Welcome to our dedicated page for Wisdomtree SEC filings (Ticker: WT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to WisdomTree, Inc. (NYSE: WT) SEC filings, offering detailed insight into the company’s operations as a global financial innovator in exchange-traded products, digital assets and private market investments. WisdomTree’s common stock is registered under Section 12(b) of the Exchange Act and listed on the New York Stock Exchange under the symbol WT, and its regulatory filings document key financial, strategic and governance information.
Investors can review current reports on Form 8-K, where WisdomTree discloses material events such as quarterly financial results, dividends, share repurchase authorizations, annual meeting voting outcomes, acquisitions like Ceres Partners, LLC, and capital markets transactions including the issuance of 4.625% Convertible Senior Notes due 2030. These filings also describe material definitive agreements, equity purchase agreements and indentures for convertible notes.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available through this feed) contain comprehensive financial statements, management’s discussion and analysis, and segment and risk disclosures relevant to its role as an ETP sponsor and asset manager with digital asset-related products and private market investments. Proxy statements and meeting-related filings detail Board composition, executive compensation proposals and stockholder voting results.
Stock Titan enhances these filings with AI-powered summaries that help explain complex sections, highlight key changes and surface important items such as revenue drivers, expense trends, capital structure developments and share repurchase or dividend actions. Users can also use this page to track insider and related activity through forms such as Form 4 when they are available in the feed, alongside real-time updates sourced from the SEC’s EDGAR system.
By combining raw SEC documents with AI-generated insights, this filings page helps readers quickly understand what WisdomTree reports about its exchange-traded products, digital platforms, tokenization initiatives, private market expansion and financing arrangements, without having to parse every line of each filing manually.
WisdomTree (WT) Q2-25 Form 10-Q snapshot
- Revenue rose 5% YoY to $112.6 mn; advisory fees +4% to $103.2 mn.
- Operating income +3% to $34.6 mn, producing a 30.7% operating margin.
- Net income grew 13.9% to $24.8 mn; diluted EPS $0.17 vs $0.13 (+31%).
- H1-25 revenue $220.7 mn (+8%) and net income $49.4 mn (+13%).
- Cash flow: Operating cash inflow jumped to $45.2 mn (vs $31.2 mn); cash & equivalents now $193.7 mn.
- Capital returns: $12.7 mn buybacks and $0.06 per-share dividends YTD cut diluted share count 12% YoY to 146.6 mn.
- Balance sheet: Assets $1.07 bn; equity $445 mn. Convertible notes outstanding $520.8 mn; $149 mn 2026 tranche reclassified as current liability.
- Costs: Interest expense +32% YoY to $5.5 mn; Q2 acquisition-related costs $2.0 mn tied to planned Ceres Partners deal.
- OCI: $3.6 mn FX translation gain lifted comprehensive income to $28.3 mn.
Solid top-line growth, margin stability, stronger cash generation and accretive buybacks outweighed higher financing costs and near-term debt maturity risk.
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.