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WisdomTree Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Jan, 2026
Executive summary
Achieved record assets under management (AUM) of $144.5 billion at year-end 2025, up 5% sequentially and over 30% year-over-year, with $8.5 billion in net inflows and 8% organic growth, rising to $160.8 billion by January 2026.
Completed the Ceres Partners acquisition, expanding AUM into U.S. farmland and private assets, diversifying revenue, and increasing operating margins by over 200 basis points.
Significant expansion in digital assets, with tokenized AUM reaching $770 million, a 25x increase year-over-year, and digital platform scaling to 29 institutions and 3,500 wallets.
European-listed products AUM rose from $30.7 billion to $53.5 billion, led by strong inflows into UCITS, commodity products, and thematics.
Expanded product offerings with over 30 new strategies launched, including rare earths, quantum computing, and nuclear energy, and received multiple industry awards.
Financial highlights
Adjusted revenues for Q4 were $147.4 million, up 17% sequentially and 33% year-over-year, with full-year adjusted revenues at $493.8 million, driven by higher average AUM and Ceres performance fees.
Adjusted net income for Q4 was $41.2 million, or $0.29 per share, with full-year net income at $109.1 million.
Adjusted operating margin expanded to 36.5% for 2025, up nearly 300 basis points year-over-year.
Gross margin guidance for 2026 is 82%-83%, up from 81.9% in 2025.
Compensation to revenue ratio guidance for 2026 is 26%-28%, down from prior guidance, reflecting operating leverage.
Outlook and guidance
Entering 2026 with global AUM of $160.8 billion, up 11% from year-end, and nearly $2 billion in net inflows.
Discretionary spending for 2026 is forecasted at $80-$86 million, mainly for marketing and sales to support growth.
Interest expense expected to be $40 million in 2026, with a decline in the second half as convertible notes mature.
Adjusted tax rate anticipated at 24%, with diluted shares ranging from 152-157 million due to convertible notes.
Management expects continued growth from digital assets, private markets, and expanded model portfolios.
Ceres Acquisition's long-term strategic value?
Digital assets' role in future AUM growth?
Address fixed income net outflows strategy
Detail digital asset scaling strategy
How will increased discretionary spend drive growth?
Ceres distribution and product synergies
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Next WisdomTree earnings date
Q1 20261 May, 2026
WisdomTree
Next WisdomTree earnings date
Q1 20261 May, 2026
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WisdomTree Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. WisdomTree Investments, Inc offers ETFs that provide exposure to the total stock market; a diversified basket of 500 stocks representing 18 industries; a broad range of countries and currencies; U.S. sectors, including basic materials, consumer cyclical, consumer defensive, financial services, health care, industrial cyclical, information technology, leisure time & hospitality, real estate investment trust (REIT), utilities, and discretionary spending; strategies that provide risk management opportunities based on absolute return and relative value factors in the global equity markets; and inverse leveraged ETFs. WisdomTree Inc. is headquartered in New York, New York.
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