Hsbc Holdings PLC Sells 88,996 Shares of WisdomTree, Inc. $WT

Posted by Stanley Muller on Jul 30th, 2026

Hsbc Holdings PLC trimmed its holdings in shares of WisdomTree, Inc. (NYSE:WT – Free Report) by 62.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 53,622 shares of the company’s stock after selling 88,996 shares during the quarter. Hsbc Holdings PLC’s holdings in WisdomTree were worth $789,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of WT. Wellington Management Group LLP raised its stake in WisdomTree by 236.5% in the third quarter. Wellington Management Group LLP now owns 9,674,630 shares of the company’s stock worth $134,477,000 after buying an additional 6,799,654 shares in the last quarter. Capital World Investors bought a new stake in WisdomTree during the 4th quarter valued at $30,835,000. Goldman Sachs Group Inc. increased its holdings in shares of WisdomTree by 116.5% in the 4th quarter. Goldman Sachs Group Inc. now owns 3,389,653 shares of the company’s stock valued at $41,320,000 after acquiring an additional 1,823,777 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in shares of WisdomTree by 463.8% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,697,707 shares of the company’s stock valued at $23,598,000 after acquiring an additional 1,396,569 shares during the period. Finally, Tidal Investments LLC bought a new position in shares of WisdomTree in the 2nd quarter worth $15,649,000. 78.64% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

WT has been the subject of a number of analyst reports. Wall Street Zen cut WisdomTree from a “buy” rating to a “hold” rating in a research note on Saturday, June 20th. Weiss Ratings lowered WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research note on Friday, May 8th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $16.80 target price on shares of WisdomTree in a report on Tuesday, May 5th. Raymond James Financial initiated coverage on shares of WisdomTree in a research report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 price target for the company. Finally, Morgan Stanley set a $21.00 price target on shares of WisdomTree in a report on Wednesday. Three investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, WisdomTree has an average rating of “Hold” and an average target price of $20.16.

Read Our Latest Research Report on WT

Insider Transactions at WisdomTree

In other WisdomTree news, insider David M. Yates sold 15,000 shares of the firm’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 sale, the insider owned 157,499 shares of the company’s stock, valued at approximately $2,844,431.94. This trade represents a 8.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO R Jarrett Lilien sold 30,000 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $18.99, for a total value of $569,700.00. Following the completion of the sale, the chief operating officer directly owned 1,110,245 shares of the company’s stock, valued at approximately $21,083,552.55. This represents a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 10.10% of the company’s stock.

WisdomTree Stock Performance

Shares of WT opened at $18.25 on Thursday. The company has a current ratio of 4.57, a quick ratio of 4.18 and a debt-to-equity ratio of 2.37. The firm has a market cap of $2.79 billion, a PE ratio of 44.51 and a beta of 1.18. WisdomTree, Inc. has a 12 month low of $10.69 and a 12 month high of $21.23. The stock has a fifty day moving average price of $18.66 and a 200-day moving average price of $17.11.

WisdomTree (NYSE:WT – Get Free Report) last announced its earnings results on Friday, May 1st. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.02. WisdomTree had a return on equity of 33.31% and a net margin of 11.26%.The firm had revenue of $159.50 million for the quarter, compared to the consensus estimate of $156.96 million. During the same period in the previous year, the business earned $0.16 EPS. The firm’s revenue for the quarter was up 47.5% on a year-over-year basis. Equities research analysts predict that WisdomTree, Inc. will post 1.14 earnings per share for the current fiscal year.

WisdomTree Company 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.