WT

WisdomTree Inc

Sep 18 • 09:41AM ET

13.96

+0.13 0.94 %

Financial • Asset Management • USA • NYSE

Peers: BLK TROW SCHW IVZ STT AMP BEN BK SEIC NTRS

| Held by: IJR VTI VB IWM VBR BLOK VXF AVUV IWO SPSM

Index	RUT	P/E	36.06	EPS (ttm)	0.39	Insider Own	12.89%	Shs Outstand	147.06M	Perf Week	-1.06%
Market Cap	2.05B	Forward P/E	16.46	EPS next Y	0.85	Insider Trans	-0.20%	Shs Float	128.14M	Perf Month	4.02%
Enterprise Value	2.38B	PEG	2.46	EPS next Q	0.20	Inst Own	88.96%	Short Float	20.34%	Perf Quarter	36.46%
Income	57.39M	P/S	4.62	EPS this Y	17.72%	Inst Trans	-3.40%	Short Ratio	8.00	Perf Half Y	62.33%
Sales	444.57M	P/B	4.61	EPS next Y	14.38%	ROA	5.64%	Short Interest	26.07M	Perf YTD	32.95%
Book/sh	3.03	P/C	10.60	EPS next 5Y	14.67%	ROE	11.22%	52W High	14.40 -3.04%	Perf Year	44.36%
Cash/sh	1.32	P/FCF	16.13	EPS past 3/5Y	3.10% -	ROIC	7.09%	52W Low	7.47 86.88%	Perf 3Y	173.73%
Dividend Est.	0.12 (0.86%)	EV/EBITDA	15.84	Sales past 3/5Y	12.02% 9.77%	Gross Margin	76.93%	Volatility	2.65% 2.51%	Perf 5Y	326.91%
Dividend TTM	0.12 (0.86%)	EV/Sales	5.34	EPS Y/Y TTM	-19.63%	Oper. Margin	32.97%	ATR (14)	0.33	Perf 10Y	-22.29%
Dividend Ex-Date	Aug 13, 2025	Quick Ratio	1.44	Sales Y/Y TTM	15.43%	Profit Margin	12.91%	RSI (14)	58.85	Recom	1.67
Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	1.44	EPS Q/Q	42.50%	SMA20	2.42%	Beta	1.13	Target Price	14.46
Payout	35.87%	Debt/Eq	1.16	Sales Q/Q	5.22%	SMA50	4.63%	Rel Volume	0.04	Prev Close	13.83
Employees	313	LT Debt/Eq	0.82	Earnings	Aug 01 BMO	SMA200	31.43%	Avg Volume	3.26M	Price	13.96
IPO	Mar 04, 1993	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.86% -0.19%	Trades		Volume	10,903	Change	0.94%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-02-25	Upgrade	Northcoast	Neutral → Buy	$15
Jun-27-25	Upgrade	Goldman	Sell → Neutral	$11.90
Jan-02-25	Downgrade	Northcoast	Buy → Neutral
Apr-03-24	Upgrade	Northland Capital	Market Perform → Outperform	$12
Mar-06-24	Initiated	Craig Hallum	Buy	$12
Dec-28-23	Upgrade	Northcoast	Neutral → Buy	$9
Oct-11-23	Initiated	UBS	Buy	$8.50 → $9
May-15-23	Initiated	Oppenheimer	Outperform	$9

