Short answer
WisdomTree, Inc. (WT) filed an 8-K current report with the SEC on May 1, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), Item 8.01 (Other Events), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results covered three months ended March 31, 2026.
WisdomTree, Inc. 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.01 · Completion of Acquisition or Disposition of Assets
- Q1 2026 results covered three months ended March 31, 2026
- Press release issued May 1, 2026 and furnished as Exhibit 99.1
Item 2.02 · Results of Operations and Financial Condition
- Item 2.02 references Exhibit 99.1, which contains the fiscal-year 2026 results
- Exhibit 99.1 furnished for disclosure purposes, not treated as “filed” under Exchange Act Section 18
- Financial figures and operating details require review of Exhibit 99.1
Item 7.01 · Regulation FD Disclosure
- Exhibit 99.2 furnished under Regulation FD, not deemed filed under Exchange Act Section 18
- Exhibit 99.2 excluded from automatic incorporation by reference into Securities Act filings
Item 8.01 · Other Events
- Quarterly cash dividend of $0.03 per share declared by WisdomTree’s board
- May 13, 2026 record date; May 27, 2026 payment date
- Dividend signals continued shareholder distributions and requires investor attention to eligibility timing
Item EX-99.1 · Exhibit EX-99.1
- Q1 2026 AUM reached a record $152.6B, supported by $5.9B net inflows and a 17% annualized organic flow growth rate
- Operating revenues rose 47.5% year over year to $159.5M, while adjusted EPS increased to $0.27 from $0.16
- Reported EPS was ($0.17), primarily reflecting a $62.3M convertible-note extinguishment loss and $8.5M income-tax expense
- Adjusted operating margin reached 39.3%, up 770 basis points year over year despite seasonally higher compensation costs
- $603.75M of 4.50% convertible notes due 2031 funded Atlantic House acquisition and refinanced existing notes, increasing leverage and share dilution risk
Other items in this filing:
- Item 1.01: Entry into a Material Definitive Agreement
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