Wisdomtree, Inc. (WT) — SEC Filings
Wisdomtree, Inc. (WT) — 50 SEC filings. Latest: 8-K (Mar 24, 2026). Includes 25 8-K, 8 DEFA14A, 6 10-Q.
View Wisdomtree, Inc. on SEC EDGAR
Overview
Wisdomtree, Inc. (WT) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Mar 24, 2026: WisdomTree, Inc. filed an 8-K on March 24, 2026, reporting unregistered sales of equity securities under Item 3.02 and other events under Item 8.01, with the period of report being March 23, 2026. This filing indicates that WisdomTree may have issued new shares without a public offering, which could
Sentiment Summary
Across 50 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 47 neutral. The dominant filing sentiment for Wisdomtree, Inc. is neutral.
Filing Type Overview
Wisdomtree, Inc. (WT) has filed 25 8-K, 6 10-Q, 8 DEFA14A, 1 DEF 14A, 2 10-K, 1 SC 13G, 4 SC 13G/A, 3 SC 13D/A with the SEC between Feb 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (50)
Risk Profile
Risk Assessment: Of WT's 45 recent filings, 1 were flagged as high-risk, 11 as medium-risk, and 33 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $346,319,000 |
| Net Income | $69,107,000 |
| Cash Position | $555,851,000 |
| Total Assets | $1,447,011,000 |
| Total Debt | $1,073,593,000 |
Key Executives
- Graham Tuckwell
- Sean M. Donahue
- Michael Steinhardt
Industry Context
The asset management industry is undergoing significant transformation driven by technological innovation, particularly in digital assets and blockchain. Companies like WisdomTree are navigating this landscape by investing in new platforms and products, such as tokenized real-world assets and digital wallets. Competition remains intense, with established players and new entrants vying for market share in both traditional and digital investment products.
Top Tags
material-agreement (8) · proxy-statement (8) · filing (7) · sec-filing (7) · financial-reporting (6) · corporate-governance (6) · 8-K (5) · 10-Q (5) · financials (5) · amendment (5)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net income | $69.107M | Increased from $39.385 million in 2024, a 75% rise for the nine months ended September 30, 2025. |
| Total revenues | $346.319M | Increased from $317.040 million in 2024 for the nine months ended September 30, 2025. |
| Advisory fees | $317.275M | Increased from $293.098 million in 2024 for the nine months ended September 30, 2025. |
| Cash, cash equivalents and restricted cash | $555.851M | Increased from $181.191 million at December 31, 2024. |
| Proceeds from issuance of convertible notes | $475.000M | Contributed to the increase in cash for the nine months ended September 30, 2025. |
| Convertible notes | $805.064M | Increased from $512.033 million at December 31, 2024, as of September 30, 2025. |
| Total liabilities | $1,073.593M | Increased from $633.560 million at December 31, 2024, as of September 30, 2025. |
| Loss on extinguishment of convertible notes | $13.011M | Incurred for the nine months ended September 30, 2025. |
| Investments | $26.476M | Increased from $8.922 million at December 31, 2024, as of September 30, 2025. |
| Shares of Common Stock outstanding | 140,715,080 | As of November 4, 2025. |
| Commission File Number | 001-10932 | SEC filing identifier |
| IRS Employer Identification No. | 13-3487784 | Company tax identifier |
| Form Type | 10-Q | Quarterly report filed by WisdomTree |
| SEC File Number | 001-10932 | Unique identifier for WisdomTree's SEC filings |
| Conformed Period of Report | 20250630 | The end date of the financial period covered by the 10-Q |
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Frequently Asked Questions
What are the latest SEC filings for Wisdomtree, Inc. (WT)?
Wisdomtree, Inc. has 50 recent SEC filings from Feb 2024 to Mar 2026, including 25 8-K, 8 DEFA14A, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of WT filings?
Across 50 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 47 neutral. The dominant sentiment is neutral.
Where can I find Wisdomtree, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Wisdomtree, Inc. (WT) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Wisdomtree, Inc.?
Key financial highlights from Wisdomtree, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for WT?
The investment thesis for WT includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Wisdomtree, Inc.?
Key executives identified across Wisdomtree, Inc.'s filings include Graham Tuckwell, Sean M. Donahue, Michael Steinhardt.
What are the main risk factors for Wisdomtree, Inc. stock?
Of WT's 45 assessed filings, 1 were flagged high-risk, 11 medium-risk, and 33 low-risk.
What are recent predictions and forward guidance from Wisdomtree, Inc.?
Forward guidance and predictions for Wisdomtree, Inc. are extracted from SEC filings as they are enriched.