Jun 2026 (Q2 FY26) — Jul 31, 2026
WisdomTree Q2 FY26 — Record AUM and Strong Organic Growth
Read the full callWisdomTree earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 177 | +57.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 40.5 | +9.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 44.3 | +78.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $13.35 on 14 Oct 2025 → $21.61. High $25.04 (27 Aug 2026), low $10.73 (20 Nov 2025).
Overview
Call summaries
WisdomTree Q2 FY26 — Record AUM and Strong Organic Growth
Read the full callEvery analysed call
Financials
Net profit, year on year: +79% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 113 | 111 | 108 | 113 | 126 | 147 | 159 | 177 |
| Operating profit | 41 | 35 | 34 | 35 | 46 | 60 | 59 | 72 |
| Operating margin | 36.0% | 31.6% | 31.6% | 30.8% | 36.3% | 40.5% | 37.2% | 40.5% |
| Interest | 5 | 6 | 5 | 5 | 8 | 11 | 11 | 15 |
| Profit before tax | 4 | 34 | 30 | 32 | 30 | 50 | -15 | 59 |
| Tax rate | 216.0% | 20.1% | 18.9% | 22.3% | 33.3% | 20.7% | −58.6% | 24.4% |
| Net profit | -4 | 27 | 25 | 25 | 20 | 40 | -23 | 44 |
| EPS ($ per share) | -0.13 | — | 0.17 | 0.17 | 0.14 | — | -0.17 | 0.30 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 1 | 1 | 1 | 2 | 1 | 1 |
| Reserves | -7 | -18 | -53 | -22 | 14 | 96 | 130 | 221 |
| Total liabilities | 447 | 465 | 498 | 636 | 596 | 402 | 634 | 1,099 |
| Fixed assets | 9 | 8 | 8 | 1 | 1 | 0 | 0 | 0 |
| Total assets | 938 | 935 | 897 | 1,038 | 1,034 | 944 | 1,034 | 1,513 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 37 | 57 | 47 | 75 | 55 | 86 | 113 | 148 |
| Cash from investing | -182 | -18 | 11 | -100 | -38 | 82 | -24 | -313 |
| Cash from financing | 169 | -44 | -60 | 93 | -23 | -172 | -36 | 290 |
| Net cash flow | 24 | -3 | -2 | 67 | -9 | -3 | 52 | 131 |
| Capital expenditure | -0 | -0 | -0 | -0 | -0 | -0 | -0 | -0 |
| Free cash flow | 37 | 57 | 47 | 75 | 55 | 85 | 113 | 148 |
51 filings between Nov 12, 2025 and Sep 9, 2026.
Purchases
$1.5K
2 purchases by 1 insider
Sales
$4.52M
8 sales by 3 insiders
63% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lilien R Jarrett | — | $2.24M | Sep 9, 2026 |
| Ziemba Peter M | — | $1.93M | May 19, 2026 |
| Yates David M | — | $346.8K | May 5, 2026 |
| PANKOPF TONIA L | $1.5K | — | Feb 25, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Lilien R Jarrett President and COO | Sale 10b5-1 plan | 30,000 | $736.8K |
| Jun 17, 2026 | SALERNO FRANK Director | Award | 5,509 | $0 |
| Jun 17, 2026 | PANKOPF TONIA L Director | Award | 5,509 | $0 |
| Jun 17, 2026 | Delorier Rilla S Director | Award | 5,509 | $0 |
| Jun 17, 2026 | Mielke Daniela Director | Award | 5,509 | $0 |
| Jun 17, 2026 | Conjeevaram Smita Director | Award | 5,509 | $0 |
| Jun 17, 2026 | Naidoo Shamla Director | Award | 5,509 | $0 |
| Jun 17, 2026 | Blake Lynn S. Director | Award | 5,509 | $0 |
| Jun 17, 2026 | Bossone Anthony Director | Award | 5,509 | $0 |
| May 20, 2026 | Lilien R Jarrett President and COO | Sale 10b5-1 plan | 30,000 | $569.7K |
| May 19, 2026 | Ziemba Peter M Chief Administrative Officer | Sale | 100,000 | $1.93M |
| May 5, 2026 | Yates David M Chief Information Officer | Sale | 15,000 | $270.9K |
| Feb 25, 2026 | PANKOPF TONIA L Director | Purchase | 44 | $751 |
