WT
WisdomTree, Inc.
$18.97
-0.25 (-1.30%)
At close · Jul 13
Market Cap
$2.90B
Shares
152,941,267
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$18.97
Open$19.12
Day$18.70–19.42
52W$10.67–20.18
Avg vol 30d3.2M
Short int15.9M · 10.4% float · 4.2d
Short vol80%
Last earningsMay 1, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 6
Up next
Next earnings call
Jul 31, 2026
Est · unconfirmed
· in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
High
Market backdrop
VIX 17.2 · elevated
Equity put/call 0.55
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+25%
above
Price vs 50-day avg
+3%
above
RSI (14)
56
neutral
MACD trend
Positive
52-week position
87%
near high
Volume (OBV)
Bearish div.
distributing
Momentum
relative strength
1-month return
+10%
trailing
6-month return
+25%
trailing
YTD return
+56%
this year
Relative strength
+17%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $18 › 200d $15 — 50d above 200d
Institutional flow
Distributing
13 of 313 funds reported for Jun 30 · net -15.5K sh shares · +1 new
Insider flow
Distributing
Net -$2.8M over 90 days · 100% sells
Short interest
Falling
10.40% of float · ▼ -1.0% MoM · 4.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
313 holders — near 3-yr high, broad support
Squeeze score
75
high risk · 0–100
Fundamentals
Revenue growth
+15%
Y/Y
EPS growth
+127%
Y/Y
Free cash flow
$147.7M
Valuation
P/E 46.3
rich
Buyback
$225.0M
remaining
Balance sheet
$191.9M
net debt
Quant / Vol
risk profile
Volatility
38%
annualized · 1-yr
Max drawdown
−27%
past year
ATR
4.2%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Mar 31, 2026
the year
Compensation to revenue ratio
Initiated
26% – 28%
Gross margin
Initiated
83% – 84%
Third-party distribution expense
Initiated
$20M – $24M
Interest expense
Initiated
$53M
Interest income
Initiated
$10M
Adjusted tax rate
Initiated
24% – 25%
the second quarter
Interest expense
Initiated
$15M
the third quarter
Interest expense
Initiated
$14M
the fourth quarter
Interest expense
Initiated
$14M
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+25%
Bullish
Price vs 50-day avg
+3%
Bullish
RSI (14)
56
Neutral
MACD trend
Positive
Bullish
52-week position
87%
Bullish
Volume (OBV)
Bearish div.
Bearish
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $18 › 200d $15 — 50d above 200d
Institutional flow
Distributing
13 of 313 funds reported for Jun 30 · net -15.5K sh shares · +1 new
Insider flow
Distributing
Net -$2.8M over 90 days · 100% sells
Short interest
Falling
10.40% of float · ▼ -1.0% MoM · 4.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
313 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $11
Now $19 · 87%
52-wk high $20
vs 200-day avg +25%
vs 50-day avg +3%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Annualized Organic Flow Growth Rate | 17% | Q1 2026 | — |
| Operating Margin Expansion Year over Year, as adjusted non-GAAP | 770 | Q1 2026 | — |
| adjusted net income non-GAAP | $40.6M | Q1 2026 call | — |
| adjusted operating margin expansion non-GAAP | 770 | Q1 2026 vs prior year quarter call | — |
| annualized organic growth rate | 17% | Q1 FY2026 call | — |
| assets under management | $152.6B | Q1 2026 call | — |
| Atlantic House advisory fee | 53 | Q1 FY2026 call | — |
| Atlantic House AUM | $4B | Q1 FY2026 call | — |
| Atlantic House managed models AUA | $1.5B | Q1 FY2026 call | — |
| Atlantic House managed models fee | 25 | Q1 FY2026 call | — |
| Atlantic House overall revenue yield | 95 | Q1 FY2026 call | — |
| Atlantic House structuring fees | $13M | FY2025 call | — |
| average advisory fee increase | 1 | Q1 2026 call | — |
| Ceres management fees contribution | $5.2M | Q1 2026 call | — |
| Ceres performance fees contribution | $3M | Q1 2026 call | — |
| Cirrus management fees | $5.2M | Q1 FY2026 call | — |
| Cirrus performance fees | $3M | Q1 FY2026 call | — |
| digital asset AUM | $867M | Q1 FY2026 call | — |
| digital asset inflows | $98M | Q1 FY2026 call | — |
| digital assets AUM | $867M | Q1 2026 call | — |
| digital assets inflows | $98M | Q1 2026 call | — |
| global AUM | $164.3B | Q1 FY2026 call | — |
| global AUM (current) | $164.3B | current call | — |
| net inflows | $5.9B | Q1 2026 call | — |
| net inflows globally | $5.9B | Q1 FY2026 call | — |
| net inflows in digital assets | $100M | Q1 2026 call | — |
| net inflows in Europe | $3.1B | Q1 2026 call | — |
| net inflows in private assets | $75M | Q1 2026 call | — |
| net inflows in the U.S. | $2.6B | Q1 2026 call | — |
| organic growth rate | 17% | Q1 2026 call | — |
| UCITS platform AUM growth | 26% | year-to-date 2026 call | — |
| UCITS platform inflows year-to-date | $3.4B | year-to-date 2026 call | — |
| USITS AUM growth | 26% | Q1 FY2026 year-to-date call | — |
| USITS inflows year-to-date | $3.4B | Q1 FY2026 year-to-date call | — |
| weighted average diluted shares | 152M | Q1 2026 call | — |
| Model AUA | 6B | Q4 2025 | — |
| Net inflows (full year) | 8.5B | FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WT
this stock
WisdomTree, Inc.
|
$2.90B | +55.9% | +15.8% | 46.3 | 10.4% |
|
BLK
BlackRock, Inc.
|
$337.44B | -2.7% | +16.2% | 26.1 | 0.6% |
|
BN
BROOKFIELD Corp /ON/
|
$96.85B | -5.2% | — | — | 0.7% |
|
BX
Blackstone Inc.
|
$90.66B | -19.9% | +9.2% | 31.3 | 3.1% |
|
KKR
KKR & Co. Inc.
|
$87.01B | -23.8% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WT | +2.8% | +9.8% | +25.4% | +12.0% | +55.9% |
| SPY | -0.3% | +1.6% | +8.3% | +0.3% | +9.9% |
| vs SPY | +3.1% | +8.2% | +17.1% | +11.7% | +46.1% |
Capital returns
Latest dividend
$0.03
/ share · ex May 13, 2026
Paid (TTM)
$0.12
/ share · 4 payouts
Dividend yield (TTM, derived)
0.63%
Buyback programs
· 2 active
· as of Mar 31, 2026
Authorized (total)
$440.04M
Spent (derived)
$215.00M
Remaining
$225.04M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
880631
CUSIP
97717P104
13F (30d)
12 filings
12 filers
Visit website
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