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WT · WisdomTree, Inc.

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$21.64 -0.01 (-0.05%) At close · Nov 13
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$3.27B
Shares
150.88M
Volume · Nov 13 2.26M Avg daily vol (3M) 2.63M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$21.64 Open$21.78 Day$21.04–21.84 52W close$10.73–25.04 Avg vol 30d2.6M Short int16.3M · 10.8% of shares · 8.0d Short vol79% Last earningsOct 30, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 5

Up next

Next earnings call
Jan 29, 2027 Est · unconfirmed · in 11 wks
Q3 2026 earnings call transcript
call held Oct 30, 2026
Play latest call

Latest documents

2026
Nov 5
Quarterly report 10-Q FY2026 Q3, ended Sep 30
AUM reaches $171.0 billion as revenue and net income rise

WisdomTree reported approximately $171.0 billion in AUM as of September 30, 2026, while quarterly revenue rose 42.8% to $179.4 million and net income increased to $49.2 million from $19.7 million.

Revenue $179.38M ▲ 42.8% Net income $49.22M ▲ 149.8% Diluted EPS $0.32 ▲ 146.2%
Read from the MD&A section
3 source passages
We are a modern global asset manager with capabilities across public markets, private markets, tokenization and onchain finance, with approximately $171.0 billion in assets under management as of September 30, 2026. Total revenues increased 42.8% from the three months ended September 30, 2025 to $179.4 million in the comparable period in 2026, due to higher average AUM, a higher average advisory fee, revenues arising from the acquisitions of Ceres Partners, LLC (“Ceres”) and Atlantic House Holdings Limited (“Atlantic House”), and increased other revenues from our European listed ETPs. We reported net income of $49.2 million and $19.7 million during the three months ended September 30, 2026 and 2025, respectively. Open the document at this passage
Oct 30
Earnings call
AUM hits record $171 billion on $4.6 billion inflows

WisdomTree reported record assets under management of $171 billion and $4.6 billion in quarterly net inflows, while updating full-year discretionary spending guidance to $83 to $87 million and expecting 154 to 160 million fourth-quarter diluted shares.

5 source passages
Our assets under management reached a record $171 billion at quarter end, marking our seventh consecutive quarter of record end. During the quarter, we generated $4.6 billion of net inflows, with positive contributions across the firm, including $2.4 billion in the U.S., $1.7 billion in Europe, and $500 million from on-chain. We are updating our full-year guidance to range from $83 to $87 million, reflecting a modest $2 million reduction to the high end of our Finally, we expect fourth quarter diluted shares to range from 154 to 160 million shares, including incremental shares associated with our convertible notes, assuming an average stock price of $21 to $24 per share. WisdomTree continues to execute exceptionally well. Open the document at this passage
Oct 30
Current report 8-K Events of Oct 28
Financial results, Other events

WisdomTree reported $171.0 billion of ending AUM, $4.6 billion of net inflows and $49.2 million of net income for the third quarter of 2026, with $0.32 diluted earnings per share. The Board declared a $0.03 dividend payable November 25, 2026.

Aug 5
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $177.16M ▲ 57.3% Net income $44.28M ▲ 78.7% Diluted EPS $0.28 ▲ 64.7%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$663.44M
Trailing 12 months
Net income (TTM)
$110.39M
Trailing 12 months
Revenue growth YoY
+42.8%
Year over year
Operating margin
39.9%
Trailing 12 months
P / E (TTM)
30.5
Trailing earnings · reciprocal yield 3.3%
FCF yield
6.4%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
0.7%
Trailing 12 months
Shares change YoY
+3.7%
Year over year · more shares
Price change (1Y)
+88.2%
Trailing year
Short interest
10.8%
Latest settlement · 8.0 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲21.9% $110.70M $27.31M '24 Q4* ▲11.6% $108.08M $24.63M '25 Q1 ▲5.2% $112.62M $24.78M '25 Q2 ▲11% $125.62M $19.70M '25 Q3 ▲33.2% $147.43M $40.03M '25 Q4* ▲47.5% $159.47M −$23.13M '26 Q1 ▲57.3% $177.16M $44.28M '26 Q2 LATEST ▲42.8% $179.38M $49.22M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Oct 30, 2026
Q3 FY26

TL;DR. WisdomTree posted record $171.0 billion of AUM, $4.6 billion of net inflows, revenue growth and expanded margins, while retiring notes, repurchasing stock and expanding tokenized-fund distribution. The quarter still faced lower revenue yield, higher operating and interest expenses, lower interest income, acquisition-related amortization pressure, and a guided mid-20s on-chain operating loss.

Bullish
  • + AUM increased 5.0% sequentially to a record $171.0 billion.
  • + The quarter generated $4.6 billion of net inflows across the firm.
  • + Operating revenue increased 1.3% sequentially and 42.8% year over year.
  • + Operating margin expanded 680 basis points year over year, or 750 basis points on an adjusted basis.
  • + WisdomTree retired $18 million of 2029 convertible notes and repurchased approximately $11 million of common stock.
  • + The MoonPay agreement expands access to tokenized funds and WTGXX.
Bearish
  • − Revenue yield fell 1 basis point sequentially because transaction and performance fees declined.
  • − Operating expenses increased 31.6% year over year, partly offset by lower acquisition-related costs.
  • − Interest expense increased 59.7% year over year.
  • − Interest income declined 42.5% sequentially and 54.1% year over year.
  • − Higher acquisition-related intangible amortization partially offset operating leverage.
  • − Management guides on-chain spending to a mid-20s operating loss.

