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Risk Profile Improvements

  • Removal of Wti Crude Oil Etp Investor Claims Disclosure (removed) — The prior filing disclosed ongoing investor claims totaling ~€23.6M ($27.7M), including €15.2M resolved in the company's favor but under appeal; the current filing omits this disclosure entirely, which is unusual for unresolved litigation.

Partial Analysis Warning

One or more filing sections could not be analyzed because the AI response was not valid JSON. The rest of the report was generated normally, but this report may omit material changes from:

  • MD&A: Section analysis failed; admin notified.
NYSE: WT WisdomTree, Inc. 10-Q

WisdomTree revenue jumps 57.3% to $177.2M on acquisitions; net income up 78.7%

Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read

Key Changes

  • high

    Total revenue rose 57.3% to $177.2M, driven by the Ceres and Atlantic House acquisitions, which contributed 9.7% of revenues and 16.7% of net income in Q2.

    MD&A / Controls view on EDGAR →
  • high

    Net income increased 78.7% to $44.3M, with diluted EPS up 64.7% to $0.28, reflecting acquisition contributions and operating leverage.

    Key Financials view on EDGAR →
  • high

    Completed two acquisitions: Ceres (Oct 2025) and Atlantic House (May 2026) for ~$200M cash, adding management fees and goodwill of $355.4M.

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 31, 2026 · How we verify