WisdomTree closes $200M Atlantic House acquisition, swings to Q1 loss on debt refinancing

Filed May 6, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 9, 2025 · ~2 min read

Key Changes

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  Completed $200M acquisition of Atlantic House, a London-based active manager with $3.9B in AUM specializing in defined outcome strategies, on May 1, 2026. Deal expands WisdomTree beyond passive ETPs into derivatives-driven active management.

  MD&A: Atlantic House acquisition verify on EDGAR →
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  Swung to $23.1M net loss in Q1 2026 from $24.6M profit in Q1 2025, driven entirely by $62.3M non-cash charge from refinancing $350M of convertible notes. Excluding the charge, adjusted net income rose 76% to $40.6M on 47.5% revenue growth.

  MD&A: Net income to net loss verify on EDGAR →
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  Total AUM grew 32% year-over-year to $152.6B, with Ceres private assets AUM reaching $2.0B (up from $1.8B at acquisition) and contributing $8.2M in management and performance fees during the quarter.

  MD&A: Total AUM growth, Ceres integration verify on EDGAR →