| Feb 25, 2026 | Lilien R Jarrett President and COO | Sale 10b5-1 plan | 30,000 | $505.2K |
| Jan 27, 2026 | Marinof Alexis CEO, Europe | Option exercise | 45,713 | $0 |
| Jan 27, 2026 | Steinberg Jonathan L Chief Executive Officer | Option exercise | 573,813 | $0 |
| Jan 27, 2026 | Steinberg Jonathan L Chief Executive Officer | Tax withheld | 293,152 | $0 |
| Jan 27, 2026 | Ziemba Peter M Chief Administrative Officer | Option exercise | 61,005 | $0 |
| Jan 27, 2026 | Ziemba Peter M Chief Administrative Officer | Tax withheld | 31,563 | $0 |
| Jan 27, 2026 | Lilien R Jarrett President and COO | Option exercise | 350,395 | $0 |
| Jan 27, 2026 | Lilien R Jarrett President and COO | Tax withheld | 179,207 | $0 |
| Jan 27, 2026 | Edmiston Bryan Chief Financial Officer | Option exercise | 43,998 | $0 |
| Jan 27, 2026 | Edmiston Bryan Chief Financial Officer | Tax withheld | 22,888 | $0 |
| Jan 27, 2026 | Frankenthaler Marci Chief Legal Officer | Option exercise | 43,998 | $0 |
| Jan 27, 2026 | Frankenthaler Marci Chief Legal Officer | Tax withheld | 22,889 | $0 |
| Jan 27, 2026 | Marinof Alexis CEO, Europe | Tax withheld | 21,486 | $0 |
| Jan 27, 2026 | Peck William Bradley Head of Digital Assets | Option exercise | 39,996 | $0 |
| Jan 27, 2026 | Peck William Bradley Head of Digital Assets | Tax withheld | 21,372 | $0 |
| Jan 27, 2026 | Yates David M Chief Information Officer | Option exercise | 37,997 | $0 |
| Jan 27, 2026 | Yates David M Chief Information Officer | Tax withheld | 19,816 | $0 |
| Jan 25, 2026 | Frankenthaler Marci Chief Legal Officer | Award | 31,612 | $0 |
| Jan 25, 2026 | Peck William Bradley Head of Digital Assets | Tax withheld | 21,713 | $0 |
| Jan 25, 2026 | Yates David M Chief Information Officer | Award | 22,688 | $0 |
| Jan 25, 2026 | Yates David M Chief Information Officer | Tax withheld | 20,493 | $0 |
| Jan 25, 2026 | Frankenthaler Marci Chief Legal Officer | Tax withheld | 25,134 | $0 |
| Jan 25, 2026 | Marinof Alexis CEO, Europe | Award | 44,331 | $0 |
| Jan 25, 2026 | Marinof Alexis CEO, Europe | Tax withheld | 33,432 | $0 |
| Jan 25, 2026 | Steinberg Jonathan L Chief Executive Officer | Award | 121,317 | $0 |
| Jan 25, 2026 | Steinberg Jonathan L Chief Executive Officer | Tax withheld | 121,651 | $0 |
| Jan 25, 2026 | Ziemba Peter M Chief Administrative Officer | Award | 25,853 | $0 |
| Jan 25, 2026 | Ziemba Peter M Chief Administrative Officer | Tax withheld | 27,259 | $0 |
| Jan 25, 2026 | Lilien R Jarrett President and COO | Award | 71,351 | $0 |
| Jan 25, 2026 | Lilien R Jarrett President and COO | Tax withheld | 70,932 | $0 |
| Jan 25, 2026 | Edmiston Bryan Chief Financial Officer | Award | 36,048 | $0 |
| Jan 25, 2026 | Peck William Bradley Head of Digital Assets | Award | 22,688 | $0 |
| Jan 25, 2026 | Edmiston Bryan Chief Financial Officer | Tax withheld | 25,965 | $0 |
| Dec 2, 2025 | Yates David M Chief Information Officer | Gift | 9,100 | $0 |
| Dec 2, 2025 | Yates David M Chief Information Officer | Sale | 6,820 | $75.9K |
| Nov 26, 2025 | PANKOPF TONIA L Director | Purchase | 68 | $749 |
| Nov 25, 2025 | Lilien R Jarrett President and COO | Sale 10b5-1 plan | 12,500 | $137.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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