WisdomTree, Inc. (NYSE:WT) Receives Average Rating of “Hold” from Analysts

WisdomTree, Inc. (NYSE:WT) has earned an average recommendation of “Hold” from the six brokerages that are covering the firm, Marketbeat Ratings reports. Four equities research analysts have rated the stock with a hold rating and two have given a buy rating to the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $20.66.

Several research analysts recently commented on WT shares. Oppenheimer raised their price target on shares of WisdomTree from $21.00 to $22.00 and gave the stock an “outperform” rating in a research note on Monday. Zacks Research downgraded shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Raymond James Financial initiated coverage on shares of WisdomTree in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $20.00 target price on the stock. Wall Street Zen raised shares of WisdomTree from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. 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.

WisdomTree Price Performance

WT opened at $22.06 on Friday. The business has a fifty day moving average of $18.82 and a 200 day moving average of $17.36. The stock has a market cap of $3.37 billion, a P/E ratio of 42.42 and a beta of 1.17. The company has a quick ratio of 2.73, a current ratio of 3.00 and a debt-to-equity ratio of 2.53. WisdomTree has a 52-week low of $10.69 and a 52-week high of $23.15.

WisdomTree (NYSE:WT) last released its earnings results on Friday, July 31st. The company reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.26 by $0.05. The business had revenue of $177.16 million for the quarter, compared to analyst estimates of $170.62 million. WisdomTree had a return on equity of 39.12% and a net margin of 13.27%.The business’s revenue was up 57.3% compared to the same quarter last year. During the same quarter last year, the firm posted $0.18 earnings per share. As a group, sell-side analysts anticipate that WisdomTree will post 1.17 EPS for the current year.

WisdomTree Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be issued a dividend of $0.03 per share. This represents a $0.12 annualized dividend and a yield of 0.5%. The ex-dividend date is Wednesday, August 12th. WisdomTree’s dividend payout ratio (DPR) is presently 23.08%.

Trending Headlines about WisdomTree

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Northland Securities raised its earnings forecasts across multiple periods. The firm increased its FY2026 EPS estimate to $1.21 from $1.13 and its FY2027 estimate to $1.30 from $1.22. It also lifted estimates for Q3 and Q4 2026 and every quarter of 2027, signaling greater confidence in WisdomTree’s earnings momentum. WisdomTree Reaches New 52-Week High on Strong Earnings
• Positive Sentiment: Recent quarterly results exceeded expectations. WisdomTree reported adjusted earnings of $0.31 per share versus the $0.26 consensus estimate, while revenue rose 57.3% year over year to $177.16 million, above the $170.62 million analyst forecast. These results help explain the stock’s recent advance and the upward revisions from Northland. WT Q2 Deep Dive: Diversified Asset Growth and Strategic Expansion Drive Results
• Neutral Sentiment: Income-focused investors continue to show interest in WisdomTree’s covered-call strategy, which offers potentially attractive yield but may limit some upside during strong market advances. A WisdomTree Covered Call Can Cultivate a Bountiful Yield
• Negative Sentiment: After reaching a 52-week high, the shares may be vulnerable to profit-taking. WisdomTree trades well above its 50-day and 200-day moving averages, while its price-to-earnings ratio of about 42 suggests investors are already pricing in substantial growth. That may help explain the recent decrease despite the positive analyst revisions.

Insider Buying and Selling at WisdomTree

In other WisdomTree news, COO R Jarrett Lilien sold 30,000 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $18.99, for a total value of $569,700.00. Following the completion of the sale, the chief operating officer directly owned 1,110,245 shares in the company, valued at approximately $21,083,552.55. This represents a 2.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 10.10% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Sowell Financial Services LLC increased its stake in WisdomTree by 6.3% during the 4th quarter. Sowell Financial Services LLC now owns 11,518 shares of the company’s stock valued at $140,000 after purchasing an additional 680 shares in the last quarter. Russell Investments Group Ltd. lifted its stake in shares of WisdomTree by 3.9% during the fourth quarter. Russell Investments Group Ltd. now owns 20,605 shares of the company’s stock worth $251,000 after buying an additional 778 shares during the period. Pictet Asset Management Holding SA lifted its stake in shares of WisdomTree by 5.3% during the first quarter. Pictet Asset Management Holding SA now owns 21,947 shares of the company’s stock worth $320,000 after buying an additional 1,108 shares during the period. Osaic Holdings Inc. grew its holdings in shares of WisdomTree by 1.5% during the second quarter. Osaic Holdings Inc. now owns 87,126 shares of the company’s stock valued at $1,003,000 after buying an additional 1,266 shares during the last quarter. Finally, Illinois Municipal Retirement Fund grew its holdings in shares of WisdomTree by 2.1% during the fourth quarter. Illinois Municipal Retirement Fund now owns 61,799 shares of the company’s stock valued at $753,000 after buying an additional 1,281 shares during the last quarter. 78.64% of the stock is currently owned by institutional investors.

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.