WisdomTree Investments Inc (WT)

Currency in USD
16.940
-0.020(-0.12%)
Closed·
16.830-0.110(-0.65%)
·
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Fair Value
Day's Range
16.83517.230
52 wk Range
10.69019.850
Key Statistics
Prev. Close
16.94
Open
16.94
Day's Range
16.835-17.23
52 wk Range
10.69-19.85
Volume
2.61M
Average Volume (3m)
3.32M
1-Year Change
47.4326%
Book Value / Share
3.46
Fair Value
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Fair Value Upside
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WT Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
20.643
Upside
+21.86%
Members' Sentiments
Bearish
Bullish
ProTips
Trading at a high earnings multiple
Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Strong Sell

Analyst Ratings

5 Buy
2 Hold
0 Sell
Ratings:
7 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 20.643
(+21.86% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Morgan Stanley
Hold20.50+21.02%18.00MaintainJun 26, 2026
Craig-Hallum
Buy22.00+29.87%20.00MaintainJun 17, 2026
Goldman Sachs
Hold16.80-0.83%15.25MaintainMay 04, 2026
Morgan Stanley
Hold18.00+6.26%16.50MaintainApr 29, 2026
Oppenheimer
Buy21.00+23.97%20.00MaintainApr 29, 2026

WisdomTree Investments Inc SWOT Analysis


Financial Restructuring
WisdomTree's convertible notes offering aims to optimize capital structure, retire higher-cost debt, and enhance shareholder value through strategic financial maneuvers
Earnings Boost Ahead
Projected 8-9% accretion to 2025 earnings estimates, with potential for improved profitability and financial efficiency in the medium term
Market Challenges
Explore WisdomTree's resilience amid long-term net outflows in key investment categories and intense competition in the asset management industry
Analyst Outlook
Keefe, Bruyette & Woods sets a $12.00 price target, reflecting market expectations for WisdomTree's future performance and growth potential
Read full SWOT analysis

WisdomTree Investments Inc Earnings Call Summary for Q1/2026

  • WisdomTree Q1 2026 EPS of $0.27 beat estimates of $0.25; revenue reached $159.5M vs. forecast $155.6M, up 48% year-over-year.
  • Company reported record AUM of $152.6B in Q1, growing to $164.3B by call date; marked fifth consecutive quarter of record assets.
  • Completed Atlantic House acquisition to expand U.K. and European presence; adjusted operating margin improved 770 basis points YoY.
  • Stock declined 0.49% pre-market to $16.92 despite earnings beat, potentially reflecting valuation concerns after 97% annual gain.
  • Management issued optimistic guidance with Q2-Q3 EPS forecast of $0.29-$0.34; CEO cited diversified strategy driving growth across platforms.
Last Updated: 2026-05-01, 12:14 p/m
Read Full Transcript

Earnings

Latest Release
May 01, 2026
EPS / Forecast
0.27 / 0.25
Revenue / Forecast
159.47M / 155.6M
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 0.42%
Dividend Yield
0.71%
Industry Median 2.07%
Annualized payout
0.12
Paid quarterly
5-Years Growth
-
Growth Streak

WT Income Statement

Compare WT to Peers and Sector

Metrics to compare
WT
Peers
Sector
Relationship
P/E Ratio
41.9x13.8x9.9x
PEG Ratio
2.680.490.03
Price/Book
5.3x4.8x1.0x
Price / LTM Sales
4.7x5.8x2.9x
Upside (Analyst Target)
24.0%21.8%14.5%
Fair Value Upside
Unlock25.6%2.5%Unlock

WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
84.11M56.16%1.43B
Other Institutional Investors
84.79M43.84%1.44B
Public Companies & Retail Investors
0.000.00%0.00
Total
168.91M100.00%2.86B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.11.79%17,656,572299,455
FMR LLC8.49%12,718,713215,709

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FAQ

What Is the WisdomTree (WT) Stock Price Today?

The WisdomTree stock price today is 16.940 USD.

What Stock Exchange Does WisdomTree Trade On?

WisdomTree is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for WisdomTree?

The stock symbol for WisdomTree is "WT."

Does WisdomTree Pay Dividends? What’s The Current Dividend Yield?

The WisdomTree dividend yield is 0.7%.

What Is the WisdomTree Market Cap?

As of today, WisdomTree market cap is 2.540B USD.

What Is WisdomTree's Earnings Per Share (TTM)?

The WisdomTree EPS (TTM) is 0.425.

When Is the Next WisdomTree Earnings Date?

WisdomTree will release its next earnings report on Jul 24, 2026.

From a Technical Analysis Perspective, Is WT a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has WisdomTree Stock Split?

WisdomTree has split 0 times.

How Many Employees Does WisdomTree Have?

WisdomTree has 357 employees.

What is the current trading status of WisdomTree (WT)?

As of Jul 01, 2026, WisdomTree (WT) is trading at a price of 16.940 USD, with a previous close of 16.940 USD. The stock has fluctuated within a day range of 16.835 USD to 17.230 USD, while its 52-week range spans from 10.690 USD to 19.850 USD.

What Is WisdomTree (WT) Price Target According to Analysts?

The average 12-month price target for WisdomTree is 20.643 USD, with a high estimate of 22 USD and a low estimate of 17 USD. 5 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +21.86% Upside potential.

What Is the WT Premarket Price?

WT's last pre-market stock price is 16.830 USD. The pre-market share volume is 150.000, and the stock has decreased by -0.110, or -0.650%.

What Is the WT After Hours Price?

WT's last after hours stock price is 16.940 USD, the stock has decreased by -0.010, or -0.060%.
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