Inferra AI / Company / WT
WisdomTree, Inc.
WT · Financials
Last earnings Oct 30, 2026
Key results
Across All Products EPSquarter
11%
htm EXHIBIT 99.1 Exhibit 99.1 WisdomTree Announces Third Quarter 2025 Results 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) New York, NY – (Business Wire) – October 31, 2025 – WisdomTree, Inc.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Net incomequarter
$19.7 million
$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”).
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Adjusted revenuequarter
0.38%
0.38% adjusted revenue yield (2) , unchanged from the prior quarter.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Revenuequarter
$125.6 million
$125.6 million of operating revenues , an increase of 11.5% from the prior quarter due to higher average AUM and higher other revenues attributable to our European listed exchange-traded products (“ETPs”).
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Gross marginquarter
82.2%
82.2% gross margin (1) , a 1.1 point increase from the prior quarter due to higher revenues.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Operating incomequarter
36.3%
36.3% operating income margin (38.3% (1) as adjusted) , a 5.5 point increase (5.8 point increase, as adjusted) from the prior quarter primarily due to higher revenues.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Operating revenuequarter
11.5%
Operating revenues increased 11.5% from the second quarter of 2025 due to higher average AUM and higher other revenues attributable to our European listed
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Operating revenues increased 11.0% from the third quarter of 2024 due to higher average AUM and higher other revenues attributable to our European listed ETPs, partly offset by a lower average advisory fee.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Operating expensesquarter
2.5%
Operating expenses increased 2.5% from the second quarter of 2025
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
AI analysis
Q3 2025 · reported Oct 31, 2025
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Across All Products EPS | 11% | $0.17 | — |
| Net income | $19.7 million | $24.8 million | — |
| Adjusted revenue | 0.38% | $112.6 million | — |
| Revenue | $125.6 million | $112.6 million | — |
| Gross margin | 82.2% | 81.1% | — |
| Operating income | 36.3% | 30.8% | — |
| Operating revenue | 11.5% | 4.2% | — |
| Operating expenses | 2.5% | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
$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”).
Event summary
WisdomTree, Inc. Q3 2025 — htm EXHIBIT 99.1 Exhibit 99.1 WisdomTree Announces Third Quarter 2025 Results Record AUM of $137.2 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.13 ($…
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
$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”).
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
$475.0 million issuance of convertible senior notes due 2030 (the “2030 Notes”), bearing interest at a rate of 4.625% and issued with a conversion price of $19.15 per share.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Concurrent with the issuance, we paid $36.7 million to repurchase $24.0 million aggregate principal amount of our 2028 Notes (with a conversion price of $9.54 per share).
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
$90.0 million of cash consideration paid to repurchase approximately 6.8 million shares of our common stock in connection with the issuance of the 2030 Notes.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
$0.03 quarterly dividend declared , payable on November 26, 2025 to stockholders of record as of the close of business on November 12, 2025.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
In October 2025, o WisdomTree completed the acquisition of Ceres Partners, LLC; o Beena Joseph was appointed as Global Head of Human Resources; o The Bank of New York Mellon Corporation, a global financial services company, was appointed to serve as WisdomTree’s core banking-as-a-service (BaaS) infrastructure provider for WisdomTree Prime ® , the firm’s retail platform for tokenized assets and cryptocurrency; and o Our Board of Directors approved an increase of $190 million to our share repurchase program, bringing the total authorization to $250 million, which expires on April 27, 2028.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Strategy & priorities
Our expansion into private assets through the acquisition of Ceres Partners, along with continued leadership in tokenization, positions WisdomTree for long-term, technology-driven growth and sustained value creation.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
markets; the effect of laws and regulations that apply to our business; the potential benefits arising from our acquisition of Ceres Partners, LLC, including financial or strategic outcomes; and our ability to successfully implement our strategic goals relating to the acquisition and integrate the acquired business.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Risks & headwinds
Although we believe that the expectations reflected in these forward-looking statements are reasonable, these statements relate to future events or our future financial performance, and involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
You should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties and other factors, which are, in some cases, beyond our control and could materially affect results.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
If one or more of these or other risks or uncertainties occur, or if our underlying assumptions prove to be incorrect, actual events or results may vary significantly from those implied or projected by the forward-looking statements.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
What changed vs prior quarter
Across All Products EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Adjusted revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗WisdomTree, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
36 documents- Q3 2026
- 8-KWT
Oct 30, 2026
- Q2 2026
- 10-QWT
Aug 5, 2026
- 8-KWT
Jul 31, 2026
- Q1 2026
- 8-KWT
Jun 18, 2026
- 8-KWT
May 29, 2026
- 10-QWT
May 6, 2026
- 8-KWT
May 1, 2026
- Q4 2025
- 8-KWT
Mar 30, 2026
- 8-KWT
Mar 24, 2026
- 8-KWT
Mar 23, 2026
- EX-99WT
Mar 23, 2026
- 8-KWT
Mar 16, 2026
- EX-99WT
Mar 16, 2026
- 10-KWT
Feb 25, 2026
- 8-KWT
Jan 30, 2026
- Q3 2025
- 10-QWT
Nov 6, 2025
- 8-KWT
Oct 31, 2025
- 8-KWT
Oct 2, 2025
- EX-99WT
Oct 2, 2025
- Q2 2025
- 8-KWT
Aug 14, 2025
- 8-KWT
Aug 12, 2025
- EX-99WT
Aug 12, 2025
- 8-KWT
Aug 11, 2025
- 10-QWT
Aug 6, 2025
- 8-KWT
Jul 31, 2025
- EX-99WT
Jul 31, 2025
- Q1 2025
- 8-KWT
Jun 20, 2025
- 10-QWT
May 9, 2025
- 8-KWT
May 2, 2025
- Q4 2024
- 8-KWT
Mar 18, 2025
- 10-KWT
Feb 26, 2025
- 8-KWT
Jan 31, 2025
- 8-KWT
Jan 24, 2025
- Q3 2024
- 10-QWT
Nov 7, 2024
- 8-KWT
Oct 25, 2024
- 8-KWT
Oct 21, 2024
Earnings releases
11 documentsPresentations
0 documentsNo presentations for WisdomTree, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for WisdomTree, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.