Today 08:19AM	Jeremy Siegel: All the negatives from tariffs are more than offset by the positives in the markets (CNBC TV)
Sep-17-25 06:10AM	BlackRock Is Reportedly Boarding the Tokenized ETF Train (The Daily Upside)
Sep-16-25 01:38PM	Strength Seen in Atlanticus (ATLC): Can Its 5.5% Jump Turn into More Strength? (Zacks)
Sep-14-25 11:36PM	Winners And Losers Of Q2: WisdomTree (NYSE:WT) Vs The Rest Of The Custody Bank Stocks (StockStory)
Sep-13-25 09:24AM	WisdomTree Launches Tokenized Private Credit Fund (CoinDesk)
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Sep-12-25 12:56PM	Wharton's Jeremy Siegel: Expect there to be one rate cut unless retail sales are weak (CNBC TV)
12:30PM	WisdomTree puts $1 trillion private credit market on Ethereum and Stellar for $25 (CryptoSlate)
10:51AM	Fidelitys $203 million debut puts Ethereums tokenized bills on $10B trajectory for 2025 (CryptoSlate)
08:00AM	WisdomTree Brings Private Credit Onchain with the Launch of Tokenized WisdomTree Private Credit and Alternative Income Digital Fund (Token: CRDT) (Business Wire)
07:00AM	WisdomTree Expands Defense ETF Suite with Launch of Global and Asia Defense Funds (WDGF and WDAF) (Business Wire)
Sep-11-25 08:00AM	WisdomTree Reports Monthly Metrics for August 2025 (Business Wire)
07:52AM	Schwartz: It's now more about the jobs report than the inflation reports (CNBC TV)
Sep-10-25 10:53AM	BlackRock Readies Bitcoin ETP in the UK in October as Bitcoin Price Surges to 114K (CCN)
Sep-09-25 06:04PM	Fidelity launches tokenized market fund with Ondo as anchor partner (TheStreet)
03:40PM	Wharton professor issues gruesome warning on Bitcoin (TheStreet)
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06:26AM	Sorry Jerome, weakening economic data is exactly what markets needed, says Wharton professor (Fortune)
Sep-08-25 08:00AM	WisdomTrees Jonathan Steinberg Wins CEO of the Year at 2025 Wealth Management Industry Awards (Business Wire)
Sep-05-25 04:08PM	Small-Cap Financials Are Powering Ahead. The Charts Point to More. (Barrons.com)
02:35PM	WisdomTree (WT) Stock Trades Down, Here Is Why (StockStory)
10:31AM	Tokenization Is 'Mutual Fund 3.0,' Bank of America Says (CoinDesk)
Sep-04-25 04:28PM	Jeremy Siegel: Bull market run is not out of juice yet (CNBC TV)
Sep-02-25 09:16AM	This bull run still has further to go, says Wharton's Jeremy Siegel (CNBC TV)
Aug-27-25 09:03AM	Aave attracts tokenisation titans in revival of institutional product (DLNews)
Aug-26-25 08:32AM	Bitcoin ETFs post $219 million rebound while Ethereum funds attract twice the inflows (CryptoSlate)
Aug-25-25 03:48PM	WisdomTree's Jeremy Siegel: The bull market is still intact (CNBC TV)
12:27PM	Dogecoin, XRP, SUI ETFs Incoming? October Could Spark Next Crypto ETF Boom (Cryptonews)
10:20AM	Take the Zacks Approach to Beat the Markets: WisdomTree, SkyWest & PepsiCo in Focus (Zacks)
Aug-23-25 03:07PM	XRP ETFs back in play as Ripple and SEC battle settles (TheStreet)
09:22AM	XRP ETF: Amended Filings Pile In as Approval Anticipation Grows (Coinspeaker)
06:00AM	Grayscale, Bitwise Among Firms Updating Filings for Spot XRP ETFs (Cryptonews)
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03:25AM	Cluster of amended XRP ETF filings roll in as Ripple seals SEC case dismissal (DLNews)
Aug-22-25 04:35PM	Jeremy Siegel: More upside for markets after its reaction to Powell's Jackson Hole speech (CNBC TV)
Aug-16-25 11:54PM	WisdomTree, Inc. (WT): A Bull Case Theory (Insider Monkey)
Aug-12-25 07:00AM	WisdomTree Announces Pricing of Offering of Upsized $415 Million of Convertible Senior Notes, Related Exercise of $60 Million Greenshoe and Concurrent Repurchases of 6.8 Million Shares of Common Stock and Substantially All of the 2028 Notes (Business Wire)
Aug-11-25 04:05PM	WisdomTree Announces Private Offering of $400 Million of Convertible Senior Notes (Business Wire)
08:00AM	WisdomTree Reports Monthly Metrics for July 2025 (Business Wire)
Aug-07-25 04:30PM	Jeremy Siegel: Investors will buy this dip as earnings remain strong (CNBC TV)
Aug-04-25 12:45PM	Is WisdomTree, Inc. (WT) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
12:18PM	Jeremy Siegel on the BLS: 'Who is reporting wrong and why?' (CNBC TV)
10:02AM	Oppenheimer Raises WisdomTree (WT) Price Target to $15 on Strong Inflows (Insider Monkey)
Aug-02-25 03:15AM	WisdomTree Inc (WT) Q2 2025 Earnings Call Highlights: Strategic Acquisition and Record AUM ... (GuruFocus.com)
Jul-31-25 08:00PM	WisdomTree, Inc. (WT) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks) -6.93%
06:05PM	WisdomTree, Inc. (WT) Meets Q2 Earnings Estimates (Zacks)
04:45PM	WisdomTree Announces Second Quarter 2025 Results (Business Wire)
04:30PM	WisdomTree to Acquire Ceres Partners, Premier U.S. Farmland Investment Manager and Family Farmer Partner (Business Wire)
04:00PM	WisdomTree to Buy Ceres Partners, in Expansion Into Private Markets (The Wall Street Journal)
09:26AM	WisdomTree Inc (WT) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-30-25 10:00AM	Oportun Financial Corporation (OPRT) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-23-25 12:20PM	Surging Earnings Estimates Signal Upside for WisdomTree, Inc. (WT) Stock (Zacks)
