WisdomTree Earnings Call Transcripts
Fiscal Year 2026
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Record AUM and strong organic growth were reported, with significant expansion in digital and private assets. All board and compensation proposals passed by majority vote, and new strategic acquisitions were highlighted for future growth.
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Record AUM and strong net inflows drove 48% year-over-year revenue growth, with margin expansion and robust performance across all segments. Strategic acquisitions and digital asset innovation are expected to further accelerate growth and enhance revenue quality.
Fiscal Year 2025
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Record AUM and strong organic growth drove margin expansion and higher earnings, supported by successful product launches, the Ceres acquisition, and rapid growth in digital and thematic strategies. Guidance for 2026 points to continued margin improvement and disciplined investment.
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Record AUM and strong net inflows drove double-digit revenue and net income growth, with the Ceres acquisition expanding into private assets and boosting margins. Digital assets and European flows were standout contributors, while guidance remains positive for margin and growth.
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Announced Cirrus Partners acquisition to accelerate growth in private markets, with strong Q2 results including record AUM of $126 billion and robust inflows across all regions. Farmland strategies and digital assets are key growth drivers, supported by margin expansion and innovation awards.
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Record AUM and strong net inflows drove double-digit organic growth, with standout performance from the European Defense Fund and digital asset initiatives. Revenue and EPS rose year-over-year, and the company remains focused on innovation, efficiency, and expanding its digital and model portfolio offerings.
Fiscal Year 2024
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AUM grew nearly 10% to $109.8B in 2024, with adjusted EPS up over 70% and strong margin expansion. Digital asset initiatives advanced despite regulatory delays, and the models business saw robust growth. Guidance calls for higher margins and continued innovation in 2025.
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Record AUM and revenue growth were achieved despite outflows, with significant margin expansion and EPS growth driven by capital management and product strength. Strategic investments in digital assets and tokenization platforms position the business for future growth.
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Record AUM of $109.7B and strong net inflows drove 25% revenue growth and significant margin expansion, with Q2 operating margin at 35.3%. Guidance was raised for gross margin, and new product launches and digital initiatives continue to support growth.