Q3 2025 WisdomTree Inc Earnings Call Transcript

Oct 31, 2025 / 03:00 PM GMT

Release Date Price: $11.96 (+3.28%)

Transcript 10-Q8-K

Key Points

Positve

WisdomTree Inc (WT) achieved record global AUM of $137.2 billion, driven by strong organic growth and favorable market conditions.
The company reported $2.2 billion in global net inflows for the third quarter, with significant contributions from European gold and cryptocurrency products.
The acquisition of Ceris Partners is expected to increase revenue capture and operating margins by over 200 basis points.
WisdomTree Inc (WT) reported an 11.5% increase in adjusted revenues from the second quarter, driven by higher average AUM.
The company is experiencing strong growth in its digital assets platform, with AUM reaching around $600 million, driven by flows into its blockchain-enabled money market fund.

Negative

The company reported a $13 million loss on extinguishment of convertible notes, impacting adjusted net income.
Interest expenses increased to $8 million in the third quarter due to convertible notes issued for the Ceris acquisition.
The digital assets market can be volatile, with flows fluctuating week to week, posing a challenge for consistent growth.
Performance fees from the Ceris acquisition are dependent on the underlying returns of the farmland, which can be unpredictable.
There were $2.4 billion in outflows post-quarter, primarily in commodities and USFR, indicating potential volatility in certain segments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WT.N - Wisdomtree Inc
Q3 2025 WisdomTree Inc Earnings Call
Oct 31, 2025 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to the Wisdom Tree 3rd quarter 2025 earnings results call.

At this time, all participants are in a lesson only mode.

The question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

Please note this conference is being recorded.

I will now turn the conference over to Jessica Zaloom, head of corporate communications.

Thank you. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good afternoon.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.