Financial Performance - Diluted earnings per share for Q4 2024 was $0.18, with adjusted earnings per share at $0.17, reflecting a 73% increase in adjusted EPS year-over-year[1][9] - Net income for Q4 2024 was $27.3 million, compared to a net loss of $4.5 million in Q3 2024[21] - Net income for 2024 was $66,693, a decrease of 34.9% compared to $102,546 in 2023[37] - Adjusted net income for Q4 2024 was $25,280 million, compared to $18,566 million in Q4 2023, reflecting a year-over-year increase of 36.2%[49] - The company reported a net income of $27,308 million for Q4 2024, a significant recovery from a loss of $4,485 million in Q3 2024[49] Revenue and Expenses - Operating revenues for Q4 2024 were $110.7 million, down 2.2% from the previous quarter due to lower other revenues related to a legal settlement[4][13] - Operating revenues decreased by 2.2% from Q3 2024, totaling $110.7 million, primarily due to lower other revenues related to the SEC ESG Settlement[21] - Operating revenues increased by 21.9% compared to Q4 2023, driven by higher average AUM and increased other revenues from European listed ETPs[21] - Total operating expenses for Q4 2024 were $75,657 million, an increase from $64,809 million in Q4 2023, marking a rise of 16.7%[50] - Operating expenses rose by 4.5% from Q3 2024, totaling $75.7 million, due to seasonally higher discretionary spending and non-recurring costs related to BNY Custody Migration[21] Assets Under Management (AUM) - Ending assets under management (AUM) were $109.8 billion, a decrease of 2.5% from the prior quarter, with net outflows of $0.3 billion primarily from emerging markets and fixed income products[2][13] - WisdomTree reported approximately $113.5 billion in assets under management globally[26] - As of December 31, 2024, WisdomTree's global ETP assets decreased to $109,779 million from $112,577 million at the end of the previous quarter, reflecting a market depreciation of $2,517 million[32] - The average assets during the period for global ETPs were $112,349 million, compared to $110,369 million in the previous quarter, indicating a growth of approximately 1.8%[32] Client Engagement and Product Development - WisdomTree's client base grew by 5%, with a 4% increase in the number of products held by each client, indicating enhanced client engagement[11][12] - WisdomTree launched several new products in January 2025, including the WisdomTree Strategic Metals UCITS ETF and made its model portfolios available on UBS Financial Services[15] - The company aims to leverage increased client engagement and strategic innovation to drive top-line growth in 2025[9] Market Trends and Risks - The company anticipates trends in global markets and ETPs, including expected inflows and outflows[52] - The company faces risks from declining prices of securities and commodities, which may reduce the market value of managed assets[52] - A significant portion of the company's revenues is derived from a limited number of products, exposing operating results to investor sentiment and market risks[52] - The company is subject to currency exchange rate risks due to a substantial portion of AUM being held in products with exposure to developed markets[52] Legal and Regulatory Matters - The company incurred $4.3 million in legal expenses related to the SEC ESG Settlement, expected to be covered by insurance[40] - The company is expanding its digital assets product offerings and services beyond its existing ETP business, increasing operational and regulatory risks[52] Dividends and Shareholder Actions - A quarterly dividend of $0.03 was declared, payable on February 26, 2025[7] - The company repurchased Series A Non-Voting Convertible Preferred Stock for $143,812 during the year[37] - Actions of activist stockholders may disrupt the strategic direction of the company and cause uncertainty[52]

Core Viewpoint - The Zacks rating system provides a reliable method for individual investors to assess stock potential based on earnings estimate revisions, particularly for WisdomTree, Inc. which has recently received a Zacks Rank 2 (Buy) due to positive earnings outlook [1][2][3] Earnings Estimate Revisions - WisdomTree, Inc. has seen a 4.3% increase in the Zacks Consensus Estimate over the past three months, indicating a positive trend in earnings expectations [12] - The upgrade to Zacks Rank 2 places WisdomTree in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [7][8] Impact on Stock Price - The upward revision in earnings estimates is expected to positively influence WisdomTree's stock price, as empirical research shows a strong correlation between earnings estimate revisions and near-term stock movements [5][15] - For the fiscal year ending December 2024, WisdomTree is projected to earn $0.65 per share, reflecting a significant change of 75.7% from the previous year's reported figure [16] Zacks Rating System - The Zacks Rank system classifies stocks based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [11] - The system maintains a balanced distribution of ratings, ensuring that only the top 5% of stocks receive a 'Strong Buy' rating, while the next 15% receive a 'Buy' rating [13]

