million in convertible senior notes due 2030 to fund an acquisition and manage existing debt.

WisdomTree, Inc. announced the strategic acquisition of Ceres Partners, a leading U.S. farmland investment manager, alongside reporting record assets under management and robust net inflows for the second quarter of 2025.

WisdomTree, Inc. announced the successful passage of all three proposals at its 2025 Annual Meeting of Stockholders, including the re-election of nine directors, ratification of Ernst & Young LLP as auditor, and approval of executive compensation.

WisdomTree reports a strong first quarter in 2025, highlighted by record AUM and significant organic growth.

WisdomTree, Inc. has eliminated all references to its Series B Junior Participating Cumulative Preferred Stock from its charter after the expiration of the Stockholder Rights Agreement.

WisdomTree announced its fourth quarter 2024 financial results, highlighting a rise in adjusted earnings per share but a slight decrease in assets under management due to market depreciation and net outflows.

WisdomTree has appointed Smita Conjeevaram as the new Chair of the Board, succeeding Win Neuger, who will remain on the board.

WisdomTree announced record assets under management (AUM) of $112.6 billion and significant operating margin expansion in its third quarter 2024 financial results.

WisdomTree Asset Management, a subsidiary of WisdomTree, Inc., has agreed to pay a $4 million penalty to settle SEC charges related to misstatements in its ESG-focused exchange-traded funds.

WisdomTree, Inc. has successfully issued $345 million in convertible senior notes due 2029 and eliminated all references to its Series A Preferred Stock.

WisdomTree has priced a $345 million convertible senior notes offering, including the exercise of an option for additional notes, and will use the proceeds for strategic repurchases of debt and equity.

WisdomTree, Inc. has announced a series of financial moves including a $300 million convertible note offering, a repurchase of preferred stock from ETFS Capital Limited, and a buyback of some of its existing convertible notes.

WisdomTree Asset Management, Inc., a subsidiary of WisdomTree, Inc., has received a Wells Notice from the SEC regarding potential violations related to its ESG-focused exchange-traded funds.

WisdomTree reports record assets under management of $109.7 billion and significant operating margin expansion in the second quarter of 2024.

WisdomTree's stockholders voted to elect all nine of the company's director nominees and approved all other proposals at the 2024 Annual Meeting.

WisdomTree, Inc. has amended its Stockholder Rights Agreement to remove the board's exclusive authority over the agreement's administration and to explicitly affirm the board's fiduciary duties.

WisdomTree announced record assets under management (AUM) of $107.2 billion and significant operating margin expansion in the first quarter of 2024.

WisdomTree, Inc. has amended its Stockholder Rights Agreement to refine the definition of beneficial ownership, specifically regarding voting rights.

WisdomTree has extended its stockholder rights plan to March 17, 2025, and increased the exercise price from $32.00 to $45.00, aiming to protect shareholder interests amid activism concerns.