WisdomTree Q2 adjusted EPS beats on Atlantic House acquisition; AUM hits record

WisdomTree

31/07/2026 11:14

Overview
Global asset manager reported Q2 adjusted EPS beat analyst expectations
Q2 AUM reached record $162.9 bln, up 6.7% from prior quarter after Atlantic House acquisition
Company repurchased $25.9 mln of common stock during the quarter

Outlook
Company did not provide specific guidance for the current quarter or full year

Result Drivers
ATLANTIC HOUSE ACQUISITION - Co said higher AUM and revenues were partly driven by the acquisition of Atlantic House
NET INFLOWS - Net inflows of $3.1 bln were mainly into commodity, international developed equity and U.S. equity products, partly offset by outflows from leveraged and inverse products
OPERATING MARGIN EXPANSION - Margin improvement was driven by higher revenues, lower acquisition-related costs, and seasonally elevated compensation expense in the prior period, partly offset by higher intangible amortization from the Atlantic House acquisition

Company press release: ID:nBwb6V8yQa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Adjusted EPS
Beat
$0.31
$0.26 (7 Analysts)
Q2 EPS
 
$0.28
 
Q2 Adjusted Gross Margin
 
82.90%
 
Q2 Adjusted Operating Income Margin
 
42.60%
 
Q2 Operating Income Margin
 
40.50%
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the investment management & fund operators peer group is "buy"
Wall Street's median 12-month price target for WisdomTree Inc is $21.00, about 11.7% above its July 30 closing price of $18.80
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 13 three months ago

Reuters Recommended Reads
July 30 - Amundi beats estimates with Q2 net inflows, profit jumps 29%
July 28 - S&P Global profit jumps, strikes datacenterHawk, Agusto deals
July 30 - Federated Hermes Q2 revenue beats on higher average equity and money market assets

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)