WisdomTree (WT) Company Report

WisdomTree reported record Global AUM of $137.2 billion as of September 30, 2025, with net inflows of $2.2 billion in Q3 2025 and $8.8 billion year-to-date.
The company achieved strong financial results in Q3 2025, with adjusted revenues of $125.6 million, adjusted net income of $34.5 million, and adjusted EPS of $0.23, representing +28% year-over-year EPS growth.
The Ceres Acquisition was completed, which is expected to be accretive and expand annualized revenue capture and operating margins by approximately 200 basis points.
WisdomTree's Portfolio Solutions saw Assets Under Advisement (AUA) grow to over $5.85 billion as of Q3 2025, an increase of over 50% compared to year-end 2024, alongside growth in model users to 2,905.
In Q3 2025, the company issued $475 million aggregate principal amount of convertible notes due 2030 and repurchased 6.8 million shares of common stock.

Oct 31, 2025, 3:00 PM

WisdomTree Reports Record Q3 2025 AUM and Financial Results, Completes Cirrus Acquisition

Earnings

M&A

Guidance Update

WisdomTree achieved record global AUM of $137.2 billion in Q3 2025, driven by $2.2 billion in global net inflows for the quarter, contributing to an 11% annualized organic growth pace year-to-date.
Q3 2025 adjusted revenues were $125.6 million, an 11.5% increase from the previous quarter, leading to adjusted net income of $34.5 million and adjusted EPS of $0.23 per share.
The Cirrus acquisition closed in early October, immediately increasing revenue capture and operating margins by over 200 basis points and bringing total AUM to over $140 billion. Cirrus's trailing 12-month historical revenues were approximately $40 million.
Digital AUM experienced substantial growth, rising from $30 million at the start of the year to $592 million by the end of Q3 2025, and approximately $680 million as of the call date, primarily from its blockchain-enabled money market fund.
The company anticipates a Q4 2025 gross margin of 83% and adjusted interest expense of approximately $11 million.

Oct 31, 2025, 3:00 PM

WisdomTree Announces Third Quarter 2025 Results

Earnings

M&A

Share Buyback

WisdomTree reported record Assets Under Management (AUM) of $137.2 billion and $2.2 billion in net inflows for the third quarter of 2025.
The company's operating revenues increased by 11.5% from the prior quarter to $125.6 million, with diluted earnings per share of $0.13 (or $0.23 as adjusted).
WisdomTree completed the acquisition of Ceres Partners, LLC in October 2025, and issued $475.0 million in convertible senior notes due 2030 in August 2025.
The Board of Directors declared a quarterly cash dividend of $0.03 per share and approved an increase of $190.0 million to its share repurchase program, bringing the total authorization to $250.0 million.

Oct 31, 2025, 12:00 PM

WisdomTree Completes Acquisition of Ceres Partners

M&A

New Projects/Investments

WisdomTree, Inc. completed its acquisition of Ceres Partners, LLC, a U.S.-based alternative asset manager specializing in farmland investment, on October 1, 2025.
The acquisition involved $275 million in cash paid at closing, funded by a convertible senior notes offering, and an earnout consideration of up to $225 million payable in 2030, contingent on Ceres achieving specific revenue growth targets.
This transaction marks WisdomTree's first major entry into private asset markets, expanding its offerings beyond exchange-traded products, managed models, and tokenization.
Ceres Partners manages approximately $1.8 billion in its flagship farmland Fund.

Oct 2, 2025, 12:00 PM

Earnings Transcripts

Quarterly earnings call transcripts for WisdomTree.

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