Earnings summaries and quarterly performance for WisdomTree.
Executive leadership at WisdomTree.
JS
Jonathan Steinberg
Detailed
Chief Executive Officer
CEO
AM
Alexis Marinof
Chief Executive Officer, Europe
BE
Bryan Edmiston
Chief Financial Officer
DY
David Yates
Chief Information Officer
JL
Jarrett Lilien
President and Chief Operating Officer
MF
Marci Frankenthaler
Chief Legal Officer and Secretary
PZ
Peter Ziemba
Senior Advisor to the CEO and Chief Administrative Officer
WP
William Peck
Head of Digital Assets
Board of directors at WisdomTree.
Research analysts who have asked questions during WisdomTree earnings calls.
MG
Mike Grondahl
Lake Street Capital Markets
6 questions for WT
Also covers: ABL, ACCS, APLD +35 more
George Sutton
Craig-Hallum
5 questions for WT
Also covers: ACIW, AEYE, AGYS +26 more
KH
Keith Housum
Northcoast Research
3 questions for WT
Also covers: AXON, BRC, CDW +10 more
BH
Brennan Hawken
UBS Group AG
2 questions for WT
Also covers: AMP, AMTD, APO +30 more
CK
Christoph Kotowski
Oppenheimer & Co. Inc.
2 questions for WT
Also covers: AOMR, GCMG, KKR +3 more
Michael Cyprys
Morgan Stanley
2 questions for WT
Also covers: AAMI, AMP, AMTD +30 more
Logan W Lillehaug
Craig-Hallum Capital Group LLC
1 question for WT
Also covers: AGYS, APLD, GDOT +4 more
WB
Wilma Burden
Lehman James
1 question for WT
Wilma Burdis
Raymond James Financial
1 question for WT
Also covers: AFL, ALTI, AMP +16 more
Recent press releases and 8-K filings for WT.
WT Reports Record Q4 2025 AUM and Strong Financial Results, Provides 2026 Guidance
WT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Record Assets Under Management (AUM) reached $144.5 billion at the end of Q4 2025, marking a 30% year-over-year increase and an 8% organic growth rate for the year with $8.5 billion in net inflows.
- Adjusted revenues for Q4 2025 were $147.4 million, up 33% year-over-year, contributing to an adjusted net income of $41.2 million, or $0.29 per share. The adjusted operating margin expanded by nearly 300 basis points year-over-year to 36.5%.
- For 2026, the company forecasts a compensation to revenue ratio of 26%-28% and discretionary spending between $80 million and $86 million, reflecting a 2 percentage point downward shift in compensation guidance.
- Strategic growth areas, including the Ceres acquisition (contributing $12 million in Q4 revenues), European-listed products (AUM reaching $53.3 billion), and digital assets (tokenized AUM growing to approximately $770 million), were significant drivers of performance.
7 days ago
WisdomTree Reports Record AUM and Strong Q4 2025 Financial Results
WT
Earnings
Guidance Update
New Projects/Investments
- WisdomTree reported record Assets Under Management (AUM) of $144.5 billion at year-end 2025, reflecting over 30% year-over-year growth and $8.5 billion in net inflows for an 8% organic growth rate. As of January 30, 2026, global AUM reached $160.8 billion.
- For Q4 2025, adjusted revenues were $147.4 million, a 33% increase year-over-year, with adjusted net income of $41.2 million and $0.29 per share. The company expanded its adjusted operating margin by nearly 300 basis points to 36.5% for the year.
- Strategic growth drivers included the Ceres acquisition, which contributed $12 million in revenues in Q4 2025 and expanded into private assets, and the digital assets platform, which saw AUM grow to approximately $770 million by year-end.
- For 2026, WisdomTree forecasts a compensation to revenue ratio ranging from 26%-28% and a gross margin between 82%-83%.
7 days ago
WisdomTree Reports Record Q4 2025 AUM and Strong 2026 Guidance
WT
Earnings
Guidance Update
M&A
- WisdomTree reported strong Q4 2025 results with adjusted revenues of $147.4 million and adjusted net income of $41.2 million, leading to $0.29 adjusted EPS. Assets under management (AUM) reached a record $144.5 billion at year-end 2025, up over 30% year-over-year, further increasing to $160.8 billion by January 30, 2026.
- The company issued positive 2026 guidance, projecting a compensation to revenue ratio of 26%-28% (a 2 percentage point downward shift from prior year), discretionary spending between $80 million and $86 million, and a gross margin of 82%-83%.
- Strategic initiatives drove significant growth, including the Ceres acquisition which added almost $2 billion in farmland strategies and contributed $12 million to Q4 revenues. The digital assets platform also gained traction, with AUM reaching approximately $770 million at year-end 2025.
- AUM growth was broad-based, with European-listed products reaching a record $53.3 billion (driven by over $6 billion in net inflows) and U.S. AUM increasing to a record $88.5 billion ($1.4 billion in net inflows).
7 days ago
WT Announces Q4 2025 Results with Record AUM and Strong EPS Growth
WT
Earnings
Guidance Update
M&A
- WT achieved record Global AUM of $144.5 billion at December 31, 2025, which further increased to $160.8 billion by January 28, 2026, driven by positive market movement and $1.9 billion of net inflows.
- For Q4 2025, Adjusted Revenues were $147.4 million, and Adjusted EPS (non-GAAP) was $0.29, contributing to +71% year-over-year EPS growth in Q4 and +34% year-over-year EPS growth for the full year 2025. The Adjusted operating margin (non-GAAP) for Q4 2025 was 41.7%, with the full year 2025 adjusted operating margin at 36.5%.
- The company reported net outflows of $0.3 billion in Q4 2025, but achieved net inflows of $8.5 billion for the full year 2025.
- 2026 guidance includes a compensation to revenue ratio of 26-28%, discretionary spending between $80 million and $86 million, and a gross margin of 82-83%.
- The Ceres acquisition was completed, diversifying AUM into farmland and is expected to expand annualized revenue capture and operating margins by approximately 200 basis points.
7 days ago
WisdomTree Announces Fourth Quarter 2025 Results
WT
Earnings
M&A
Dividends
- WisdomTree reported operating revenues of $147.4 million and diluted earnings per share of $0.28 (or $0.29 as adjusted) for the fourth quarter of 2025.
- The company achieved record Assets Under Management (AUM) of $144.5 billion at the end of Q4 2025 , despite experiencing $0.3 billion in net outflows during the quarter.
- WisdomTree demonstrated significant margin expansion, with an operating income margin of 40.5% (or 41.7% as adjusted) , marking a 4.2 point increase (3.4 point increase as adjusted) from the prior quarter.
- The acquisition of Ceres Partners, LLC was a primary contributor to the increases in operating revenues, adjusted revenue yield, gross margin, and operating income margin during the quarter.
- A quarterly dividend of $0.03 was declared, payable on February 25, 2026.
8 days ago
WisdomTree Reports Strong Q3 2025 Results with Record AUM and Ceres Acquisition Completion
WT
Earnings
M&A
Debt Issuance
- 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
WT
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
WT
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
WT
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
Quarterly earnings call transcripts for WisdomTree.
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