WisdomTree, Inc. (NYSE: WT), a global financial innovator,today reported financial results for the first quarter of 2026.

($23.1) million of net loss ($40.6(1) million of net income, as adjusted), including a loss on extinguishment of convertible notes of $62.3 million, comprised of a loss on extinguishment of $16.9 million associated with the repurchase of $75.0 million in aggregate principal amount of our 3.25% convertible senior notes due 2026 (the “2026 Notes”) and a $45.4 million inducement expense related to the repurchase of $275.0 million in aggregate principal amount of our 3.25% convertible senior notes due 2029 (the “2029 Notes”). See “Non-GAAP Financial Measurements” for additional information.

$152.6 billion of ending AUM, an increase of 5.6% from the prior quarter arising primarily from net inflows and market appreciation.

$5.9 billion of net inflows, primarily driven by inflows into our international developed equity, fixed income and leveraged and inverse products across the United States and Europe.

0.36% average advisory fee, a 1 basis point increase from the prior quarter.

0.42% revenue yield(2), unchanged from the prior quarter.

$159.5 million of operating revenues, an increase of 8.2% from the prior quarter due to higher average AUM and higher other revenues attributable to our European listed exchange-traded products (“ETPs”).

84.4% gross margin(1), a 1.2 point increase from the prior quarter primarily due to higher revenues.

37.2% operating income margin (39.3%(1) as adjusted), a 3.3 point decrease (2.4 point decrease, as adjusted) from the prior quarter primarily due to seasonally higher compensation expense.

$603.75 million issuance of convertible senior notes due 2031 (the “2031 Notes”), bearing interest at a rate of 4.50% and issued with a conversion price of $21.58 per share. Concurrent with the issuance of the 2031 Notes, we completed separate, privately negotiated transactions with certain holders of our outstanding 2026 Notes (conversion price of $11.04 per share) to exchange $75.0 million in aggregate principal amount of the 2026 Notes for approximately 6.81 million shares of our common stock and with certain holders of our outstanding 2029 Notes (conversion price of $11.82 per share) to exchange $275.0 million in aggregate principal amount of the 2029 Notes for approximately $302.7 million in cash and approximately 4.19 million shares of common stock.

$0.03 quarterly dividenddeclared, payable on May 27, 2026 to stockholders of record as of the close of business on May 13, 2026.

Update from Jarrett Lilien, WisdomTree President and COO

“This was another quarter of consistent, broad-based execution, with nearly $6 billion of net inflows and continued momentum across the business. What stands out most is the quality and breadth of those flows, with clients engaging across asset classes, geographies and use cases. That speaks to the strength of our platform and our ability to generate growth across market environments. We are not reliant on any single product or theme – our business is becoming increasingly diversified, resilient and positioned to scale.”

Update from Jonathan Steinberg, WisdomTree CEO

“We delivered another quarter of strong execution in a volatile environment, reinforcing the strength of a business that is becoming more diversified, more durable and increasingly capable of compounding growth over time. Our strategy is centered on building a high-quality growth platform – combining organic momentum with disciplined, strategic acquisitions like Ceres Partners and Atlantic House that expand our capabilities, enhance our economics and accelerate our long-term trajectory. We believe this positions WisdomTree to deliver sustained growth, margin expansion and increasing earnings power.”

OPERATING AND FINANCIAL HIGHLIGHTS

Three Months Ended

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

Consolidated Operating Highlights ($ in billions):

AUM—end of period

$

152.6

$

144.5

$

137.2

$

126.1

$

115.8

Net inflows/(outflows)

$

5.9

$

(0.3

)

$

2.2

$

3.5

$

3.1

Average AUM

$

154.7

$

140.7

$

130.8

$

119.2

$

114.6

Average advisory fee

0.36%

0.35%

0.35%

0.35%

0.35%

Revenue yield(2)

0.42%

0.42%

0.38%

0.38%

0.38%

Consolidated Financial Highlights ($ in millions, except per share amounts):

Operating revenues

$

159.5

$

147.4

$

125.6

$

112.6

$

108.1

Net (loss)/income

$

(23.1

)

$

40.0

$

19.7

$

24.8

$

24.6

Diluted (loss)/earnings per share

$

(0.17

)

$

0.28

$

0.13

$

0.17

$

0.17

Operating income margin

37.2%

40.5%

36.3%

30.8%

31.6%

As Adjusted (Non-GAAP(1)):

