WisdomTree (NYSE:WT – Get Free Report) announced its quarterly earnings results on Friday. The company reported $0.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.26 by $0.05, FiscalAI reports. The business had revenue of $177.20 million for the quarter, compared to analyst estimates of $170.62 million. WisdomTree had a return on equity of 33.31% and a net margin of 11.26%.The company’s quarterly revenue was up 57.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.18 earnings per share.
Here are the key takeaways from WisdomTree’s conference call:
- Record growth continued: Assets under management reached $162.9 billion, up 7% sequentially, with $3.1 billion of quarterly net inflows and a 13% annualized organic growth rate year to date across U.S. and European strategies.
- Profitability expanded significantly: Second-quarter revenue rose 57% year over year to $177.2 million, while adjusted operating margin reached 42.6%; adjusted EPS increased 72% year over year to $0.31.
- Atlantic House expands product capabilities: The acquisition added more than $4 billion in AUM and strengthens WisdomTree’s European, outcome-oriented, derivatives-based, and portfolio-solutions businesses, with approximately 15 ETFs planned across the U.S. and Europe over the next 18 months.
- Capital returns and tokenization remain major priorities: WisdomTree repurchased approximately $29 million of stock and expects ongoing buybacks, while management said its tokenization platform and potential tokenized ETF could represent substantial unrecognized value.
- Some areas remain uneven: Ceres inflows slowed during a fund transition, European trading activity moderated, and digital-asset products experienced some outflows; the company also lowered interest-income guidance to $8 million from $10 million.
WisdomTree Price Performance
Shares of NYSE:WT opened at $19.31 on Friday. The company’s fifty day moving average price is $18.66 and its 200-day moving average price is $17.16. The company has a debt-to-equity ratio of 2.37, a current ratio of 4.57 and a quick ratio of 4.18. The firm has a market capitalization of $2.95 billion, a price-to-earnings ratio of 37.14 and a beta of 1.18. WisdomTree has a one year low of $10.69 and a one year high of $21.23.
WisdomTree Announces Dividend
Trending Headlines about WisdomTree
Here are the key news stories impacting WisdomTree this week:
- Positive Sentiment: WisdomTree reported adjusted earnings of $0.31 per share, above the $0.26 consensus estimate and up from $0.18 a year earlier. Revenue reached $177.2 million, topping the $170.62 million forecast and increasing 57.3% year over year. WisdomTree Announces Second Quarter 2026 Results
- Positive Sentiment: The results point to strong operating momentum, supported by higher revenue and profitability. WisdomTree posted an 11.26% net margin and 33.31% return on equity, while quarterly earnings growth significantly outpaced the prior-year period. WisdomTree Tops Q2 Earnings and Revenue Estimates
- Positive Sentiment: Management’s earnings call and presentation provided additional detail on the quarter’s performance and business outlook, giving investors more context on the company’s growth initiatives. WisdomTree Q2 2026 Earnings Call Transcript
- Neutral Sentiment: Despite the positive earnings reaction, valuation remains a consideration: WT trades at a reported price-to-earnings ratio of about 47, and the stock is near its 52-week high. Investors may therefore expect continued earnings and asset-growth momentum.
Analysts Set New Price Targets
A number of research firms recently weighed in on WT. Zacks Research lowered shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Oppenheimer raised their price objective on WisdomTree from $20.00 to $21.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Weiss Ratings downgraded shares of WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a report on Friday, May 8th. Morgan Stanley set a $21.00 price target on shares of WisdomTree in a report on Wednesday. Finally, Raymond James Financial began coverage on shares of WisdomTree in a research report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 target price for the company. Three research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, WisdomTree currently has a consensus rating of “Hold” and a consensus price target of $20.16.
Read Our Latest Report on WisdomTree
Insiders Place Their Bets
In other news, insider David M. Yates sold 15,000 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $18.06, for a total value of $270,900.00. Following the completion of the transaction, the insider directly owned 157,499 shares in the company, valued at approximately $2,844,431.94. This represents a 8.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO R Jarrett Lilien sold 30,000 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $18.99, for a total value of $569,700.00. Following the transaction, the chief operating officer directly owned 1,110,245 shares in the company, valued at approximately $21,083,552.55. This represents a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 10.10% of the company’s stock.
Institutional Investors Weigh In On WisdomTree
A number of hedge funds have recently made changes to their positions in the business. Wellington Management Group LLP lifted its stake in shares of WisdomTree by 236.5% in the 3rd quarter. Wellington Management Group LLP now owns 9,674,630 shares of the company’s stock valued at $134,477,000 after acquiring an additional 6,799,654 shares during the last quarter. Goldman Sachs Group Inc. increased its stake in WisdomTree by 116.5% in the 4th quarter. Goldman Sachs Group Inc. now owns 3,389,653 shares of the company’s stock worth $41,320,000 after purchasing an additional 1,823,777 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in WisdomTree by 463.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,697,707 shares of the company’s stock valued at $23,598,000 after purchasing an additional 1,396,569 shares during the last quarter. Tidal Investments LLC purchased a new stake in shares of WisdomTree during the second quarter valued at approximately $15,649,000. Finally, Balyasny Asset Management L.P. grew its holdings in shares of WisdomTree by 1,432.7% in the second quarter. Balyasny Asset Management L.P. now owns 1,202,765 shares of the company’s stock worth $13,844,000 after purchasing an additional 1,124,293 shares during the last quarter. 78.64% of the stock is currently owned by institutional investors.
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.
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