WT — WisdomTree, Inc. stock price, charts and financials

NYSE·Financial Services·Asset Management·USA

Latest market price

21.86

+0.61+2.87%

Overview Short InterestFilings

WTQT70WisdomTree, Inc.·NYSE

Overview Short InterestFilings

21.86+2.87%

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Signal & projected range

Earnings big beat — drift (PEAD)Historical pattern — not a prediction

Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)

Horizon

Unlock the projected rangeSee where this setup landed historically — with Premium.

Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Premium shows the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands ofhistorical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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HTGC-0.93%$17.09 AAMI+1.21%$90.94 BRBI-0.29%$10.18 GBDC-0.80%$13.06 AB-0.27%$37.02 SII-0.73%$117.02 FSK-1.93%$12.20 APAM+0.05%$42.57

Snapshot

Index	-	P/E	37.95	EPS (ttm)	0.56	Insider Own	19.22%	Shs Outstand	152.94M	Perf Week	9.71%

Market Cap	3.25B	Forward P/E	16.47	EPS next Y	1.29	Insider Trans	-0.60%	Shs Float	133.32M	Perf Month	7.00%

Enterprise Value	4.03B	PEG	0.95	EPS next Q	0.30	Inst Own	-	Short Float	11.47%	Perf Quarter	13.51%

Income	86.12M	P/S	5.33	EPS this Y	107.65%	Inst Trans	-	Short Ratio	4.81	Perf Half Y	37.10%

Sales	609.68M	P/B	7.29	EPS next Y	10.93%	ROA	4.92%	Short Interest	15.30M	Perf YTD	74.32%

Book/sh	-	P/C	15.39	EPS next 5Y	10.11%	ROE	19.25%	52W High	23.82 -8.21%	Perf Year	63.84%

Cash/sh	-	P/FCF	16.48	EPS past 3/5Y	34.25% -	ROIC	10.26%	52W Low	11.00 98.78%	Perf 3Y	221.48%

Dividend Est.	0.12 (0.55%)	EV/EBITDA	22.62	Sales past 3/5Y	17.96% 14.59%	Gross Margin	71.84%	Volatility	6.02% 4.37%	Perf 5Y	243.85%

Dividend TTM	0.12 (0.55%)	EV/Sales	6.62	EPS Y/Y TTM	69.70%	Oper. Margin	39.30%	ATR (14)	0.95	Perf 10Y	90.93%

Dividend Ex-Date	Aug 12, 2026	Quick Ratio	3.00	Sales Y/Y TTM	42.29%	Profit Margin	13.27%	RSI (14)	59.65	Recom	2.65

Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	3.00	EPS Q/Q	72.22%	SMA20	5.62%	Beta	1.19	Target Price	20.66

Payout	21.52%	Debt/Eq	2.58	Sales Q/Q	56.64%	SMA50	12.16%	Rel Volume	0.58	Prev Close	21.25

Employees	360	LT Debt/Eq	1.94	Earnings	Oct 30	SMA200	34.50%	Avg Volume	2.99M	Price	21.86

IPO Date	Mar 04, 1993	Option/Short	Yes / Yes	EPS/Sales Surpr.	17.30% 3.83%	Net Debt/EBITDA	4.39	Volume	1,727,938	Change	2.87%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Aug-04-26	Reiterated	Goldman Sachs	Neutral	$16 → $18
Aug-03-26	Reiterated	Oppenheimer	Outperform	$21 → $22
Jul-29-26	Reiterated	Morgan Stanley	Equal Weight	$21
Jun-26-26	Reiterated	Morgan Stanley	Equal Weight	$18 → $21
Jun-02-26	Reiterated	Northland Securities	Outperform	$20 → $22
May-05-26	Reiterated	Goldman Sachs	Neutral	$15 → $17
Apr-30-26	Reiterated	Morgan Stanley	Equal Weight	$17 → $18
Apr-21-26	Initiated	Raymond James	Outperform	$20
Mar-26-26	Reiterated	Oppenheimer	Outperform	$21 → $20
Feb-10-26	Reiterated	Morgan Stanley	Equal Weight	$16 → $17

Latest News

Aug-06-26

Aug-06-2605:57PM

Higher Rates Create New Opportunities in Muni Bondsetftrends.com

Aug-04-26

Aug-04-2601:30PM

Will J.P. Morgan's Earnings Move These ETFs?Benzinga

Aug-01-26

Aug-01-2602:03AM

WisdomTree Q2 Earnings Call Highlightsmarketbeat.com

Jul-31-26

Jul-31-2601:53PM

WisdomTree, Inc. (WT) Q2 2026 Earnings Call Transcriptseekingalpha.com

10:31AM

WisdomTree, Inc. (WT) Reports Q2 Earnings: What Key Metrics Have to Sayzacks.com

08:26AM

WisdomTree, Inc. (WT) Tops Q2 Earnings and Revenue Estimateszacks.com

07:21AM

Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?zacks.com

06:00AM

WisdomTree Announces Second Quarter 2026 Resultsbusinesswire.com

Jul-29-26

Jul-29-2601:02PM

Figure Technology Solutions shares are trading lower. The company reported preliminary March and Q1 results.Benzinga

