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/A - WisdomTree, Inc. (0000880631) (Issuer)

Repurchases Consist of: Approximately $24.0 Million of the $25.8 Million Remaining 5.75% Convertible Senior Notes due August 2028 Approximately $90 Million of Shares of Common Stock WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced the pricing of its upsized offering of $415 million aggregate principal amount of convertible senior notes due 2030 (the "notes") in a private offering (the "offering") to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). The size of the offering was increased from $400 million announced on August 11, 2025 due to strong investor demand. WisdomTr

WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced its intention to offer, subject to market conditions and other factors, $400 million aggregate principal amount of convertible senior notes due 2030 (the "notes") in a private offering (the "offering") to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). WisdomTree also expects to grant the initial purchasers of the notes an option to purchase up to an additional $60 million aggregate principal amount of the notes to be settled during a period of 13 days from, and including, the date the notes are first issued. WisdomTree intends

Record Month-End Assets Under Management Nearly $7 Billion of Year-to-Date Net Inflows WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for July 2025, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Record month-end AUM of over $127 billion, up approximately 16% year-to-date and including record highs in each of the U.S., Europe and Digital Assets business lines Nearly $7 billion of year-to-date net inflows, translating to an approximately 11% annualized organic growth rate Digital Assets business delivered $173 million of net inflows in July, bringing total AUM to over $525 million. We now have

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

Strategic acquisition jumpstarts WisdomTree's entry into the private asset markets, with a focus on a high-growth $3.5 trillion U.S. farmland market and adjacent verticals, including solar, AI data infrastructure and water Day 1 accretive transaction that accelerates long-term earnings growth potential WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it entered into a definitive agreement to acquire Ceres Partners, LLC, a leading U.S.-based alternative asset manager specializing in farmland investments. This transaction marks WisdomTree's entry into the private asset markets—starting with real estate and specifically farmland—and positions WisdomTree as a c

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

HYIN continues to provide investors transparent, liquid access to growing private credit market WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the name change of the WisdomTree Alternative Income Fund to the WisdomTree Private Credit and Alternative Income Fund (HYIN or "the Fund"). The Fund remains listed on the CBOE and has a total expense ratio of 4.32%. HYIN seeks to track the price and yield performance, before fees and expenses, of the Gapstow Private Credit and Alternative Income Index (GLACI)1. Since its launch in 2021, the Fund has provided investors with diversified exposure to alternative credit sectors, including business development companies, rea

ETF designed to provide pure-play exposure to Europe's growing defense sector WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Europe Defense Fund (WDEF or "the Fund") on the New York Stock Exchange (or "NYSE"), with an expense ratio of 0.45%. WDEF is passively managed and seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe Defense Index (or "the Index"). The Index is constructed to provide targeted exposure to European companies involved in the defense industry. As geopolitical tensions rise and strategic autonomy becomes a central policy priority in Europe, countries across the region

Record Month-End Assets Under Management Over $6.5 Billion of Year-to-Date Net Inflows WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for June 2025, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Record month-end AUM of over $126 billion, including record highs in each of the U.S., Europe and Digital Assets business lines Over $6.5 billion of year-to-date net inflows, translating to approximately 12% annualized organic growth, with over $1.4 billion of net inflows added in June alone Net inflows in seven of WisdomTree's eight product categories in Q2, underscoring the breadth and resilience of

A decade of performance underscores investor demand for smarter, yield-enhanced fixed income solutions WisdomTree, Inc. (NYSE:WT), a global financial innovator, today celebrates the 10th anniversary of the launch of the Yield Enhanced US Aggregate Bond Fund (AGGY). Launched on the New York Stock Exchange (NYSE) on July 9, 2015, with a 0.12% expense ratio, AGGY has established itself as a cornerstone fixed income solution for investors. AGGY employs a rules-based methodology to strategically reweight the subcomponents of the Bloomberg U.S. Aggregate Enhanced Yield Index, aiming to enhance yield while preserving a risk profile comparable to the broader market. Since its inception, AGGY ha

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

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its fourth quarter results on January 31, 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=VyP1taaA 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 websit

Record AUM of $112.6 Billion 850 bps of Operating Margin Expansion vs. YTD September 30, 2023 Diluted Loss Per Share of -$0.13 and +$0.18 Earnings Per Share, as Adjusted WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the third quarter of 2024. ($4.5) million of net loss ($28.8(1) million of net income, as adjusted), including a loss on extinguishment of our convertible notes of $30.6 million and a $4.0 million civil money penalty in connection with a settlement with the U.S. Securities and Exchange Commission (the "SEC") regarding certain statements about the ESG screening process for three ETFs advised by WisdomTree Asset Management, Inc.

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its third quarter results on October 25, 2024 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=kZrhyzrd 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:

Record AUM of $109.7 Billion 940 bps of Operating Margin Expansion vs. YTD June 30, 2023 Diluted Earnings Per Share of $0.13 ($0.16, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the second quarter of 2024. $21.8 million of net income ($27.1(1) million of net income, as adjusted), see "Non-GAAP Financial Measurements" for additional information. $109.7 billion of ending AUM, an increase of 2.3% from the prior quarter arising from market appreciation and net inflows. $0.3 billion of net inflows, primarily driven by inflows into our international developed equity, fixed income and U.S. equity products, partially offset

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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