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11.08.25 - 22:09
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WisdomTree Announces Private Offering of $400 Million of Convertible Senior Notes (Business Wire)
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NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT) (“WisdomTree”), a global financial innovator, today announced its intention to offer, subject to market conditions and other factors, $400 million aggregate principal amount of convertible senior notes due 2030 (the “notes”) in a private offering (the “offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). WisdomTree also expects to grant the initial purchasers of the notes an option to purchase up to an additional $60 million aggregate principal amount of the notes to be settled during a period of 13 days from, and including, the date the notes are first issued.
WisdomTree intends to use $275.0 million of the net proceeds from the offering to pay the closing consideration for its previously announced acquisition of Ceres Partners, LLC (the “Acquisition”); a portion of the net proceeds from the offering to repurchase up to all $25.8 million in aggregat...
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31.07.25 - 22:48
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WisdomTree Announces Second Quarter 2025 Results (Business Wire)
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Record AUM of $126.1 Billion
12% Annualized Organic Growth Rate Across All Products
Diluted Earnings Per Share of $0.17 ($0.18, as Adjusted)
Accretive Acquisition of Ceres PartnersNEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the second quarter of 2025.
$24.8 million of net income ($25.9(1) million of net income, as adjusted). See “Non-GAAP Financial Measurements” for additional information.
$126.1 billion of ending AUM, an increase of 8.9% from the prior quarter arising from market appreciation and net inflows.
$3.5 billion of net inflows, primarily driven by inflows into our international developed equity and U.S. equity products. European listed ETP inflows were $2.2 billion during the quarter and approximately $3.3 billion of the over $6.5 billion total year-to-date flows.
0.35% average advisory fee, unchanged from the prior quarter.
0.38% adjusted revenue yield(2), unchanged from the prior quarter.
$112.6 million of oper...
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31.07.25 - 22:36
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WisdomTree to Acquire Ceres Partners, Premier U.S. Farmland Investment Manager and Family Farmer Partner (Business Wire)
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Strategic acquisition jumpstarts WisdomTree's entry into the private asset markets, with a focus on a high-growth $3.5 trillion U.S. farmland market and adjacent verticals, including solar, AI data infrastructure and water
Day 1 accretive transaction that accelerates long-term earnings growth potentialNEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, announced today that it entered into a definitive agreement to acquire Ceres Partners, LLC, a leading U.S.-based alternative asset manager specializing in farmland investments. This transaction marks WisdomTree's entry into the private asset markets—starting with real estate and specifically farmland—and positions WisdomTree as a category leader. Additionally, the Ceres farmland platform benefits from opportunities in strategic adjacencies in demand for solar, AI data infrastructure and water that are expected to drive faster growth.
The acquisition delivers immediate scale and long-term upside, bringing approximately...
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22.07.25 - 14:03
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WisdomTree Schedules Earnings Conference Call for Q2 on August 1, 2025 at 12:00 p.m. ET (Business Wire)
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NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, announced today that it plans to host a conference call to discuss second quarter results on August 1, 2025 at 12:00 p.m. ET.
Dial-In and Webcast Details
Participant Dial-In: 877-407-9210 / +1 201-689-8049
Participant International Toll-Free access numbers: Click Here
Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=qWEuWg4V
To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time.
All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https://ir.wisdomtree.com. A replay of the webcast will also be available shortly after the call.
About WisdomTree
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. Our offerings empower investors to shape their financial future and e...
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13.05.25 - 15:03
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WisdomTree Expands Global Reach With Strategic Collaboration in Korea and Key Hire (Business Wire)
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Korea Investment Management Launches Suite of Innovative Products Based on WisdomTree's U.S. Quality Dividend Growth Index
NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced it has expanded its global footprint through a strategic collaboration with Korea Investment Management Co., Ltd. (KIM) in connection with the launch of a suite of innovative exchange-traded funds (ETFs) by KIM marketed under the ACE label for the Korean market. “ACE” is the ETF branding used by Korea Investment Management for its locally listed ETFs. The ETFs are benchmarked to indexes incorporating WisdomTree's proprietary approach to U.S. quality dividend growth capture through its U.S. quality dividend growth methodology, including the WisdomTree U.S. Quality Dividend Growth Index. This collaboration marks a significant milestone in WisdomTree's mission to bring intelligent, research-driven investment solutions to new markets, reinforcing its leadership in global asset mana...
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02.05.25 - 13:06
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WisdomTree Announces First Quarter 2025 Results (Business Wire)
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Record AUM of $115.8 Billion
11% Annualized Organic Growth Rate Across All Products
Diluted Earnings Per Share of $0.17 ($0.16, as Adjusted)
NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the first quarter of 2025.
$24.6 million of net income ($23.0(1) million of net income, as adjusted). See “Non-GAAP Financial Measurements” for additional information.
$115.8 billion of ending AUM, an increase of 5.5% from the prior quarter arising from net inflows and market appreciation.
$3.0 billion of net inflows, primarily driven by inflows into our fixed income, U.S. equity and international developed equity products, partly offset by outflows from our emerging market equity products.
0.35% average advisory fee, a 1 basis point decrease from the prior quarter due to a change in product mix.
0.38% adjusted revenue yield(2), a 1 basis point decrease from the prior quarter due to a change in product mix.
$108.1 million of operating revenue...
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