WisdomTree (NYSE:WT) Releases Earnings Results, Beats Expectations By $0.02 EPS

WisdomTree (NYSE:WT) announced its quarterly earnings results on Friday. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.02, Briefing.com reports. WisdomTree had a net margin of 22.10% and a return on equity of 30.24%. The firm had revenue of $159.50 million for the quarter, compared to the consensus estimate of $156.96 million. During the same period in the prior year, the firm posted $0.16 earnings per share. The company’s revenue for the quarter was up 47.5% on a year-over-year basis.

Here are the key takeaways from WisdomTree’s conference call:

• Record AUM and strong inflows: WisdomTree reported a record AUM run-rate (~$152.6B at quarter end, ~$164.3B including Atlantic House) and $5.9B of net inflows in Q1, implying a 17% annualized organic growth rate and broad-based flow strength across regions and products.
• Atlantic House acquisition: Closed the $200M purchase adding ~ $4B AUM with ~95 bps revenue yield, financed by new convertibles, which management says is modestly accretive and should lift firm revenue yield by ~2 bps and expand European/defined‑outcome capabilities.
• Revenue and margin expansion: Q1 revenue was $159.5M (+48% YoY) with adjusted net income $40.6M ($0.27), adjusted operating margin widened ~770 bps YoY, and guidance raised (gross margin +1 ppt to 83–84%) reflecting operating leverage and the Atlantic House inclusion.
• Digital asset innovation (WTGXX): The tokenized, ’40 Act money market fund (WTGXX) gained SEC exemptive relief for 24/7 intraday trading, drove record digital AUM (~$867M) and $98M inflows in Q1, and management highlighted partnerships (e.g., StableC) targeting new on‑chain and payments use cases.
• Capital structure and share impact: WisdomTree refinanced and repurchased portions of 2026/2029 convertibles (new notes at 4.5% coupon, $21.58 conversion), expects Q2 weighted diluted shares of ~155–158M before declining to ~154M later in the year, and guided interest expense (~$53M annually), creating mixed effects on dilution and financing cost.

WisdomTree Trading Down 2.5%

WT stock opened at $16.57 on Friday. The company has a market capitalization of $2.53 billion, a PE ratio of 22.10 and a beta of 1.13. WisdomTree has a one year low of $8.45 and a one year high of $18.78. The company’s 50 day moving average price is $15.91 and its two-hundred day moving average price is $14.12. The company has a debt-to-equity ratio of 1.94, a quick ratio of 1.37 and a current ratio of 1.75.

WisdomTree Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th will be paid a dividend of $0.03 per share. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $0.12 annualized dividend and a dividend yield of 0.7%. WisdomTree’s dividend payout ratio (DPR) is 16.00%.

Insider Activity at WisdomTree

In other WisdomTree news, COO R Jarrett Lilien sold 30,000 shares of WisdomTree stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $16.84, for a total transaction of $505,200.00. Following the transaction, the chief operating officer directly owned 1,140,245 shares of the company’s stock, valued at approximately $19,201,725.80. This trade represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 9.30% of the company’s stock.

Institutional Inflows and Outflows

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

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on WT. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of WisdomTree in a research note on Wednesday, January 21st. The Goldman Sachs Group raised their target price on shares of WisdomTree from $14.00 to $15.50 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Zacks Research downgraded shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 31st. Northland Securities set a $20.00 target price on shares of WisdomTree in a research note on Monday, February 2nd. Finally, Oppenheimer raised their target price on shares of WisdomTree from $20.00 to $21.00 and gave the company an “outperform” rating in a research note on Wednesday. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $18.25.

Key Stories Impacting WisdomTree

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Q1 results beat expectations: EPS $0.27 vs. $0.25 estimate; revenue $159.5M vs. ~$156.96M estimate; revenue +47.5% YoY with healthy net margin and ROE. This confirms stronger top‑line growth and profitability expansion. Press Release
• Positive Sentiment: Completed acquisition of Atlantic House — expands WisdomTree’s active ETF and defined‑outcome capabilities, supporting product diversification and potential AUM/fee growth over time. BusinessWire
• Neutral Sentiment: Quarterly dividend declared of $0.03 per share (annualized yield ~0.7%); ex‑dividend date May 13, payable May 27 — shows cash return but yield is modest.
• Neutral Sentiment: Full earnings call transcript and analyses available — useful for detail on guidance, AUM trends and product-level flows that will drive future quarters. Earnings Call Transcript
• Neutral Sentiment: Additional coverage and metric breakdowns from Zacks and other outlets provide context on estimates vs. results and key drivers to watch (AUM, fee margins, product mix). Zacks Key Metrics

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.