WisdomTree (NYSE:WT) Cut to “Hold” at Wall Street Zen

Posted by Francis Steltz on Oct 27th, 2026

Wall Street Zen lowered shares of WisdomTree (NYSE:WT – Free Report) from a buy rating to a hold rating in a research note released on Saturday,Wall Street Zen reports.

A number of other analysts also recently weighed in on WT. Oppenheimer lifted their price target on WisdomTree from $22.00 to $27.00 and gave the company an “outperform” rating in a research note on Wednesday, August 26th. Weiss Ratings raised WisdomTree from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. The Goldman Sachs Group increased their price objective on WisdomTree from $18.30 to $21.30 and gave the stock a “neutral” rating in a research report on Friday, October 2nd. Zacks Research raised WisdomTree from a “hold” rating to a “strong-buy” rating in a report on Monday, September 28th. Finally, Morgan Stanley raised their target price on WisdomTree from $21.00 to $27.00 and gave the company an “equal weight” rating in a report on Friday, September 25th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $26.05.

Get Our Latest Research Report on WT

WisdomTree Price Performance

Shares of NYSE:WT opened at $21.00 on Friday. WisdomTree has a 52 week low of $10.69 and a 52 week high of $25.91. The company has a 50-day moving average price of $23.25 and a 200 day moving average price of $18.88. The company has a market cap of $3.18 billion, a P/E ratio of 40.38 and a beta of 1.17. The company has a quick ratio of 2.73, a current ratio of 3.00 and a debt-to-equity ratio of 2.53.

WisdomTree (NYSE:WT – Get Free Report) last released its earnings results on Friday, July 31st. The company reported $0.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.26 by $0.05. The company had revenue of $177.16 million for the quarter, compared to analysts’ expectations of $170.62 million. WisdomTree had a return on equity of 39.12% and a net margin of 13.27%. The firm’s quarterly revenue was up 57.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.18 EPS. Research analysts predict that WisdomTree will post 1.20 earnings per share for the current year.

Insider Activity at WisdomTree

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

Hedge Funds Weigh In On WisdomTree

Several hedge funds have recently added to or reduced their stakes in WT. GAMMA Investing LLC lifted its position in WisdomTree by 13.6% during the third quarter. GAMMA Investing LLC now owns 5,819 shares of the company’s stock worth $141,000 after buying an additional 697 shares during the period. Clearstead Trust LLC purchased a new stake in WisdomTree in the 2nd quarter valued at about $92,000. Pictet Asset Management Holding SA grew its holdings in WisdomTree by 5.3% in the 1st quarter. Pictet Asset Management Holding SA now owns 21,947 shares of the company’s stock valued at $320,000 after buying an additional 1,108 shares during the period. World Investment Advisors grew its holdings in WisdomTree by 13.9% in the 1st quarter. World Investment Advisors now owns 11,931 shares of the company’s stock valued at $174,000 after buying an additional 1,457 shares during the period. Finally, Nykredit A S acquired a new position in shares of WisdomTree during the 2nd quarter valued at about $27,000. 78.64% of the stock is currently owned by hedge funds and other institutional investors.

About WisdomTree

(Get Free Report)

WisdomTree, Inc is a financial services company that sponsors and manages exchange-traded funds (ETFs) and exchange-traded products. Its offerings provide access to equities, fixed income, currencies, commodities, alternatives and other asset classes through rules-based investment strategies designed for individual and institutional investors.

The company also provides model portfolios, separately managed accounts and other investment solutions for financial professionals. In addition, WisdomTree has developed products and capabilities related to digital assets and blockchain-enabled financial services, subject to applicable regulatory requirements.

Founded in 1985 and formerly known as WisdomTree Investments, the company launched its first ETFs in 2006 and became known for dividend-focused and fundamentally weighted strategies.