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Dec 31, 2025
WisdomTree Investments Inc Q4 2025 Earnings Report
WisdomTree Investments Inc reported strong financial results for the fourth quarter of 2025, driven by record AUM and significant margin expansion.
Key Takeaways
WisdomTree concluded 2025 with robust performance in Q4, achieving record Assets Under Management (AUM) of $144.5 billion and a substantial increase in operating revenues to $147.4 million. The company reported diluted EPS of $0.28 and adjusted diluted EPS of $0.29, alongside strong gross and operating income margins, largely benefiting from the Ceres Partners acquisition.
Record AUM reached $144.5 billion, marking a 5.3% increase from the prior quarter, primarily due to market appreciation and the Ceres Acquisition.
Operating revenues surged to $147.4 million, an increase of 17.4% from the prior quarter, driven by the Ceres Acquisition and higher average AUM.
Diluted EPS was reported at $0.28, with adjusted diluted EPS at $0.29, reflecting strong profitability.
Gross margin improved to 83.2% and operating income margin reached 40.5% (41.7% as adjusted), indicating enhanced operational efficiency.
Revenue by Segment
Forward Guidance
WisdomTree anticipates sustained growth in 2026, driven by strong momentum in model portfolios, SMAs, ETFs, and early traction in digital assets and private markets. The company is operating from a position of strength with a diversified and scalable platform.
Positive Outlook
- Model portfolios and SMAs are expected to continue as major growth engines, with model AUA surpassing $6 billion.
- Continued strength is anticipated in ETFs.
- Early traction in digital assets and private markets is expected to contribute to momentum.
- The company is well-positioned for sustained growth with a diversified and scalable platform.
- Disciplined execution and improving guidance are expected to contribute to long-term compounding potential.
Challenges Ahead
- Declining prices of securities, gold, other precious metals, and commodities could reduce AUM.
- Changes in interest rates and general market conditions may negatively impact revenues.
- Fluctuations in AUM mix, caused by market disruptions, could impede debt refinancing or increase borrowing costs.
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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