WisdomTree, Inc. (WT) Form 8-K — Oct 30, 2026
WisdomTree reported Q3 2026 results with record AUM of $171.0 billion, up 5.0% from the prior quarter, and diluted EPS of $0.32 versus $0.13 a year earlier. Net income was $49.2 million on operating revenues of $179.4 million, up 42.8% year over year. Organic growth remained strong with $4.6 billion of Q3 net inflows and over $13.6 billion year to date, a 13% annualized organic growth rate. Operating margin expanded 680 bps year over year to 41.3% (43.1% adjusted), driven by operating leverage and the Ceres and Atlantic House acquisitions.
Key figures
- Eps
- 0.32
- Revenue
- 179400000
- Net Income
- 49200000
- Total Debt
- 1058716000
- Revenue Yoy
- 42.8%
- Total Assets
- 1647086000
- Cash Position
- 299740000
- Shares Outstanding
- 151154000
- Ending Aum
- $171.0 billion
- Headcount
- 438
- Gross Margin
- 83.0%
- Net Inflows Q3
- $4.6 billion
- Revenue Yield
- 0.42%
- Net Inflows Ytd
- $13.6 billion
- Buyback Amount Q3
- $10.6 million (approx 0.5 million shares at avg $21.29)
- Dividend Per Share
- $0.03
- Effective Tax Rate
- 23.7%
- Average Advisory Fee
- 0.36%
- Dividend Payable Date
- 2026-11-25
- Operating Margin Ga Data
- 41.3%
- Convertible Notes Retired
- $18.1 million principal of 2029 Notes for $32.3 million cash
- Operating Margin Adjusted
- 43.1%
- Operating Margin Expansion Yo Y
- 680 bps GAAP / 750 bps adjusted
- Organic Growth Rate Annualized
- 13%
AI analysis
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