WisdomTree
Sponsors ETPs and manages adviser models, farmland, derivative strategies, and tokenized funds.
Something off on this page? Send us feedback.
Profile
Sponsors U.S. ETFs and European ETPs, supplies adviser models, and manages farmland, defined-outcome, derivatives, and tokenized strategies. Most revenue comes from fees tied to managed assets, linking results to market values and investor flows across its U.S. and European platforms.
Runs a single asset-management platform centered on U.S.-listed ETFs and European-listed ETPs across equities, fixed income, commodities, currencies, leveraged-and-inverse strategies, alternatives, and cryptocurrency. Models and Portfolio Solutions serve advisers, while Atlantic House adds defined-outcome, derivatives-driven strategies and U.K. model portfolios. Ceres manages private farmland funds, and tokenized funds are distributed through WisdomTree Connect and the WisdomTree Prime wallet.
Combines proprietary indexes and active product design with distribution through banks, brokerages, registered investment advisers, institutions, private-wealth firms, and online brokers. Operations span the U.S. and Europe, with farmland concentrated in the U.S. and Atlantic House deepening the U.K. wealth channel. Nearly all revenue comes from advisory agreements tied to managed asset values or investor capital balances, leaving fees dependent on markets, flows, third-party distribution, and financial regulation.
Company facts
Categories
Key statistics
Year to date +95.4% · Average volume (30d) 2.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 27, 2026 | Raymond James | Reiterate | Outperform | $20 | $26 |
| Aug 26, 2026 | Oppenheimer | Reiterate | Outperform | $22 | $27 |
| Aug 19, 2026 | Northland Securities | Target | $22 | $26 | |
| Aug 4, 2026 | Goldman Sachs | Reiterate | Neutral | $16.80 | $18.30 |
| Aug 3, 2026 | Oppenheimer | Reiterate | Outperform | $20 | $22 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $0.26 | $0.31 | +17.3% | $170.6M | $177.2M | +3.8% | +3.03% |
| May 1, 2026Q1 FY26 | $0.25 | $0.27 | +8.0% | $157.0M | $159.5M | +1.6% | +3.97% |
| Jan 30, 2026Q4 FY25 | $0.23 | $0.29 | +26.1% | $142.5M | $147.4M | +3.4% | −0.86% |
| Oct 31, 2025Q3 FY25 | $0.21 | $0.23 | +9.5% | $142.7M | $125.6M | −12.0% | +0.33% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $108.1M | $112.6M | $125.6M | $147.4M | $159.5M | $177.2M | |
| Gross profit | $74.3M | $79.8M | $69.5M | $110.2M | $123.7M | $134.7M | |
| Operating income | $34.2M | $34.6M | $45.7M | $59.7M | $61.3M | $72.9M | |
| Net income | $24.6M | $24.8M | $19.7M | $40.0M | −$23.1M | $44.3M | |
| Diluted EPS | $0.17 | $0.17 | $0.13 | $0.28 | −$0.17 | $0.28 | |
| Gross margin | 68.7% | 70.9% | 55.3% | 74.7% | 77.6% | 76.0% | |
| Operating margin | 31.6% | 30.8% | 36.3% | 40.5% | 38.4% | 41.2% |
Fiscal years (4-quarter sums)FY21 $304.3M · FY22 $301.3M · FY23 $349.0M · FY24 $427.7M · FY25 $493.8M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $294.8M · Total debt $1.08B · Total assets $1.65B · Shareholders' equity $418.5M
Dividends
Raised for 7 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 12, 2026 | Aug 12 | Aug 26 | $0.03 | |
| May 13, 2026 | May 13 | May 27 | $0.03 | |
| Feb 11, 2026 | Feb 11 | Feb 25 | $0.03 | |
| Nov 12, 2025 | Nov 12 | Nov 26 | $0.03 | |
| Aug 13, 2025 | Aug 13 | Aug 27 | $0.03 | |
| May 14, 2025 | May 14 | May 28 | $0.03 | |
| Feb 12, 2025 | Feb 12 | Feb 26 | $0.03 | |
| Nov 6, 2024 | Nov 6 | Nov 20 | $0.03 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 152.94M · Float 133.32M · 87.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 19.27M | 12.60% | 13F | Aug 7, 2026 |
| FMR LLC | 13.57M | 8.87% | 13F | Aug 13, 2026 |
| Invesco Ltd. | 10.18M | 6.60% | 13G | Aug 13, 2026 |
| Jonathan L. Steinberg · director, officer: Chief Executive Officer | 9.76M | 6.38% | Form 4 | Jan 29, 2026 |
| Wellington Management Group LLP | 8.41M | 5.50% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 20, 2026 | R. Jarrett Lilien | officer: President and COO | −30,000 | $18.99 |
| May 19, 2026 | Peter M. Ziemba | officer: Chief Administrative Officer | −100,000 | $19.31 |
| May 5, 2026 | David M. Yates | officer: Chief Information Officer | −15,000 | $18.06 |
| Nov 20, 2024 | Tonia L. Pankopf | director | +38 | $11.52 |
| