WisdomTree, Inc. $WT Shares Sold by Capital Management Corp VA

Capital Management Corp VA reduced its position in WisdomTree, Inc. (NYSE:WT) by 17.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 270,035 shares of the company’s stock after selling 56,235 shares during the period. Capital Management Corp VA’s holdings in WisdomTree were worth $3,753,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. First Horizon Corp bought a new stake in shares of WisdomTree in the 3rd quarter valued at approximately $32,000. Federated Hermes Inc. boosted its holdings in WisdomTree by 105.7% in the third quarter. Federated Hermes Inc. now owns 3,011 shares of the company’s stock worth $42,000 after purchasing an additional 1,547 shares during the period. Traub Capital Management LLC bought a new stake in WisdomTree during the second quarter valued at $58,000. Wealth Enhancement Advisory Services LLC bought a new stake in WisdomTree during the third quarter valued at $118,000. Finally, Vanguard Personalized Indexing Management LLC acquired a new stake in shares of WisdomTree during the second quarter worth $128,000. Institutional investors own 78.64% of the company’s stock.

Key WisdomTree News

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Q4 results beat expectations — WisdomTree reported $0.29 EPS vs. a $0.23 consensus and revenue of $147.4M (up ~33% YoY), with strong profitability metrics (net margin ~21%, ROE ~26.6%). Those results support the company’s growth narrative and help justify current valuation. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Management material available — the company posted a conference call transcript, slide deck and press release; investors should review commentary on AUM trends, flows and any forward guidance for signs of sustainability. MarketBeat: Listen to Conference Call
• Neutral Sentiment: Dividend announced — WisdomTree declared a quarterly dividend of $0.03/share (annualized yield ~0.7%, ex-dividend Feb 11); it signals shareholder returns but the yield is modest and unlikely to materially move the stock.
• Neutral Sentiment: Earnings coverage/transcript resources — a full Q4 earnings call transcript is available for investors wanting management color on margins, product performance and flows. Yahoo Finance: Q4 Earnings Call Transcript
• Neutral Sentiment: Morgan Stanley reaffirmed a Hold — the firm kept a neutral stance, which is balanced but not bullish. Globe and Mail: Morgan Stanley Reaffirms Hold
• Negative Sentiment: Analyst downgrade pressure — Zacks cut WisdomTree from “strong‑buy” to “hold,” removing some buy-side momentum and potentially limiting short‑term upside. TickerReport / Zacks downgrade

Analyst Upgrades and Downgrades

Several research firms have recently commented on WT. Morgan Stanley lifted their price target on shares of WisdomTree from $13.50 to $14.75 and gave the company an “equal weight” rating in a report on Wednesday, December 17th. Wall Street Zen raised shares of WisdomTree from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Oppenheimer lifted their target price on WisdomTree from $15.00 to $17.00 and gave the company an “outperform” rating in a research note on Monday, January 26th. Zacks Research lowered WisdomTree from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Finally, The Goldman Sachs Group cut their price target on WisdomTree from $14.75 to $13.25 and set a “neutral” rating on the stock in a report on Tuesday, November 25th. Four investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $15.80.

Insiders Place Their Bets

In related news, COO R Jarrett Lilien sold 25,000 shares of WisdomTree stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $11.77, for a total transaction of $294,250.00. Following the sale, the chief operating officer directly owned 1,011,138 shares in the company, valued at $11,901,094.26. The trade was a 2.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider David M. Yates sold 6,820 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $11.12, for a total transaction of $75,838.40. Following the completion of the sale, the insider directly owned 152,123 shares of the company’s stock, valued at $1,691,607.76. The trade was a 4.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 44,320 shares of company stock valued at $507,713 in the last quarter. 9.30% of the stock is currently owned by insiders.

WisdomTree Trading Down 1.6%

WisdomTree stock opened at $16.27 on Friday. WisdomTree, Inc. has a 52-week low of $7.47 and a 52-week high of $17.09. The company has a quick ratio of 2.41, a current ratio of 2.82 and a debt-to-equity ratio of 2.16. The firm has a market capitalization of $2.29 billion, a price-to-earnings ratio of 25.03 and a beta of 1.08. The firm has a 50-day moving average price of $13.02 and a two-hundred day moving average price of $13.03.

WisdomTree (NYSE:WT) last released its quarterly earnings results on Friday, January 30th. The company reported $0.29 earnings per share for the quarter, beating analysts’ consensus estimates of $0.23 by $0.06. The company had revenue of $147.40 million for the quarter, compared to analysts’ expectations of $142.78 million. WisdomTree had a return on equity of 26.59% and a net margin of 21.10%.The business’s revenue for the quarter was up 33.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.17 earnings per share. Sell-side analysts expect that WisdomTree, Inc. will post 0.72 earnings per share for the current year.

WisdomTree Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be paid a dividend of $0.03 per share. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $0.12 annualized dividend and a yield of 0.7%. WisdomTree’s payout ratio is presently 18.46%.

WisdomTree Company Profile

WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.

WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets.