Wisdomtree, Inc. (WT)
NYSE:WT
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Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.26Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong, broad-based organic growth (record AUM, $5.9B quarterly inflows, 17% annualized organic growth), substantial revenue and margin expansion (revenues +48% YoY, adjusted margin +770 bps), and strategic, accretive M&A (Atlantic House, Ceres) alongside tangible innovation in tokenization. Headwinds mentioned were manageable and largely tied to integration, temporary share-count/interest effects from financing, and volatility-driven variability in transactional revenue and performance fees. Given the weight of material positive operating and financial trends versus modest and expected short-term costs/variability, the overall tone is constructive.Company Guidance
Record and Growing AUM
Assets under management reached a record $152.6 billion at quarter-end (fifth consecutive quarter of record AUM) and the firm reported global AUM of approximately $164.3 billion post-close—an increase of nearly $12 billion or ~8% from March 31 driven by net inflows, market appreciation and the Atlantic House acquisition.
Strong Net Inflows and Organic Growth
Generated $5.9 billion of net inflows in Q1, reflecting a 17% annualized organic growth rate. Inflows were broad-based: $3.1 billion in Europe, $2.6 billion in the U.S., $100 million in digital assets and $75 million in private assets, with inflows across 7 of 8 major product categories.
Revenue and Profitability Expansion
Revenues were $159.5 million in the quarter, up 8% sequentially and up 48% year-over-year. Adjusted net income was $40.6 million ($0.27 per share), and adjusted operating margin expanded ~770 basis points year-over-year.
Accretive Strategic Acquisitions
Closed acquisition of Atlantic House (≈$4 billion AUM) for $200 million financed with new convertible notes. Atlantic House generates ~53 bps advisory fees and an overall revenue yield of ~95 bps; the deal is expected to increase WisdomTree's overall revenue yield by ~2 basis points and be modestly accretive to margins and earnings.
Ceres Contribution and Private Assets Expansion
Ceres contributed approximately $8 million in revenue this quarter (≈$5.2M management fees and $3M performance fees), expanding WisdomTree's private-assets capability and adding higher-yielding revenue streams to the business mix.
Digital / Tokenization Momentum
Digital AUM reached a record $867 million with $98 million of inflows in Q1 (and ~+$50M in April post-deck). The tokenized money market fund (WTGXX) is a 1940 Act product with SEC exemptive relief for intraday secondary-market trading and is being adopted in both crypto-native and traditional use cases (e.g., partnerships like Stable C).
Upgraded Margin and Operating Guidance
Management increased gross margin guidance by 1 percentage point to a range of 83%–84%, kept compensation-to-revenue guidance at 26%–28% (but noted it will trend toward the upper half given Atlantic House), and provided specific guidance on interest expense (~$53M for the year) and tax rate (~24%–25%).
WT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2026 | $16.97 | $16.59 | -2.23% |
Jan 30, 2026 | $16.48 | $16.14 | -2.05% |
Oct 31, 2025 | $11.51 | $11.89 | +3.28% |
Jul 31, 2025 | $13.16 | $12.25 | -6.93% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Wisdomtree, Inc. (WT) report earnings?
Wisdomtree, Inc. (WT) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is Wisdomtree, Inc. (WT) earnings time?
Wisdomtree, Inc. (WT) earnings time is at Jul 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WT EPS forecast?
WT EPS forecast for the fiscal quarter 2026 (Q2) is 0.26.