Wisdomtree Stock Price, News & Analysis

WisdomTree (NYSE: WT) has announced a private offering of $400 million convertible senior notes due 2030, with an additional $60 million option for initial purchasers. The company plans to use $275 million for the Ceres Partners acquisition, up to $25.8 million to repurchase outstanding 2028 notes, and $80 million for share repurchases from note purchasers.

The notes will be convertible before May 15, 2030, under specific conditions, with WisdomTree paying cash up to the principal amount and either cash, common stock, or a combination for the remainder. The notes will be redeemable at WisdomTree's option after August 20, 2027, with terms to be determined upon pricing.

WisdomTree (NYSE: WT) reported record-breaking metrics for July 2025, achieving an all-time high AUM of $127.2 billion, representing a 16% increase year-to-date. The company demonstrated strong performance with $6.93 billion in year-to-date net inflows, equivalent to an 11% annualized organic growth rate.

Notable highlights include significant growth in Digital Assets with $173 million net inflows in July, bringing total Digital AUM to $525 million. The company also announced the acquisition of Ceres Partners, a farmland asset manager with nearly $2 billion in AUM, expected to enhance revenue yield and expand operating margins.

Key segments showing strong YTD inflows include Fixed Income ($2.72 billion), U.S. Equity ($2.30 billion), and International Developed Market Equity ($2.29 billion). The company maintains a blended total average fee rate of 35 basis points.

WisdomTree (NYSE: WT) reported strong Q2 2025 results with record AUM of $126.1 billion, up 8.9% from the previous quarter. The company achieved $3.5 billion in net inflows, primarily from international developed equity and U.S. equity products, with European ETP inflows of $2.2 billion.

Key financial metrics include $24.8 million in net income ($25.9 million adjusted), diluted EPS of $0.17 ($0.18 adjusted), and an operating income margin of 30.8% (32.5% adjusted). The company maintained a steady 0.35% average advisory fee and declared a $0.03 quarterly dividend.

WisdomTree announced the strategic acquisition of Ceres Partners, a leading U.S. farmland manager with nearly $2 billion AUM, projecting to raise $750 million by 2030 with potential to manage $10 billion in farmland assets over the next decade.

WisdomTree (NYSE: WT) has announced a strategic acquisition of Ceres Partners, a leading U.S. farmland investment manager, for $275 million upfront plus potential earn-out of up to $225 million by 2030. The acquisition brings $1.85 billion in assets under management across 545 farmland properties in 12 states.

Ceres has delivered a 10.3% net average annual return since 2007, outperforming farmland benchmarks. The deal marks WisdomTree's entry into private asset markets, targeting the $3.5 trillion U.S. farmland market with expansion opportunities in solar, AI data infrastructure, and water.

The transaction is expected to close in Q4 2025 with strategic goals including raising over $750 million in farmland assets by 2030 and doubling base fee revenue. The deal is day-one accretive and positions WisdomTree in a market that has shown value appreciation in all but nine years since World War II.

WisdomTree (NYSE: WT), a global financial innovator, has scheduled its Q2 2025 earnings conference call for August 1, 2025, at 12:00 p.m. ET. The company will provide access through both dial-in options and a webcast.

Participants can join via telephone using the numbers 877-407-9210 (US) or +1 201-689-8049 (International), with international toll-free numbers also available. A webcast link has been provided, and participants are encouraged to dial in 10 minutes before the start time. All materials will be accessible through WisdomTree's investor relations website, with a replay available after the call.

WisdomTree (NYSE: WT) announced the renaming of its Alternative Income Fund to the WisdomTree Private Credit and Alternative Income Fund (HYIN). The fund, which has been operating since 2021, continues to trade on CBOE with a total expense ratio of 4.32%.

HYIN tracks the Gapstow Private Credit and Alternative Income Index (GLACI) and provides investors with diversified exposure to alternative credit sectors, including business development companies, REITs, and closed-end funds. The fund aims to make private credit markets more accessible to individual investors through a transparent, liquid ETF structure.

WisdomTree (NYSE: WT) has launched the WisdomTree Europe Defense Fund (WDEF) on the NYSE, with an expense ratio of 0.45%. The passively managed ETF tracks the WisdomTree Europe Defense Index, providing targeted exposure to European defense industry companies.

WDEF offers a pure-play investment solution focused exclusively on defense, targeting companies involved in military equipment production, aerospace, and defense technology. The fund aims to capitalize on Europe's increasing defense budgets, NATO commitments, and the sector's structural growth opportunity amid rising geopolitical tensions.

The launch complements WisdomTree's recent introduction of the WisdomTree Europe Defence UCITS ETF on European exchanges, reinforcing the company's position in thematic investment strategies.

WisdomTree (NYSE: WT) reported strong metrics for June 2025, achieving record month-end Assets Under Management (AUM) of $126.07 billion. The company demonstrated robust growth with $6.58 billion in year-to-date net inflows, representing a 12.1% annualized organic growth rate.

June performance was particularly strong with $1.43 billion in monthly net inflows. The company saw positive flows in seven of eight product categories during Q2 2025. Notable segments include International Developed Market Equity with a 40.7% MTD flow rate and Alternatives with a 214.9% MTD flow rate. The Digital Assets business contributed $105 million in net inflows for June, bringing first-half 2025 digital inflows to $317 million.

WisdomTree (NYSE: WT) celebrates the 10th anniversary of its Yield Enhanced US Aggregate Bond Fund (AGGY), marking a decade since its launch on July 9, 2015. The fund, which employs a rules-based methodology to enhance yield while maintaining a comparable risk profile to the Bloomberg U.S. Aggregate Enhanced Yield Index, has grown to $788.1 million in assets under management.

AGGY operates with a 0.12% expense ratio and strategically reweights subcomponents of its benchmark index to optimize yield. To commemorate the milestone, WisdomTree participated in the NYSE closing bell ceremony on July 7, 2025.