WisdomTree, Inc.

WisdomTree reported a strong second quarter for 2026, with total revenues increasing by 57.3% to $177.16 million and diluted earnings per share rising to $0.28. However, net income for the six months ended June 30, 2026, decreased by 57.2% to $21.15 million, primarily due to a $68.93 million loss from the repurchase of convertible notes. The company also completed the acquisition of Atlantic House Holdings Limited for approximately $200 million in cash.

WisdomTree, Inc. reported strong second-quarter 2026 financial results, including a record $162.9 billion in Assets Under Management (AUM) and significant increases in net income and operating revenues. The company also declared a quarterly cash dividend of $0.03 per share. Key drivers included the acquisition of Atlantic House, market appreciation, and net inflows across various product categories, alongside continued operating margin expansion.

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. The repurchase price for these notes is approximately $87.3 million in cash. Following the expected closing on June 1, 2026, approximately $18.1 million of the Notes will remain outstanding.

WisdomTree reported a net loss of $23.1 million for Q1 2026, a significant shift from a $24.6 million net income in Q1 2025, primarily due to a $62.3 million loss on extinguishment of convertible notes. Despite the net loss, total revenues increased by 47.5% to $159.5 million, driven by strong advisory fees. The company also saw a substantial increase in cash and cash equivalents, reaching $625.5 million, and completed a significant repurchase and issuance of convertible notes.

WisdomTree, Inc. announced its 2026 Annual Meeting of Stockholders to be held virtually on June 17, 2026. The company reported strong 2025 performance with AUM increasing 31.6% to $144.5 billion and net inflows of $8.5 billion. Revenues rose 15.4% and operating income increased 26.9%, driven by strategic initiatives including the acquisition of Ceres Partners. The Board nominated nine directors, including Frank Salerno, and recommended stockholders vote for auditor ratification and executive compensation.