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WisdomTree Stock

WisdomTree, Inc.

WTNYSEBeobachtung
US$21.39
-1.0% today

Company data

Sector
Financial Services
Industry
Asset Management
Country
United States
CEO
Jonathan Laurence Steinberg
Employees
414
Market cap
$3.2 B
IPO
04/03/1993

WisdomTree, Inc. is a Financial Services company headquartered in New York City. The firm operates primarily as a sponsor and manager of exchange traded funds (ETFs) that cover a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond its core fund management…

Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.

WisdomTree stock: price history

16/10/25+65.8 %16/10/26

1D

-1.0%

1W

-5.4%

1M

-3.9%

6M

+22.5%

YTD

+75.5%

1Y

+65.8%

2Y

+108.3%

5Y

+274.6%

10Y

+126.1%

Next earnings date

Next earnings date

30/10/2026 (in 13 days)

Volatility around earnings

~26% weaker price swings than usual

Pattern chart

Pattern detected by the Market Jury detector vdouble-bottom-top-v1.0 on 15/10/26. Not a buy or sell signal.Beta

What does this mean?

Double bottom

Bullish

The price bounced off a similar low twice, with a rally in between. This W-shaped pattern is a classic reversal signal from a downtrend into an uptrend.

Chart patterns are a purely technical signal derived from price action. At Market Jury they do not feed into the agents' buy or sell decisions, they are supplementary information only.

WisdomTree stock scores

  • Valuation

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  • Trend

    Visible after free registration

  • Quality

    Visible after free registration

  • Dividend

    Visible after free registration

  • Growth

    Visible after free registration

  • Insider

    Visible after free registration

  • Earnings

    Visible after free registration

  • Revisions

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  • Sentiment

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  • Short Pressure

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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.

Business model & megatrends

Business model

Robust business model that benefits noticeably from at least one megatrend.

Why this value? Details with Pro only.

WisdomTree is a specialized provider of financial products focused on the issuance and management of Exchange-Traded Funds (ETFs). The business model is primarily based on management fees for a broad range of asset classes such as equities, currencies, and fixed income, as well as licensing fees for the use of proprietary, fundamentally weighted indices by external parties. Additionally, the company offers specialized investment advisory services and supports the integration of its products into retirement systems such as 401(k) plans. The revenue model is characterized by a high rate of recurring income that is directly tied to assets under management.

Revenue model
Transactional
Recurring revenue
High
Pricing power
Moderate
Moat
Narrow
Moat type
Brand / IP
Capital intensity
Low
Customer concentration
Unknown

Ask the agents about WisdomTree

Analyst assessment of WisdomTree

PRICE TARGET LOW

US$21.30

CONSENSUS

US$26.05

MEDIAN

US$26.50

PRICE TARGET HIGH

US$29.00

0

STRONG BUY

8

BUY

7

HOLD

2

SELL

0

STRONG SELL

17

TOTAL · Buy

As of: 02/10/2026

ANALYST FIRMRATINGACTIONDATE
Craig-HallumBuymaintain02/10/2026
Goldman SachsNeutralmaintain02/10/2026
Morgan StanleyEqual Weightmaintain25/09/2026
OppenheimerOutperformmaintain26/08/2026
Northland Capital MarketsOutperformmaintain19/08/2026
Goldman SachsNeutralmaintain04/08/2026
OppenheimerOutperformmaintain03/08/2026
Morgan StanleyEqual Weightmaintain26/06/2026

WisdomTree stock metrics

P/E

38.2

P/B

7.34

EV/EBITDA

22.62

RETURN ON EQUITY

10.6%

NET MARGIN

25.0%

DEBT/EQUITY

2.58

DIVIDEND YIELD

0.6%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

88.0%

FLOAT SHARES

133,392,499

AVG. DAILY VOLUME (30D)

2,827,525

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Lilien R Jarrett

OfficerSale30,00024.56Pre-planned10/09/2026

SALERNO FRANK

DirectorGrant5,509–Spontaneous22/06/2026

PANKOPF TONIA L

DirectorGrant5,509–Spontaneous18/06/2026

Delorier Rilla S

DirectorGrant5,509–Spontaneous18/06/2026

Mielke Daniela

DirectorGrant5,509–Spontaneous18/06/2026
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Attention

1 mention today in US forums, about the same as yesterdayPrice since yesterday: -1.0%

Forums (Reddit)

24/0816/0916/10

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
State of Alaska, Department of Revenue66,890-24,93930/09/2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC47,430+3,17430/09/2026
NorthCrest Asset Manangement, LLC32,611-18930/09/2026
JGP Wealth Management, LLC31,851+9,87130/09/2026
Atria Investments, Inc23,863-1,62230/09/2026
Page 1 / 3

Dividends & Stock splits

Dividends

EX-DATEPAY DATEAMOUNTYIELD
12/08/202626/08/2026US$0.030.5 %
13/05/202627/05/2026US$0.030.6 %
11/02/202625/02/2026US$0.030.7 %
12/11/202526/11/2025US$0.031 %
13/08/202527/08/2025US$0.030.9 %
Page 1 / 8

Stock splits

DATERATIO
24/03/20221:2

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Comparable stocks

Frequently asked questions about WisdomTree stock

What does WisdomTree do?

WisdomTree, Inc. is a company in the Financial Services sector, Asset Management industry, headquartered in United States.

The CEO is Jonathan Laurence Steinberg, the company employs around 414 people.

The IPO was on 04/03/1993; the stock trades on NYSE under the ticker WT.

What do analysts say about WisdomTree stock?

17 analysts rate the stock, the consensus is Buy (as of 02/10/2026).

The average price target is US$26.05, ranging from US$21.30 to US$29.00, with a median of US$26.50.

This is an external assessment, not a statement by Market Jury.

When does WisdomTree report next?

The next earnings date is 30/10/2026.

Around past earnings, price swings were roughly -26% stronger than usual.

Does WisdomTree pay a dividend?

Yes. The last dividend was US$0.03 per share, ex-date 12/08/2026, paid on 26/08/2026.

The dividend yield is 0.6% (as of 30/06/2026).

Which stocks are comparable to WisdomTree?

Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.

How can I get WisdomTree stock analyzed?

Clicking "Analyze stock" lets five strategies assess WisdomTree against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.