WisdomTree Investments Inc (WT)

Currency in USD
21.240
-0.240(-1.12%)
Closed·
21.250+0.010(+0.05%)
·
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Fair Value
Day's Range
21.21021.905
52 wk Range
10.69023.145
Key Statistics
Prev. Close
21.48
Open
21.75
Day's Range
21.21-21.905
52 wk Range
10.69-23.145
Volume
1.69M
Average Volume (3m)
3M
1-Year Change
63.0084%
Book Value / Share
2.79
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
21.329
Upside
+0.42%
Members' Sentiments
Bearish
Bullish
ProTips
Significant return over the last week
Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 21.329
(+0.42% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Goldman Sachs
Hold18.30-13.84%16.40MaintainAug 04, 2026
Oppenheimer
Buy22.00+3.58%21.00MaintainAug 03, 2026
Morgan Stanley
Hold21.00-1.13%20.50MaintainJul 29, 2026
Morgan Stanley
Hold20.50-3.48%18.00MaintainJun 26, 2026
Craig-Hallum
Buy22.00+3.58%20.00MaintainJun 17, 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 Q2/2026

  • WisdomTree reported Q2 2026 adjusted EPS of $0.31 on revenue of $177.16M, beating estimates of $0.26 and $169.6M; shares rose 3.4% to $19.44.
  • Assets under management hit record $162.9B with $3.1B net inflows; adjusted operating margin reached 42.6%, surpassing management's 40% milestone.
  • Company repurchased $29M in stock and retired $127M in convertible notes; lowered diluted share guidance to 152M-155M shares for H2 2026.
  • Management reduced interest income guidance to $8M from $10M; plans to launch 15 ETFs over 18 months using Atlantic House derivative strategies.
  • CEO Steinberg highlighted growth in tokenization, private markets, and liquid alternatives; filed for first tokenized ETF and expanded Portfolio Solutions to $9B.
Last Updated: 2026/07/31, 17:50
Read Full Transcript

Earnings

Latest Release
Jul 31, 2026
EPS / Forecast
0,31 / 0,26
Revenue / Forecast
177,16M / 169,6M
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 0.57%
Dividend Yield
0.56%
Industry Median 1.93%
Annualised 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
39.8x15.8x10.0x
PEG Ratio
1.070.590.03
Price/Book
7.6x6.1x1.0x
Price / LTM Sales
5.2x6.5x3.0x
Upside (Analyst Target)
2.4%16.1%12.9%
Fair Value Upside
Unlock16.3%2.0%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
87,78M58,60%1,93B
Other Institutional Investors
80,91M41,40%1,78B
Public Companies & Retail Investors
0,000,00%0,00
Total
168,69M100,00%3,72B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.11,79%17 657 453388 994
FMR LLC8,49%12 718 713280 193

FAQ

What Is the WisdomTree (WT) Stock Price Today?

The WisdomTree stock price today is 21,240 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 0.56%.

What Is the WisdomTree Market Cap?

As of today, WisdomTree market cap is 3,160B USD.

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

The WisdomTree EPS (TTM) is 0,569.

When Is the Next WisdomTree Earnings Date?

WisdomTree will release its next earnings report on Oct 23, 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 Buy.

How Many Times Has WisdomTree Stock Split?

WisdomTree has split 0 times.

How Many Employees Does WisdomTree Have?

WisdomTree has 414 employees.

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

As of Aug 07, 2026, WisdomTree (WT) is trading at a price of 21,240 USD, with a previous close of 21,480 USD. The stock has fluctuated within a day range of 21,210 USD to 21,905 USD, while its 52-week range spans from 10,690 USD to 23,145 USD.

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

The average 12-month price target for WisdomTree is 21,329 USD, with a high estimate of 24 USD and a low estimate of 18.3 USD. 5 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +0,42% Upside potential.

What Is the WT After Hours Price?

WT's last after hours stock price is 21,250 USD, the stock has decreased by 0,010, or 0,050%.
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