WisdomTree Reports Record Q1 2026 Results, Refinances Notes

WisdomTree ( (WT) ) has issued an announcement.

WisdomTree reported first-quarter 2026 results on May 1, 2026, highlighted by record assets under management of $152.6 billion, driven by $5.9 billion of net inflows primarily into international developed equity, fixed income, and leveraged and inverse products. Operating revenues rose 8.2% sequentially to $159.5 million, with gross margin improving to 84.4% and adjusted operating margin at 39.3%, while the firm posted a GAAP net loss of $23.1 million, largely due to a $62.3 million loss on extinguishment of convertible notes tied to balance-sheet refinancing actions.

The company issued $603.75 million of 4.50% convertible senior notes due 2031 with a higher conversion price, and concurrently exchanged portions of its 2026 and 2029 convertible notes for cash and stock, steps that reshape its capital structure at the cost of near-term accounting charges. WisdomTree also declared a quarterly dividend of $0.03 per share, payable on May 27, 2026, as management framed the quarter’s strong organic flow growth, margin expansion and acquisition-led strategy as evidence of a more diversified, resilient business positioned to scale and compound earnings over time.

The most recent analyst rating on (WT) stock is a Hold with a $18.00 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.

Spark’s Take on WT Stock

According to Spark, TipRanks’ AI Analyst, WT is a Neutral.

The score is driven primarily by improving fundamentals (stronger growth, profitability, and expanding free cash flow) and a constructive earnings outlook tied to record AUM and operating leverage guidance. These positives are tempered by higher balance-sheet leverage and weak near-term technical momentum, while valuation is reasonable but not strongly discounted.

To see Spark’s full report on WT stock, click here.

More about WisdomTree

WisdomTree, Inc. (NYSE: WT) is a global financial innovator focused on exchange-traded products and asset management, with a platform spanning asset classes, geographies and use cases across the United States and Europe. The company emphasizes diversified, scalable growth through organic flows and strategic acquisitions, including recent deals such as Ceres Partners and Atlantic House to expand capabilities and enhance economics.

Average Trading Volume: 3,336,117

Technical Sentiment Signal: Buy

Current Market Cap: $2.41B

For a thorough assessment of WT stock, go to TipRanks’ Stock Analysis page.