Q3 EPS Estimates for WisdomTree Cut by Northland Securities

WisdomTree, Inc. (NYSE:WT) – Stock analysts at Northland Securities cut their Q3 2026 earnings estimates for shares of WisdomTree in a research note issued to investors on Tuesday, July 7th. Northland Securities analyst M. Grondahl now expects that the company will earn $0.29 per share for the quarter, down from their prior forecast of $0.30. The consensus estimate for WisdomTree’s current full-year earnings is $1.15 per share. Northland Securities also issued estimates for WisdomTree’s Q4 2026 earnings at $0.30 EPS and FY2026 earnings at $1.13 EPS.

WisdomTree (NYSE:WT) last announced its earnings results on Friday, May 1st. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.02. The company had revenue of $159.50 million during the quarter, compared to analyst estimates of $156.96 million. WisdomTree had a net margin of 11.26% and a return on equity of 33.31%. The firm’s quarterly revenue was up 47.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.16 earnings per share.

Several other equities analysts have also commented on the company. Zacks Research upgraded WisdomTree from a “hold” rating to a “strong-buy” rating in a research report on Friday, June 26th. Weiss Ratings lowered WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research note on Friday, May 8th. Raymond James Financial initiated coverage on shares of WisdomTree in a research report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 price target on the stock. Oppenheimer lifted their price target on shares of WisdomTree from $20.00 to $21.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, Wall Street Zen lowered shares of WisdomTree from a “buy” rating to a “hold” rating in a report on Saturday, June 20th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, WisdomTree currently has a consensus rating of “Moderate Buy” and a consensus target price of $20.06.

WisdomTree Trading Up 1.2%

NYSE WT opened at $18.71 on Thursday. The company has a quick ratio of 4.18, a current ratio of 4.57 and a debt-to-equity ratio of 2.37. The stock’s 50-day simple moving average is $18.34 and its two-hundred day simple moving average is $16.37. WisdomTree has a twelve month low of $10.69 and a twelve month high of $19.85. The company has a market capitalization of $2.86 billion, a price-to-earnings ratio of 45.65 and a beta of 1.18.

Institutional Trading of WisdomTree

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Wellington Management Group LLP increased its position in WisdomTree by 236.5% during the 3rd quarter. Wellington Management Group LLP now owns 9,674,630 shares of the company’s stock valued at $134,477,000 after purchasing an additional 6,799,654 shares during the period. Capital World Investors bought a new stake in shares of WisdomTree during the 4th quarter valued at about $30,835,000. Bank of America Corp DE boosted its stake in shares of WisdomTree by 556.4% during the 1st quarter. Bank of America Corp DE now owns 2,327,389 shares of the company’s stock valued at $33,887,000 after purchasing an additional 1,972,847 shares in the last quarter. Goldman Sachs Group Inc. increased its position in shares of WisdomTree by 116.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,389,653 shares of the company’s stock valued at $41,320,000 after buying an additional 1,823,777 shares during the period. Finally, Capitolis Liquid Global Markets LLC bought a new position in WisdomTree in the third quarter worth about $24,125,000. Hedge funds and other institutional investors own 78.64% of the company’s stock.

Insider Transactions at WisdomTree

In other WisdomTree news, COO R Jarrett Lilien sold 30,000 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $21,083,552.55. The trade was a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David M. Yates sold 15,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $18.06, for a total value of $270,900.00. Following the transaction, the insider directly owned 157,499 shares of the company’s stock, valued at $2,844,431.94. The trade was a 8.70% decrease in their position. The disclosure for this sale is available in the SEC filing. 10.10% of the stock is currently owned by insiders.

WisdomTree Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th were issued a $0.03 dividend. This represents a $0.12 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 13th. WisdomTree’s dividend payout ratio (DPR) is 29.27%.

WisdomTree News Roundup

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: WisdomTree launched the WisdomTree Space Economy Fund (WSPC), adding a new thematic ETF that could broaden assets under management and create a growth opportunity. WisdomTree Launches Space Economy Fund (WSPC)
• Neutral Sentiment: A report suggested WisdomTree is gaining Russell 2000 attention, which may indicate increased investor interest, but the direct stock impact is uncertain. Why Is WisdomTree (NYSE:WT) Gaining Russell 2000 Attention?
• Negative Sentiment: Northland Securities lowered near-term earnings estimates for WisdomTree, trimming expectations for Q3 2026 and Q4 2026 EPS and slightly reducing full-year forecasts. This can pressure the stock by signaling softer profit growth ahead.

About WisdomTree

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.