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WisdomTree, Inc.

WTUnited States

57 filed reports · 768 financial concepts · 1 earnings calls · 1 media appearances

Filed reports

57 reports · Jun 2013 to Jun 2026

Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 6 guidance figures.

Report typeReportsFactsPeriods
Quarterly · 10-QSEC EDGAR407,410Jun 2013 to Jun 2026
Annual · 10-KSEC EDGAR135,622Dec 2013 to Dec 2025
Annual · 10-K/ASEC EDGAR22Dec 2020 to Dec 2021
Current · 8-KSEC EDGAR12Mar 2014
Quarterly · 10-Q/ASEC EDGAR11Jun 2020

Documents

PeriodTypePeriod endPublishedFactsSource
FY2026 Q210-QJun 30, 2026Aug 5, 2026432Open
FY2026 Q110-QMar 31, 2026May 6, 2026284Open
FY202510-KDec 31, 2025Feb 25, 2026835Open
FY2025 Q310-QSep 30, 2025Nov 6, 2025294Open
FY2025 Q210-QJun 30, 2025Aug 6, 2025197Open
FY2025 Q110-QMar 31, 2025May 9, 2025203Open
FY202410-KDec 31, 2024Feb 26, 2025424Open
FY2024 Q310-QSep 30, 2024Nov 7, 2024210Open
FY2024 Q210-QJun 30, 2024Aug 2, 2024213Open
FY2024 Q110-QMar 31, 2024May 7, 2024220Open
FY202310-KDec 31, 2023Feb 23, 2024522Open
FY2023 Q310-QSep 30, 2023Nov 8, 2023234Open

Financial data

768 concepts · 13,037 facts

Each concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.

Financial738 concepts · 12,353 facts · Dec 2011 to Aug 2026

  • Business development73 · Dec 2011 to Jun 2026
  • Communications information technology and occupancy73 · Dec 2011 to Jun 2026
  • Depreciation and amortization73 · Dec 2011 to Jun 2026
  • Labor and related expense73 · Dec 2011 to Jun 2026
  • Marketing and advertising expense73 · Dec 2011 to Jun 2026
  • Net income loss73 · Dec 2011 to Jun 2026
  • Operating expenses (US GAAP)73 · Dec 2011 to Jun 2026
  • Other expenses73 · Dec 2011 to Jun 2026
  • Professional fees73 · Dec 2011 to Jun 2026
  • Income taxes paid net72 · Dec 2011 to Jun 2026
  • Increase decrease in accounts payable and other operating liabilities72 · Dec 2011 to Jun 2026
  • Increase decrease in accounts receivable72 · Dec 2011 to Jun 2026
  • Increase decrease in employee related liabilities72 · Dec 2011 to Jun 2026
  • Increase decrease in other operating assets72 · Dec 2011 to Jun 2026
  • Payments for repurchase of common stock72 · Dec 2011 to Jun 2026
  • Payments to acquire property plant and equipment72 · Dec 2011 to Jun 2026
  • Share based compensation72 · Dec 2011 to Jun 2026
  • Stockholders equity (US GAAP)70 · Dec 2011 to Jun 2026
  • Retained earnings accumulated deficit69 · Dec 2012 to Jun 2026
  • Accounts payable and other accrued liabilities current68 · Dec 2012 to Jun 2026
  • Assets68 · Dec 2012 to Jun 2026
  • Assets current68 · Dec 2012 to Jun 2026
  • Common stock par or stated value per share68 · Dec 2012 to Jun 2026
  • Common stock shares authorized68 · Dec 2012 to Jun 2026

