WT
WisdomTree, Inc.11.66
-0.01-0.09%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.72BP/E (TTM)
18.22Basic EPS (TTM)
0.64Dividend Yield
0.01%Recent Filings
8-K
WisdomTree hits record AUM
WisdomTree reported Q3 2025 results with record $137.2 billion AUM, up 8.8% quarter-over-quarter, fueled by $2.2 billion net inflows into commodities, crypto, and international equities. Revenues climbed 11.5% to $125.6 million, boosting adjusted net income to $34.5 million and EPS to $0.23, while the board declared a $0.03 quarterly dividend and hiked the share repurchase authorization by $190 million to $250 million total. Strong execution across lines builds momentum. Yet integration of the Ceres Partners acquisition could prove costly.
8-K
WisdomTree acquires Ceres farmland platform
WisdomTree completed its acquisition of Ceres Partners on October 1, 2025, for $275 million in cash—subject to adjustments—and up to $225 million in earnout contingent on 12-22% annual revenue growth through 2029. This move thrusts the firm into private farmland markets, adding Ceres' $1.8 billion platform with 176,000 acres across 12 states and over 10% net annualized returns since inception. Entry begins with farmland. It bolsters diversification amid inflation but hinges on integration success.
8-K
WisdomTree issues $475M notes
WisdomTree issued $475 million in 4.625% convertible senior notes due 2030 on August 14, 2025, netting about $464 million in proceeds from a private offering. These unsecured notes, convertible at an initial rate of 52.2071 shares per $1,000 principal (roughly $19.15 per share), rank equally with existing debt and mature in 2030 unless converted or redeemed after August 2027. Holders can convert under specific conditions like stock price thresholds or corporate events. The capital bolsters WisdomTree's balance sheet amid market volatility.
8-K
WisdomTree prices $475M notes
WisdomTree priced an upsized $475 million offering of 4.625% convertible senior notes due 2030 on August 12, 2025, expecting $464 million in net proceeds after fees. The company will allocate $275 million to fund its pending Ceres Partners acquisition, $37 million to repurchase nearly all remaining $25.8 million of 2028 notes—incurring a $13 million loss—and $90 million to buy back 6.8 million shares at $13.21 each. Remaining funds support working capital or debt repayment. Yet market activities around these deals could sway stock prices unpredictably.
8-K
WisdomTree notes offering commences
WisdomTree launched a $400 million private offering of convertible senior notes due 2030 on August 11, 2025, targeting qualified institutional buyers. The company plans to allocate $275 million of net proceeds to fund its pending acquisition of Ceres Partners, LLC, while using another $80 million to repurchase common stock and up to $25.8 million to retire outstanding 2028 notes. This move bolsters liquidity for the deal, yet market conditions could alter terms. Forward-looking plans hinge on acquisition closure.
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