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WisdomTree, Inc.
20.69
1 x 20.38
1 x 22.92
bid
ask
+
0.00
0.00%
5 @ 09:03 AM
21.17 +0.48 (2.32%)
| Ytd | 69.73% | |
| 1y | 55.10% |
day range
10.69
52 week range
21.23
| Open | Prev Close | 20.69 | Low | High | Mkt Cap | 3.16B | |||
| Vol | 0.00 | Avg Vol | 3.05M | EPS | 0.97 | P/E | 21.33 | Forward P/E | 17.27 |
| Beta | 1.18 | Short Ratio | 4.61 | Inst. Own | 111.62% | Dividend | 0.12 | Div Yield | 0.60 |
| Ex Div Date | 05-13 | Earning | 07-30 | 50-d Avg | 18.68 | 200-d Avg | 15.35 | 1yr Est | 20.56 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-07-31 | 2026-06 | 0.26 | N/A | N/A | N/A |
| 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 |
| 2025-05-02 | 2025-03 | 0.16 | 0.16 | N/A | N/A |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-06-26 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
| 2026-04-29 | Oppenheimer | Upgrade | Outperform | Outperform |
| 2026-04-01 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
| 2026-03-26 | Oppenheimer | Upgrade | Outperform | Outperform |
| 2026-02-03 | Oppenheimer | Upgrade | Outperform | Outperform |
| 2026-02-02 | Goldman Sachs | Upgrade | Neutral | Neutral |
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 |
| 2026-05-19 | LILIEN ROBERT JARRETT | President | 1.11M | Sale |
| 2026-01-26 | MARINOF ALEXIS | Officer | 256.27K | Conversion of Exercise of derivative security |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-03-30 | BlackRock Inc | 17.66M | 0.00 | 11.55% |
| 2025-12-30 | Vanguard Group Inc | 14.00M | 0.00 | 9.15% |
| 2026-03-30 | FMR Inc | 12.72M | 0.00 | 8.32% |
| 2026-03-30 | Wellington Management Company LLP | 10.59M | 0.00 | 6.92% |
| 2026-03-30 | Vanguard Portfolio Management, LLC | 8.05M | 0.00 | 5.26% |
| 2026-03-30 | Capital World Investors | 6.81M | 0.00 | 4.45% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-06-29 | iShares Core S&P Small-Cap ETF | 7.57M | 0.00 | 4.95% |
| 2026-03-30 | American Funds SMALLCAP World A | 6.81M | 0.00 | 4.45% |
| 2026-06-29 | Vanguard Total Stock Mkt Idx Inv | 4.38M | 0.00 | 2.86% |
| 2026-06-29 | Invesco OFI Small Cap Growth | 3.99M | 0.00 | 2.61% |
| 2026-05-30 | Invesco Discovery A | 3.88M | 0.00 | 2.54% |
| 2026-06-29 | iShares Russell 2000 ETF | 3.46M | 0.00 | 2.26% |
Dividend
| Dividend | Date |
|---|---|
| 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 |
| 0.03 | 2025-02-12 |