WisdomTree, Inc. (WT) Stock Price & Analysis
WisdomTree, Inc. (WT) closed at USD 21.61 on Thursday, October 15, 2026, up 2.51% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 21.08; the Oct 15, 2026 session ranged USD 20.15–21.64 on volume of 4,968,289 shares. Market capitalization is $3.27B, with a 52-week range of USD 10.69–25.91 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/WT.md
Key facts (WT)
- Last four reported quarters (through Jun 30, 2026): revenue $610M, net income $80.9M (13.3% margin) (SEC filings).
- Valuation: P/E 40.5x (avg 17.6x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold WT (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.14 on a 1–5 scale) (7 analysts), mean target USD 26.29 (range 21–29).
- Total return with dividends: 1Y +68.8% vs S&P 500 +18.1%; 5Y +307.8% vs S&P 500 +85.1%.
- Next earnings: 2026-10-30, EPS estimate USD 0.3, revenue estimate $181M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (WT)
| USD | FY2023 | FY2023 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $304M | $301M | $349M | $428M | $494M | $610M |
| Operating income | $89.1M | $60.1M | $87.5M | $137M | $174M | $237M |
| Net income | $49.8M | $50.7M | $103M | $66.7M | $109M | $80.9M |
| EPS (diluted) | $0.31 | $0.31 | $0.64 | $0.33 | $0.75 | — |
| Free cash flow | $75.0M | $54.9M | $85.5M | $113M | $148M | $196M |
| Operating margin | 29.3% | 19.9% | 25.1% | 32.1% | 35.3% | 38.8% |
| Net margin | 16.4% | 16.8% | 29.4% | 15.6% | 22.1% | 13.3% |
| Revenue growth | — | -1.0% | +15.8% | +22.5% | +15.4% | — |
| Cash + short-term investments | $141M | $132M | $129M | $181M | $312M | — |
| Total debt | $319M | $321M | — | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (WT)
P/E 40.5x · P/S 5.4x · P/FCF 16.7x · P/B 7.8x · FCF yield 5.98% · Earnings yield 2.47% · Dividend yield (paid, TTM) 0.53% · Buyback yield (TTM) 4.30%
P/E at fiscal year-ends: Dec 2025 16.2x, Dec 2024 25.0x, Dec 2023 11.5x.
Superinvestors (SEC 13F-HR, Q2 2026) (WT)
1 of 80 tracked investors hold WT. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.02% | $2.5M | Added +36.7% |
Analysts (WT)
Consensus Buy (mean 2.14 on a 1–5 scale), 7 analysts; mean target USD 26.29 (low 21, high 29).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-02 | Craig-Hallum | Target raised | Buy | $24 → $29 |
| 2026-10-02 | Goldman Sachs | Target raised | Neutral | $18.3 → $21.3 |
| 2026-09-25 | Morgan Stanley | Target raised | Equal-Weight | $21 → $27 |
| 2026-08-26 | Oppenheimer | Target raised | Outperform | $22 → $27 |
| 2026-08-19 | Northland Capital Markets | Target raised | Outperform | $22 → $26 |
| 2026-08-04 | Goldman Sachs | Target raised | Neutral | $16.4 → $18.3 |
| 2026-08-03 | Oppenheimer | Target raised | Outperform | $21 → $22 |
| 2026-06-26 | Morgan Stanley | Target raised | Equal-Weight | $18 → $20.5 |
Total return (dividends reinvested) (WT)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +68.8% | +307.8% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +69.1% | +32.4% |
| Volatility (annualized) | 40.3% | 32.3% |
| Max drawdown | -24.4% (Mar 2026→Mar 2026) | -33.7% (Nov 2024→Mar 2025) |
Key Statistics (as of October 16, 2026 at 05:19 UTC)
| Price | USD 21.61 |
|---|---|
| Change | ▲ 2.51% (up) |
| Previous Close | USD 21.08 |
| Open | USD 21.11 |
| Day Range | USD 20.15 – 21.64 |
| 52-Week Range | USD 10.69 – 25.91 |
| Volume | 4,968,289 shares |
| Market Cap | $3.27B |
| Exchange | NYQ |
Technical Analysis (WT)
Nexqual's technical model rates WT "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:19 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 33.68 (neutral) |
| vs SMA50 | Below (USD 23.35) |
| MACD | -0.42 (negative) |
Analyst Ratings (WT)
Wall Street analysts rate WT "Buy" based on 7 analysts, with a mean price target of USD 26.29 (range USD 21–29), per Nexqual as of October 16, 2026 at 05:19 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 26.29 |
| High Target | USD 29 |
| Low Target | USD 21 |
| Buy / Hold / Sell | 5 / 2 / 0 |
Earnings (WT)
| Next Earnings Date | 2026-10-30 |
|---|---|
| EPS Estimate | USD 0.3 |
| Revenue Estimate | $180.73M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.31 vs est 0.26 ▲ beat |
| 2026-03-31 | USD 0.27 vs est 0.25 ▲ beat |
| 2025-12-31 | USD 0.29 vs est 0.24 ▲ beat |
| 2025-09-30 | USD 0.23 vs est 0.21 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financials & Fundamentals (WT)
| Total Revenue | $609.68M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +57.30% |
| Gross Margin | +53.33% |
| Operating Margin | +41.17% |
| Profit Margin | +13.27% |
| ROE | +18.73% |
| Debt / Equity | 2.58 |
| Current Ratio | 3 |
| Total Cash | $332.47M |
| Total Debt | $1.08B |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financial Health Score (WT)
Nexqual rates WisdomTree, Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:19 UTC.
| Growth | Strong — Revenue +15% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 53%, operating 41% |
| Balance Sheet | Weak — $332M cash vs $1.08B debt |
| Cash Flow | N/A — Not meaningful for banks and lenders: lending and trading move operating cash flow by billions each year (SEC industry: Security Brokers, Dealers & Flotation Companies) |
| Efficiency | Solid — ROE 19%, ROA 11.2% |
Ownership (WT)
| Insider Ownership | +9.47% |
|---|---|
| Institutional Ownership | +112.08% |
| Shares Outstanding | 151.51M |
| Float | 133.39M |
| Short % of Float | +17.55% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Leadership (WT)
WisdomTree, Inc. is led by Jonathan Laurence Steinberg (age 61), Founder, CEO & Director, per Nexqual as of October 16, 2026 at 05:19 UTC.
| Founder, CEO & Director | Jonathan Laurence Steinberg (age 61) |
|---|---|
| President & COO | Robert Jarrett Lilien (age 63) |
| Chief Financial Officer | Bryan Joseph Edmiston (age 49) |
| Director of Investor Relations | Jeremy Edward Campbell C.F.A. |
Major Backers & Investors (WT)
Notable institutional backers of WisdomTree, Inc. include FMR, LLC, Invesco, Wellington Management, according to Nexqual as of October 16, 2026 at 05:19 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 8.95% |
| Invesco | 6.58% |
| Wellington Management | 5.55% |
| Capital Group | 4.98% |
| SmallCap World Fund Inc | 4.85% |
| Azora Capital Lp | 4.08% |
| Driehaus Capital Management, LLC | 3.1% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 20.08% |
| Vanguard Group | 15.65% |
| State Street | 3.7% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
From WisdomTree, Inc.'s Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager.
- It offers ETFs in equities, currency, fixed income, and alternatives asset classes.
- The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans.
- It develops index using its fundamentally weighted index methodology.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 24.19 | ▲ 1.81% |
| VCTR | Victory Capital Holdings, Inc. | USD 109.3 | ▼ 0.25% |
| PDI | PIMCO Dynamic Income Fund | USD 14.38 | ▲ 1.84% |
| AMG | Affiliated Managers Group, Inc. | USD 383.04 | ▲ 1.06% |
| SEIC | SEI Investments Company | USD 105.27 | ▼ 0.23% |
| IVZ | Invesco Ltd | USD 28.8 | ▼ 0.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:19 UTC. This page is informational and not investment advice.
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