# WisdomTree, Inc. (WT)

> Source: Nexqual · https://nexqual.com/WT · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, WisdomTree, Inc. (WT), nexqual.com/WT" · informational, not investment advice.

**Price:** USD 21.61 (+2.51% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 21.61 · day 20.15–21.64 · 52w 10.69–25.91 · market cap null · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $610M, net income $80.9M (13.3% margin) (SEC filings).
- 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)
| 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)

P/E at fiscal year-ends: Dec 2025 16.2x, Dec 2024 25.0x, Dec 2023 11.5x.

## Superinvestors (SEC 13F-HR, Q2 2026)
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
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)
|  | 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) |

## Peers (Asset Management)
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%

## More
Full page: https://nexqual.com/WT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt