4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

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 Year 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 b

Strategic expansion enables both institutional and retail users to mint, trade, and hold WisdomTree's full suite of tokenized funds on Solana, supporting the growth of onchain offerings WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced an expansion to Solana as an available blockchain, enabling both retail and institutional investors to access WisdomTree's tokenized* funds through the WisdomTree Connect™ and WisdomTree Prime® platforms. The integration extends WisdomTree's full suite of regulated tokenized funds to Solana as part of the firm's multi-chain deployment strategy. "Bringing our full suite of tokenized funds to Solana reflects our continued focus on, r

Latest ETFs designed to unlock differentiated sources of return for core portfolios WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Efficient TIPS Plus Gold Fund (GDT) and WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) on the Chicago Board Options Exchange (CBOE), with expense ratios of 0.30% and 0.88%, respectively. The two new Funds expand WisdomTree's lineup of capital-efficient strategies and seek to help investors maximize their core portfolios by combining traditional exposures with additional return-seeking strategies in one vehicle. GDT helps investors manage persistent inflation by pairing U.S. Treasury Inflation-P

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 a

Record Global Exchange Traded Product and Tokenized AUM of $143 billion 8% Organic Growth Rate in 2025 WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for December 2025, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below are exclusive of AUM and flows related to our recently completed acquisition of Ceres Partners, LLC. This information will be reported with our quarterly results. Monthly Commentary: Record global exchange traded product and tokenized AUM of approximately $143 billion, up 30% in 2025 Generated $1.1 billion of net inflows in December, driven largely by trading in go

Record Month-End AUM of $139 Billion WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for November 2025, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below are exclusive of AUM and flows attributable to our recently completed acquisition of Ceres Partners, LLC. This information will be reported with our quarterly results. Monthly Commentary: Record global month-end AUM of $139 billion, up 27% year-to-date Achieved over $800 million of net inflows, driven by solid momentum across most major product categories, including equities, commodities, fixed income and cryptocurrencies WisdomTree's

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today it has been named a 2025 Best Places to Work in Money Management by Pensions & Investments for the sixth consecutive year and the ninth year since the award was created. The 14th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry. This is the first year WisdomTree has placed first in the large-employer category for managers with 100–499 employees and marks the fourth consecutive year the firm has been recognized among the top five employers. WisdomTree continues to strengthen its people-first culture through its Work Smart approach, wh

WisdomTree Prime® and WisdomTree Connect™ now offer access to an institutional option overlay strategy with new fund WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced the launch of the WisdomTree Equity Premium Income Digital Fund (token ticker: EPXC; fund ticker: WTPIX), available to both retail and institutional investors via the WisdomTree Prime® and WisdomTree Connect™ platforms. The fund seeks to track the price and yield performance, before fees and expenses, of the Volos U.S. Large Cap Target 2.5% PutWrite Index.1 Put writing has been used by professional investors for decades as a solution seeking to increase the yield and lower the volatilit

Recognition highlights WisdomTree's leadership in bringing tokenization to the center of the consumer financial experience WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that WisdomTree Prime® has been named "Best Digital Currency Solution" at the 2025 PayTech Awards, recognizing the app's pioneering, user-friendly approach to integrating tokenized assets, blockchain-enabled savings, and digital currency utility into everyday consumer finance. The PayTech Awards honor excellence and innovation in the banking, financial technology, and payment sectors. The "Best Digital Currency Solution" category specifically recognizes technology that demonstrates genuine inn

WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for October 2025, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Global AUM ended the month at approximately $136 billion (excluding AUM of our recently completed acquisition of Ceres Partners, LLC), up 24% year-to-date despite recent flow headwinds Nearly $2.3 billion of outflows in October mainly attributable to: $1.3 billion of outflows from fixed income, primarily from our floating rate treasury product, USFR, traceable to one institutional account. A portion of this outflow was re-allocated to higher fee WisdomTree products, largely mitigating th

Northcoast upgraded WisdomTree from Neutral to Buy and set a new price target of $15.00

Goldman upgraded WisdomTree from Sell to Neutral and set a new price target of $11.90

Northcoast downgraded WisdomTree from Buy to Neutral

Northland Capital upgraded WisdomTree from Market Perform to Outperform and set a new price target of $12.00

Craig Hallum initiated coverage of WisdomTree with a rating of Buy and set a new price target of $12.00

Northcoast upgraded WisdomTree from Neutral to Buy and set a new price target of $9.00

UBS initiated coverage of WisdomTree with a rating of Buy and set a new price target of $9.00 from $8.50 previously

Oppenheimer initiated coverage of WisdomTree with a rating of Outperform and set a new price target of $9.00

8-K - WisdomTree, Inc. (0000880631) (Filer)

10-Q - WisdomTree, Inc. (0000880631) (Filer)

8-K - WisdomTree, Inc. (0000880631) (Filer)

SCHEDULE 13G - WisdomTree, Inc. (0000880631) (Subject)

8-K - WisdomTree, Inc. (0000880631) (Filer)

8-K - WisdomTree, Inc. (0000880631) (Filer)

8-K - WisdomTree, Inc. (0000880631) (Filer)

8-K - WisdomTree, Inc. (0000880631) (Filer)

10-Q - WisdomTree, Inc. (0000880631) (Filer)

8-K - WisdomTree, Inc. (0000880631) (Filer)

SC 13G - WisdomTree, Inc. (0000880631) (Subject)

SC 13G/A - WisdomTree, Inc. (0000880631) (Subject)

SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)

SC 13G/A - WisdomTree, Inc. (0000880631) (Subject)

SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)

SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)

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 Year 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 b

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 a

Record AUM of $137.2 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.13 ($0.23, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the third quarter of 2025. $19.7 million of net income ($34.5(1) million of net income, as adjusted), including a loss on extinguishment of convertible notes of $13.0 million arising from the repurchase of $24.0 million aggregate principal amount of our 5.75% convertible senior notes due 2028 (the "2028 Notes"). See "Non-GAAP Financial Measurements" for additional information. $137.2 billion of ending AUM, an increase of 8.8% from the prior quarter

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss third quarter results on October 31, 2025 at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=CQU6zdw8 To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https://ir.wisdomtree.com. A replay of the webcast

Record AUM of $126.1 Billion 12% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.17 ($0.18, as Adjusted) Accretive Acquisition of Ceres Partners WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the second quarter of 2025. $24.8 million of net income ($25.9(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $126.1 billion of ending AUM, an increase of 8.9% from the prior quarter arising from market appreciation and net inflows. $3.5 billion of net inflows, primarily driven by inflows into our international developed equity and U.S. equity prod

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss second quarter results on August 1, 2025 at 12:00 p.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=qWEuWg4V To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https://ir.wisdomtree.com. A replay of the webcast w

Korea Investment Management Launches Suite of Innovative Products Based on WisdomTree's U.S. Quality Dividend Growth Index WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced it has expanded its global footprint through a strategic collaboration with Korea Investment Management Co., Ltd. (KIM) in connection with the launch of a suite of innovative exchange-traded funds (ETFs) by KIM marketed under the ACE label for the Korean market. "ACE" is the ETF branding used by Korea Investment Management for its locally listed ETFs. The ETFs are benchmarked to indexes incorporating WisdomTree's proprietary approach to U.S. quality dividend growth capture through its U.S. qualit

Record AUM of $115.8 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.17 ($0.16, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the first quarter of 2025. $24.6 million of net income ($23.0(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $115.8 billion of ending AUM, an increase of 5.5% from the prior quarter arising from net inflows and market appreciation. $3.0 billion of net inflows, primarily driven by inflows into our fixed income, U.S. equity and international developed equity products, partly offset by outflows fro

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its first quarter results on May 2, 2025 at 7:00 a.m. ET. A conference call to discuss the firm's results will be held at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=KKtcnQsi To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https

Diluted Earnings Per Share of $0.18 ($0.17, as Adjusted) 700 bps of Annual Operating Margin Expansion vs. the Prior Year WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the fourth quarter of 2024. $27.3 million of net income ($25.3(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $109.8 billion of ending AUM, a decrease of 2.5% from the prior quarter arising from market depreciation and net outflows. ($0.3) billion of net outflows, primarily driven by outflows from our emerging markets, commodity and fixed income products, partly offset by inflows into our U.S. equity and crypto

The collaboration positions WisdomTree as BNY's first retail digital assets BaaS client WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced it has appointed The Bank of New York Mellon Corporation ("BNY") (NYSE:BK), a global financial services company, as its core banking-as-a-service (BaaS) infrastructure provider for WisdomTree Prime®, the firm's retail platform for tokenized assets and cryptocurrency. The collaboration between the two firms cements WisdomTree as BNY's first retail digital assets BaaS client. WisdomTree Prime is the first app to provide access to tokenized funds to U.S. retail investors with stablecoin on and offramps via WisdomTree'

