US · Financial Services · Asset Management
EPS came in at 0.31 against a street estimate of 0.26 — a beat of 19.2%.
Analysts rate WisdomTree Inc. a buy (3 buy, 2 hold, 1 sell out of 6) with an average price target of $24.33.
CONFIDENT Record $162.9B AUM, 13% annualized organic growth, 41% operating margin expansion, $0.31 EPS beats estimates. Atlantic House acquisition and tokenization platform highlighted as key value drivers. Q2 2026 Record AUM achieved across both U.S. and European businesses, reflecting continued global platform growth. Analysts probed Cerus flow/fee seasonality, Atlantic House full-quarter impact, and future M&A direction. Management clarified transition quarter, detailed other-revenue components, and emphasized opportunistic but disciplined approach. Tokenization partnership pipeline and farmland-ETF timeline drew follow-ups; execs signaled progress without firm timelines. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.65% |
| FMR Inc | 8.40% |
| Wellington Management Company LLP | 5.55% |
| Vanguard Portfolio Management, LLC | 5.31% |
| Capital World Investors | 4.98% |
| Azora Capital LP | 4.08% |
| Amvescap Plc. | 3.84% |
| Vanguard Capital Management, LLC | 3.67% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 WISDOMTREE, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6M 2026): $336.6 million vs. $220.7 million (6M 2025) — 52% increase • Net | 2026-08-05 |
| Results announced · Q3 2026 WISDOMTREE, INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Record Assets Under Management (AUM): $162.9 billion at end of Q2 2026, up 6.7% from | 2026-07-31 |
| Shareholder vote results · Q2 2026 WISDOMTREE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 17, 2026 with 132,636,451 shares represented (87.01% of 152,437,434 | 2026-06-18 |
| Company announcement · Q2 2026 WISDOMTREE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company repurchasing approximately $51.9 million in aggregate principal amount of 3.25% Conve | 2026-05-29 |
| Quarterly report · Q1 2026 WISDOMTREE, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues (Q1 2026): $159.5 million (up 47% from $108.1 million in Q1 2025) • Operat | 2026-05-06 |
| Results announced · Q2 2026 WISDOMTREE, INC. — Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Record Assets Under Management (AUM): $152.6 billion, up 5.6% from prior quarter ($144 | 2026-05-01 |
| Proxy statement · Q2 2026 WISDOMTREE, INC. — 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine members of the Board of Directors (Board re | 2026-04-29 |
| Annual report FY2025 WISDOMTREE, INC. – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Assets Under Management (AUM): $144.5 billion as of December 31, 2025 ( | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.03 / share ex-date Aug 12, 2026 · pay Aug 26, 2026 | 2026-08-12 |
| Dividend | $0.03 / share ex-date May 13, 2026 · pay May 27, 2026 | 2026-05-13 |
| Dividend | $0.03 / share ex-date Feb 11, 2026 · pay Feb 25, 2026 | 2026-02-11 |
| Dividend | $0.03 / share ex-date Nov 12, 2025 · pay Nov 26, 2025 | 2025-11-12 |
| Dividend | $0.03 / share ex-date Aug 13, 2025 · pay Aug 27, 2025 | 2025-08-13 |
| Announcement | Date |
|---|---|
| Announces convertible notes offering to fund Atlantic House acquisition WisdomTree announced a $603.75 million convertible debt offering (including greenshoe) maturing in 2031 with a 4.50% interest rate. The company will use approximately $200 million to fund it | 2026-03-24 |
| Convertible notes offering to finance Atlantic House Holdings acquisition WisdomTree announced a $525 million private offering of convertible senior notes due 2031, with an additional $78.75 million option for underwriters. Key uses: approximately $200 million tow | 2026-03-23 |
| Sale and purchase agreement for Atlantic House Holdings Limited shares WisdomTree Inc. (through its subsidiary WisdomTree International Holdings Ltd) is acquiring Atlantic House Holdings Limited in a share purchase agreement dated March 13, 2026. The agreement | 2026-03-16 |
| Share repurchase program and quarterly dividend declared WisdomTree reported strong Q3 2025 results with record assets under management (AUM) of $137.2 billion, up 8.8% from the prior quarter. The company achieved $2.2 billion in net inflows, driv | 2025-10-31 |
| Completed acquisition of Ceres Partners, U.S. farmland investment manager WisdomTree completed its acquisition of Ceres Partners, a leading U.S. farmland investment manager, for $275 million in upfront cash plus up to $225 million in earnout payments by 2030 if re | 2025-10-02 |
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Google PlayApp StoreData updated 2026-09-18.