WisdomTree Q2 Earnings Beat: Record AUM, 19% EPS Surprise, $0.03 Dividend
WT sits 84% above its 52-week low of $10.69.
Summary
WisdomTree reported Q2 2026 adjusted EPS of $0.31, beating estimates by 19%, on record AUM of $162.9 billion. Operating margin expanded sharply, and the company retired convertible notes and repurchased shares, signaling financial strength.
Updates
· SEC 10-Q — 10-Q discloses CEO 10b5-1 trading plan and Atlantic House purchase price allocation: $88.5M intangibles, $130.4M goodwill.
Key Events · Earnings and Guidance · WT
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Q2 Earnings Beat
Adjusted EPS of $0.31 beat the $0.26 consensus by 19%. Net income was $44.3 million, a sharp reversal from the Q1 net loss of $23.1 million.
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Record AUM and Revenue Growth
AUM reached a record $162.9 billion, up 6.7% sequentially. Operating revenues rose 11.1% to $177.2 million, driven by higher average AUM and the Atlantic House acquisition.
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Margin Expansion
Operating margin expanded 780 basis points year-over-year to 40.5% (42.6% adjusted), reflecting operating leverage and lower acquisition-related costs.
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Convertible Note Retirement
Retired $126.9 million aggregate principal of convertible notes for $207.5 million cash, reducing potential dilution. Conversion prices were $11.04 and $11.82, well below the current stock price.
Analysis · WT · Crypto Assets
WisdomTree delivered a strong Q2, with adjusted EPS of $0.31 beating the $0.26 consensus by 19%. The beat was driven by record AUM of $162.9 billion, up 6.7% sequentially, and 11.1% revenue growth. Operating margin expanded 780 basis points year-over-year to 40.5%, reflecting operating leverage. The company also retired $126.9 million of convertible notes for $207.5 million cash, reducing dilution risk, and repurchased $25.9 million of stock. A $0.03 quarterly dividend was declared. This performance marks a sharp reversal from the Q1 net loss of $23.1 million, which was driven by a non-cash convertible note restructuring charge. The results demonstrate broad-based organic growth and margin expansion, positioning the company well after recent acquisitions.
How filings like this one have moved
In the 30 days to Nov 1, 2026, 39.9% of the 1106 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.34%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WT was trading at $19.65 on NYSE in the Crypto Assets sector, with a market capitalization of approximately $2.9B. The 52-week trading range was $10.69 to $21.23. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.