Quarterly Report Card at a Glance - Report on WisdomTree Investments, Inc.

Jul 23, 2015, 09:40 ET from www.aciassociation.com

NEW YORK, July 23, 2015 /PRNewswire/ --

ACI Association has initiated research coverage on WisdomTree Investments, Inc. (NASDAQ: WETF). Select highlights from the internally released reports are being made available to the general public (included below), with access to the entirety of the research available to new members.

Today, membership is open to readers on a complementary basis at the following URL: http://www.aciassociation.com/?c=WETF

Highlights from our WETF Report include:

  • Financial Highlights - On May 1, 2015, WisdomTree Investments, Inc. reported its Q1 2015 earnings. The Company posted record quarterly total revenues which soared nearly 40.1% Y-o-Y to $60.1 million, primarily due to higher average AUM from strong inflows. Net income came in at $12.1 million or $0.09 per diluted share, compared to $30.2 million (including a non-recurring tax benefit of $13.7 million) or $0.22 per diluted share in Q1 2014. Gross margin for US listed ETFs was 83.2% vis-a-vis 78.6% reported in Q1 2014. The Company attributes this increase to beneficial pricing changes for its fund accounting, administration and custody services, which took effect in April 2014, as well as higher average AUM.
  • Record AUM and Net inflows - The Company's US listed ETF assets under management were a record $55.8 billion, up 42% QoQ, as a result of record inflows of $13.5 billion. European listed AUM was $334.6 million, up 85% sequentially from $181.2, mainly due to $174.2 million of net inflows, primarily in the Company's Boost branded ETPs. Net inflow market share was 23.8% for the reported quarter as compared to 3.8% in the last quarter.
  • Strong Performance Vs Benchmark - The Company stated that the performance of its US listed equity, fixed income and alternative ETFs against actively managed and index based mutual funds and ETFs revealed that 90.2% of the $49.5 billion invested in ETFs and 60% (31 of 52) of ETFs outperformed their comparable Morningstar average since inception as of March 31, 2015.
  • Recent Business Developments & Recognitions - In a new milestone, the Company surpassed $50 billion in assets under management in March, after its WisdomTree Europe Hedged Equity Fund (HEDJ) surpassed $10 billion in assets in February. Additionally, WisdomTree launched new funds during the quarter: Europe Hedged SmallCap Equity Fund (EUSC) and Japan Hedged Dividend Growth Fund (JHDG) in March and April, respectively. Further, the WisdomTree Europe Hedged Equity Fund received ETF.com award for 'ETF of the Year' during the quarter. Highlighting the appointments during the period, the Company informed that it named David Yates as Chief Information Officer in April, while Alisa Maute was named the Head of U.S. Sales during the same month.    

To find out how this influences our rating on WisdomTree Investments, Inc., read the full report in its entirely here: http://www.aciassociation.com/?c=WETF

About ACI Association: 

Active Charter Investors Association ("ACI Association") produces regular sponsored and non-sponsored reports, articles, stock market blogs, and popular investment newsletters covering equities listed on NYSE and NASDAQ and micro-cap stocks. ACI Association has two distinct and independent departments. One department produces non-sponsored analyst certified content generally in the form of press releases, articles and reports covering equities listed on NYSE and NASDAQ and the other produces sponsored content (in most cases not reviewed by a registered analyst), which typically consists of compensated investment newsletters, articles and reports covering listed stocks and micro-caps. Such sponsored content is outside the scope of procedures detailed below.

ACI Association has not been compensated; directly or indirectly; for producing or publishing this document.

PRESS RELEASE PROCEDURES:  

The non-sponsored content contained herein has been prepared by a writer (the "Author") and is fact checked and reviewed by a third party research service company (the "Reviewer"). Rohit Tuli, a CFA® charter holder (the "CFA®"), provides necessary guidance in preparing the document templates. The Reviewer has reviewed and revised the content, as necessary, based on sound investment judgment and publicly available information which is believed to be reliable. The Reviewer and the CFA® have not performed any independent investigations or forensic audits to validate the information herein. Unless otherwise noted, any content outside of this document has no association with the Author, the Reviewer, or the CFA® (collectively referred to as the "Production Team") in any way. The Production Team is compensated on a fixed monthly basis and do not hold any positions of interest in any of the securities mentioned herein.

NO WARRANTY 

ACI Association, the Author, the Reviewer and the CFA® (collectively referred to as the "Publishers") are not responsible for any error which may be occasioned at the time of printing of this document or any error, mistake or shortcoming. No liability is accepted by the Publishers whatsoever for any direct, indirect or consequential loss arising from the use of this document. The Publishers expressly disclaim any fiduciary responsibility or liability for any consequences, financial or otherwise arising from any reliance placed on the information in this document. Additionally, the Publishers do not (1) guarantee the accuracy, timeliness, completeness or correct sequencing of the information, or (2) warrant any results from use of the information. The included information is subject to change without notice.

NOT AN OFFERING 

This document is not intended as an offering, recommendation, or a solicitation of an offer to buy or sell the securities mentioned or discussed, and is to be used for informational purposes only. Please read all associated disclosures and disclaimers in full before investing. Neither ACI Association nor any party affiliated with us is a registered investment adviser or broker-dealer with any agency or in any jurisdiction whatsoever. To download our report(s), read our disclosures, or for more information, visit http://www.aciassociation.com/.

RESTRICTIONS 

ACI Association is not available to residents of Belarus, Cuba, Canada, Iran, North Korea, Sudan, Syria or Somalia. Do not send email to robottrap (at) aciassociation.com.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

SOURCE www.aciassociation.com