Appointment underscores firm's commitment to its ‘work smart' model, talent development, and Team Alpha innovation engine as drivers of performance WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Beena Joseph as Global Head of Human Resources. Joseph joined WisdomTree in 2014 through the firm's acquisition of Boost ETP and has since been a driving force in building out the company's HR function in Europe. Over more than a decade, she has strengthened people practices, partnered with business leaders, and played a central role on WisdomTree's Global HR Committee, ensuring that human resources remain at the heart of the firm's growth and cultur

WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Alexis Marinof as CEO, Europe, reinforcing the company's commitment to the European market and strengthening its regional leadership. Alexis, who has been leading WisdomTree's European business since 2019, will assume the CEO title to further enhance the firm's client and regulatory engagement, market credibility and execution capabilities in the region. He will continue reporting to WisdomTree's global President and COO, Jarrett Lilien, ensuring seamless alignment with the company's global strategy. "Alexis has played a critical role in driving WisdomTree's success in Europe. His leadership has

Shamla Naidoo's Extensive Background in Technology, Data, and Privacy Provides Asbury Automotive Group with Additional Cyber Security Insight Asbury Automotive Group, Inc. (NYSE:ABG) ("Asbury" or the "Company"), one of the largest automotive retail and service companies in the U.S., announced today the appointment of Shamla Naidoo to its Board of Directors effective January 1, 2025. The Board has appointed Ms. Naidoo to the Audit Committee and the Compensation & Human Resources Committee. Ms. Naidoo's election brings the total number of directors to ten, nine of whom are independent, including Ms. Naidoo. "We are thrilled to welcome Shamla to the Board. She is a tremendous addition and

PROG Holdings, Inc. (NYSE:PRG), the fintech holding company for Progressive Leasing, Vive Financial, Four Technologies, and Build, today announced the appointment of Robert Julian and Daniela Mielke to its Board of Directors. "Robert and Daniela are recognized leaders in industries that are especially relevant to PROG Holdings. Robert's consumer retail and e-commerce financial expertise, as well as Daniela's leadership in digital payments, fintech and e-commerce, will make them both highly valuable additions to our Board," said Ray Robinson, Chairman of PROG Holdings. "We're pleased to welcome Robert and Daniela as our newest independent directors," said Steve Michaels, PROG Holdings' P

Stockholders vote for all proposals, including to elect all nine of WisdomTree's director nominees Voters repudiate ETFS Capital and Graham Tuckwell WisdomTree, Inc. (NYSE:WT) ("WisdomTree" or the "Company"), a global financial innovator, today announced the preliminary voting results of its 2024 Annual Meeting of Stockholders ("2024 Annual Meeting"). Based on the preliminary voting results provided by the Company's proxy solicitor, stockholders have chosen to elect ALL nine of WisdomTree's nominees to the Company's Board of Directors: Lynn S. Blake, Anthony Bossone, Smita Conjeevaram, Rilla Delorier, Daniela Mielke, Shamla Naidoo, Win Neuger, Tonia Pankopf and Jonathan Steinberg. Sto

Proxy Advisors ISS and Glass Lewis Affirm ETFS Capital's Success in Compelling Governance and Board Change at WisdomTree ISS Highlights Concerns Regarding Lack of KPI Disclosure and Continued Influence of Long Tenured Directors on the Board ETFS Urges WisdomTree Stockholders to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card NEW YORK, June 03, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the "Series A Preferred Stock") of WisdomTree, Inc. ("W

WisdomTree Board Attempting to Distract from its Inability to Explain or Defend Persistent Undervaluation of the Core ETF Business 2024 Annual Meeting a Referendum on the Board and Management's Refusal to Take Steps to Unlock Value for ALL Stockholders WisdomTree Stockholders Urged to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card Visit www.UnlockWT.com for More Information NEW YORK, May 14, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the

Tenured C-suite leader brings track record of driving innovation in financial services and tech sectors WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that Rilla Delorier, an accomplished leader with over 30 years of executive experience leading digital transformation across the banking sector, has been appointed to WisdomTree's Board of Directors, having received the full support of the Board. Win Neuger, Chair of the WisdomTree Board, said, "Rilla is a powerhouse of digital transformation in financial services and will be a tremendous asset to our Board. She has a demonstrated ability to accelerate innovation and streamline operations, and her strategic expe

Board Rejects Opportunity to Demonstrate True Board Refreshment and Delivers a Rebuke to Stockholders WisdomTree Stockholders Should Voice their Views to the Board and not Accept Another Year of Business as Usual NEW YORK, June 30, 2023 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the "Series A Preferred Stock") of WisdomTree, Inc. ("WisdomTree" or the "Company") (NYSE:WT), with ownership of approximately 10.2% of the outstanding Common Stock, which together with its Series A Preferred Stock would represent approximately 18.3% of the Company