Wisdomtree, Inc. · NYSE:WT

Wisdomtree — Proxy Contest (May 2023)

9 slides from Wisdomtree's proxy contest presentation, May 10, 2023

  1. Slide 1: Gold Royalty Buyout May 2023

    Gold Royalty Buyout May 2023

  2. Slide 2: Forward looking statements

    Forward looking statements This presentation contains forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to our management. Although we believe that the expectations reflected in these forward-looking statements are reasonable

  3. Slide 3: Gold Royalty Buyout—Summary

    1 Gold Royalty Buyout—Summary We reached an agreement to fully resolve our Contractual Gold Payment obligation. As a reminder, that obligation had previously required us to pay 9,500 ounces of gold per year through March 31, 2058, which would then be reduced to 6,333 ounces of gold per year continui

  4. Slide 4: Gold Royalty Buyout – Accretion (Illustrative)

    Gold Royalty Buyout – Accretion (Illustrative) Q1 Results Annualized Illustrative (Non-GAAP) Annualize Q1 Results Proforma Results Revenue: $82,044 4 $328,176 $328,176 Expenses Contractual gold payments 4,486 4 17,944 0 All other 60,020 4 240,080 240,080 Total expenses: 64,506 258,024 240,080 Operat

  5. Slide 5: Appendix

    Appendix

  6. Slide 6: Non-GAAP financial measurements

    Non-GAAP financial measurements In an effort to provide additional information regarding our results as determined by GAAP, we also disclose certain non-GAAP information which we believe provides useful and meaningful information. Our management reviews these non-GAAP financial measurements when eva

  7. Slide 7: Non-GAAP reconciliation to GAAP results

    Non-GAAP reconciliation to GAAP results Three Months Ended ($ in thousands) Mar. 31 Dec. 31 Sept. 30 Jun. 30 Mar. 31 Unaudited 2023 2022 2022 2022 2022 Adjusted net income and diluted earnings per share: Net income/(loss), as reported $ 16,233 $ (28,289) $ 81,229 $ 8,005 $ (10,261) Add back/(Deduct)

  8. Slide 8: Reconciliation of US GAAP to Non-GAAP results

    Reconciliation of US GAAP to Non-GAAP results Three Months ended March 31, 2023 Gain on Loss Contingent QTD March Def. on Extinguish Loss on Gain on Consideration Activist DTA Reduction of Tax US GAAP Consid. Converts Inv. Sec. Owned Canada Campaign Exp. Val. Allow Tax Indemn. Windfalls Non-GAAP Rev

  9. Slide 9: WISDOMTREE

    WISDOMTREE® Exhibit 99.2

WisdomTree — Proxy Contest (May 2023) on 6ix