WT
WisdomTree, Inc. NYSE Listed Mar 4, 1993$18.73
After hrs
$18.95
-0.79%
Mkt Cap $2.9B
52w Low $9.24
94.4% of range
52w High $19.29
50d MA $16.04
200d MA $14.05
P/E (TTM)
21.3x
EV/EBITDA
13.2x
P/B
5.6x
Debt/Equity
2.3x
ROE
26.4%
P/FCF
11.5x
RSI (14)
—
ATR (14)
—
Beta
1.11
50d MA
$16.04
200d MA
$14.05
Avg Volume
3.3M
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
245 Park Avenue · New York City, NY 10167 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | BMO | 0.25 | 0.27 | +8.0% | 17.00 | -1.6% | -2.2% | +1.6% | +7.3% | +12.1% | +10.1% | — |
| Jan 30, 2026 | BMO | 0.23 | 0.29 | +26.1% | 16.54 | -1.7% | -2.1% | -2.9% | -0.5% | -1.9% | -6.3% | — |
| Oct 31, 2025 | BMO | 0.21 | 0.23 | +9.5% | 11.58 | +6.3% | +3.3% | +3.6% | +1.0% | +2.6% | +0.7% | — |
| Jul 31, 2025 | BMO | 0.18 | 0.18 | +0.0% | 13.36 | -0.1% | -0.7% | -7.6% | -4.7% | -4.1% | -2.9% | — |
| May 2, 2025 | BMO | 0.16 | 0.16 | +0.0% | 8.73 | -3.2% | +4.6% | +5.4% | +3.8% | +6.3% | +7.4% | — |
| Jan 31, 2025 | BMO | 0.19 | 0.17 | -10.5% | 9.82 | +0.4% | -0.3% | -0.1% | -0.1% | -1.0% | -2.2% | — |
| Oct 25, 2024 | BMO | 0.17 | 0.18 | +5.9% | 10.38 | +4.9% | +0.9% | +0.6% | +0.3% | -0.7% | -0.3% | — |
| Jul 26, 2024 | BMO | 0.14 | 0.16 | +14.3% | 10.92 | +6.4% | +6.4% | +6.4% | +8.2% | +9.3% | +6.6% | — |
| Apr 26, 2024 | BMO | 0.11 | 0.12 | +9.1% | 8.77 | +1.7% | -1.4% | +1.7% | +1.5% | +2.1% | +3.4% | — |
| Feb 2, 2024 | BMO | 0.11 | 0.11 | +0.0% | 6.76 | +3.7% | +0.7% | +1.8% | +2.7% | +1.9% | +2.8% | — |
| Oct 27, 2023 | BMO | 0.10 | 0.10 | +0.0% | 6.57 | -1.2% | -5.5% | -3.7% | -5.6% | -4.6% | -4.6% | — |
| Jul 28, 2023 | BMO | 0.09 | 0.09 | +0.0% | 6.98 | +3.6% | -3.3% | -0.3% | -1.3% | -5.3% | -6.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29 | Oppenheimer | Maintains | Outperform → Outperform | — | $16.72 | $16.83 | +0.7% | -3.2% | +1.7% | -0.6% | +3.3% | +9.1% |
| Apr 22 | Raymond James | Initiates | Outperform | $20 | $17.48 | $17.88 | +2.3% | -1.7% | -3.3% | -6.4% | -4.7% | -4.3% |
| Apr 1 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $14.56 | $14.55 | -0.1% | -0.6% | -0.8% | +2.6% | +3.7% | +6.9% |
| Mar 26 | Oppenheimer | Maintains | Outperform → Outperform | — | $15.00 | $14.72 | -1.9% | -3.0% | -7.3% | -7.2% | -2.9% | -3.5% |
| Feb 3 | Oppenheimer | Maintains | Outperform → Outperform | — | $16.06 | $16.35 | +1.8% | +2.4% | +1.1% | -3.5% | -2.0% | -0.5% |
| Feb 2 | Goldman Sachs | Maintains | Neutral → Neutral | — | $16.20 | $16.38 | +1.1% | -0.9% | +1.5% | +0.2% | -4.3% | -2.8% |
| Jan 26 | Oppenheimer | Maintains | Outperform → Outperform | — | $16.28 | $16.40 | +0.7% | -0.6% | +2.0% | +4.2% | +1.6% | -0.5% |
| Dec 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $11.66 | $11.79 | +1.1% | +1.2% | +3.8% | +6.7% | +8.7% | +8.2% |
| Nov 25 | Goldman Sachs | Maintains | Neutral → Neutral | — | $11.01 | $11.07 | +0.5% | -0.1% | -0.5% | +0.3% | -0.2% | -0.9% |
| Oct 6 | Goldman Sachs | Maintains | Neutral → Neutral | — | $13.60 | $13.75 | +1.1% | +1.9% | -0.4% | +0.4% | -2.1% | -4.1% |
| Oct 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $13.60 | $13.75 | +1.1% | +1.9% | -0.4% | +0.4% | -2.1% | -4.1% |
