WisdomTree (WT)
Sponsors ETPs and manages adviser models, farmland, derivative strategies, and tokenized funds.
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Sponsors U.S. ETFs and European ETPs, supplies adviser models, and manages farmland, defined-outcome, derivatives, and tokenized strategies. Most revenue comes from fees tied to managed assets, linking results to market values and investor flows across its U.S. and European platforms.
Runs a single asset-management platform centered on U.S.-listed ETFs and European-listed ETPs across equities, fixed income, commodities, currencies, leveraged-and-inverse strategies, alternatives, and cryptocurrency. Models and Portfolio Solutions serve advisers, while Atlantic House adds defined-outcome, derivatives-driven strategies and U.K. model portfolios. Ceres manages private farmland funds, and tokenized funds are distributed through WisdomTree Connect and the WisdomTree Prime wallet.
Combines proprietary indexes and active product design with distribution through banks, brokerages, registered investment advisers, institutions, private-wealth firms, and online brokers. Operations span the U.S. and Europe, with farmland concentrated in the U.S. and Atlantic House deepening the U.K. wealth channel. Nearly all revenue comes from advisory agreements tied to managed asset values or investor capital balances, leaving fees dependent on markets, flows, third-party distribution, and financial regulation.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Raymond James | Reiterate | Rating: —Target: $20 | Target: $26 |
| Aug 26, 2026 | Oppenheimer | Reiterate | Rating: —Target: $22 | Target: $27 |
| Aug 19, 2026 | Northland Securities | Target | Target: $22 | Target: $26 |
| Aug 4, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $16.80 | Target: $18.30 |
| Aug 3, 2026 | Oppenheimer | Reiterate | Rating: —Target: $20 | Target: $22 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $294.8M · Total debt $1.08B · Total assets $1.65B · Shareholders' equity $418.5M
- Revenue
- $177.2M
- Operating income
- $72.9M
- Net income
- $44.3M
HistoryDividendAnnual yield
| Institutions | ≈ 105.23% | 159.44M shares | |
|---|---|---|---|
| 327 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.31% | 3.50M shares | |
| 16 holders · as of Jun 22, 2026 | |||
| Strategic holders | 8.09% | 12.25M shares | |
| 1 holder · as of Dec 4, 2024 | |||
| Adds to | 115.63% | ||
151.51M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 115.63%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.72% | 19.27M | as of Jun 30, 2026 |
FMR LLCInstitution | 8.95% | 13.57M | as of Jun 30, 2026 |
ETFS Capital Limited.1Strategicother: See Footnote 1 | 8.09% | 12.25M | filed Dec 4, 2024 |
Invesco Ltd.Institution | 6.58% | 9.98M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 5.55% | 8.41M | as of Jun 30, 2026 |
- Reported at 3.60% on Aug 29, 2025, under the 5% line, so no further filing is required.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 9, 2026 | R. Jarrett Lilien | officer: President and COO | −30,000 | $24.56 |
| May 20, 2026 | R. Jarrett Lilien | officer: President and COO | −30,000 | $18.99 |
| May 19, 2026 | Peter M. Ziemba | officer: Chief Administrative Officer | −100,000 | $19.31 |
| May 5, 2026 | David M. Yates | officer: Chief Information Officer | −15,000 | $18.06 |
| Nov 20, 2024 | Tonia L. Pankopf | director | +38 | $11.52 |
- BlackRock
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ETF and QQQ franchise rival in advisor portfolio channels
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- UBS (ADR)
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Private-markets platform rival for Ceres-era expansion
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| WisdomTree | $23.84 | +0.53% | $3.63B | — | 19.8 | — | +57.3% |
| BlackRock | $1,070.84 | −1.78% | $168.99B | 26.1 | 17.9 | 6.2 | +30.6% |
| State Street | $180.21 | −2.27% | $51.04B | 16.3 | 12.5 | 2.2 | −30.2% |
| Invesco | $30.79 | −1.88% | $13.91B | — | 10.1 | 2.0 | +20.3% |
| Franklin Templeton | $32.92 | −2.16% | $17.48B | 22.4 | 10.7 | 1.9 | −12.0% |
| UBS (ADR) | $49.21 | −3.63% | $167.36B | 18.0 | 12.3 | 2.2 | +15.6% |
| Blackstone | $124.78 | −1.29% | $152.70B | 28.1 | 19.4 | 9.5 | +2.4% |
| Median | 22.4 | 12.4 | 2.2 | +9.0% |