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 Excellent Quant / Vol High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +12%
above
Price vs 50-day avg −3%
below
RSI (14) 53
neutral
MACD trend Positive
52-week position 76%
mid-range
Momentum
relative strength
Very Strong
1-month return +1%
trailing
6-month return +12%
trailing
YTD return +78%
this year
Relative strength +12%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $22 › 200d $19 — 50d above 200d
Institutional flow Distributing
290 of 319 funds reported for Sep 30 · net -2.2M sh shares · +50 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
10.80% of shares out · ▲ +6.6% MoM · 8.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
319 holders — near 3-yr high, broad support
Squeeze score 91
high risk · 0–100
Fundamentals
Excellent
Revenue growth +15%
Y/Y
EPS growth +127%
Y/Y
Free cash flow $147.7M
Valuation P/E 30.5
rich
Buyback $188.5M
remaining
Quant / Vol
risk profile
High
Volatility 41%
annualized · 1-yr
Max drawdown −24%
past year
ATR 4.3%
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 Oct 30, 2026
Third-party distribution fees · going into next year 3%
Previous outlook earlier release · from the Earnings Call filed Jul 31, 2026

Still-open targets the latest release did not restate under the same label.

Interest income guidance · not specified $8M
Interest income · not stated $8M
Prior guidance period ended · from the Earnings Call filed May 1, 2026
Interest expense · the second quarter $15M
Interest expense · the third quarter $14M

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

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+12% Bullish
Price vs 50-day avg
−3% Neutral
RSI (14)
53 Neutral
MACD trend
Positive Bullish
52-week position
76% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $22 › 200d $19 — 50d above 200d
Institutional flow Distributing
290 of 319 funds reported for Sep 30 · net -2.2M sh shares · +50 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
10.80% of shares out · ▲ +6.6% MoM · 8.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
319 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $11 Now $22 · 76% Range high $25
vs 200-day avg +12% vs 50-day avg -3%

Illustrative 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
Adjusted income tax expense non-GAAP 16.2M Three Months Ended Sept. 30, 2026 —
assets under management globally 175B as of the last reportable period —
Inflows 1.73B Three Months Ended Sept. 30, 2026 —
Market appreciation 3.45B Three Months Ended Sept. 30, 2026 —
Net inflows 13.6B year-to-date 2026 —
Revenue days 92 Three Months Ended Sept. 30, 2026 —
Number of ETFs—end of the period (U.S. Listed ETFs) 92 the three months ended June 30, 2026 filing —
Number of ETPs—end of the period (European Listed ETPs) 338 the three months ended June 30, 2026 filing —
Number of products—end of the period (Digital Assets) 19 the three months ended June 30, 2026 filing —
Number of products—end of the period (Global Products) 451 the three months ended June 30, 2026 filing —
Average assets during the period $164.15B Q2 2026 —
Average AUM $164.2B Q2 2026 —

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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
WT
WisdomTree, Inc.
this stock
$3.27B +77.5% +15.4% 30.5 10.8%
BLK
BlackRock, Inc.
 $198.15B +14.3% +16.2% 27.9 1.3%
BN
BROOKFIELD Corp
 $91.46B -10.7% — — 1.0%
BX
Blackstone Inc.
 $90.28B -22.0% +9.2% 26.8 2.6%
KKR
KKR & Co. Inc.
 $87.47B -23.1% -11.0% — 1.6%

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
341
% held
107.0%
Reported
290 of 319
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
355
View
Short & Settlement
Short Interest Rising
Shares short
16.3M
Days to cover
8.0d
Change
+1.0M sh
View
Short Volume
Short vol %
79%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
121.1K
Value
$2.7M
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
36.5%
Week of
Oct 5, 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
$188.5M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 5, 2026
This year
17

WisdomTree reported approximately $171.0 billion in AUM as of September 30, 2026, while quarterly revenue rose 42.8% to $179.4 million and net income increased to $49.2 million from $19.7 million.

View
Proposed Sales
Value
$736.8K
Shares
30.0K
Filed
Sep 9, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 30, 2026
View
Investor Relations
Latest news
WisdomTree Reports Monthly Metric…
Published
Nov 11, 2026
View

Performance

5D 20D 120D MTD YTD
WT +11.1% +1.2% +12.5% +4.5% +77.5%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +8.5% +2.3% +12.0% +4.7% +66.9%

Capital returns

Latest dividend
$0.03 / share · ex Nov 11, 2026
Paid (TTM)
$0.15 / share · 5 payouts
Dividend yield (TTM, derived)
0.69%
Full dividend history
Buyback programs · 2 active · as of Sep 30, 2026
Authorized (total)
$440.04M
Spent (derived)
$251.54M
Remaining
$188.49M
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) 281 filings 241 filers Visit website Investor relations