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

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.

Earnings Call History

EarningsCalls.dev has 29 WisdomTree, Inc. earnings call transcripts on record, spanning January 31, 2020 to May 1, 2026. Based on this history, WisdomTree, Inc. reports quarterly. The most recent call on file is dated May 1, 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

29

First call

January 31, 2020

Most recent

May 1, 2026

Reporting cadence

quarterly