WT

WisdomTree Inc

20.71

Oct 30 • 3:59 PM ET -0.84 (-3.90%)

20.71

Aftermarket • 4:18 PM ET 0.00 (0.00%)

Financial Asset Management USA Mid NYSE

Today, 1:48 PMWisdomTree Q3 EPS $0.32 beats estimates as record $171B AUM drives strong margins and tokenization investment

Peers: IVZ BLK STT BEN SII VCTR AB FHI VRTS AMG

| Held by: IJR VTI IWM VB VXF FESM IWO SPSM IJT DFAS

Scroll to Statements

Index	RUT
Market Cap	3.14B
Enterprise Value	3.92B
Income	80.16M
Sales	609.68M
Book/sh	2.76
Cash/sh	1.95
Dividend Est.	-
Dividend TTM	0.12 (0.58%)
Dividend Ex-Date	Aug 12, 2026
Dividend Gr. 3/5Y	0.00% 0.00%
Payout	16.05%
Employees	360
IPO	Mar 04, 1993

P/E	39.75
Forward P/E	15.74
PEG	0.76
P/S	5.15
P/B	7.51
P/C	10.64
P/FCF	16.02
EV/EBITDA	15.54
EV/Sales	6.43
Quick Ratio	3.00
Current Ratio	3.00
Debt/Eq	2.58
LT Debt/Eq	2.53
Option/Short	Yes / Yes

EPS (ttm)	0.52
EPS next Y	1.32
EPS next Q	0.31
EPS this Y	38.21%
EPS next Y	10.70%
EPS next 5Y	20.64%
EPS past 3/5Y	33.56% -
Sales past 3/5Y	17.89% 14.59%
EPS Y/Y TTM	38.12%
Sales Y/Y TTM	37.14%
EPS Q/Q	67.69%
Sales Q/Q	57.31%
Earnings	Oct 30 BMO
EPS/Sales Surpr.	6.67% -0.72%

Insider Own	12.93%
Insider Trans	-0.89%
Inst Own	102.22%
Inst Trans	-7.07%
ROA	5.87%
ROE	18.56%
ROIC	5.43%
Gross Margin	78.31%
Oper. Margin	39.75%
Profit Margin	13.15%
SMA20	-5.46%
SMA50	-10.37%
SMA200	8.64%
Trades

Shs Outstand	151.70M
Shs Float	131.92M
Short Float	11.59%
Short Ratio	5.90
Short Interest	15.29M
52W High	25.91 -20.07%
52W Low	10.69 93.73%
Volatility	2.47% 3.52%
ATR (14)	0.84
RSI (14)	34.76
Beta	1.16
Rel Volume	1.26
Avg Volume	2.59M
Volume	3,279,089

Perf Week	-2.31%
Perf Month	-13.82%
Perf Quarter	-1.33%
Perf Half Y	24.61%
Perf YTD	69.89%
Perf Year	78.84%
Perf 3Y	227.17%
Perf 5Y	224.10%
Perf 10Y	129.09%
Recom	1.71
Target Price	25.86
Prev Close	21.55
Price	20.71
Change %	-3.90%

Consensus

Buy

Avg. Price Target

$25.86

Implied Upside

+24.9%

Analysts7incl. previous ratings

Rating Distribution6 Buy · 1 Hold · 0 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Apr 22, 2026	Initiated	RRaymond James	Outperform	$20	-3.4%
Jul 02, 2025	Upgrade	NNorthcoast	Neutral → Buy	$15	-27.6%
Jun 27, 2025	Upgrade	GGoldman	Sell → Neutral	$11.90	-42.5%
Jan 02, 2025	Downgrade	NNorthcoast	Buy → Neutral
Apr 03, 2024	Upgrade	NNorthland Capital	Market Perform → Outperform	$12	-42.1%
Mar 06, 2024	Initiated	CCraig Hallum	Buy	$12	-42.1%
Dec 28, 2023	Upgrade	NNorthcoast	Neutral → Buy	$9	-56.5%
Oct 11, 2023	Initiated	UUBS	Buy	$8.50 → $9	-56.5%
May 15, 2023	Initiated	OOppenheimer	Outperform	$9	-56.5%

