WisdomTree (NYSE:WT) Rating Increased to Buy at Wall Street Zen

Wall Street Zen upgraded shares of WisdomTree (NYSE:WT) from a hold rating to a buy rating in a research note issued to investors on Saturday morning.

Several other equities analysts also recently weighed in on the company. Raymond James Financial began coverage on WisdomTree in a research report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 target price on the stock. Zacks Research downgraded WisdomTree from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $16.80 price objective on shares of WisdomTree in a research note on Tuesday, May 5th. Morgan Stanley set a $21.00 price objective on shares of WisdomTree in a research report on Wednesday. Finally, Weiss Ratings downgraded shares of WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research note on Friday, May 8th. Three equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, WisdomTree has a consensus rating of “Hold” and an average target price of $20.16.

WisdomTree Trading Up 2.7%

WT opened at $19.31 on Friday. The firm has a market cap of $2.95 billion, a P/E ratio of 37.14 and a beta of 1.18. WisdomTree has a 12 month low of $10.69 and a 12 month high of $21.23. The company has a current ratio of 4.57, a quick ratio of 4.18 and a debt-to-equity ratio of 2.37. The stock has a 50-day moving average of $18.66 and a 200 day moving average of $17.16.

WisdomTree (NYSE:WT) last issued its quarterly earnings data on Friday, July 31st. The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.26 by $0.05. WisdomTree had a return on equity of 33.31% and a net margin of 11.26%.The company had revenue of $177.20 million for the quarter, compared to analysts’ expectations of $170.62 million. During the same period in the previous year, the firm posted $0.18 earnings per share. The firm’s revenue for the quarter was up 57.3% on a year-over-year basis. As a group, research analysts forecast that WisdomTree will post 1.14 EPS for the current year.

WisdomTree Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Wednesday, August 12th will be paid a dividend of $0.03 per share. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.6%. WisdomTree’s dividend payout ratio is currently 29.27%.

Insider Activity at WisdomTree

In other news, insider David M. Yates sold 15,000 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $18.06, for a total value of $270,900.00. Following the sale, the insider directly owned 157,499 shares in the company, valued at approximately $2,844,431.94. This represents a 8.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, COO R Jarrett Lilien sold 30,000 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $18.99, for a total value of $569,700.00. Following the transaction, the chief operating officer owned 1,110,245 shares of the company’s stock, valued at approximately $21,083,552.55. The trade was a 2.63% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 10.10% of the company’s stock.

Institutional Trading of WisdomTree

Institutional investors and hedge funds have recently made changes to their positions in the business. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of WisdomTree by 2.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 456,990 shares of the company’s stock worth $4,076,000 after purchasing an additional 12,402 shares during the last quarter. Jane Street Group LLC lifted its holdings in WisdomTree by 379.3% during the 1st quarter. Jane Street Group LLC now owns 880,977 shares of the company’s stock valued at $7,858,000 after buying an additional 697,156 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its position in WisdomTree by 35.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 301,138 shares of the company’s stock valued at $3,466,000 after buying an additional 78,837 shares during the period. Sei Investments Co. grew its stake in WisdomTree by 722.3% in the 2nd quarter. Sei Investments Co. now owns 93,039 shares of the company’s stock worth $1,071,000 after acquiring an additional 81,725 shares in the last quarter. Finally, AQR Capital Management LLC grew its stake in WisdomTree by 20.0% in the 2nd quarter. AQR Capital Management LLC now owns 482,313 shares of the company’s stock worth $5,551,000 after acquiring an additional 80,361 shares in the last quarter. 78.64% of the stock is currently owned by institutional investors.

WisdomTree News Summary

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: WisdomTree reported adjusted earnings of $0.31 per share, above the $0.26 consensus estimate and up from $0.18 a year earlier. Revenue reached $177.2 million, topping the $170.62 million forecast and increasing 57.3% year over year. WisdomTree Announces Second Quarter 2026 Results
• Positive Sentiment: The results point to strong operating momentum, supported by higher revenue and profitability. WisdomTree posted an 11.26% net margin and 33.31% return on equity, while quarterly earnings growth significantly outpaced the prior-year period. WisdomTree Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management’s earnings call and presentation provided additional detail on the quarter’s performance and business outlook, giving investors more context on the company’s growth initiatives. WisdomTree Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Despite the positive earnings reaction, valuation remains a consideration: WT trades at a reported price-to-earnings ratio of about 47, and the stock is near its 52-week high. Investors may therefore expect continued earnings and asset-growth momentum.

WisdomTree Company Profile

WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.

WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets.