Zacks Research Upgrades WisdomTree (NYSE:WT) to “Strong-Buy”

Posted by Brenda Bartman on Sep 30th, 2026

WisdomTree (NYSE:WT – Get Free Report) was upgraded by equities researchers at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Monday, Zacks reports.

Several other brokerages also recently weighed in on WT. The Goldman Sachs Group raised their price target on shares of WisdomTree from $16.40 to $18.30 and gave the company a “neutral” rating in a research report on Tuesday, August 4th. Wall Street Zen raised shares of WisdomTree from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Northland Securities boosted their target price on shares of WisdomTree from $22.00 to $26.00 and gave the company an “outperform” rating in a research note on Wednesday, August 19th. Raymond James Financial reissued an “outperform” rating and set a $26.00 price target on shares of WisdomTree in a report on Thursday, August 27th. Finally, Oppenheimer raised their price target on WisdomTree from $22.00 to $27.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 26th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, WisdomTree presently has a consensus rating of “Moderate Buy” and a consensus price target of $24.86.

Read Our Latest Research Report on WisdomTree

WisdomTree Stock Up 0.7%

Shares of NYSE:WT opened at $24.23 on Monday. The firm has a market capitalization of $3.67 billion, a PE ratio of 46.59 and a beta of 1.20. The company has a debt-to-equity ratio of 2.53, a quick ratio of 2.73 and a current ratio of 3.00. WisdomTree has a 52-week low of $10.69 and a 52-week high of $25.91. The firm has a fifty day moving average of $22.72 and a 200 day moving average of $19.30.

WisdomTree (NYSE:WT – Get Free Report) last announced its quarterly earnings results on Friday, July 31st. The company reported $0.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.26 by $0.05. The business had revenue of $177.16 million for the quarter, compared to analyst estimates of $170.62 million. WisdomTree had a net margin of 13.27% and a return on equity of 39.12%. The company’s revenue was up 57.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.18 EPS. As a group, research analysts anticipate that WisdomTree will post 1.22 EPS for the current fiscal year.

Insider Activity

In related news, COO R. Jarrett Lilien sold 30,000 shares of the business’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $24.56, for a total transaction of $736,800.00. Following the completion of the transaction, the chief operating officer owned 1,080,245 shares in the company, valued at $26,530,817.20. The trade was a 2.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 10.10% of the company’s stock.

Institutional Trading of WisdomTree

A number of large investors have recently made changes to their positions in WT. BlackRock Inc. bought a new stake in shares of WisdomTree during the second quarter valued at approximately $326,513,000. Azora Capital LP bought a new position in WisdomTree in the second quarter worth approximately $104,698,000. Arrowstreet Capital Limited Partnership increased its holdings in WisdomTree by 41.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 4,134,430 shares of the company’s stock worth $60,197,000 after purchasing an additional 1,205,097 shares during the period. Capital World Investors purchased a new position in WisdomTree during the 4th quarter worth $30,835,000. Finally, Bank of America Corp DE raised its position in WisdomTree by 556.4% during the 1st quarter. Bank of America Corp DE now owns 2,327,389 shares of the company’s stock valued at $33,887,000 after purchasing an additional 1,972,847 shares in the last quarter. 78.64% of the stock is owned by hedge funds and other institutional investors.

WisdomTree Company Profile

(Get Free Report)

WisdomTree, Inc is a financial services company that operates as an exchange-traded fund (ETF) and exchange-traded product sponsor and asset manager. The company develops and manages investment strategies designed to provide exposure to equities, fixed income, currencies, commodities, alternatives and other asset classes.

Its product offerings include dividend-focused, growth and value ETFs, actively managed funds, currency and commodity products, and funds focused on environmental, social and governance themes.