Today 06:00AM	WisdomTree Announces Third Quarter 2026 Results (Business Wire)
Oct-28-26 11:33AM	Investment Roundup: Vestmark, Allspring, WisdomTree, Returned Stacked ETFs, Quoros Expand Model Portfolio Options (Wealth Management)
06:00AM	WisdomTree and Return Stacked Collaborate to Deliver Capital-Efficient Model Portfolios Through Quorus (Business Wire)
Oct-22-26 08:35AM	WisdomTree's Margin Story Faces A Full-Quarter Atlantic House Test As Street Models Flat EPS (Earnings Whispers)
Oct-20-26 06:00AM	WisdomTree Honored with 2026 Asset Management STAR Awards North America for M&A Deal of the Year (Business Wire)
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Oct-19-26 07:00PM	Nasdaq Stocks Could Crash 30% If This Happens, Experts Warn (BeInCrypto)
Oct-16-26 07:20AM	Arbitrum pitches European banks as WisdomTree touts networks revenue model (Investing.com)
06:00AM	WisdomTree Schedules Earnings Conference Call for Q3 on October 30, 2026 at 11:00 a.m. ET (Business Wire)
Oct-12-26 06:00AM	WisdomTree Reports Monthly Metrics for September 2026 (Business Wire)
Oct-08-26 06:00AM	WisdomTree Launches Efficient Long/Short U.S. SmallCap Equity Fund (WSLS) and Global Alpha Fund (WTAL) on Texas Stock Exchange (Business Wire)
Sep-29-26 06:00AM	WisdomTree Introduces WisdomTree Onchain as Tokenized Fund Assets Surpass $1.2 Billion (Business Wire)
Sep-23-26 09:16AM	Why MoonPay Wanted a 27-Year-Old Utah Broker (BeInCrypto)
06:00AM	WisdomTree Leaders Recognized on INvolve's 2026 'Heroes Role Model Lists supported by YouTube' (Business Wire)
Sep-17-26 07:00AM	WisdomTree and MoonPay Collaborate to Expand U.S. Access to Tokenized Funds and to Support Stablecoin Reserves (Business Wire)
Sep-16-26 06:00AM	WisdomTree Announces Exchange-Traded Fund (ETF) Share Split (Business Wire)
06:30AM	Loading…
Sep-14-26 06:30AM	WisdomTree's Luba Spear Named "CMO of the Year" at 2026 Wealth Management Industry Awards (Business Wire)
06:00AM	WisdomTree Reports Monthly Metrics for August 2026 (Business Wire)
Sep-10-26 12:01AM	Give Me Space: ETFs Seek to Fill a Void (The Daily Upside)
Aug-25-26 06:00AM	Stable Sea Expands WisdomTree Relationship With Two New Tokenized Funds for Business Cash (PR Newswire)
Aug-12-26 06:00AM	WisdomTree Reports Monthly Metrics for July 2026 (Business Wire)
Jul-31-26 06:00AM	WisdomTree Announces Second Quarter 2026 Results (Business Wire)
Jul-23-26 10:16AM	Cut the Duration, Keep the Income With This ETF (ETF Trends)
Jul-22-26 08:15AM	Fabulous Fundamentals in This Corner of the Bond Market (ETF Trends)
Jul-16-26 06:00AM	WisdomTree Schedules Earnings Conference Call for Q2 on July 31, 2026 at 11:00 a.m. ET (Business Wire)
Jul-13-26 12:57PM	WisdomTree CEO Jono Steinberg Breaks Down Firms Modern Alpha Approach (NYSE)
08:57AM	NYSE Content Update: Circle Shares Come Off 5% Rise After Latest Banking Step (PR Newswire)
Jul-10-26 01:30PM	WisdomTree Posts $8.9B H1 Inflows Despite June AUM Falling to $160.9B (GuruFocus.com)
09:18AM	Reality of RWA Tokenization in 2026: Only One Asset Class Is Ready for Prime Time (BeInCrypto)
08:00AM	As Domestic Drone Industry Ramps Up, This ETF Can Take Flight (ETF Trends)
Jul-09-26 01:39PM	Plume Brings Bitwise and Invesco RWA Yield to Binance Wallet (CryptoProwl) +6.20%
06:00AM	Loading…
06:00AM	WisdomTree Launches Space Economy Fund (WSPC) (Business Wire)
Jun-26-26 03:53PM	Why Japan and Asia Are Rising on Global Radars With WisdomTree (ETF Trends)