Operating revenues, as adjusted

$

159.5

$

147.4

$

125.6

$

112.6

$

108.1

Gross margin

84.4%

83.2%

82.2%

81.1%

80.8%

Net income, as adjusted

$

40.6

$

41.2

$

34.5

$

25.9

$

23.0

Diluted earnings per share, as adjusted

$

0.27

$

0.29

$

0.23

$

0.18

$

0.16

Operating income margin, as adjusted

39.3%

41.7%

38.3%

32.5%

31.6%

RECENT BUSINESS DEVELOPMENTS

Company News

  • In February 2026, WisdomTree launched 24/7 trading and instant settlement capabilities for the WisdomTree Treasury Money Market Digital Fund (WTGXX), marking the first time registered tokenized mutual fund shares have been permitted to trade and instantly settle 24/7 within the U.S. regulatory perimeter via a dealer-principal liquidity model.
  • Our digital money market fund (WTGXX) continues to gain traction across new applications, with third parties exploring both real-world and on-chain use cases:
    • In March 2026, WTGXX was included in a first-of-its-kind payroll pilot conducted by Plume and Toku, allowing employees to elect to receive a portion of compensation in yield-bearing fund shares and demonstrating how tokenized assets may interact with payroll workflows;
    • In April 2026, WTGXX was referenced as part of the reserve framework for LotusUSD within Lotus’ DeFi lending protocol, reflecting one of the early instances of a money market fund being referenced within decentralized finance infrastructure; and
    • In April 2026, WTGXX was made available through Stable Sea’s platform, expanding access for businesses to access the fund within treasury and cash management workflows.
  • In March 2026, WisdomTree and Halo Investing, Inc. collaborated to launch a first-of-its-kind defined outcome SMA strategy, expanding access to innovative advisor solutions.
  • Also in March 2026, we entered into a definitive agreement to acquire Atlantic House Holdings Limited (“Atlantic House”), a London-based active manager specializing in defined outcome and derivatives-driven investment strategies; and we completed a private offering of $603.75 million in aggregate principal amount of our 2031 Notes and concurrently repurchased $75.0 million in aggregate principal amount of our 2026 Notes for approximately 6.81 million shares of our common stock and $275.0 million in aggregate principal amount of our 2029 Notes for approximately $302.7 million in cash and approximately 4.19 million shares of our common stock, and used approximately $200.0 million of the proceeds to finance the Atlantic House acquisition. On May 1, 2026, we completed the Atlantic House acquisition, expanding our global ETF lineup with defined outcome and derivatives capabilities.

Product News

  • From February 2026 through April 2026, we launched the following products:
    • In Europe, we launched WisdomTree Physical AI, Humanoids and Drones UCITS ETF (WPAI), WisdomTree India Earnings UCITS ETF (EPI), WisdomTree Europe Infrastructure UCITS ETF (WBLD), WisdomTree Tech Megatrends UCITS ETF (TMGT), WisdomTree Asia Defence UCITS ETF (WDAF), WisdomTree Global Defence UCITS ETF (WDGF) and WisdomTree True Emerging Markets UCITS ETF (WEM) on the London Stock Exchange, Börse Xetra, and Borsa Italiana; and
    • During the same period, in the U.S. we launched WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and International Adaptive Moving Average Fund (WIMA), both listed on the NASDAQ; and WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) on the New York Stock Exchange (NYSE).
  • From February through March 2026, we cross-listed the following products:
    • WisdomTree Physical Bitcoin (WBTC), WisdomTree Physical Ethereum (WETH), WisdomTree Physical XRP (WXRP), WisdomTree Physical Solana (SOLW), WisdomTree Physical Stellar Lumens (WXLM), WisdomTree Physical Lido Staked Ether (LSTE), WisdomTree Physical Crypto Altcoins (ALTC) and WisdomTree Physical CoinDesk 20 (WCRX) on Borsa Italiana;
    • WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF (XUSA), WisdomTree Broad Commodities UCITS ETF (PCOM), WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF (RARE), WisdomTree Megatrends UCITS ETF (WMGT), WisdomTree Blockchain UCITS ETF (WBLK) and WisdomTree Strategic Metals UCITS ETF (WENU) on Euronext Paris; and
    • WisdomTree Quantum Computing UCITS ETF (WQTM), WisdomTree Uranium and Nuclear Energy UCITS ETF (NCLR), WisdomTree Core Physical Gold (WGLD), WisdomTree Core Physical Silver (WSLV), WisdomTree Global Value UCITS ETF (WTVG), WisdomTree US Value UCITS ETF (WTVU) and WisdomTree Europe Value UCITS ETF (WTVE) in Mexico.
  • We also completed the Norway registration of our UCITS ETF range.
  • In February and March 2026, WisdomTree won the following awards:
    • WisdomTree Emerging Markets Equity Income UCITS ETF(DEMS) won in the ETF Equity Emerging Markets category at the 2026 Mountain View Fund Awards;
    • WisdomTree Physical AI, Humanoids and Drones UCITS ETF (WPAI) won innovative Newcomer ETF Award at the XENIX ETF awards France 2026;
    • WisdomTree USD Floating Rate Treasury Bond UCITS ETF (USFR) won at the Lipper Fund Awards in the Bond USD Government Short Term passive category; and
    • WisdomTree won Best ESG Fixed Income ETF Issuer ($100m-$1bn), Best Crypto Linked ETF Issuer ($1bn+), Best Bitcoin ETF Issuer ($100m+) at the 2026 ETF Express European awards.

WISDOMTREE, INC. AND SUBSIDIARIES

CONSOLIDATED STATEMENTS OF OPERATIONS

(in thousands, except per share amounts)

(Unaudited)

Three Months Ended

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

Operating Revenues:

Advisory fees

$

134,880

$

122,712

$

114,485

$

103,241

$

99,549

Management fees

5,231

4,908

—

—

—

Performance fees

2,955

7,105

—

—

—

Other revenues

16,404

12,709

11,131

9,380

8,533

Total revenues

159,470

147,434

125,616

112,621

108,082

Operating Expenses:

Compensation and benefits

47,517

37,273

33,791

32,827

33,788

Fund management and administration

24,880

24,830

22,353

21,252

20,714

Marketing and advertising

5,392

5,613

4,788

5,330

4,813

Sales and business development

4,197

4,045

3,943

4,232

4,137

Professional fees

3,308

3,596

3,505

3,177

2,782

Occupancy, communications and equipment

1,935

1,892

1,601

1,559

1,482

Depreciation and amortization

2,096

2,043

615

580

540

Third-party distribution fees

5,795

4,772

3,977

4,083

3,112

Acquisition-related costs

1,933

317

2,409

1,967

—

Other

3,067

3,306

2,980

2,982

2,552

Total operating expenses

100,120

87,687

79,962

77,989

73,920

Operating income

59,350

59,747

45,654

34,632

34,162

Other Income/(Expenses):

