WT · WisdomTree, Inc.
Price & Indicators
Up next
AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| AUM—end of period | 162.9B | Q2 2026 | — |
| Average advisory fee | 0.36% | Q2 2026 | — |
| Average AUM | 164.2B | Q2 2026 | — |
| Net inflows/(outflows) | 3.1B | Q2 2026 | — |
| Number of products—end of the period | 451 | Q2 2026 | — |
| Gross margin non-GAAP | 84.4% | Mar. 31, 2026 | — |
| Operating income margin, as adjusted non-GAAP | 39.3% | Mar. 31, 2026 | — |
| Adjusted revenue yield non-GAAP | 0.42% | Dec. 31, 2025 | — |
| Model AUA | 6B | full year 2025 | — |
| Net (outflows)/inflows | -0.3B | Dec. 31, 2025 | — |
| Net inflows | 8.5B | full year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WT
this stock
WisdomTree, Inc.
|
$3.46B | +87.1% | +15.4% | 43.9 | 9.7% |
|
BLK
BlackRock, Inc.
|
$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
|
BX
Blackstone Inc.
|
$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$102.34B | -10.6% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.94B | -4.4% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WT | +7.3% | +13.8% | +36.4% | +17.8% | +87.1% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +6.9% | +9.3% | +22.7% | +13.8% | +73.3% |
Capital returns
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.