06:00AM	WisdomTree Honored at 2026 InvestmentNews Awards (Business Wire)
Jun-25-26 06:00AM	WisdomTree Recognized at The Future of Finance Awards 2026 for Leadership in Tokenized Assets and Onchain Infrastructure (Business Wire)
Jun-24-26 08:00AM	Midyear Market Outlook Symposium to Provide Essential Overview (ETF Trends)
Jun-23-26 08:33AM	India ETFs Worth Examining Following Markets Rough 2026 Start (ETF Trends)
Jun-16-26 06:00AM	WisdomTree Celebrates 20 Years of Innovation and Global Growth (Business Wire)
Jun-08-26 03:51PM	Yields mixed after jobs data lifts Fed hike odds (Reuters)
Jun-03-26 02:28PM	WisdomTree CEO: ETFs with Private Assets Next Step in Industry Evolution (Wealth Management)
02:28PM	WidsomTree CEO: ETFs with Private Assets Next Step in Industry Evolution (Wealth Management)
Jun-01-26 06:00AM	WisdomTree Appoints John Whelan as Head of Strategy for Digital Assets (Business Wire)
May-14-26 08:00AM	WisdomTree Launches Physical AI, Humanoids, and Drones Fund (WDRN) (Business Wire)
May-12-26 08:00AM	WisdomTree Reports Monthly Metrics for April 2026 (Business Wire)
May-05-26 10:14AM	Space-Themed ETFs are Flooding Wall Street Before Elon Musks SpaceX IPO (BeInCrypto) +5.56%
May-04-26 08:54AM	WisdomTree closes £150m purchase of Atlantic House (Private Banker International)
May-02-26 03:03AM	WisdomTree Inc (WT) Q1 2026 Earnings Call Highlights: Record AUM and Robust Revenue Growth (GuruFocus.com)
May-01-26 07:00AM	WisdomTree Announces First Quarter 2026 Results (Business Wire)
06:00AM	WisdomTree Completes Acquisition of Atlantic House, Enhancing Active ETF and Defined Outcome Capabilities (Business Wire)
Apr-29-26 11:36AM	Stable Sea Adds WisdomTree Tokenized Treasury Access for Business Cash Management (CryptoProwl)
08:00AM	Stable Sea Announces Strategic Relationship with WisdomTree to Bring Tokenized Treasury Access to Businesses (PR Newswire)
Apr-27-26 09:09AM	Wharton's Jeremy Siegel: I don't think the drama surrounding Fed Chair Powell is over (CNBC TV)
12:03AM	BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invescos QQQ? (The Daily Upside)
Apr-16-26 08:00AM	WisdomTree Schedules Earnings Conference Call for Q1 on May 1, 2026 at 11:00 a.m. ET (Business Wire)
Apr-13-26 05:10PM	Prof. Jeremy Siegel lays out the tail risks of the Iran war (CNBC TV) +5.43%
08:00AM	WisdomTree Reports Monthly Metrics for March 2026 (Business Wire)
Apr-07-26 04:43PM	Jeremy Siegel on Fed: Put rate cuts on hold and will be neutral for a while 'at best' (CNBC TV)
Mar-24-26 07:00AM	WisdomTree Announces Pricing of Offering of $525.0 Million of Convertible Senior Notes, Related Exercise of $78.75 Million Greenshoe and Concurrent Exchanges of 2026 Notes and 2029 Notes (Business Wire)
Mar-23-26 04:05PM	WisdomTree Announces Private Offering of $525.0 Million of Convertible Senior Notes (Business Wire)
Mar-20-26 03:06AM	Tokenization reaches the real world: New Celent report alert (Retail Banker International)
Mar-19-26 08:00AM	WisdomTree Launches Efficient U.S. Plus International Equity Fund (NTSD) (Business Wire)
Mar-17-26 04:02PM	Bitcoin 'Not Digital Gold,' Says WisdomTree CEO, Sees Crypto Winter Opportunity (CCN) -5.25%
08:01AM	WisdomTree to acquire Londons Atlantic House for $200m (Private Banker International)
Mar-16-26 10:11AM	The Fed has to look through the spike in oil prices, says Wharton's Jeremy Siegel (CNBC TV)
06:00AM	WisdomTree to Acquire Atlantic House Holdings Limited, Expanding Global ETF Lineup with Defined Outcome and Derivatives Capabilities (Business Wire)
