WT WisdomTree, Inc.

QT65

NYSE·Financial Services·Asset Management·USA

Latest market price

20.71

-0.84-3.90%

Overview Short InterestFilings

WTQT65WisdomTree, Inc.·NYSE

Overview Short InterestFilings

20.71-3.90%

News

Down 3.9% — WisdomTree Announces Third Quarter 2026 Results (businesswire.com).

Medium confidence

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Signal & projected range

Gap down — mean-reversionHistorical pattern — not a prediction

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

Horizon

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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see 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 of historical 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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AAMI-2.63%$88.92 HTGC-1.83%$16.59 ECCC-0.82%$24.30 FSK-1.25%$11.03 AB-0.51%$35.09 GBDC-0.47%$12.72 HCXY-0.13%$24.19 ELLA+0.12%$24.95

Snapshot

Index	—	P/E	29.17	EPS (ttm)	0.71	Insider Own	19.40%	Shs Outstand	151.51M	Perf Week	-2.31%

Market Cap	3.14B	Forward P/E	15.74	EPS next Y	1.32	Insider Trans	-0.60%	Shs Float	133.01M	Perf Month	-13.82%

Enterprise Value	3.86B	PEG	3.13	EPS next Q	—			Short Float	11.49%	Perf Quarter	-1.33%

Income	110.00M	P/S	4.74	EPS this Y	48.88%			Short Ratio	5.79	Perf Half Y	24.61%

Sales	662.00M	P/B	7.04	EPS next Y	10.70%	ROA	6.70%	Short Interest	15.29M	Perf YTD	69.89%

Book/sh	2.94	P/C	9.20	EPS next 5Y	12.71%	ROE	25.19%	52W High	25.91 -20.07%	Perf Year	75.51%

Cash/sh	2.25	P/FCF	15.16	EPS past 3/5Y	34.25% —	ROIC	12.19%	52W Low	10.69 93.73%	Perf 3Y	214.74%

Dividend Est.	0.12 (0.58%)	EV/EBITDA	17.45	Sales past 3/5Y	17.96% 14.59%	Gross Margin	77.18%	Volatility	3.37% 3.57%	Perf 5Y	246.90%

Dividend TTM	0.12 (0.58%)	EV/Sales	5.83	EPS Y/Y TTM	9.23%	Oper. Margin	40.41%	ATR (14)	0.84	Perf 10Y	116.63%

Dividend Ex-Date	Aug 12, 2026	Quick Ratio	3.54	Sales Y/Y TTM	44.54%	Profit Margin	16.64%	RSI (14)	34.76	Recom	2.65

Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	3.54	EPS Q/Q	39.13%	SMA20	-5.46%	Beta	1.19	Target Price	25.72

Payout	15.89%	Debt/Eq	2.38	Sales Q/Q	42.06%	SMA50	-10.37%	Rel Volume	1.29	Prev Close	21.55

Employees	414	LT Debt/Eq	2.38	Earnings	Jan 29	SMA200	8.64%	Avg Volume	2.55M	Price	20.71

IPO Date	Mar 04, 1993	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.67% -0.72%	Net Debt/EBITDA	3.25	Volume	3,278,993	Change	-3.90%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Oct-28-26	Reiterated	Morgan Stanley	Equal Weight	$27 → $25
Oct-02-26	Reiterated	Craig-Hallum	Buy	$15 → $29
Oct-02-26	Reiterated	Goldman Sachs	Neutral	$18 → $21
Sep-25-26	Reiterated	Morgan Stanley	Equal Weight	$21 → $27
Aug-27-26	Reiterated	Raymond James		$20 → $26
Aug-26-26	Reiterated	Oppenheimer	Outperform	$22 → $27
Aug-19-26	Reiterated	Northland Capital Markets	Outperform	$22 → $26
Aug-04-26	Reiterated	Goldman Sachs	Neutral	$17 → $18
Aug-03-26	Reiterated	Oppenheimer	Outperform	$20 → $22
Jul-29-26	Reiterated	Morgan Stanley	Equal Weight	$21