| Aug 18 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $13.41 | $13.50 | +0.7% | +1.9% | +0.1% | -2.6% | -3.6% | -1.3% |
| Jul 22 | Oppenheimer | Maintains | Outperform → Outperform | — | $12.93 | $13.00 | +0.5% | +3.2% | +5.1% | +6.0% | +5.6% | +4.9% |
| Jul 2 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $11.49 | $11.85 | +3.1% | +6.6% | +8.6% | +6.5% | +6.5% | +9.4% |
| Jun 27 | Goldman Sachs | Upgrade | Sell → Neutral | — | $11.11 | $11.52 | +3.7% | +2.8% | +3.6% | +3.4% | +10.3% | +12.3% |
| Jun 12 | Goldman Sachs | Maintains | Sell → Sell | — | $10.31 | $10.27 | -0.4% | -0.7% | -2.4% | +0.8% | -1.7% | -0.8% |
| Apr 14 | Goldman Sachs | Maintains | Sell → Sell | — | $8.21 | $8.31 | +1.2% | +1.5% | +1.8% | -0.4% | +0.2% | -1.7% |
| Jan 14 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $9.29 | $9.33 | +0.4% | +1.2% | +2.2% | +3.4% | +3.6% | +5.3% |
| Oct 22 | UBS | Maintains | Buy → Buy | — | $10.37 | $10.48 | +1.1% | +3.2% | -2.0% | +0.1% | +1.0% | +0.7% |
| Jul 29 | Northland Capital Markets | Maintains | Outperform → Outperform | — | $11.62 | $11.75 | +1.1% | +0.0% | +1.6% | +2.8% | +0.2% | -6.2% |
| Jul 29 | Craig-Hallum | Maintains | Buy → Buy | — | $11.62 | $11.75 | +1.1% | +0.0% | +1.6% | +2.8% | +0.2% | -6.2% |
| Jul 29 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $11.62 | $11.75 | +1.1% | +0.0% | +1.6% | +2.8% | +0.2% | -6.2% |
| Jul 29 | Oppenheimer | Maintains | Outperform → Outperform | — | $11.62 | $11.75 | +1.1% | +0.0% | +1.6% | +2.8% | +0.2% | -6.2% |
| Jul 12 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $10.27 | $10.36 | +0.9% | +0.4% | +2.5% | +5.2% | +5.2% | +5.2% |
| Apr 29 | Oppenheimer | Maintains | Outperform → Outperform | — | $8.65 | $8.65 | +0.0% | +3.1% | +2.9% | +3.5% | +4.9% | +7.1% |
| Apr 22 | Oppenheimer | Maintains | Outperform → Outperform | — | $8.73 | $8.76 | +0.3% | +2.5% | +2.7% | +1.4% | +0.5% | -0.9% |
| Apr 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $8.78 | $8.85 | +0.8% | -1.1% | -0.1% | -0.6% | +1.9% | +2.2% |
| Apr 12 | UBS | Maintains | Buy → Buy | — | $9.12 | $9.15 | +0.3% | -0.8% | -2.2% | -3.7% | -4.8% | -3.8% |
| Apr 3 | Northland Capital Markets | Upgrade | Market Perform → Outperform | — | $9.04 | $9.32 | +3.1% | +6.6% | +5.3% | +6.2% | +5.3% | +2.7% |
| Feb 5 | Oppenheimer | Maintains | Outperform → Outperform | — | $6.81 | $6.75 | -0.9% | +1.0% | +1.9% | +1.2% | +2.1% | +3.8% |
| Jan 12 | Oppenheimer | Maintains | Outperform → Outperform | — | $6.97 | $7.07 | +1.4% | +0.4% | +2.6% | +4.0% | +4.4% | +6.0% |
| Dec 28 | Northcoast Research | Upgrade | Neutral → Buy | — | $6.70 | $6.99 | +4.3% | +6.4% | +3.4% | +1.0% | -1.0% | +1.2% |
| Nov 22 | Oppenheimer | Maintains | Outperform → Outperform | — | $6.41 | $6.54 | +2.0% | +3.9% | +3.0% | +1.4% | -1.2% | +0.6% |
| Oct 30 | Oppenheimer | Maintains | Outperform → Outperform | — | $6.21 | $6.23 | +0.3% | +1.9% | -0.2% | +1.0% | +1.0% | +3.4% |
| Oct 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $7.08 | $7.05 | -0.4% | -0.7% | -1.4% | -2.4% | -1.0% | -3.4% |
| Aug 1 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $6.96 | $7.00 | +0.6% | -1.0% | -5.0% | -6.5% | -6.8% | -5.5% |
| Jul 31 | Oppenheimer | Maintains | Outperform → Outperform | — | $6.75 | $6.84 | +1.3% | +3.1% | +2.1% | -2.1% | -3.6% | -3.9% |
| Jul 12 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $6.78 | $6.86 | +1.2% | +0.4% | +4.7% | +4.0% | +5.8% | +7.7% |
| Jun 28 | Goldman Sachs | Maintains | Sell → Sell | — | $6.79 | $6.82 | +0.4% | +1.0% | +3.1% | +1.0% | +0.4% | +0.7% |
| May 15 | Oppenheimer | Maintains | Outperform → Outperform | — | $7.00 | $7.12 | +1.7% | +0.3% | +0.1% | -0.1% | +0.3% | +0.1% |
| May 15 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $7.00 | $7.12 | +1.7% | +0.3% | +0.1% | -0.1% | +0.3% | +0.1% |
| May 11 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $6.57 | $6.69 | +1.8% | +6.7% | +6.5% | +6.8% | +6.7% | +6.4% |
| Apr 14 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $6.33 | $6.34 | +0.2% | +1.4% | +1.6% | +2.2% | +1.9% | +3.3% |
| Feb 8 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $5.84 | $5.78 | -1.0% | +0.7% | +2.1% | +3.1% | +5.5% | +3.9% |
| Jan 19 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $5.82 | $5.80 | -0.3% | -0.7% | -1.2% | -2.1% | -3.3% | -3.8% |
| Oct 31 | Goldman Sachs | Maintains | Sell → Sell | — | $5.40 | $5.40 | +0.0% | +0.6% | +1.5% | -2.0% | -1.3% | -2.6% |
| Oct 2 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | — | — | — | — | — | — | — | — |
| Sep 14 | Goldman Sachs | Maintains | Sell → Sell | — | $5.10 | $5.08 | -0.4% | -1.2% | -2.5% | -2.5% | -2.2% | -3.9% |
| Jul 12 | Deutsche Bank | Maintains | Hold → Hold | — | $4.96 | $4.95 | -0.2% | +0.2% | -1.2% | -1.8% | +2.0% | +1.6% |
| Jun 29 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $5.42 | $5.30 | -2.2% | -8.1% | -6.5% | -5.4% | -4.1% | -6.6% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 5, 2026 | Yates David M | Chief Information Officer | Sell | 15,000 | $18.06 | $271K | 157,499 | -1.78% | — |
8-K · 2.01
!!! Very High
WisdomTree, Inc. -- 8-K 2.01: Acquisition Completed
WisdomTree completed its acquisition of Atlantic House Holdings Limited, expanding its investment product offerings and potentially enhancing its competitive position in the asset management industry.
May 1
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
WT secured new financing through Oppenheimer, likely strengthening its balance sheet and liquidity position, which investors should monitor for details on terms, covenants, and dilution impact.
Mar 30
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Whitestone REIT raised $603.75 million in convertible notes, providing liquidity for acquisitions or debt reduction, which should support dividend sustainability and growth initiatives.
Mar 24
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Whitestone REIT raised capital through a debt offering and plans to use proceeds for an acquisition or, if that fails, for debt repayment and general purposes, indicating potential financial restructuring ahead.
Mar 23
8-K
Unknown — 8-K Filing
WT's acquisition of Atlantic House includes seller warranties on taxes and business operations, with both parties committed to obtaining regulatory approvals, indicating management confidence in the deal's viability and structure.
Mar 16
Data updated apr 27, 2026 10:03am
· Source: massive.com