Interest expense

(11,023

)

(11,023

)

(8,466

)

(5,490

)

(5,441

)

Interest income

2,592

2,965

4,015

2,090

1,897

Loss on extinguishment of convertible notes

(62,302

)

(833

)

(13,011

)

—

—

Remeasurement of contingent consideration

(2,562

)

(710

)

—

—

—

Other losses and gains, net

(637

)

317

1,325

638

(250

)

(Loss)/income before income taxes

(14,582

)

50,463

29,517

31,870

30,368

Income tax expense

8,549

10,437

9,816

7,093

5,739

Net (loss)/income

$

(23,131

)

$

40,026

$

19,701

$

24,777

$

24,629

(Loss)/earnings per share—basic

$

(0.17

)

$

0.29

$

0.14

(3)

$

0.17

$

0.17

(Loss)/earnings per share—diluted

$

(0.17

)

$

0.28

$

0.13

(3)

$

0.17

$

0.17

Weighted average common shares—basic

138,005

136,340

139,584

143,076

142,580

Weighted average common shares—diluted

138,005

143,314

150,675

146,640

146,545

As Adjusted (Non-GAAP(1))

Total revenues

$

159,470

$

147,434

$

125,616

$

112,621

$

108,082

Total operating expenses

$

96,752

$

85,936

$

77,553

$

76,022

$

73,920

Operating income

$

62,718

$

61,498

$

48,063

$

36,599

$

34,162

Income before income taxes

$

54,654

$

53,840

$

45,318

$

33,798

$

30,947

Income tax expense

$

14,061

$

12,605

$

10,842

$

7,935

$

7,933

Net income

$

40,593

$

41,235

$

34,476

$

25,863

$

23,014

Earnings per share—diluted

$

0.27

$

0.29

$

0.23

$

0.18

$

0.16

Weighted average common shares—diluted

152,372

143,314

150,675

146,640

146,545

QUARTERLY HIGHLIGHTS

Operating Revenues

  • Operating revenues increased 8.2% from the fourth quarter of 2025, driven by higher average AUM, a higher average advisory fee and increased other revenues attributable to our European listed ETPs, partly offset by lower performance fees. Operating revenues increased 47.5% from the first quarter of 2025, driven by higher average AUM, a higher average advisory fee, revenues arising from our acquisition of Ceres Partners, LLC (the “Ceres Acquisition”) and increased other revenues from our European listed ETPs.
  • Our average advisory fee was 0.36% for the first quarter of 2026, compared to 0.35% for both the first and fourth quarters of 2025.

Operating Expenses

  • Operating expenses increased 14.2% from the fourth quarter of 2025 primarily due to higher seasonal compensation expenses related to payroll taxes, benefits and other costs associated with year-end bonus payments, as well as acquisition-related costs associated with our acquisition of Atlantic House and higher third-party distribution fees.
  • Operating expenses increased 35.4% from the first quarter of 2025, primarily due to higher incentive compensation and headcount, as well as increases in fund management and administration expenses, acquisition-related costs, third-party distribution fees and amortization of intangible assets.

Other Income/(Expenses)

  • Interest expense was essentially unchanged from the fourth quarter of 2025 and increased 102.6% from the first quarter of 2025 due to a higher level of debt outstanding.
  • Interest income decreased 12.6% from the fourth quarter of 2025 and increased 36.6% from the first quarter of 2025, primarily due to changes in interest rates and the level of interest-earning assets.
  • During the first quarter of 2026, we recognized a $62.3 million loss related to transactions involving our convertible notes, comprised of a loss on extinguishment of $16.9 million associated with the repurchase of $75.0 million in aggregate principal amount of our 2026 Notes and a $45.4 million inducement expense related to the repurchase of $275.0 million in aggregate principal amount of our 2029 Notes.
  • Contingent consideration related to the Ceres Acquisition increased from $11.8 million on December 31, 2025 to $14.4 million at March 31, 2026, resulting in a $2.6 million loss on remeasurement recognized during the first quarter of 2026.
  • Other losses and gains, net, was a loss of $0.6 million for the first quarter of 2026. This included net losses of $0.9 million on our financial instruments owned and net losses of $0.5 million on our investments. Gains and losses also generally arise from the sale of gold and cryptocurrency earned from advisory fees paid by our physically-backed gold and crypto ETPs, foreign exchange fluctuations and miscellaneous items.

Income Taxes

  • Our effective income tax rate for the first quarter of 2026 was negative 58.6%, resulting in income tax expense of $8.5 million. Despite a pre-tax loss for the quarter, we recorded income tax expense primarily due to certain non-deductible amounts associated with the extinguishment of convertible notes, which caused our effective tax rate to differ from the U.S. federal statutory rate of 21.0%. Other items impacting our effective tax rate included non-deductible executive compensation, partly offset by state and local taxes and tax windfalls associated with the vesting of stock-based compensation awards.
  • Our adjusted effective income tax rate for the first quarter of 2026 was 25.7%(1).

CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS

WisdomTree will discuss its results and operational highlights during a live webcast on Friday, May 1, 2026 at 11:00 a.m. ET, which, together with all earnings materials, can be accessed via WisdomTree’s investor relations website at https://ir.wisdomtree.com. A replay of the webcast will be available shortly after the call.

Participants also can dial in using the following numbers: (877) 407-9210 or (201) 689-8049. Click here to access the participant international toll-free access numbers.

To avoid delays, we encourage participants to log in or dial into the conference call 10 minutes ahead of the scheduled start time.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access, transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™ and blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

WisdomTree currently has approximately $163.19 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com.