Mar-14-26 07:54PM	$15 billion exit: Asian equities tumble as Goldman warns of prolonged oil shock (Investing.com)
Mar-12-26 08:00AM	WisdomTree Launches U.S. Adaptive Moving Average Fund (WAMA) and International Adaptive Moving Average Fund (WIMA) (Business Wire)
Mar-11-26 11:01AM	WisdomTree, Halo Launch Defined Outcome SMA Strategy (Wealth Management)
10:53AM	Wharton's Jeremy Siegel: The Fed still has room to cut interest rates this year (CNBC TV)
08:00AM	WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions (Business Wire)
07:00AM	WisdomTree Reports Monthly Metrics for February 2026 (Business Wire)
Mar-09-26 11:11AM	Retirees Still Choose This 500 Stock ETF Despite A Seemingly Paltry 1.21% Yield (24/7 Wall St.)
Mar-08-26 09:30AM	Bond traders already had their hands full, then a war breaks out (Bloomberg)
Mar-06-26 05:37PM	Jeremy Siegel: Oil could hit $100 if no breakthrough in Iran (CNBC TV)
11:37AM	US bonds see worst week since April on inflation concerns (Bloomberg)
Mar-05-26 10:42AM	Retirees Chasing Income Are Overlooking This 4.49% Emerging Market Fund Thats Crushing the S&P 500 (24/7 Wall St.)
Feb-27-26 01:04PM	Synchrony Renews Polaris Deal to Boost Powersports Finance (Zacks)
Feb-24-26 12:54PM	WisdomTree Gets SEC Nod to Enable Instant Settlement for Tokenized Money Market Fund (decrypt)
11:53AM	10 Investment Must Reads for This Week (Feb. 24, 2026) (Wealth Management)
08:00AM	WisdomTree To Launch 24/7 Trading and Instant Settlement for Tokenized Money Market Fund Shares (Business Wire)
Feb-23-26 05:34PM	Wall Street regulator allows intraday trading of tokenized WisdomTree money market fund (Reuters)
12:45PM	Is WisdomTree, Inc. (WT) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
Feb-17-26 06:30AM	Stocks Set to Open Lower as AI Jitters Linger, Fed Minutes and U.S. Economic Data Awaited (Barchart)
Feb-16-26 08:06PM	Bank of New York Mellon Conference: Crypto Leaders See Stablecoins, Tokenized ETFs as Next Wave (MarketBeat)
07:25PM	Bitcoin Boom-Bust Era Ends as Institutions Steady BTC (99bitcoins)
11:40AM	Bitcoin 'Boom-Bust' Era Is Over as Institutions Take the Lead: WisdomTree (decrypt)
06:55AM	Trillion-dollar AI market wipeout happened because investors banked that almost every tech company would come out a winner (Fortune)
Feb-15-26 10:32PM	Q4 Earnings Review: Custody Bank Stocks Led by WisdomTree (NYSE:WT) (StockStory)
Feb-12-26 10:55AM	Crypto Currents: Robinhood shares dip on revenue miss (TipRanks)
Feb-11-26 10:48AM	Danske Bank adds bitcoin and ethereum ETFs to mobile and online banking (Blockspace)
08:00AM	WisdomTree Reports Monthly Metrics for January 2026 (Business Wire)
Feb-06-26 12:45PM	WisdomTree, Inc. (WT) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
Feb-05-26 12:20PM	Why WisdomTree, Inc. (WT) Might be Well Poised for a Surge (Zacks)
10:15AM	Best Momentum Stocks to Buy for February 5th (Zacks)
05:32AM	New Strong Buy Stocks for February 5th (Zacks)
Feb-03-26 06:40PM	WisdomTree, a firm with $150 billion in assets, says crypto is now a core business (CoinDesk)
03:11PM	Digital wallets will hold 'totality' of people's assets, says Franklin Templeton (CoinDesk)
Jan-30-26 08:17PM	WisdomTree Q4 Earnings Call Highlights (MarketBeat)
06:00PM	WisdomTree Inc (WT) Q4 2025 Earnings Call Highlights: Record AUM and Strategic Growth Amid ... (GuruFocus.com)
12:00PM	WisdomTree, Inc. (WT) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
