362,700 Shares in WisdomTree, Inc. $WT Bought by Hsbc Holdings PLC

Posted by George Bondi on Aug 29th, 2026

Hsbc Holdings PLC bought a new position in shares of WisdomTree, Inc. (NYSE:WT – Free Report) during the 2nd quarter, Holdings Channel.com reports. The firm bought 362,700 shares of the company’s stock, valued at approximately $6,148,000.

Other institutional investors also recently bought and sold shares of the company. BlackRock Inc. bought a new stake in shares of WisdomTree during the 2nd quarter worth about $326,513,000. Wellington Management Group LLP increased its holdings in shares of WisdomTree by 236.5% during 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. Capital World Investors bought a new position in shares of WisdomTree in the 4th quarter valued at approximately $30,835,000. Bank of America Corp DE raised its stake in shares of WisdomTree by 556.4% in 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 acquiring an additional 1,972,847 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its stake 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 in the last quarter. 78.64% of the stock is currently owned by institutional investors.

WisdomTree Trading Down 2.0%

WisdomTree stock opened at $24.53 on Friday. The company has a debt-to-equity ratio of 2.53, a quick ratio of 2.73 and a current ratio of 3.00. The business’s 50-day simple moving average is $20.47 and its 200-day simple moving average is $18.19. The firm has a market capitalization of $3.72 billion, a PE ratio of 47.17 and a beta of 1.17. WisdomTree, Inc. has a 52 week low of $10.69 and a 52 week high of $25.89.

WisdomTree (NYSE:WT – Get Free Report) last posted its quarterly earnings data 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 business had revenue of $177.16 million during the quarter, compared to analysts’ expectations of $170.62 million. During the same quarter in the previous year, the firm earned $0.18 EPS. The firm’s revenue was up 57.3% compared to the same quarter last year. Equities research analysts forecast that WisdomTree, Inc. will post 1.19 earnings per share for the current year.

WisdomTree Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th were given a $0.03 dividend. This represents a $0.12 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Wednesday, August 12th. WisdomTree’s payout ratio is currently 23.08%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on WT shares. The Goldman Sachs Group upped their target price on WisdomTree from $16.40 to $18.30 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. Morgan Stanley set a $21.00 price target on shares of WisdomTree in a research report on Wednesday, July 29th. Raymond James Financial restated an “outperform” rating and issued a $26.00 price objective on shares of WisdomTree in a research note on Thursday. Wall Street Zen raised shares of WisdomTree from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Finally, Zacks Research downgraded shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Four analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $23.66.

Check Out Our Latest Stock Report on WT

About WisdomTree

(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.