Core Idea - WisdomTree was established in 2006 with the mission to create a more efficient investment approach that balances cost efficiency and performance potential [1] Company Overview - WisdomTree developed the first family of ETFs aimed at delivering both cost efficiency and performance [1] - The company currently offers a leading range of products that provide access to a unique and intelligent selection of investment exposures [1]

Core Points - The article does not provide specific financial data or insights related to any company or industry, making it difficult to summarize key points related to investment opportunities or risks [1][2][3] Summary by Categories - **Company Insights**: No relevant company insights are provided in the content [1][2][3] - **Industry Analysis**: No industry analysis or trends are discussed in the content [1][2][3]

Core Viewpoint - The article highlights WisdomTree, Inc. as a strong growth stock recommendation based on its favorable growth metrics and Zacks Rank, indicating potential for outperformance in the market [2][8]. Group 1: Earnings Growth - WisdomTree, Inc. has a historical EPS growth rate of 13.5%, but projected EPS growth for this year is expected to be 74.8%, significantly higher than the industry average of 13.7% [4]. Group 2: Asset Utilization Ratio - The company has an asset utilization ratio (sales-to-total-assets) of 0.42, indicating it generates $0.42 in sales for every dollar in assets, compared to the industry average of 0.22, showcasing greater efficiency [6]. Group 3: Sales Growth - WisdomTree, Inc. is projected to achieve a sales growth of 23% this year, while the industry average is 0%, indicating strong sales performance relative to peers [6]. Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for WisdomTree, with the Zacks Consensus Estimate for the current year increasing by 4.3% over the past month, suggesting favorable market sentiment [7]. Group 5: Overall Recommendation - With a Growth Score of B and a Zacks Rank of 2 due to positive earnings estimate revisions, WisdomTree, Inc. is positioned well for growth investors seeking potential outperformance [8].

WisdomTree, Inc. (WT) reported $113.17 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 25.2%. EPS of $0.18 for the same period compares to $0.10 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $110.8 million, representing a surprise of +2.13%. The company delivered an EPS surprise of +5.88%, with the consensus EPS estimate being $0.17. While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...

Core Insights - WisdomTree, Inc. reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and showing an increase from $0.10 per share a year ago, representing an earnings surprise of 5.88% [1] - The company generated revenues of $113.17 million for the quarter ended September 2024, surpassing the Zacks Consensus Estimate by 2.13% and up from $90.42 million year-over-year [1] - WisdomTree's stock has increased by approximately 49.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 21.8% [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $113.72 million, while for the current fiscal year, the estimate is $0.63 on revenues of $428.41 million [4] - The trend of estimate revisions for WisdomTree is favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [4] Industry Context - The Financial - Miscellaneous Services industry, to which WisdomTree belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, which may impact stock performance [5] - Chicago Atlantic Real Estate Finance, Inc., another company in the same industry, is expected to report quarterly earnings of $0.55 per share, reflecting a year-over-year decline of 3.5% [5]

Exhibit 99.1 WisdomTree Announces Third Quarter 2024 Results Record AUM of $112.6 Billion 850 bps of Operating Margin Expansion vs. YTD September 30, 2023 Diluted Loss Per Share of -$0.13 and +$0.18 Earnings Per Share, as Adjusted New York, NY – (Business Wire) – October 25, 2024 – WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the third quarter of 2024. ($4.5) million of net loss ($28.8 million of net income, as adjusted), including a loss on extinguishment ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering WisdomTree, Inc. (WT) , which belongs to the Zacks Financial - Miscellaneous Services industry.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 11.69%.For the last reported quarter, WisdomTree, Inc. Came out with earnin ...