4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

4 - WisdomTree, Inc. (0000880631) (Issuer)

Appointment underscores firm's commitment to leadership in the digital assets space, broadening offerings for retail and institutional investors onchain WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of John Whelan as Head of Strategy, Digital Assets. Whelan brings nearly a decade of leadership in blockchain and digital assets from Banco Santander's Corporate and Investment Bank, where he served as Managing Director of Digital Assets after building and leading the bank's blockchain lab from 2016. He previously founded a Silicon Valley-backed blockchain startup focused on institutional credit ratings. "John is joining WisdomTree at an exciting

New ETF provides exposure to companies enabling AI deployment in the physical world WisdomTree, Inc. ("WisdomTree") (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Physical AI, Humanoids, and Drones Fund (WDRN), listed on the Cboe BZX Exchange, Inc., (CBOE), with an expense ratio of 0.45%. The launch comes at a pivotal moment for artificial intelligence (AI), as the technology evolves beyond digital applications to enable physical AI activities ("Physical AI Activities"), powering machines that can perceive, make decisions, and execute tasks autonomously in the physical world. This shift marks a transition from AI as a tool for generating information

Over $7 billion of net inflows year-to-date, a 15% annualized organic growth rate WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for April 2026, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had approximately $2 billion in AUM at March 31, 2026. This information is reported with our quarterly earnings results. Monthly Commentary: Firm-wide AUM reached an all-time high, driven by record U.S. and Digital Assets AUM at the end of April Generated over $1.2 billion of net inflows in April and more

Capital-efficient ETF designed to target rare earths and strategic metals ecosystem WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG), listed on the Chicago Board Options Exchange (CBOE), with an expense ratio of 0.55%. The launch of WDIG expands WisdomTree's suite of capital-efficient strategies, providing investors with access to companies and commodities associated with areas that are increasingly important to global economic and geopolitical trends, including critical materials used in electrification, artificial intelligence infrastructure, and advanced industrial technologies.

Record AUM of $152.6 Billion Diluted Loss Per Share of ($0.17); Adjusted Earnings Per Share of $0.27 17% Annualized Organic Flow Growth Rate Operating Margin Expanded by 560 bps Year over Year; or 770 bps, on an Adjusted Basis 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

Transaction strengthens Models and Portfolio Solutions capabilities and deepens UK adviser distribution WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that it has completed its previously announced acquisition of Atlantic House Holdings Limited ("Atlantic House"), a London-based active manager specializing in defined outcome and derivatives-driven investment strategies. The completion of the transaction advances WisdomTree's strategy of expanding in structurally growing areas of asset and wealth management. It enhances the firm's capabilities in defined outcome and derivatives-driven investing, adding a dedicated investment team with deep expertise and a prove

The collaboration expands Stable Sea Terminal into onchain treasury management, enabling businesses to earn yield by investing operating cash in tokenized real world assets while managing payments and liquidity in a single platform.SAN FRANCISCO, April 29, 2026 /PRNewswire/ -- Stable Sea today announced a strategic relationship with WisdomTree (NYSE:WT), a global asset manager with more than $150 billion in assets under management, to bring tokenized treasury access to businesses. This collaboration enables Stable Sea users to earn yield by investing operating cash in, and gaini

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss first quarter results on May 1, 2026 at 11:00 a.m. ET. CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS WisdomTree will discuss its results and operational highlights during the live webcast, 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 d

$2.6 billion of net inflows, representing a 19% annualized organic growth rate, caps off strong Q1 WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for March 2026, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had $1.9 billion in AUM at December 31, 2025. This information is reported with our quarterly earnings results. Monthly Commentary: Generated $2.6 billion of net inflows in March, representing a 19% annualized organic growth rate, demonstrating the strength and resiliency of our product lineu

Exchanges Consist of: $75.0 Million of the 3.25% Convertible Senior Notes due 2026 $275.0 Million of the 3.25% Convertible Senior Notes due 2029 WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced the pricing of its offering of $525.0 million aggregate principal amount of convertible senior notes due 2031 (the "notes") in a private offering (the "offering") to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). WisdomTree also has granted the initial purchasers of the notes an option to purchase up to an additional $78.75 million aggregate principal amount of the notes, which

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4 - WisdomTree, Inc. (0000880631) (Issuer)

