WT

Raymond James initiated coverage of WisdomTree with a rating of Outperform and set a new price target of $20.00

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

8-K - WisdomTree, Inc. (0000880631) (Filer)

SCHEDULE 13G/A - WisdomTree, Inc. (0000880631) (Subject)

8-K - WisdomTree, Inc. (0000880631) (Filer)

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

8-K - WisdomTree, Inc. (0000880631) (Filer)

WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced its intention to offer, subject to market conditions and other factors, $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 expects to grant the initial purchasers of the notes an option to purchase up to an additional $78.75 million aggregate principal amount of the notes to be settled during a period of 13 days from, and including, the date the notes are first issued. WisdomTree int

Capital-efficient ETF designed to add international equity exposure alongside core U.S. holdings WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD), listed on the New York Stock Exchange (NYSE), with an expense ratio of 0.35%. NTSD seeks total return and is actively managed using a model-based approach that combines U.S. equity securities of large-capitalization companies with developed international equity exposure obtained through index futures contracts. The Fund builds on WisdomTree's family of capital-efficient ETFs, including the WisdomTree U.S. Efficient Core Fund (NTSX), whic

8-K - WisdomTree, Inc. (0000880631) (Filer)

Adds scaled derivatives ETF capabilities to accelerate growth in defined outcome strategies Expands WisdomTree's Models and Portfolio Solutions capabilities and strengthens UK distribution presence WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that it has entered into a definitive agreement to acquire Atlantic House Holdings Limited ("Atlantic House"), a London-based systematic manager specializing in defined outcome and derivatives-driven investment strategies, with approximately £4.11 billion (approximately $5.5 billion) in assets under management. The acquisition advances WisdomTree's strategy of combining strong organic growth with disciplined inorganic

New equity ETFs expand WisdomTree's systematic approaches to modern portfolio construction WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of two funds: the WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and the WisdomTree International Adaptive Moving Average Fund (WIMA), both listed on the Nasdaq, with expense ratios of 0.32% and 0.42%, respectively. The launches come as investors increasingly seek tools that address both market regime shifts and global allocation challenges. WAMA and WIMA are designed to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Adaptive Moving Average Index and the WisdomTree Int

NEW YORK and CHICAGO, March 11, 2026 (GLOBE NEWSWIRE) -- WisdomTree, Inc. (NYSE:WT), a global financial innovator, and Halo Investing, Inc. ("Halo") today jointly announced the official launch of the Halo-WisdomTree Structured Income Strategy, a first-of-its-kind defined outcome separately managed account (SMA) strategy designed to deliver income, enhance risk-adjusted returns, and provide buffered downside protection. The launch reflects WisdomTree's continued expansion of its solutions platform beyond traditional ETFs, building scalable model portfolio and SMA strategy capabilities to offer differentiated tools for financial advisors across market cycles. Defined outcome strategies rep

Record Global Exchange Traded Product and Tokenized AUM of $159 billion 14% year-to-date annualized organic growth WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for February 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: Record global exchange-traded product and tokenized AUM of approximately $159 billion, up 11% year-to-date, including new record highs in t

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)