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WisdomTree, Inc.
20.71
300 x 19.60
200 x 21.33
bid
ask
-
0.84
3.90%
250 @ 04:02 PM
20.71 +0.00 (0.00%)
| Ytd | 69.89% | |
| 1y | 78.84% |
19.68
day range
21.34
10.69
52 week range
25.91
| Open | 20.00 | Prev Close | 21.55 | Low | 19.68 | High | 21.34 | Mkt Cap | 3.14B |
| Vol | 3.28M | Avg Vol | 2.60M | EPS | 0.55 | P/E | 37.65 | Forward P/E | 15.75 |
| Beta | 1.17 | Short Ratio | 5.24 | Inst. Own | 112.01% | Dividend | 0.12 | Div Yield | 0.56 |
| Ex Div Date | 08-12 | Earning | 10-30 | 50-d Avg | 23.15 | 200-d Avg | 19.03 | 1yr Est | 25.86 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-10-30 | 2026-09 | 0.3 | N/A | N/A | N/A |
| 2026-07-31 | 2026-06 | 0.26 | 0.31 | 0.05 | 17.29% |
| 2026-05-01 | 2026-03 | 0.25 | 0.27 | 0.02 | 8.00% |
| 2026-01-30 | 2025-12 | 0.23 | 0.29 | 0.06 | 26.09% |
| 2025-10-31 | 2025-09 | 0.21 | 0.23 | 0.02 | 9.52% |
| 2025-07-31 | 2025-06 | 0.18 | 0.18 | N/A | N/A |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-10-28 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
| 2026-10-02 | Craig-Hallum | Upgrade | Buy | Buy |
| 2026-10-02 | Goldman Sachs | Upgrade | Neutral | Neutral |
| 2026-09-25 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
| 2026-08-26 | Oppenheimer | Upgrade | Outperform | Outperform |
| 2026-08-19 | Northland Capital Markets | Upgrade | Outperform | Outperform |
Profile
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. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2026-06-16 | BOSSONE ANTHONY | Director | 650.90K | Stock Award(Grant) |
| 2026-01-26 | EDMISTON BRYAN J | Chief Financial Officer | 271.67K | Conversion of Exercise of derivative security |
| 2024-12-01 | ETFS CAPITAL LTD. | Beneficial Owner of more than 10% of a Class of Security | 0.00 | Sale |
| 2026-01-26 | FRANKENTHALER MARCI | Officer | 315.27K | Conversion of Exercise of derivative security |
| 2026-09-08 | LILIEN ROBERT JARRETT | President | 1.08M | Sale |
| 2026-01-26 | MARINOF ALEXIS | Officer | 256.27K | Conversion of Exercise of derivative security |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-06-29 | Blackrock Inc. | 19.27M | 399.37M | 12.72% |
| 2026-06-29 | FMR, LLC | 13.57M | 281.07M | 8.95% |
| 2026-06-29 | Invesco Ltd. | 9.98M | 206.69M | 6.58% |
| 2026-06-29 | Wellington Management Group, LLP | 8.41M | 174.20M | 5.55% |
| 2026-06-29 | Vanguard Portfolio Management LLC | 8.12M | 168.32M | 5.36% |
| 2026-06-29 | Capital World Investors | 7.55M | 156.38M | 4.98% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-09-29 | iShares Trust-iShares Core S&P Small-Cap ETF | 7.96M | 164.84M | 5.25% |
| 2026-09-29 | SmallCap World Fund Inc | 7.34M | 152.12M | 4.85% |
| 2026-06-29 | VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 4.38M | 90.72M | 2.89% |
| 2026-05-30 | AIM Counselor Series TRT -Invesco Discovery Fd. | 3.88M | 80.36M | 2.56% |
| 2026-09-29 | iShares Trust-iShares Russell 2000 ETF | 3.57M | 74.07M | 2.36% |
| 2026-06-29 | VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 3.15M | 65.26M | 2.08% |
Dividend
| Dividend | Date |
|---|---|
| 0.03 | 2026-08-12 |
| 0.03 | 2026-05-13 |
| 0.03 | 2026-02-11 |
| 0.03 | 2025-11-12 |
| 0.03 | 2025-08-13 |
| 0.03 | 2025-05-14 |