Every 8-K that WisdomTree, Inc. (WT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow WT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WT filings page.
WisdomTree, Inc. reported strong second-quarter 2026 results, highlighted by record assets under management of $162.9 billion, up 6.7% from the prior quarter. Net inflows were $3.1 billion and the company cited a 13% annualized organic flow growth rate, driven mainly by commodity, international developed equity and U.S. equity products, plus contributions from the Atlantic House acquisition.
Operating revenues rose 11.1% sequentially to $177.2 million. GAAP net income was $44.3 million, or $0.28 per diluted share, while adjusted net income was $48.1 million, or $0.31 per diluted share. The GAAP operating income margin reached 40.5%, and the adjusted margin was 42.6%; year-to-date operating margin was 39.0% (41.1% as adjusted), expanding 780 and 900 basis points, respectively, from the prior-year period. The board declared a quarterly cash dividend of $0.03 per share, payable August 26, 2026 to shareholders of record on August 12, 2026, and the company repurchased $25.9 million of common stock during the quarter.
WisdomTree, Inc. reported the final voting results from its 2026 Annual Meeting of Stockholders. Shareholders re‑elected nine directors, each receiving roughly 97%–100% support, with Frank Salerno and Jonathan Steinberg each backed by more than 99.8% of votes cast, excluding broker non‑votes.
On the April 23, 2026 record date, 152,437,434 common shares were outstanding, and 132,636,451 votes were represented at the meeting, equal to 87.01% of voting power, establishing a quorum. Stockholders also ratified Ernst & Young LLP as independent auditor for 2026 and approved the advisory vote on executive compensation with over 98% support.
WisdomTree, Inc. entered into privately negotiated agreements to repurchase approximately $51.9 million in aggregate principal amount of its 3.25% Convertible Senior Notes due 2029 for a total cash price of about $87.3 million. These note repurchase transactions are expected to close on June 1, 2026, subject to customary closing conditions.
After the transactions are completed, roughly $18.1 million of these convertible notes will remain outstanding. The company highlights that statements about the expected closing are forward-looking and could differ from current expectations due to various risks described in its prior SEC reports.
WisdomTree, Inc. reported strong first quarter 2026 operating results while reshaping its capital structure and completing a strategic acquisition. The company posted record assets under management of $152.6 billion, up 5.6% from the prior quarter, driven by $5.9 billion of net inflows and market appreciation. Operating revenues rose 8.2% sequentially to $159.5 million, with an operating income margin of 37.2% and an adjusted operating margin of 39.3%.
On a GAAP basis, WisdomTree recorded a net loss of $23.1 million, or ($0.17) per diluted share, largely due to a $62.3 million loss on extinguishment of convertible notes. Adjusted net income was $40.6 million, or $0.27 per diluted share. The company issued $603.75 million of 4.50% convertible senior notes due 2031 and used them in part to repurchase $75.0 million of 2026 notes and $275.0 million of 2029 notes through cash and stock exchanges. WisdomTree also closed the acquisition of Atlantic House Holdings Limited for £150.0 million (approximately $200.0 million) in cash and declared a quarterly dividend of $0.03 per share, payable on May 27, 2026.
WisdomTree, Inc. issued $603.75 million of 4.50% Convertible Senior Notes due 2031 in a private offering to qualified institutional buyers, generating approximately $591.2 million in net proceeds for the company.
The notes are senior unsecured, pay interest semiannually, and mature on October 1, 2031. They are initially convertible at 46.3306 shares per $1,000 principal amount, implying a conversion price of about $21.58 per share, with a higher conversion rate possible after certain make-whole events. Holders can convert early only if stock price or trading conditions meet specified thresholds, or upon certain corporate events, and more freely from July 1, 2031. The company may redeem the notes for cash beginning April 6, 2028 if its stock trades at least 130% of the conversion price, and must repurchase the notes at par plus interest if a defined fundamental change occurs.
WisdomTree, Inc. is raising funding and reshaping its debt profile through a new convertible note issue and related exchanges. The company priced $525.0 million of 4.50% convertible senior notes due 2031 and the initial purchasers exercised a $78.75 million option, bringing the total to $603.75 million. The notes are initially convertible at 46.3306 shares per $1,000 principal amount, implying a conversion price of about $21.58 per share, with conditional step-ups. Net proceeds of approximately $591.2 million are earmarked to pay $200.0 million toward the Atlantic House Holdings acquisition, $302.7 million to exchange 3.25% convertible notes due 2029, and the balance for working capital and potential repayment of other notes. Concurrently, WisdomTree agreed to exchange $75.0 million of 2026 notes and $275.0 million of 2029 notes for cash and a combined roughly 11.0 million shares, and expects a one-time extinguishment loss of about $105.0 million.
WisdomTree, Inc. plans a private offering of $525.0 million aggregate principal amount of convertible senior notes due 2031 to qualified institutional buyers. The company expects to use about $200.0 million of net proceeds to fund the closing consideration for its previously announced acquisition of Atlantic House Holdings Limited.
WisdomTree also plans to use part of the proceeds to fund cash consideration in exchange transactions for up to approximately $275.0 million of its 3.25% convertible senior notes due 2029, with any remainder for working capital and other general corporate purposes, including potential repayment of other convertible notes.
WisdomTree, Inc. has entered a definitive agreement for its subsidiary to acquire all shares of UK-based Atlantic House Holdings Limited for £150 million (approximately $200 million) in cash, subject to customary closing adjustments. Atlantic House manages about £4.11 billion (approximately $5.5 billion) in assets.
The deal is expected to close in the second quarter of 2026, pending regulatory approvals, financing and other conditions, with a long-stop date of June 13, 2026. Atlantic House’s CEO will enter into an employment agreement and lead outcome and derivative strategies, while existing teams continue managing current products.
Atlantic House adds defined outcome and derivatives-driven strategies, expands WisdomTree’s Models and Portfolio Solutions platform into the UK and strengthens adviser distribution. The transaction is described as modestly accretive and aligned with WisdomTree’s disciplined capital allocation, after which WisdomTree anticipates managing about $163 billion in assets globally.
WisdomTree, Inc. filed a current report noting it has released a press release with its financial results for the three months and year ended December 31, 2025, furnished as Exhibit 99.1.
The Board of Directors also declared a quarterly cash dividend of $0.03 per share, payable on February 25, 2026 to stockholders of record at the close of business on February 11, 2026.
WisdomTree, Inc. reported two shareholder actions alongside its Q3 2025 results press release. The Board declared a quarterly cash dividend of $0.03 per share, payable on November 26, 2025 to stockholders of record on November 12, 2025.
The Board also increased the share repurchase authorization by $190.0 million, bringing the total program to $250.0 million, with an expiration of April 27, 2028. Repurchases may be executed via open market, privately negotiated transactions, or block trades, and the timing and amount will be determined at the Company’s discretion based on market and corporate conditions. The program does not obligate the Company to repurchase any specific amount and may be modified or discontinued without notice.
WisdomTree, Inc. completed the acquisition of Ceres Partners, LLC through its subsidiary, WisdomTree Farmland Holdings, Inc. for aggregate consideration of $275.0 million in cash plus potential earnout payments. The equity purchase closed on October 1, 2025, transferring all issued and outstanding equity interests of Ceres from the sellers to the WisdomTree subsidiary.
The cash consideration of $275.0 million is subject to customary post-closing adjustments for cash, indebtedness and working capital. An additional earnout of up to $225.0 million may be paid in 2030 if Ceres achieves a compound annual growth rate in revenue between 12% and 22% over the measurement period from January 1, 2025 through December 31, 2029.
WisdomTree, Inc. (WT) disclosed terms related to convertible notes including a shareholder-based redemption trigger and customary payment terms. If the company's common stock trades at least 130% of the conversion price for at least 20 trading days within any 30 consecutive trading day period ending on the trading day before redemption notice, the company may redeem the notes at 100% of principal plus accrued and unpaid interest to (but excluding) the redemption date. The filing states no sinking fund is provided for the notes. The 8-K lists affected items including entry into a material definitive agreement, creation of a direct financial obligation or off-balance-sheet arrangement, unregistered sales of equity securities, and financial statements and exhibits.
WisdomTree, Inc. (WT) announced that it priced an offering of $415 million aggregate principal amount of convertible senior notes due 2030 and that the initial purchasers exercised their option to purchase an additional $60 million aggregate principal amount of the Notes, increasing the aggregate principal amount associated with the offering. The announcement is documented in a press release filed as Exhibit 99.1 to the current report.
The filing identifies the notes as convertible senior notes maturing in 2030, indicating the company has arranged long-term financing through convertible debt. The 8-K discloses the principal amounts and maturity year but does not provide interest rate, conversion terms, use of proceeds, or the expected accounting or dilution impact; those details are referenced as contained in the press release exhibit.
On August 11, 2025, WisdomTree, Inc. announced a private Rule 144A offering of $400 million aggregate principal amount of convertible senior notes due 2030 to qualified institutional buyers, with the related press release filed as Exhibit 99.1. The company intends to use $275.0 million of net proceeds to pay the closing consideration for its previously announced acquisition of Ceres Partners, LLC, up to $25.8 million to repurchase the remaining outstanding 5.75% convertible senior notes due 2028, and approximately $80.0 million to repurchase common shares from certain purchasers of the Notes.
Any remaining net proceeds are intended for working capital and other general corporate purposes, which may include repayment of indebtedness, including its 3.25% convertible senior notes due 2026 and 2029. The offering is subject to market conditions and other factors, and if the Acquisition is not consummated the proceeds that would have financed the Acquisition will instead be used for general corporate purposes. The press release is attached as Exhibit 99.1 to the report.
WisdomTree, Inc. (NYSE: WT) filed an 8-K disclosing the final voting results of its 2025 Annual Meeting held on June 17, 2025. A quorum of 123,786,345 shares (84.19% of outstanding) was present. Stockholders acted on three governance items:
- Election of nine directors: All company-nominated directors were elected to serve until the 2026 meeting. Support ranged from 89.83% (Anthony Bossone) to 99.36% (Lynn S. Blake) of votes cast, excluding broker non-votes.
- Auditor ratification: Ernst & Young LLP was re-appointed with 99.38% of votes cast (122,988,956 for / 766,989 against).
- Say-on-Pay advisory vote: Compensation of named executive officers received 89.76% support (105,656,134 for / 12,052,631 against).
No other matters or material transactions were reported. The filing is limited to Item 5.07 and does not provide financial or operational updates.