Appointment underscores firm's commitment to leadership in the digital assets space, broadening offerings for retail and institutional investors onchain WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of John Whelan as Head of Strategy, Digital Assets. Whelan brings nearly a decade of leadership in blockchain and digital assets from Banco Santander's Corporate and Investment Bank, where he served as Managing Director of Digital Assets after building and leading the bank's blockchain lab from 2016. He previously founded a Silicon Valley-backed blockchain startup focused on institutional credit ratings. "John is joining WisdomTree at an exciting

The collaboration positions WisdomTree as BNY's first retail digital assets BaaS client WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced it has appointed The Bank of New York Mellon Corporation ("BNY") (NYSE:BK), a global financial services company, as its core banking-as-a-service (BaaS) infrastructure provider for WisdomTree Prime®, the firm's retail platform for tokenized assets and cryptocurrency. The collaboration between the two firms cements WisdomTree as BNY's first retail digital assets BaaS client. WisdomTree Prime is the first app to provide access to tokenized funds to U.S. retail investors with stablecoin on and offramps via WisdomTree'

Appointment underscores firm's commitment to its ‘work smart' model, talent development, and Team Alpha innovation engine as drivers of performance WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Beena Joseph as Global Head of Human Resources. Joseph joined WisdomTree in 2014 through the firm's acquisition of Boost ETP and has since been a driving force in building out the company's HR function in Europe. Over more than a decade, she has strengthened people practices, partnered with business leaders, and played a central role on WisdomTree's Global HR Committee, ensuring that human resources remain at the heart of the firm's growth and cultur

WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Alexis Marinof as CEO, Europe, reinforcing the company's commitment to the European market and strengthening its regional leadership. Alexis, who has been leading WisdomTree's European business since 2019, will assume the CEO title to further enhance the firm's client and regulatory engagement, market credibility and execution capabilities in the region. He will continue reporting to WisdomTree's global President and COO, Jarrett Lilien, ensuring seamless alignment with the company's global strategy. "Alexis has played a critical role in driving WisdomTree's success in Europe. His leadership has

Shamla Naidoo's Extensive Background in Technology, Data, and Privacy Provides Asbury Automotive Group with Additional Cyber Security Insight Asbury Automotive Group, Inc. (NYSE:ABG) ("Asbury" or the "Company"), one of the largest automotive retail and service companies in the U.S., announced today the appointment of Shamla Naidoo to its Board of Directors effective January 1, 2025. The Board has appointed Ms. Naidoo to the Audit Committee and the Compensation & Human Resources Committee. Ms. Naidoo's election brings the total number of directors to ten, nine of whom are independent, including Ms. Naidoo. "We are thrilled to welcome Shamla to the Board. She is a tremendous addition and

PROG Holdings, Inc. (NYSE:PRG), the fintech holding company for Progressive Leasing, Vive Financial, Four Technologies, and Build, today announced the appointment of Robert Julian and Daniela Mielke to its Board of Directors. "Robert and Daniela are recognized leaders in industries that are especially relevant to PROG Holdings. Robert's consumer retail and e-commerce financial expertise, as well as Daniela's leadership in digital payments, fintech and e-commerce, will make them both highly valuable additions to our Board," said Ray Robinson, Chairman of PROG Holdings. "We're pleased to welcome Robert and Daniela as our newest independent directors," said Steve Michaels, PROG Holdings' P

Stockholders vote for all proposals, including to elect all nine of WisdomTree's director nominees Voters repudiate ETFS Capital and Graham Tuckwell WisdomTree, Inc. (NYSE:WT) ("WisdomTree" or the "Company"), a global financial innovator, today announced the preliminary voting results of its 2024 Annual Meeting of Stockholders ("2024 Annual Meeting"). Based on the preliminary voting results provided by the Company's proxy solicitor, stockholders have chosen to elect ALL nine of WisdomTree's nominees to the Company's Board of Directors: Lynn S. Blake, Anthony Bossone, Smita Conjeevaram, Rilla Delorier, Daniela Mielke, Shamla Naidoo, Win Neuger, Tonia Pankopf and Jonathan Steinberg. Sto

Proxy Advisors ISS and Glass Lewis Affirm ETFS Capital's Success in Compelling Governance and Board Change at WisdomTree ISS Highlights Concerns Regarding Lack of KPI Disclosure and Continued Influence of Long Tenured Directors on the Board ETFS Urges WisdomTree Stockholders to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card NEW YORK, June 03, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the "Series A Preferred Stock") of WisdomTree, Inc. ("W