Jul-28-26

Jul-28-2601:11PM

Will WisdomTree, Inc. (WT) Beat Estimates Again in Its Next Earnings Report?zacks.com

03:25AM

Arrowstreet Capital Limited Partnership Has $60.20 Million Stock Position in WisdomTree, Inc. $WTdefenseworld.net

Jul-27-26

Jul-27-2607:30AM

Is WisdomTree U.S. High Yield Corporate Bond ETF (QHY) a Strong ETF Right Now?zacks.com

Jul-26-26

Jul-26-2602:42AM

WisdomTree: Prospects Dimmed By Hormuz Crisis Reignitingseekingalpha.com

Jul-24-26

Jul-24-2611:01AM

WisdomTree, Inc. (WT) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com

01:11AM

WisdomTree (WT) Expected to Post Quarterly Earnings on Fridaydefenseworld.net

Company

WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headquarters in New York, New York.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023	FY 2022 12/31/2022	FY 2021 12/31/2021	FY 2020 12/31/2020	FY 2019 12/31/2019	FY 2018 12/31/2018
Total Revenue	609	494	428	—	—	—	—	—	—
Cost of Goods Sold Incl. D&A	171	138	121	—	—	—	—	—	—
Gross Profit	438	356	306	—	—	—	—	—	—
Selling, General and Administrative Excl. Other	33	34	62	—	—	—	—	—	—
Research and Development	0	0	2	—	—	—	—	—	—
Other Operating Expense	165	148	105	—	—	—	—	—	—
Operating Income	240	174	137	—	—	—	—	—	—
Interest Expense	45	30	19	—	—	—	—	—	—
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	-71	-2	-23	—	—	—	—	—	—
Net Income Before Taxes	124	142	95	—	—	—	—	—	—
Income Taxes	43	33	29	—	—	—	—	—	—
Consolidated Net Income	81	109	67	—	—	—	—	—	—
Net Income From Continuing Operations	81	109	67	—	—	—	—	—	—
Net Income	81	109	67	—	—	—	—	—	—
EPS (Recurring)	0.56	0.78	0.34	—	—	—	—	—	—
EPS (Basic, Before Extraordinaries)	0.56	0.78	0.34	—	—	—	—	—	—
EPS (Diluted)	0.52	0.75	0.33	—	—	—	—	—	—
EBITDA	179	183	117	—	—	—	—	—	—
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	42.04	16.25	31.82	—	—	—	—	—	—
Price To Sales Ratio	5.17	3.45	3.56	—	—	—	—	—	—
Gross Margin	71.92	72.06	71.50	—	—	—	—	—	—
Operating Margin	39.41	35.22	32.01	—	—	—	—	—	—
Net Margin	13.30	22.06	15.65	—	—	—	—	—	—
Shares Outstanding	144	140	145	—	—	—	—	—	—
Market Capitalization	3,148	1,707	1,523	—	—	—	—	—	—
Operating Lease Expense	—	—	—	—	—	—	—	—	—

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Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lilien R Jarrett	President and COO	May 20 '26	Sale	18.99	30,000	569,700	1,110,245	May 21
Ziemba Peter M	Chief Administrative Officer	May 19 '26	Sale	19.31	100,000	1,931,000	885,686	May 20
Yates David M	Chief Information Officer	May 05 '26	Sale	18.06	15,000	270,900	157,499	May 06
PANKOPF TONIA L	Director	Feb 25 '26	Buy	16.94	44	751	34,962	Mar 09
PANKOPF TONIA L	Director	Nov 26 '25	Buy	11.05	68	749	34,918	Mar 09
PANKOPF TONIA L	Director	Aug 27 '25	Buy	13.43	33	444	34,850	Mar 09
PANKOPF TONIA L	Director	May 28 '25	Buy	9.62	46	442	34,817	Mar 09
PANKOPF TONIA L	Director	Feb 26 '25	Buy	9.26	48	441	34,771	Mar 09
PANKOPF TONIA L	Director	Nov 20 '24	Buy	11.52	38	440	34,723	Mar 09
Lilien R Jarrett	President and COO	Feb 25 '26	Sale	16.84	30,000	505,200	1,140,245	Feb 26
Yates David M	Chief Information Officer	Jan 27 '26	Option Exercise	0.00	37,997	0	192,315	Jan 29
Marinof Alexis	CEO, Europe	Jan 27 '26	Option Exercise	0.00	45,713	0	277,758	Jan 29
Frankenthaler Marci	Chief Legal Officer	Jan 27 '26	Option Exercise	0.00	43,998	0	338,161	Jan 29
Ziemba Peter M	Chief Administrative Officer	Jan 27 '26	Option Exercise	0.00	61,005	0	1,017,249	Jan 29
Lilien R Jarrett	President and COO	Jan 27 '26	Option Exercise	0.00	350,395	0	1,349,452	Jan 29

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QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.