06:05AM	Why the SEC Delayed In-Kind Redemptions for Crypto ETFs (The Daily Upside)
Jul-22-25 08:00AM	WisdomTree Schedules Earnings Conference Call for Q2 on August 1, 2025 at 12:00 p.m. ET (Business Wire)
Jul-21-25 12:00PM	Are You Looking for a Top Momentum Pick? Why WisdomTree, Inc. (WT) is a Great Choice (Zacks)
Jul-18-25 05:11PM	Fed's long-term independence may be enhanced if Powell steps down, says Wharton's Jeremy Siegel (CNBC TV)
10:00AM	WisdomTree, Inc. (WT) Earnings Expected to Grow: Should You Buy? (Zacks)
08:00AM	WisdomTree Announces Private Credit and Alternative Income Fund (HYIN) (Business Wire)
Jul-17-25 08:00AM	WisdomTree Launches Europe Defense Fund (WDEF) (Business Wire)
Jul-16-25 12:23PM	Goldman Sachs Upgrades WisdomTree (WT) to Neutral, Raises PT (Insider Monkey)
Jul-14-25 07:56AM	Top market watchers say President Trump's tariff actions are aimed at specific areas he's focused on (CNBC TV)
Jul-11-25 11:58AM	Janus Henderson Group Stock Sees RS Rating Improve To 77 (Investor's Business Daily)
08:00AM	WisdomTree: Big Beautiful Bill May Boost ETF Cash Flows (etf.com)
Jul-10-25 08:00AM	WisdomTree Reports Monthly Metrics for June 2025 (Business Wire)
06:29AM	Donald Trumps rate-cut wish may finally be inching closer, as Fed meeting notes reveal a masterclass in indecision (Fortune)
Jul-09-25 08:00AM	WisdomTree Celebrates 10th Anniversary of the Yield Enhanced US Aggregate Bond Fund (AGGY) (Business Wire)
Jul-08-25 08:00AM	WisdomTree Launches GeoAlpha Opportunities Fund (GEOA) (Business Wire)
Jul-07-25 08:55AM	NYSE Content advisory: Pre-Market update + Trump tariffs to resume Aug. 1 (PR Newswire)
Jul-04-25 09:55AM	Should You Buy WisdomTree, Inc. (WT) After Golden Cross? (Zacks)
Jul-03-25 12:00PM	WisdomTree, Inc. (WT) is a Great Momentum Stock: Should You Buy? (Zacks)
10:19AM	Bond Traders Scrap Bets on July Rate Cut After Strong Jobs Data (Bloomberg)
06:31AM	WisdomTree, Inc. (WT) Moves 6.6% Higher: Will This Strength Last? (Zacks)
Jun-27-25 07:21AM	Goldman Sachs turns bullish on select asset managers, upgrades BEN, AMG (Investing.com)
Jun-26-25 08:00AM	WisdomTree Expands Offering in Fast-Growing Tax Efficient SMA/Direct Indexing Market; Makes Strategic Investment in Quorus (Business Wire)
Jun-19-25 10:16AM	Strength Seen in Coinbase Global (COIN): Can Its 16.3% Jump Turn into More Strength? (Zacks)
Jun-18-25 08:00AM	WisdomTree Launches Inflation Plus Fund (WTIP) (Business Wire)
Jun-10-25 08:00AM	WisdomTree Reports Monthly Metrics for May 2025 (Business Wire)
Jun-06-25 04:39PM	Jeremy Siegel: Tax cut is going to happen (CNBC TV)
Jun-05-25 10:33AM	Should You Buy the Dip on XRP? (Motley Fool)
Jun-03-25 08:00AM	WisdomTree Wins Best Digital Asset Processing Solution for Blockchain-Enabled Transfer Agent (Business Wire)
May-29-25 12:07PM	Jeremy Siegel: Market is counting on tariffs no more than 10% blanket, 30% on China (CNBC TV)
May-19-25 08:00AM	WisdomTree Announces Changes to ETF Family (Business Wire)
May-13-25 09:00AM	WisdomTree Expands Global Reach With Strategic Collaboration in Korea and Key Hire (Business Wire)
May-09-25 08:00AM	WisdomTree Reports Monthly Metrics for April 2025 (Business Wire)
May-05-25 07:26AM	Schwartz: There's still a lot of prevailing pessimism out there in the markets (CNBC TV)
May-03-25 03:07AM	WisdomTree Inc (WT) Q1 2025 Earnings Call Highlights: Record AUM and Strong Net Inflows Amid ... (GuruFocus.com)
02:02AM	Q1 2025 WisdomTree Inc Earnings Call (Thomson Reuters StreetEvents)
May-02-25 03:24PM	WisdomTree, Inc. (WT) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:30AM	WisdomTree, Inc. (WT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:15AM	WisdomTree, Inc. (WT) Meets Q1 Earnings Estimates (Zacks)
07:00AM	WisdomTree Announces First Quarter 2025 Results (Business Wire)
May-01-25 06:05PM	Employers Holdings (EIG) Beats Q1 Earnings Estimates (Zacks)
09:26AM	Earnings To Watch: WisdomTree Inc (WT) Reports Q1 2025 Result (GuruFocus.com)
Apr-29-25 10:01AM	Brookfield Asset Management (BAM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:00AM	WisdomTree Recognized on Fortune's America's Most Innovative Companies 2025 List (Business Wire)
Apr-26-25 10:01AM	WisdomTree, Inc. (WT): Among Billionaire Ken Fisher's Finance Stock Picks with Huge Upside Potential (Insider Monkey)
Apr-25-25 10:00AM	WisdomTree, Inc. (WT) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-24-25 04:15PM	WisdomTrees India Hedged Equity Fund (INDH) Wins Best New International Equity ETF at ETF.com Awards 2025 (Business Wire)
08:00AM	WisdomTree Announces Say Platform for First Quarter 2025 Earnings is Live (Business Wire)
Apr-17-25 08:00AM	WisdomTree Schedules Earnings Conference Call for Q1 on May 2, 2025 at 11:00 a.m. ET (Business Wire)
Apr-09-25 08:00AM	WisdomTree Reports Monthly Metrics for March 2025 (Business Wire) +10.43%
Apr-07-25 07:00AM	This Could Be the Best Cryptocurrency to Buy Now and Hold Forever (Motley Fool)
Apr-04-25 08:00AM	WisdomTree Announces Equity Premium Income Fund (WTPI) (Business Wire) -7.03%

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.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lilien R Jarrett	President and COO	Aug 26 '25	Sale	13.21	12,500	165,125	1,036,138	Aug 27 04:37 PM
Lilien R Jarrett	Officer	Aug 26 '25	Proposed Sale	13.21	12,500	165,125		Aug 26 09:52 AM
Lilien R Jarrett	President and COO	Aug 12 '25	Sale	13.33	25,000	333,250	1,048,638	Aug 13 04:43 PM
Lilien R Jarrett	Officer	Aug 12 '25	Proposed Sale	13.33	25,000	333,250		Aug 12 09:40 AM
Marinof Alexis	Head of Europe	Feb 04 '25	Sale	9.87	90,980	897,909	221,146	Feb 05 05:09 PM
Marinof Alexis	Officer	Feb 04 '25	Proposed Sale	9.87	90,980	897,972		Feb 04 04:55 PM
Edmiston Bryan	Chief Financial Officer	Jan 27 '25	Option Exercise	0.00	16,370	0	247,140	Jan 29 04:52 PM
Steinberg Jonathan L	Chief Executive Officer	Jan 27 '25	Option Exercise	0.00	387,336	0	9,681,406	Jan 29 04:50 PM
Peck William Bradley	Head of Digital Assets	Jan 27 '25	Option Exercise	0.00	25,610	0	234,648	Jan 29 04:49 PM
Lilien R Jarrett	President and COO	Jan 27 '25	Option Exercise	0.00	157,526	0	1,154,779	Jan 29 04:47 PM
Ziemba Peter M	Chief Administrative Officer	Jan 27 '25	Option Exercise	0.00	35,154	0	972,752	Jan 29 04:46 PM
Marinof Alexis	Head of Europe	Jan 27 '25	Option Exercise	0.00	28,502	0	325,522	Jan 29 04:45 PM
Frankenthaler Marci	Chief Legal Officer	Jan 27 '25	Option Exercise	0.00	24,752	0	297,366	Jan 29 04:43 PM
ETFS Capital Limited.		Dec 02 '24	Sale	11.34	3,000,000	34,020,000	12,250,000	Dec 04 05:39 PM
Ziemba Peter M	Chief Administrative Officer	Nov 15 '24	Sale	11.43	100,000	1,142,960	948,386	Nov 18 08:42 AM
Ziemba Peter M	Officer	Nov 15 '24	Proposed Sale	11.47	100,000	1,147,000		Nov 15 09:34 AM
Steinberg Jonathan L	Chief Executive Officer	Nov 08 '24	Buy	10.84	67,869	735,652	9,240,707	Nov 12 08:23 AM

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WT

WisdomTree Inc

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