Please visit us on X at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME:

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY

The products and services available through WisdomTree Connect and the WisdomTree Prime app are not endorsed, indemnified or guaranteed by any regulatory agency.

References to third-party platforms, protocols, or use cases are provided for informational purposes only and do not constitute an endorsement, recommendation, or solicitation by WisdomTree or its affiliates. WisdomTree and its affiliates do not control or operate such third-party platforms or protocols and are not responsible for their operation or performance.

____________________

(1)

See “Non-GAAP Financial Measurements.”

(2)

Revenue yield is computed by dividing our annualized adjusted operating revenues as reported in the GAAP to Non-GAAP Reconciliation herein by our average AUM during the period.

(3)

Earnings per share (“EPS”) is calculated pursuant to the two-class method as it results in a lower EPS amount as compared to the treasury stock method. In addition, the three months ended September 30, 2025 includes $718 of stock repurchase excise taxes, which is excluded from net income, but is required to be added to net income to arrive at income available to common stockholders in the calculation of EPS. This item is excluded from our EPS when computed on a non-GAAP basis.

WISDOMTREE, INC. AND SUBSIDIARIES

KEY OPERATING STATISTICS

(Unaudited)

Three Months Ended

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

GLOBAL PRODUCTS ($ in millions)

Beginning of period assets

$

144,525

$

137,175

$

126,070

$

115,787

$

109,779

Add: Digital Assets—Jan. 1, 2025

—

—

—

—

32

Add: Assets acquired—Ceres Acquisition

—

1,812

—

—

—

Inflows/(outflows)

5,934

(283

)

2,241

3,529

3,052

Market appreciation

2,097

5,821

8,864

6,754

2,924

End of period assets

$

152,556

$

144,525

$

137,175

$

126,070

$

115,787

Average assets during the period

$

154,663

$

140,686

$

130,760

$

119,185

$

114,622

Average ETP advisory fee during the period

0.36%

0.35%

0.35%

0.35%

0.35%

Total revenue yield

0.42%

0.42%

0.38%

0.38%

0.38%

Revenue days

90

92

92

91

90

Number of products—end of the period

416

405

397

383

375

(1)

ETPs AND TOKENIZED PRODUCTS

U.S. LISTED ETFs ($ in millions)

Beginning of period assets

$

88,521

$

88,293

$

85,179

$

80,531

$

79,095

Inflows/(outflows)

2,643

(1,108

)

(445

)

1,110

1,847

Market (depreciation)/appreciation

(218

)

1,336

3,559

3,538

(411

)

End of period assets

$

90,946

$

88,521

$

88,293

$

85,179

$

80,531

Average assets during the period

$

91,742

$

88,074

$

87,205

$

81,525

$

81,127

Number of ETFs—end of the period

90

85

84

81

78

EUROPEAN LISTED ETPs ($ in millions)

Beginning of period assets

$

53,345

$

48,290

$

40,541

$

35,124

$

30,684

Inflows

3,118

609

2,448

2,201

1,104

Market appreciation

2,295

4,446

5,301

3,216

3,336

End of period assets

$

58,758

$

53,345

$

48,290

$

40,541

$

35,124

Average assets during the period

$

60,193

$

50,102

$

42,853

$

37,439

$

33,415

Number of ETPs—end of the period

306

300

295

285

280

DIGITAL ASSETS ($ in millions)

Beginning of period assets

$

770

$

592

$

350

$

132

$

—

Add: Digital Assets—Jan. 1, 2025

—

—

—

—

32

Inflows

98

179

238

218

101

Market (depreciation)/appreciation

(1

)

(1

)

4

—

(1

)

End of period assets

$

867

$

770

$

592

$

350

$

132

Average assets during the period

$

781

$

695

$

702

$

221

$

80

Number of products—end of the period

19

19

18

17

17

(1)

PRIVATE ASSETS ($ in millions)

Beginning of period assets

$

1,889

$

—

$

—

$

—

$

—

Add: Assets acquired—Ceres Acquisition

—

1,812

—

—

—

Inflows

75

37

—

—

—

Market appreciation

21

40

—

—

—

End of period assets

$

1,985

$

1,889

$

—

$

—

$

—

Average assets during the period

$

1,947

$

1,815

$

—

$

—

$

—

Number of products—end of the period

1

1

—

—

—

ETPs AND TOKENIZED PRODUCT CATEGORIES ($ in millions)

U.S. Equity

Beginning of period assets

$

41,427

$

40,977

$

38,617

$

35,628

$

35,414

Add: Digital Assets—Jan. 1, 2025

—

—

—

—

9

Inflows

354

191

32

1,287

963

Market (depreciation)/appreciation

(270

)

259

2,328

1,702

(758

)

End of period assets

$

41,511

$

41,427

$

40,977

$

38,617

$

35,628

Average assets during the period

$

42,394

$

41,161

$

40,024

$

36,080

$

36,281

Commodity & Currency

Beginning of period assets

$

36,980

$

31,705

$

26,696

$

25,487

$

21,906

Add: Digital Assets—Jan. 1, 2025

—

—

—

—

1

Inflows/(outflows)

35

177

1,096

(110

)

(159

)

Market appreciation

3,295

5,098

3,913

1,319

3,739

End of period assets

$

40,310

$

36,980

$

31,705

$

26,696

$

25,487

Average assets during the period

$

41,458

$

33,824

$

28,162

$

25,888

$

23,993

International Developed Market Equity

Beginning of period assets

$

25,616

$

23,893

$

21,725

$

18,178

$

17,602

Inflows

3,495

1,147

478

1,646

474

Market appreciation

75

576

1,690

1,901

102

End of period assets

$

29,186

$

25,616

$

23,893

$

21,725

$

18,178

Average assets during the period

$

29,349

$

24,708

$

22,481

$

19,577

$

18,275

Fixed Income

Beginning of period assets

$

21,074

$

22,509

$

22,543

$

22,230

$

20,043

Add: Digital Assets—Jan. 1, 2025

—

—

—

—

21

Inflows/(outflows)

