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WT · WisdomTree, Inc.

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$24.49 +0.20 (+0.82%)
Market Cap
$3.69B
Shares
151.51M
Volume · Sep 30 2.47M Avg daily vol (3M) 2.65M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$24.29 Open$24.73 Day$24.27–24.77 52W close$10.73–25.04 Avg vol 30d2.8M Short int15.0M · 9.9% float · 5.4d Short vol64% Last earningsJul 31, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 4 wks
filed Aug 5, 2026
call held Jul 31, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$609.68M
Trailing 12 months
Net income (TTM)
$80.88M
Trailing 12 months
Revenue growth YoY
+57.3%
Year over year
Operating margin
38.8%
Trailing 12 months
P / E (TTM)
46.7
Trailing earnings · reciprocal yield 2.1%
FCF yield
5.3%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+6.6%
Year over year · more shares
Price change (1Y)
+74.9%
Trailing year
Short interest
9.9%
Latest settlement · 5.4 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +35%
above
Price vs 50-day avg +7%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 95%
near high
Momentum
relative strength
Very Strong
1-month return −1%
trailing
6-month return +53%
trailing
YTD return +99%
this year
Relative strength +41%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $23 › 200d $18 — 50d above 200d
Institutional flow Flat
0% holders QoQ · +52 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
9.89% of float · ▲ +7.9% MoM · 5.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
316 holders — near 3-yr high, broad support
Squeeze score 74
high risk · 0–100
Fundamentals
Strong
Revenue growth +15%
Y/Y
EPS growth +127%
Y/Y
Free cash flow $147.7M
Valuation P/E 46.8
rich
Buyback $199.1M
remaining
Balance sheet $189.1M
net debt
Quant / Vol
risk profile
Moderate
Volatility 40%
annualized · 1-yr
Max drawdown −24%
past year
ATR 3.6%
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
full year
Compensation-to-revenue ratio 26% – 28%
Gross margin 83% – 84%
Third-party distribution expense $20M – $24M
Interest expense $53M
Interest income $10M
third quarter
Interest expense $14M
fourth quarter
Interest expense $14M
second quarter
Weighted average diluted shares $155M – $158M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+35% Bullish
Price vs 50-day avg
+7% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
95% Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $23 › 200d $18 — 50d above 200d
Institutional flow Flat
0% holders QoQ · +52 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
9.89% of float · ▲ +7.9% MoM · 5.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
316 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $11 Now $24 · 95% Range high $25
vs 200-day avg +35% vs 50-day avg +7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
WT
WisdomTree, Inc.
this stock
$3.69B +99.3% +15.4% 46.8 9.9%
BLK
BlackRock, Inc.
$347.03B -1.1% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
$86.77B -28.4% -11.0% — 1.5%
BX
Blackstone Inc.
$85.57B -27.3% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
$81.46B -20.5% — — 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 section
Ownership
Institutional Holders Reducing
Holders
316
% held
108.0%
Net QoQ
-352.2K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
356
View
Short & Settlement
Short Interest Rising
Shares short
15.0M
Days to cover
5.4d
Change
+1.1M sh
View
Short Volume
Short vol %
64%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
6.4K
Value
$154.6K
As of
Sep 11, 2026
View
Off-Exchange
Off-exchange %
54.7%
Week of
Aug 24, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$493.8M
Net income (FY)
$109.1M
EPS diluted
$0.75
View
Buybacks
Authorized · 2 programs
$440.0M
Remaining
$199.1M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 5, 2026
This year
13
View
Proposed Sales
Value
$736.8K
Shares
30.0K
Filed
Sep 9, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 31, 2026
View

Performance

5D 20D 120D MTD YTD
WT +2.4% -0.7% +53.3% +1.0% +99.3%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY +3.1% -0.8% +41.1% +1.5% +87.4%

Capital returns

Buyback programs · 2 active · as of Jun 30, 2026
Authorized (total)
$440.04M
Spent (derived)
$240.93M
Remaining
$199.11M
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) 6 filings 6 filers Visit website Investor relations