Hsbc Holdings PLC Has $6.15 Million Position in WisdomTree, Inc. $WT

Posted by Brenda Bartman on Sep 10th, 2026

Hsbc Holdings PLC raised its holdings in WisdomTree, Inc. (NYSE:WT – Free Report) by 576.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 362,700 shares of the company’s stock after acquiring an additional 309,078 shares during the quarter. Hsbc Holdings PLC owned about 0.24% of WisdomTree worth $6,148,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Team Financial Group LLC acquired a new position in shares of WisdomTree in the 1st quarter valued at $29,000. Caitong International Asset Management Co. Ltd boosted its position in shares of WisdomTree by 163.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,454 shares of the company’s stock worth $30,000 after purchasing an additional 1,521 shares during the last quarter. Quarry LP grew its stake in shares of WisdomTree by 1,679.0% during the third quarter. Quarry LP now owns 2,206 shares of the company’s stock worth $31,000 after purchasing an additional 2,082 shares during the period. Quattro Advisors LLC acquired a new stake in shares of WisdomTree during the fourth quarter worth $31,000. Finally, Hantz Financial Services Inc. increased its holdings in WisdomTree by 84.1% in the fourth quarter. Hantz Financial Services Inc. now owns 2,929 shares of the company’s stock valued at $36,000 after purchasing an additional 1,338 shares during the last quarter. Institutional investors and hedge funds own 78.64% of the company’s stock.

WisdomTree Price Performance

WT opened at $23.97 on Thursday. The stock has a market cap of $3.63 billion, a P/E ratio of 46.10 and a beta of 1.20. WisdomTree, Inc. has a 12 month low of $10.69 and a 12 month high of $25.91. The company has a quick ratio of 2.73, a current ratio of 3.00 and a debt-to-equity ratio of 2.53. The company has a fifty day simple moving average of $21.56 and a 200 day simple moving average of $18.65.

WisdomTree (NYSE:WT – Get Free Report) last posted its earnings results on Friday, July 31st. The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.26 by $0.05. WisdomTree had a return on equity of 39.12% and a net margin of 13.27%.The firm had revenue of $177.16 million for the quarter, compared to analyst estimates of $170.62 million. During the same period in the previous year, the company posted $0.18 earnings per share. The company’s revenue for the quarter was up 57.3% on a year-over-year basis. On average, research analysts expect that WisdomTree, Inc. will post 1.19 EPS for the current year.

WisdomTree Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th were issued a dividend of $0.03 per share. This represents a $0.12 annualized dividend and a yield of 0.5%. The ex-dividend date was Wednesday, August 12th. WisdomTree’s dividend payout ratio (DPR) is 23.08%.

Analyst Ratings Changes

Several equities analysts have weighed in on WT shares. Zacks Research lowered WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Oppenheimer boosted their target price on WisdomTree from $22.00 to $27.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 26th. The Goldman Sachs Group upped their price target on WisdomTree from $16.40 to $18.30 and gave the company a “neutral” rating in a research note on Tuesday, August 4th. Morgan Stanley set a $21.00 price target on shares of WisdomTree in a research report on Wednesday, July 29th. Finally, Wall Street Zen raised shares of WisdomTree from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Three investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, WisdomTree has an average rating of “Hold” and a consensus price target of $23.66.

Read Our Latest Analysis on WT

WisdomTree Profile

(Free Report)

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.