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23.03.26 - 21:06
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WisdomTree Announces Private Offering of $525.0 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, $525.0 million aggregate principal amount of convertible senior notes due 2031 (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 $78.75 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 approximately $200.0 million of the net proceeds from the offering to pay the closing consideration for its previously announced acquisition of Atlantic House Holdings Limited (the “Acquisition”); a portion of the net proceeds from the offering to pay the cash co...
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16.03.26 - 11:06
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WisdomTree to Acquire Atlantic House Holdings Limited, Expanding Global ETF Lineup with Defined Outcome and Derivatives Capabilities (Business Wire)
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Adds scaled derivatives ETF capabilities to accelerate growth in defined outcome strategies
Expands WisdomTree's Models and Portfolio Solutions capabilities and strengthens UK distribution presenceNEW YORK & LONDON--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that it has entered into a definitive agreement to acquire Atlantic House Holdings Limited (“Atlantic House”), a London-based systematic manager specializing in defined outcome and derivatives-driven investment strategies, with approximately £4.11 billion (approximately $5.5 billion) in assets under management.
The acquisition advances WisdomTree's strategy of combining strong organic growth with disciplined inorganic expansion and enhances its long-term growth profile through expanded product capabilities, broader distribution, and a deeper model portfolio footprint.
Key Highlights:
Expands global defined outcome and derivatives ETF capabilities, accelerating product innovation and launch capaci...
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30.01.26 - 13:03
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WisdomTree Announces Fourth Quarter 2025 Results (Business Wire)
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Record AUM of $144.5 Billion
Diluted Earnings Per Share of $0.28 ($0.29, as Adjusted)
320 bps of Annual Operating Margin Expansion vs. the Prior YearNEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the fourth quarter of 2025.
$40.0 million of net income ($41.2(1) million of net income, as adjusted). See “Non-GAAP” Financial Measurements” for additional information.
$144.5 billion of ending AUM, an increase of 5.3% from the prior quarter arising from market appreciation and AUM related to our acquisition of Ceres Partners, LLC (the “Ceres Acquisition”), partly offset by net outflows.
($0.3) billion of net outflows, primarily driven by outflows from our fixed income products and partly offset by inflows into our international developed equity products.
0.35% average advisory fee, unchanged from the prior quarter.
0.42% adjusted revenue yield(2), a 4 basis point increase from the prior quarter due to revenues arising from the...
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15.01.26 - 14:06
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WisdomTree Schedules Earnings Conference Call for Q4 on January 30, 2026 at 11:00 a.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 fourth quarter results on January 30, 2026 at 11:00 a.m. ET.
CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS
WisdomTree will discuss its results and operational highlights during the live webcast, which, together with all earnings materials, can be accessed via WisdomTree's investor relations website at https://ir.wisdomtree.com. A replay of the webcast will be available shortly after the call.
Participants also can dial in using the following numbers: (877) 407-9210 or (201) 689-8049. Click here to access the participant international toll-free access numbers.
To avoid delays, we encourage participants to log in or dial into the conference call 10 minutes ahead of the scheduled start time.
About WisdomTree
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments...
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