WisdomTree Investments Inc Earnings Reports

WisdomTree achieved record AUM of $126.1B and reported strong net inflows of $3.5B, supported by broad-based growth across geographies and asset classes. Adjusted EPS was $0.18. Operating income margin remained strong at 30.8%.

WisdomTree, Inc. reported a net income of $24.6 million and diluted EPS of $0.17 for the first quarter of 2025. Operating revenues decreased by 2.4% from the prior quarter to $108.1 million, primarily due to fewer trading days and a lower average advisory fee, despite higher average AUM. The company achieved a record AUM of $115.8 billion and $3.0 billion in net inflows.

WisdomTree reported a net income of $27.3 million for Q4 2024, with diluted earnings per share of $0.18 ($0.17, as Adjusted). The company's ending AUM was $109.8 billion, a 2.5% decrease from the prior quarter. Operating revenues totaled $110.7 million, a 2.2% decrease from the prior quarter.

WisdomTree Investments Inc. announced its Q3 2024 results, featuring a record AUM of $112.6 billion, which is a 2.6% increase from the prior quarter. The company reported a net loss of $4.5 million, impacted by a loss on extinguishment of convertible notes and a civil money penalty. Adjusted earnings per share was $0.18. Operating revenues increased by 5.7% from the prior quarter.

WisdomTree announced strong Q2 2024 results, achieving record AUM of $109.7 billion, driven by market appreciation and net inflows. The company reported net income of $21.8 million and an operating revenue increase of 10.5% from the prior quarter.

WisdomTree reported a strong start to the year with record AUM of $107.2 billion, nearly $2 billion in net inflows, and an 820 basis points expansion in adjusted operating margin. This performance led to a 71% increase in earnings per share compared to the first quarter of last year.

WisdomTree reported strong Q4 2023 results, achieving over $100 billion in total AUM for the first time. The company experienced industry-leading organic growth and significant operating margin expansion. Net outflows were $0.3 billion, driven by fixed income and commodity products, but were partly offset by inflows into U.S. equity and emerging markets products.

WisdomTree Investments Inc. reported Q3 2023 financial results, showing organic growth and margin expansion. The company achieved $2.0 billion in net inflows, driven by fixed income, U.S. equity, international equity, and emerging markets products, offset by commodity products outflows. Operating revenues increased by 5.5% to $90.4 million, and the operating income margin increased by 8.3 points to 29.5%.

WisdomTree reported a strong second quarter with record quarter-end AUM of $93.7 billion, driven by net inflows and market appreciation. Diluted earnings per share were $0.32, and adjusted diluted earnings per share were $0.09. The company saw $2.3 billion in net inflows and an increase in operating revenues to $85.7 million.

WisdomTree Investments Inc. reported a strong first quarter in 2023, marked by record quarter-end AUM of $90.7 billion and net inflows of $6.3 billion, the third-best quarter in company history. Diluted earnings per share stood at $0.10, with adjusted diluted earnings per share at $0.07. The company's operating revenues reached $82.0 million, reflecting an 11.9% increase from the previous quarter. Net income was reported as $16.2 million, or $11.2 million as adjusted.

WisdomTree, Inc. announced Q4 2022 results with a net loss of $28.3 million, or adjusted net income of $7.0 million. The company experienced record quarter-end AUM of $82.0 billion and net inflows of $5.3 billion, driven by fixed income, U.S. equity, and commodity products.

WisdomTree Investments, Inc. reported financial results for the third quarter of 2022, with a net income of $81.2 million and diluted earnings per share of $0.50. The company experienced net inflows of $1.7 billion, driven by fixed income and U.S. equity products, which were partially offset by outflows from commodity products. Ending AUM was $70.9 billion, a decrease of 4.6% due to market depreciation, partially offset by net inflows.

WisdomTree Investments Inc. reported a net income of $8.0 million, or $0.05 per share, for the second quarter of 2022. Adjusted net income was $11.3 million, or $0.07 per share. The company's AUM ended the period at $74.3 billion, a decrease of 6.4% due to market depreciation, partially offset by net inflows of $3.9 billion.

WisdomTree Investments Inc. reported a net loss of $10.3 million, or ($0.08) per share, and an adjusted net income of $14.1 million, or $0.09 per share. Operating revenues decreased by 1.0% to $78.4 million, primarily due to two fewer revenue days in the quarter, but this was partly offset by higher average AUM. The company's AUM increased by 2.5% to $79.4 billion, driven by net inflows and market appreciation.

WisdomTree Investments Inc. reported a net income of $11.2 million for Q4 2021, with diluted earnings per share of $0.07 ($0.10, as adjusted). Operating revenues increased by 1.4% to $79.2 million, driven by higher average AUM. The company's ending AUM reached $77.5 billion, a 6.5% increase due to market appreciation and net inflows.

WisdomTree Investments Inc. reported a net income of $5.8 million and adjusted net income of $16.31 million for Q3 2021. The company experienced $0.5 billion in net inflows, driven by international developed market equity and U.S. equity products, with operating revenues increasing by 3.1% to $78.1 million.

WisdomTree Investments, Inc. reported a strong second quarter in 2021, with diluted earnings per share of $0.11 ($0.10, as adjusted). The company saw a net income of $17.6 million ($16.81 million, as adjusted) and operating revenues of $77.6 million, driven by higher average AUM. Ending AUM reached $73.9 billion, a 6.3% increase from market appreciation and net inflows.

WisdomTree Investments Inc. reported strong Q1 2021 results, marked by a significant increase in net income and operating revenues. The company saw a rise in AUM and net inflows, driven by emerging markets equity products. Growth was also fueled by thematic products and expansion in operating margins.

WisdomTree Investments, Inc. reported a net loss of $13.5 million for Q4 2020, or net income of $9.21 million as adjusted. The company's AUM ended the quarter at $67.4 billion, an 11.0% increase due to market appreciation and net inflows. Operating revenues increased by 3.7% to $67.1 million, primarily due to higher average AUM.

WisdomTree Investments reported mixed results for Q3 2020. While operating revenues increased by 11.2% to $64.6 million, the company experienced a net loss of $0.3 million, or a diluted loss per share of ($0.01). However, adjusted net income was $11.01 million, or $0.07 per diluted share. The company's ending AUM was $60.7 billion, up 5.3% from the prior quarter, though net outflows of $468 million were experienced.

WisdomTree Investments Inc. reported a net loss of $13.3 million, or a net income of $8.51 million as adjusted. The company experienced a recovery of AUM driven by market appreciation, resulting in a 14.6% increase. Operating revenues decreased by 9.0% primarily due to lower average AUM and a lower average global advisory fee.

WisdomTree Investments Inc. reported a net loss of $8.6 million, or adjusted net income of $11.21 million, for Q1 2020. The company's AUM decreased by 20.9% to $50.3 billion due to market declines, with operating revenues down 7.3% to $63.9 million. Despite these challenges, WisdomTree managed costs and maintained a gross margin of 77.3%.

WisdomTree Investments reported a net income of $4.3 million and diluted EPS of $0.02 for Q4 2019. The company's ending AUM increased by 6.1% to $63.6 billion, driven by market appreciation and net inflows. Operating revenues increased by 1.8% to $68.9 million, primarily due to higher average AUM of U.S. listed products.