WisdomTree, Inc. — Form 8-K
Filed October 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
WisdomTree reported Q3 2026 record assets under management of $171.0 billion (up 5.0% QoQ), with $4.6 billion net inflows and diluted EPS of $0.32. The company retired $18.1 million principal of convertible notes for $32.3 million cash and repurchased 0.5 million shares for $10.6 million at $21.29/share. Operating margin expanded 680 basis points YoY to 41.3% (43.1% adjusted), with 9-month organic growth rate of 13% annualized and 49% YoY revenue growth driven by higher AUM and Ceres/Atlantic House acquisitions completed in 2025-2026.
Why this rating
Strong AUM growth and margin expansion demonstrate operational leverage; acquisitions meaningfully increase scale (~$1.2B in acquired AUM). Relative to ~$1.5B market cap, $171B AUM growth and margin gains are material but execution risk remains on integration.
See more from October 30, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.