WisdomTree Board Attempting to Distract from its Inability to Explain or Defend Persistent Undervaluation of the Core ETF Business 2024 Annual Meeting a Referendum on the Board and Management's Refusal to Take Steps to Unlock Value for ALL Stockholders WisdomTree Stockholders Urged to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card Visit www.UnlockWT.com for More Information NEW YORK, May 14, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the

Tenured C-suite leader brings track record of driving innovation in financial services and tech sectors WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that Rilla Delorier, an accomplished leader with over 30 years of executive experience leading digital transformation across the banking sector, has been appointed to WisdomTree's Board of Directors, having received the full support of the Board. Win Neuger, Chair of the WisdomTree Board, said, "Rilla is a powerhouse of digital transformation in financial services and will be a tremendous asset to our Board. She has a demonstrated ability to accelerate innovation and streamline operations, and her strategic expe

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Over $7 billion of net inflows year-to-date, a 15% annualized organic growth rate WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for April 2026, including assets under management (AUM) and flow data by asset class. Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had approximately $2 billion in AUM at March 31, 2026. This information is reported with our quarterly earnings results. Monthly Commentary: Firm-wide AUM reached an all-time high, driven by record U.S. and Digital Assets AUM at the end of April Generated over $1.2 billion of net inflows in April and more

Record AUM of $152.6 Billion Diluted Loss Per Share of ($0.17); Adjusted Earnings Per Share of $0.27 17% Annualized Organic Flow Growth Rate Operating Margin Expanded by 560 bps Year over Year; or 770 bps, on an Adjusted Basis 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

The collaboration expands Stable Sea Terminal into onchain treasury management, enabling businesses to earn yield by investing operating cash in tokenized real world assets while managing payments and liquidity in a single platform.SAN FRANCISCO, April 29, 2026 /PRNewswire/ -- Stable Sea today announced a strategic relationship with WisdomTree (NYSE:WT), a global asset manager with more than $150 billion in assets under management, to bring tokenized treasury access to businesses. This collaboration enables Stable Sea users to earn yield by investing operating cash in, and gaini

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss first quarter results on May 1, 2026 at 11:00 a.m. ET. CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS WisdomTree will discuss its results and operational highlights during the live webcast, 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 d

Exemptive relief granted by SEC unlocks secondary market liquidity for registered tokenized fund shares for the first time under the Investment Company Act of 1940, enabling 24/7 trading against USDC by WisdomTree's affiliated broker-dealer WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced the launch of 24/7 trading and instant settlement capabilities for the WisdomTree Treasury Money Market Digital Fund (WTGXX). This marks 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. This capability is unprecedented for a fu

Record AUM of $144.5 Billion Diluted Earnings Per Share of $0.28 ($0.29, as Adjusted) 320 bps of Annual Operating Margin Expansion vs. the Prior Year WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the fourth quarter of 2025. $40.0 million of net income ($41.2(1) million of net income, as adjusted). See "Non-GAAP" Financial Measurements" for additional information. $144.5 billion of ending AUM, an increase of 5.3% from the prior quarter arising from market appreciation and AUM related to our acquisition of Ceres Partners, LLC (the "Ceres Acquisition"), partly offset by net outflows. ($0.3) billion of net outflows, primarily driven b

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss fourth quarter results on January 30, 2026 at 11:00 a.m. ET. CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS WisdomTree will discuss its results and operational highlights during the live webcast, 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 a

Record AUM of $137.2 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.13 ($0.23, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the third quarter of 2025. $19.7 million of net income ($34.5(1) million of net income, as adjusted), including a loss on extinguishment of convertible notes of $13.0 million arising from the repurchase of $24.0 million aggregate principal amount of our 5.75% convertible senior notes due 2028 (the "2028 Notes"). See "Non-GAAP Financial Measurements" for additional information. $137.2 billion of ending AUM, an increase of 8.8% from the prior quarter

WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to host a conference call to discuss third quarter results on October 31, 2025 at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=CQU6zdw8 To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https://ir.wisdomtree.com. A replay of the webcast

Record AUM of $126.1 Billion 12% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.17 ($0.18, as Adjusted) Accretive Acquisition of Ceres Partners WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the second quarter of 2025. $24.8 million of net income ($25.9(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $126.1 billion of ending AUM, an increase of 8.9% from the prior quarter arising from market appreciation and net inflows. $3.5 billion of net inflows, primarily driven by inflows into our international developed equity and U.S. equity prod