WisdomTree, Inc. — Form 8-K
Filed July 31, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
WisdomTree reported Q2 2026 ending AUM of $162.9 billion (up 6.7% QoQ), diluted EPS of $0.28 GAAP ($0.31 adjusted), and net income of $44.3 million ($48.1M adjusted). The company completed the Atlantic House acquisition (£4.1B/$5.5B in AUM) in May 2026. WisdomTree repurchased $126.9 million aggregate principal of convertible notes for $207.5 million cash (2026 Notes at $11.04 conversion price, 2029 Notes at $11.82), plus $25.9 million of common stock (1.5M shares at $17.40/share). Operating margins expanded 780 bps YTD (900 bps adjusted); organic flow growth was 13% annualized.
Why this rating
Strong AUM growth and margin expansion are positive; Atlantic House adds scale. Convertible repurchase at meaningful loss ($6.6M) and elevated debt levels ($1.06B) are offsetting concerns relative to $1.5B market cap.
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