1,272

(1,358

)

(58

)

148

2,092

Market appreciation/(depreciation)

49

(77

)

24

165

74

End of period assets

$

22,395

$

21,074

$

22,509

$

22,543

$

22,230

Average assets during the period

$

21,187

$

21,422

$

23,128

$

22,526

$

21,464

Emerging Market Equity

Beginning of period assets

$

10,643

$

10,855

$

10,957

$

9,985

$

10,468

(Outflows)/inflows

(206

)

(508

)

(250

)

28

(445

)

Market (depreciation)/appreciation

(294

)

296

148

944

(38

)

End of period assets

$

10,143

$

10,643

$

10,855

$

10,957

$

9,985

Average assets during the period

$

10,902

$

10,839

$

10,874

$

10,295

$

10,072

Leveraged & Inverse

Beginning of period assets

$

3,275

$

2,913

$

2,631

$

2,133

$

1,924

Inflows/(outflows)

565

(15

)

(52

)

141

116

Market (depreciation)/appreciation

(177

)

377

334

357

93

End of period assets

$

3,663

$

3,275

$

2,913

$

2,631

$

2,133

Average assets during the period

$

3,785

$

3,097

$

2,750

$

2,354

$

2,083

Cryptocurrency

Beginning of period assets

$

2,242

$

3,168

$

2,087

$

1,553

$

1,912

Add: Digital Assets—Jan. 1, 2025

—

—

—

—

1

Inflows/(outflows)

137

(117

)

764

198

(89

)

Market (depreciation)/appreciation

(596

)

(809

)

317

336

(271

)

End of period assets

$

1,783

$

2,242

$

3,168

$

2,087

$

1,553

Average assets during the period

$

2,021

$

2,550

$

2,412

$

1,800

$

1,900

Alternatives

Beginning of period assets

$

1,379

$

1,155

$

814

$

593

$

510

Inflows

207

163

231

191

100

Market (depreciation)/appreciation

(6

)

61

110

30

(17

)

End of period assets

$

1,580

$

1,379

$

1,155

$

814

$

593

Average assets during the period

$

1,620

$

1,270

$

929

$

665

$

554

Headcount

357

360

338

321

315

Note: Previously issued statistics may be restated due to fund closures and trade adjustments.

Source: WisdomTree

WISDOMTREE, INC. AND SUBSIDIARIES

CONSOLIDATED BALANCE SHEETS

(in thousands, except per share amounts)

Mar. 31,

2026

Dec. 31,

2025

(Unaudited)

ASSETS

Current assets:

Cash, cash equivalents and restricted cash

$

625,505

$

311,732

Financial instruments owned, at fair value

65,237

107,117

Accounts receivable

66,112

64,452

Income taxes receivable

1,262

—

Prepaid expenses

8,649

7,338

Other current assets

1,320

1,723

Total current assets

768,085

492,362

Fixed assets, net

401

431

Deferred tax assets, net

6,689

9,803

Investments

28,623

29,075

Right of use assets—operating leases

2,326

2,764

Goodwill

228,624

228,624

Intangible assets, net

747,954

748,957

Other noncurrent assets

1,126

925

Total assets

$

1,783,828

$

1,512,941

LIABILITIES AND STOCKHOLDERS’ EQUITY

LIABILITIES

Current liabilities:

Convertible notes—current

$

74,910

$

149,604

Fund management and administration payable

34,465

29,448

Compensation and benefits payable

19,132

52,435

Payable to Gold Bullion Holdings (Jersey) Limited (“GBH”)

14,176

13,940

Operating lease liabilities

1,498

1,614

Income taxes payable

—

2,295

Accounts payable and other liabilities

23,948

32,720

Total current liabilities

168,129

282,056

Convertible notes—long term

1,125,434

804,203

Contingent consideration

14,406

11,844

Operating lease liabilities—long term

841

1,166

Total liabilities

1,308,810

1,099,269

STOCKHOLDERS’ EQUITY

Common stock, par value $0.01; 400,000 shares authorized:

Issued and outstanding: 152,439 and 140,713 at March 31, 2026 and December 31, 2025, respectively

1,524

1,407

Additional paid-in capital

279,000

189,244

Accumulated other comprehensive gain

1,069

2,227

Retained earnings

193,425

220,794

Total stockholders’ equity

475,018

413,672

Total liabilities and stockholders’ equity

$

1,783,828

$

1,512,941

WISDOMTREE, INC. AND SUBSIDIARIES

CONSOLIDATED STATEMENTS OF CASH FLOWS

(in thousands)

(Unaudited)

Three Months Ended

March 31,

2026

2025

Cash flows from operating activities:

Net (loss)/income

$

(23,131

)

$

24,629

Adjustments to reconcile net (loss)/income to net cash provided by operating activities:

Loss on extinguishment of convertible notes

62,302

—

Advisory and license fees paid in gold, other precious metals and cryptocurrency

(25,348

)

(15,373

)

Stock-based compensation

8,431

6,238

Deferred income taxes

3,395

5,835

Increase in fair value of contingent consideration

2,562

—

Depreciation and amortization

2,096

540

Amortization of issuance costs—convertible notes

1,154

624

Losses on financial instruments owned, at fair value

882

440

Amortization of right of use asset

456

326

Losses/(gains) on investments

452

(316

)

Imputed interest on payable to GBH

235

455

Changes in operating assets and liabilities:

Accounts receivable

(1,410

)

(394

)

Income taxes receivable/payable

(2,572

)

(4,092

)

Prepaid expenses

(1,360

)

(1,522

)

Gold and other precious metals

24,825

14,738

Other assets

168

(295

)

Fund management and administration payable

5,224

3,150

Compensation and benefits payable

(33,182

)

(28,056

)

Operating lease liabilities

(459

)

(325

)

Accounts payable and other liabilities

(6,763

)

(232

)

Net cash provided by operating activities

17,957

6,370

Cash flows from investing activities:

Purchase of financial instruments owned, at fair value

(6,003

)

—

Cash paid—software development

(980

)

(577

)

Purchase of fixed assets

(28

)

(31

)

Proceeds from the sale of financial instruments owned, at fair value

45,650

388

Proceeds from held-to-maturity securities maturing or called prior to maturity

—

6

Net cash provided by/(used in) investing activities

38,639

(214

)

Cash flows from financing activities:

Repurchase of convertible notes

(302,675

)

—

Common stock repurchased

(24,963

)

(12,714

)

Dividends paid

(4,744

)

(4,626

)

Issuance costs—convertible notes

(12,593

)

—

Proceeds from the issuance of convertible notes

603,750

—

Excise taxes paid on common stock repurchased

—

(1,868

)

Net cash provided by/(used in) financing activities

258,775

(19,208

)

(Decrease)/increase in cash flow due to changes in foreign exchange rate

(1,598

)

2,234

Net increase/(decrease) in cash, cash equivalents and restricted cash

313,773

(10,818

)

Cash, cash equivalents and restricted cash—beginning of year

311,732

181,191

Cash, cash equivalents and restricted cash—end of period

$

625,505

$

170,373

Supplemental disclosure of cash flow information:

Cash paid for income taxes

$

7,659

$

4,042

Cash paid for interest

$

18,448

$

6,412

NON-GAAP FINANCIAL MEASUREMENTS

In an effort to provide additional information regarding our results as determined by GAAP, we also disclose certain non-GAAP information which we believe provides useful and meaningful information. Our management reviews these non-GAAP financial measurements when evaluating our financial performance and results of operations; therefore, we believe it is useful to provide information with respect to these non-GAAP measurements so as to share this perspective of management. Non-GAAP measurements do not have any standardized meaning, do not replace nor are they superior to GAAP financial measurements and are unlikely to be comparable to similar measures presented by other companies. These non-GAAP financial measurements should be considered in the context with our GAAP results. The non-GAAP financial measurements contained in this press release include the following:

Adjusted Operating Income, Operating Expenses, Income Before Income Taxes, Income Tax Expense, Net Income and Diluted Earnings per Share

We disclose adjusted operating income, operating expenses, income before income taxes, income tax expense, net income and diluted earnings per share as non-GAAP financial measurements in order to report our results exclusive of items that are non-recurring or not core to our operating business. We believe presenting these non-GAAP financial measurements provides investors with a consistent way to analyze our performance. These non-GAAP financial measurements exclude the following:

Gains or losses on financial instruments owned: We account for our financial instruments owned as trading securities, which requires these instruments to be measured at fair value with gains and losses reported in net income. We exclude these items when calculating our non-GAAP financial measurements as the gains and losses introduce earnings volatility and are not core to our operating business.

Foreign currency remeasurement gains and losses on U.S. dollars held by foreign subsidiaries: GAAP requires account balances to be remeasured into an entity’s functional currency, with resulting gains and losses reported in net income. Foreign subsidiaries holding U.S. dollars remeasure these balances into their functional currencies and recognize the gains and losses. We exclude remeasurement effects from our non-GAAP financial measures, as they introduce earnings volatility, are not core to our operations and arise from balances denominated in our reporting currency.

Tax windfalls and shortfalls upon vesting of stock-based compensation awards: GAAP requires the recognition of tax windfalls and shortfalls within income tax expense. These items arise upon the vesting of stock-based compensation awards and the magnitude is directly correlated to the number of awards vesting/exercised, as well as the difference between the price of our stock on the date the award was granted and the date the award vested or was exercised. We exclude these items when calculating our non-GAAP financial measurements as they introduce earnings volatility and are not core to our operating business.

Amortization of intangible assets and remeasurement of contingent consideration arising from our acquisition of Ceres Partners, LLC: On October 1, 2025, we completed the Ceres Acquisition for aggregate consideration consisting of (i) $275 million in cash payable at closing, subject to customary post-closing adjustments and (ii) contingent consideration of up to $225 million, payable in 2030, contingent upon Ceres Partners, LLC achieving a compound annual growth rate (“CAGR”) in revenues of 12% to 22% during the measurement period of January 1, 2025 through December 31, 2029. GAAP requires contingent consideration to be re-measured each reporting period with changes in fair value reported in net income. In addition, a portion of the consideration totaling $143.5 million was allocated to intangible assets, which is amortized over 25 years. We exclude changes in fair value of contingent consideration and amortization of intangible assets arising from the Ceres Acquisition when calculating our non-GAAP financial measurements as these items are not core to our operating business.

Other items: Losses related to convertible notes transactions, changes in deferred tax asset valuation allowance, acquisition-related costs, imputed interest on our payable to Gold Bullion Holdings (Jersey) Limited (“GBH”) and gains and losses recognized on our investments are excluded when calculating our non-GAAP financial measurements.

Adjusted Effective Income Tax Rate

We disclose our adjusted effective income tax rate as a non-GAAP financial measurement in order to report our effective income tax rate exclusive of items that are non-recurring or not core to our operating business. We believe reporting our adjusted effective income tax rate provides investors with a consistent way to analyze our income taxes. Our adjusted effective income tax rate is calculated by dividing adjusted income tax expense by adjusted income before income taxes. See above for information regarding the items that are excluded.

Gross Margin and Gross Margin Percentage

We disclose our gross margin and gross margin percentage as non-GAAP financial measurements because we believe they provide investors with a consistent way to analyze the amount we retain after paying third-party service providers to operate our ETPs. These measures also assist us in analyzing the profitability of our products. We define gross margin as total adjusted operating revenues less fund management and administration expenses. Gross margin percentage is calculated as gross margin divided by total adjusted operating revenues.

GAAP to NON-GAAP RECONCILIATION (CONSOLIDATED)

(in thousands)

(Unaudited)

Three Months Ended

Adjusted Net Income and Diluted Earnings per Share:

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

Net (loss)/income, as reported

$

(23,131

)

$

40,026

$

19,701

$

24,777

$

24,629

Add back: Losses related to convertible notes transactions, net of income taxes

62,280

505

12,763

—

—

Deduct: Tax windfalls upon vesting of stock-based compensation awards

(4,421

)

—

(76

)

(4

)

(2,083

)

Add back: Increase in fair value of contingent consideration, net of income taxes

1,940

538

—

—

—

Add back: Acquisition-related costs, net of income taxes

1,933

240

1,824

1,489

—

Add back: Amortization of intangible assets arising from the Ceres Acquisition, net of income taxes

1,087

1,086

—

—

—

Add back/(deduct): Losses/(gains) on financial instruments owned, net of income taxes

668

8

(810

)

(972

)

333

(Deduct)/add back: Foreign currency remeasurement (gains)/losses on U.S. dollar balances, net of income taxes

(435

)

(141

)

—

1,136

—

Add back/(deduct): Losses/(gains) recognized on investments, net of income taxes

342

(75

)

734

(458

)

(239

)

Add back: Imputed interest on payable to GBH, net of income taxes

179

285

364

354

344

Add back/(deduct): Increase/(decrease) in deferred tax asset valuation allowance on capital losses

151

(1,237

)

(24

)

(459

)

30

Adjusted net income

$

40,593

$

41,235

$

34,476

$

25,863

$

23,014

Weighted average common shares—diluted

152,372

143,314

150,675

146,640

146,545

Adjusted earnings per share—diluted

$

0.27

$

0.29

$

0.23

$

0.18

$

0.16

Three Months Ended

Gross Margin and Gross Margin Percentage:

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

Operating revenues

$

159,470

$

147,434

$

125,616

$

112,621

$

108,082

Deduct: Fund management and administration

(24,880

)

(24,830

)

(22,353

)

(21,252

)

(20,714

)

Gross margin

$

134,590

$

122,604

$

103,263

$

91,369

$

87,368

Gross margin percentage

84.4%

83.2%

82.2%

81.1%

80.8%

Three Months Ended

Adjusted Operating Income and Adjusted Operating Income Margin:

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

Operating revenues

$

159,470

$

147,434

$

125,616

$

112,621

$

108,082

Operating income

59,350

59,747

$

45,654

$

34,632

$

34,162

Add back: Amortization of intangible assets arising from the Ceres Acquisition

1,435

1,434

—

—

—

Add back: Acquisition-related costs

1,933

317

2,409

1,967

—

Adjusted operating income

$

62,718

$

61,498

$

48,063

$

36,599

$

34,162

Adjusted operating income margin

39.3%

41.7%

38.3%

32.5%

31.6%

Three Months Ended

Adjusted Total Operating Expenses:

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

Total operating expenses

$

100,120

$

87,687

$

79,962

$

77,989

$

73,920

Deduct: Amortization of intangible assets arising from the Ceres Acquisition

(1,435

)

(1,434

)

—

—

—

Deduct: Acquisition-related costs

(1,933

)

(317

)

(2,409

)

(1,967

)

—

Adjusted total operating expenses

$

96,752

$

85,936

$

77,553

$

76,022

$

73,920

Three Months Ended

Adjusted Income Before Income Taxes:

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

(Loss)/income before income taxes

$

(14,582

)

$

50,463

$

29,517

$

31,870

$

30,368

Add back: Losses related to convertible notes transactions

62,302

833

13,011

—

—

Add back: Increase in fair value of contingent consideration

2,562

710

—

—

—

Add back: Acquisition-related costs

1,933

317

2,409

1,967

—

Add back: Amortization of intangible assets arising from the Ceres Acquisition

1,435

1,434

—

—

—

Add back/(deduct): Losses/(gains) on financial instruments owned

882

10

(1,070

)

(1,284

)

440

(Deduct)/add back: Foreign currency remeasurement (gains)/losses on U.S. dollar balances, net of income taxes

(566

)

(205

)

—

1,383

—

Add back/(deduct): Losses/(gains) recognized on investments

452

(99

)

970

(605

)

(316

)

Add back: Imputed interest on payable to GBH

236

377

481

467

455

Adjusted income before income taxes

$

54,654

$

53,840

$

45,318

$

33,798

$

30,947

Three Months Ended

Adjusted Income Tax Expense and Adjusted Effective Income Tax Rate:

Mar. 31,

2026

Dec. 31,

2025

Sept. 30,

2025

June 30,

2025

Mar. 31,

2025

Adjusted income before income taxes (above)