Segment16 concepts · 348 facts · Dec 2014 to Dec 2019

  • Revenue62 · Dec 2014 to Jun 2019
  • Other income (IFRS)37 · Dec 2014 to Dec 2019
  • Income loss from continuing operations before income taxes extraordinary items noncontrolling interest36 · Dec 2014 to Dec 2019
  • Nonoperating income expense30 · Dec 2016 to Dec 2019
  • Operating expenses (US GAAP)30 · Dec 2016 to Dec 2019
  • Other nonoperating gains losses30 · Dec 2016 to Dec 2019
  • Revenues excluding interest and dividends28 · Dec 2017 to Dec 2019
  • Investment advisory fees26 · Dec 2014 to Mar 2018
  • Interest expense (US GAAP)18 · Jun 2018 to Dec 2019
  • Investment income interest15 · Dec 2016 to Dec 2019
  • Other operating income expense net13 · Dec 2014 to Mar 2018
  • Asset impairment charges7 · Dec 2016 to Dec 2019
  • Gain on revaluation of deferred consideration—gold payments (Note 5)7 · Jun 2018 to Dec 2019
  • Gain loss related to litigation settlement4 · Jun 2017 to Dec 2017
  • U.S. Business segment4 · Jun 2017 to Sep 2018
  • Acquisition payment1 · Dec 2016

Geography7 concepts · 169 facts · Dec 2014 to Jun 2026

  • Revenues excluding interest and dividends81 · Mar 2019 to Sep 2023
  • Revenue58 · Dec 2021 to Jun 2026
  • Income loss from continuing operations before income taxes extraordinary items noncontrolling interest12 · Dec 2021 to Dec 2025
  • European and Canadian Subsidiaries11 · Dec 2014 to Dec 2016
  • Tax effected NOLs - Foreign4 · Dec 2014 to Dec 2016
  • UNITED KINGDOM2 · Jun 2020 to Sep 2020
  • Operating lease impairment loss1 · Sep 2021

Product5 concepts · 161 facts · Dec 2016 to Jun 2026

  • Revenue101 · Dec 2016 to Jun 2026
  • Revenues excluding interest and dividends54 · Dec 2017 to Jun 2023
  • Sale of Canadian ETF Business3 · Jun 2023 to Mar 2024
  • Disposal group not discontinued operation gain loss on disposal2 · Dec 2021 to Dec 2023
  • Fund management and administration1 · Sep 2020

Guidance2 concepts · 6 facts · May 2014 to Aug 2026

  • Effective Tax Rate Guidance4 · May 2014 to Aug 2026
  • Gross Margin Guidance2 · Aug 2026

Segments

678 facts

Figures broken down by business line, region, product or another axis the company reports on.

Statement business segments2 members · 348 facts

  • US Business178 · Dec 2014 to Dec 2019
  • International Business170 · Dec 2014 to Dec 2019

Product or servicesrt:ProductOrServiceAxis8 members · 158 facts

  • Other Services Income64 · Dec 2016 to Jun 2026
  • Investment Advisory Management And Administrative Service59 · Dec 2016 to Jun 2026
  • Other Revenues20 · Dec 2022 to Jun 2026
  • Sale Of Canadian ETF Business5 · Dec 2021 to Mar 2024
  • Investment Performance3 · Dec 2025 to Jun 2026
  • Management Fees3 · Dec 2025 to Jun 2026
  • Performance Fees3 · Dec 2025 to Jun 2026
  • Fund Management And Administration1 · Sep 2020

Statement geographicalsrt:StatementGeographicalAxis8 members · 154 facts

  • US47 · Mar 2019 to Jun 2026
  • IE42 · Mar 2019 to Jun 2026
  • JE42 · Mar 2019 to Jun 2026
  • CA12 · Mar 2019 to Dec 2022
  • Foreign4 · Dec 2021 to Dec 2024
  • GB3 · Jun 2020 to Jun 2026
  • Non Us3 · Dec 2023 to Dec 2025
  • New York Office1 · Sep 2021

Statement geographicalus-gaap:StatementGeographicalAxis1 member · 15 facts

  • Foreign Subsidiaries15 · Dec 2014 to Dec 2016

Product or serviceus-gaap:ProductOrServiceAxis3 members · 3 facts

  • Advisory Fees1 · Mar 2018
  • Other1 · Mar 2018
  • Other Sources Of Revenue1 · Mar 2018

Text from filings

Management commentary and risk factors, extracted from SEC filings only.

No commentary or risk-factor text for this company.

Earnings calls

1 calls · Jul 2026

Transcripts with management claims and analyst questions, one per fiscal period.

  • FY2026 Q2Jul 31, 2026

Executive media

1 appearances

Podcasts, interviews and conference appearances by the company's executives, with their claims.

  • Podcasts1 · Jan 2026

Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.

WisdomTree, Inc. (WT) data · FactIQ