WisdomTree, Inc. (WT) Earnings Call Transcripts
WisdomTree, Inc.'s Latest Earnings Call - Q1 FY2026
In Q1 2026, WisdomTree, Inc. reported a significant increase in assets under management (AUM), reaching a record $164.3 billion, up 8% from the previous quarter, driven by strong net inflows of $5.9 billion. Revenue for the quarter was $159.5 million, reflecting a 48% year-over-year increase, while adjusted net income was $40.6 million, or $0.27 per share. Management raised guidance for gross margin to 83%-84% and increased interest income guidance by $2 million, indicating a positive outlook for the remainder of the fiscal year.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $159.5 million (beat) |
| Adjusted EPS | $0.27 (beat) |
| Assets Under Management | $164.3 billion (positive) |
| Net Inflows | $5.9 billion (positive) |
| Other Revenues | $16.4 million (positive) |
| Adjusted Operating Margin | expanded by 770 basis points (positive) |
Guidance from management
Management expects to trend towards the upper half of the compensation to revenue ratio of 26%-28% and anticipates continued growth from the Atlantic House acquisition. They also forecast interest income to increase to $10 million for the year.
What management said
Let me just add on the Atlantic House, there sort of derivative solutions that they've been doing just in the U.K. They have really established a business that has scaled. So they've done over $20 billion of structured solutions delivered across more than 120 clients. And we do believe that, that solution clients that want to want these sort of bespoke defined outcome for themselves. It's sort of like in almost like ...
I'll start but maybe -- so I think about the business in revenue yield terms. It's very, very important to me that we grow our revenue yield. I think it's really one of the -- and it ties to even product consideration. So you think that we're 43.5 basis points on $165 billion today. Atlantic House was 95 basis points of revenue yield, Ceres 200 plus and just know that we are focused on it as part of our strategic ini...
What analysts pressed on
Analysts expressed concerns regarding the lower performance fees due to seasonality and the potential impact of market volatility on future revenue streams. There was also inquiry into the integration of Atlantic House and its contribution to AUM and revenue yield.
Main topics on the call
- Record Assets Under Management — WisdomTree achieved record AUM of $164.3 billion, up 8% from the previous quarter, driven by favorable market conditions and net inflows of $800 million. Management stated, "Our assets under management reached a record $...
- Strong Revenue Growth — The company reported revenues of $159.5 million, an increase of 48% year-over-year, attributed to higher AUM and elevated trading activity. This was described as "driven by higher AUM and growth in other revenues."
- Acquisition of Atlantic House — The acquisition of Atlantic House, a U.K.-based asset manager, is expected to add approximately $4 billion in AUM and enhance revenue yield by 2 basis points. Management noted, "This transaction is expected to increase o...
- Increased Guidance — Management raised gross margin guidance by 1 percentage point to a range of 83%-84%, reflecting continued operating leverage. They also increased discretionary spending guidance by $3 million due to the Atlantic House ac...
Read the full WisdomTree, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About WisdomTree, Inc.
WisdomTree, Inc. (WT) is a publicly listed company in the Capital Markets industry, within the Financials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 30 calls on record spanning January 31, 2020 to July 31, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 30 WisdomTree, Inc. earnings call transcripts on record, spanning January 31, 2020 to July 31, 2026. Based on this history, WisdomTree, Inc. reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- WT
- Exchange
- NYSE
- Country
- US
- Sector
- Financials
- Industry
- Capital Markets
- Calls on record
- 30
- First call
- January 31, 2020
- Most recent
- July 31, 2026
- Reporting cadence
- quarterly