$

54,654

$

53,840

$

45,318

$

33,798

$

30,947

Income tax expense

$

8,549

$

10,437

$

9,816

$

7,093

$

5,739

Add back: Tax windfalls upon vesting of stock-based compensation awards

4,421

—

76

4

2,083

Add back: Tax benefit arising from convertible notes transactions

22

328

248

—

—

Add back: Tax benefit arising from increase in fair value of contingent consideration

622

172

—

—

—

Add back: Tax benefit of intangible asset amortization arising from the Ceres Acquisition

348

348

—

—

—

Add back/(deduct): Tax benefit/(expense) arising from losses/(gains) on financial instruments owned

214

2

(260

)

(312

)

107

(Deduct)/add back: (increase)/decrease in deferred tax asset valuation allowance on capital losses

(151

)

1,237

24

459

(30

)

(Deduct)/add back: Tax (expense)/benefit on foreign currency remeasurement losses on U.S. dollar balances

(131

)

(64

)

—

247

—

Add back/(deduct): Tax benefit/(expense) on losses/(gains) on investments

110

(24

)

236

(147

)

(77

)

Add back: Tax benefit on imputed interest

57

92

117

113

111

Add back: Tax benefit on acquisition-related costs

—

77

585

478

—

Adjusted income tax expense

$

14,061

$

12,605

$

10,842

$

7,935

$

7,933

Adjusted effective income tax rate

25.7%

23.4%

23.9%

23.5%

25.6%

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS

This press release contains forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to our management. Although we believe that the expectations reflected in these forward-looking statements are reasonable, these statements relate to future events or our future financial performance, and involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expects,” “intends,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “potential,” “continue” or the negative of these terms or other comparable terminology. These statements are only predictions. You should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties and other factors, which are, in some cases, beyond our control and could materially affect results. Factors that may cause actual results to differ materially from current expectations include, among other things, the risks described below. If one or more of these or other risks or uncertainties occur, or if our underlying assumptions prove to be incorrect, actual events or results may vary significantly from those implied or projected by the forward-looking statements. No forward-looking statement is a guarantee of future performance. You should read this press release completely and with the understanding that our actual future results may be materially different from any future results expressed or implied by these forward-looking statements.

In particular, forward-looking statements in this press release may include statements about:

  • anticipated trends, conditions and investor sentiment in the global markets and ETPs;
  • anticipated levels of inflows into and outflows out of our ETPs;
  • our ability to deliver favorable rates of return to investors;
  • competition in our business;
  • whether we will experience future growth;
  • our ability to develop new products and services and their potential for success;
  • our ability to maintain current vendors or find new vendors to provide services to us at favorable costs;
  • our ability to successfully implement our strategy relating to digital assets and blockchain-enabled financial services, including WisdomTree Connect™ and WisdomTree Prime®, and achieve its objectives;
  • our ability to successfully operate and expand our business in non-U.S. markets;
  • the effect of laws and regulations that apply to our business;
  • the potential benefits arising from our acquisitions of Ceres Partners, LLC, and Atlantic House Holdings Limited, including financial or strategic outcomes; and
  • our ability to successfully implement our strategic goals relating to the acquisitions and integrate the acquired businesses.

Our business is subject to many risks and uncertainties, including without limitation:

  • declining prices of securities, gold and other precious metals and other commodities and changes in interest rates and general market conditions can adversely affect our business by reducing the market value of the assets we manage or causing WisdomTree ETP investors to sell their fund shares and trigger redemptions;
  • fluctuations in the amount and mix of our AUM, whether caused by disruptions in the financial markets or otherwise, including but not limited to events such as a pandemic or war, geopolitical conflicts, political events, acts of terrorism and other matters beyond our control, may negatively impact revenues and operating margins, and may impede our ability to refinance our debt upon maturity or increase the cost of borrowing upon a refinancing;
  • competitive pressures could reduce revenues and profit margins;
  • we derive a substantial portion of our revenues from a limited number of products, and, as a result, our operating results are particularly exposed to investor sentiment toward investing in the products’ strategies and our ability to maintain the AUM of these products, as well as the performance of these products and market-specific and political and economic risk;
  • a significant portion of our AUM is held in products with exposure to U.S. and international developed markets, and we therefore have exposure to domestic and foreign market conditions and are subject to currency exchange rate risks;
  • withdrawals or broad changes in investments in our ETPs by investors with significant positions may negatively impact revenues and operating margins;
  • we face increased operational, regulatory, financial and other risks as a result of conducting our business internationally, and as we expand our digital assets product offerings and services beyond our existing ETP business;
  • many of our ETPs have a limited track record, and poor investment performance could cause our revenues to decline; and
  • we depend on third parties to provide many critical services to operate our business and our ETPs. The failure of key vendors to adequately provide such services could materially affect our operating business and harm WisdomTree ETP investors.

Additional risks include those associated with the acquisitions of Ceres Partners, LLC and Atlantic House Holdings Limited, including the risk that the integrations may be more difficult, time-consuming or costly than expected, or that expected benefits (including projected business growth, realization of synergies, or the ability to raise additional capital into the funds of the acquired businesses) may not be realized as anticipated. Other factors, such as general economic conditions, including currency exchange rate fluctuations, also may have an effect on the results of our operations. For a more complete description of the risks noted above and other risks that could cause our actual results to differ from our current expectations, see “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025.

The forward-looking statements in this press release represent our views as of the date of this press release. We anticipate that subsequent events and developments may cause our views to change. However, while we may elect to update these forward-looking statements at some point in the future, we have no current intention of doing so except to the extent required by applicable law. Therefore, these forward-looking statements do not represent our views as of any date other than the date of this press release.

Category: Business Update

View source version on businesswire.com: https://www.businesswire.com/news/home/20260501395437/en/

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