08:10AM	WisdomTree, Inc. (WT) Q4 Earnings and Revenues Surpass Estimates (Zacks)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lilien R Jarrett	President and COO	Sep 09 '26	Sale	24.56	30,000	736,800	1,080,245	Sep 10 04:38 PM
Lilien R Jarrett	Officer	Sep 09 '26	Proposed Sale	24.56	30,000	736,800		Sep 09 10:45 AM
Lilien R Jarrett	President and COO	May 20 '26	Sale	18.99	30,000	569,700	1,110,245	May 21 04:07 PM
Ziemba Peter M	Chief Administrative Officer	May 19 '26	Sale	19.31	100,000	1,931,000	885,686	May 20 04:11 PM
Lilien R Jarrett	Officer	May 20 '26	Proposed Sale	18.99	30,000	569,700		May 20 11:03 AM
Ziemba Peter M	Officer	May 19 '26	Proposed Sale	19.31	100,000	1,930,608		May 19 12:35 PM
Yates David M	Chief Information Officer	May 05 '26	Sale	18.06	15,000	270,900	157,499	May 06 04:56 PM
Yates David M	Officer	May 05 '26	Proposed Sale	18.06	15,000	270,900		May 05 02:04 PM
PANKOPF TONIA L	Director	Feb 25 '26	Buy	16.94	44	751	34,962	Mar 09 08:58 AM
PANKOPF TONIA L	Director	Nov 26 '25	Buy	11.05	68	749	34,918	Mar 09 08:58 AM
Lilien R Jarrett	President and COO	Feb 25 '26	Sale	16.84	30,000	505,200	1,140,245	Feb 26 04:24 PM
Lilien R Jarrett	Officer	Feb 25 '26	Proposed Sale	16.84	30,000	505,200		Feb 25 10:17 AM
Yates David M	Chief Information Officer	Jan 27 '26	Option Exercise	0.00	37,997	0	192,315	Jan 29 04:43 PM
Marinof Alexis	CEO, Europe	Jan 27 '26	Option Exercise	0.00	45,713	0	277,758	Jan 29 04:42 PM
Frankenthaler Marci	Chief Legal Officer	Jan 27 '26	Option Exercise	0.00	43,998	0	338,161	Jan 29 04:41 PM
Ziemba Peter M	Chief Administrative Officer	Jan 27 '26	Option Exercise	0.00	61,005	0	1,017,249	Jan 29 04:39 PM
Lilien R Jarrett	President and COO	Jan 27 '26	Option Exercise	0.00	350,395	0	1,349,452	Jan 29 04:39 PM
Steinberg Jonathan L	Chief Executive Officer	Jan 27 '26	Option Exercise	0.00	573,813	0	10,056,470	Jan 29 04:38 PM
Edmiston Bryan	Chief Financial Officer	Jan 27 '26	Option Exercise	0.00	43,998	0	294,555	Jan 29 04:37 PM
Peck William Bradley	Head of Digital Assets	Jan 27 '26	Option Exercise	0.00	39,996	0	264,540	Jan 29 04:36 PM
Yates David M	Chief Information Officer	Dec 02 '25	Sale	11.12	6,820	75,872	152,123	Dec 03 04:32 PM
Yates David M	Officer	Dec 02 '25	Proposed Sale	11.12	6,820	75,870		Dec 02 12:22 PM
Lilien R Jarrett	President and COO	Nov 25 '25	Sale	11.01	12,500	137,625	998,638	Nov 25 05:02 PM
Lilien R Jarrett	Officer	Nov 25 '25	Proposed Sale	11.01	12,500	137,625		Nov 25 09:56 AM
Lilien R Jarrett	President and COO	Nov 12 '25	Sale	11.77	25,000	294,250	1,011,138	Nov 14 06:23 AM
Lilien R Jarrett	Officer	Nov 12 '25	Proposed Sale	11.77	25,000	294,250		Nov 12 10:08 AM

WisdomTree, Inc. engages in the provision of a diversified suite of exchange traded products (ETP), models, solutions, and products leveraging blockchain technology. It also develops digital or blockchain-enabled mutual funds and tokenized assets, as well as blockchain-native digital wallet, under the name of WisdomTree Prime. The company was founded by Jonathan Laurence Steinberg on September 19, 1985 and is headquartered in New York, NY.

FounderMr. Jonathan Laurence Steinberg

President & COOMr. Robert Jarrett Lilien

Chief Financial OfficerMr. Bryan Joseph Edmiston CPA

Chief Legal Officer & SecretaryMs. Marci Jill Frankenthaler J.D.

Chief Executive Officer of EuropeMr. Alexis Marinof

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WT

WisdomTree Inc

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