Latest News· Times ET

Oct-31-26

Oct-31-2610:02AM

WisdomTree: 3 Key Takeaways for Long-Term Investorsfool.com

02:14AM

What WisdomTree (WT) Said on Its Q3 Earnings Callmarketbeat.com

Oct-30-26

Oct-30-2604:58PM

WisdomTree, Inc. (WT) Q3 2026 Earnings Call Transcriptseekingalpha.com

10:31AM

WisdomTree, Inc. (WT) Reports Q3 Earnings: What Key Metrics Have to Sayzacks.com

08:21AM

WisdomTree, Inc. (WT) Q3 Earnings Top Estimateszacks.com

06:00AM

WisdomTree Announces Third Quarter 2026 Resultsbusinesswire.com

Oct-27-26

Oct-27-2606:00AM

BitGo to Integrate WisdomTree Tokenized Money Market Fund into Institutional Custody and Settlement Platformbusinesswire.com

Oct-24-26

Oct-24-2608:00PM

XRP ETFs Took In Just $4.3 Million in a Week. Could WisdomTree’s Fund Change That?247wallst.com

05:04PM

XRP Price Prediction: Where Could XRP Be by the End of November?247wallst.com

Oct-23-26

Oct-23-2611:01AM

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

Oct-20-26

Oct-20-2606:05AM

Synchrony (SYF) Q3 Earnings Top EstimatesYahoo

03:53AM

WisdomTree, Inc. $WT Stock: State of Alaska Department of Revenue Cuts Positiondefenseworld.net

Oct-18-26

Oct-18-2604:03PM

WisdomTree Launches 2 ETFs on the Texas Stock Exchange, Bringing Hedge Fund-Style Long/Short Strategies to Everyday Investors247wallst.com

Oct-15-26

Oct-15-2605:22AM

WisdomTree: Strong Q3 2026 Earnings Expectedseekingalpha.com

Oct-13-26

Oct-13-2607:20AM

Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?zacks.com

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	662	494	428	349	—	—	—	—	—
Cost of Goods Sold Incl. D&A	151	138	121	181	—	—	—	—	—
Gross Profit	513	356	306	168	—	—	—	—	—
Selling, General and Administrative Excl. Other	81	34	62	54	—	—	—	—	—
Research and Development	0	0	2	0	—	—	—	—	—
Other Operating Expense	162	148	105	27	—	—	—	—	—
Operating Income	268	174	137	87	—	—	—	—	—
Interest Expense	51	30	19	15	—	—	—	—	—
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	-59	-2	-23	47	—	—	—	—	—
Net Income Before Taxes	158	142	95	119	—	—	—	—	—
Income Taxes	48	33	29	16	—	—	—	—	—
Consolidated Net Income	110	109	67	103	—	—	—	—	—
Net Income From Continuing Operations	110	109	67	103	—	—	—	—	—
Net Income	110	109	67	103	—	—	—	—	—
EPS (Recurring)	0.75	0.78	0.34	0.66	—	—	—	—	—
EPS (Basic, Before Extraordinaries)	0.75	0.78	0.34	0.66	—	—	—	—	—
EPS (Diluted)	0.71	0.75	0.33	0.64	—	—	—	—	—
EBITDA	221	184	117	136	—	—	—	—	—
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	29.17	16.25	31.82	10.83	—	—	—	—	—
Price To Sales Ratio	4.63	3.45	3.56	2.88	—	—	—	—	—
Gross Margin	77.49	72.06	71.50	48.14	—	—	—	—	—
Operating Margin	40.48	35.22	32.01	24.93	—	—	—	—	—
Net Margin	16.62	22.06	15.65	29.51	—	—	—	—	—
Shares Outstanding	148	140	145	145	—	—	—	—	—
Market Capitalization	3,065	1,707	1,523	1,005	—	—	—	—	—
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	Sep 09 '26	Sale	24.56	30,000	736,800	1,080,245	Sep 10
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
Marinof Alexis	CEO, Europe	Jan 27 '26	Option Exercise	0.00	45,713	0	277,758	Jan 29
Yates David M	Chief Information Officer	Jan 27 '26	Option Exercise	0.00	37,997	0	192,315	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

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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.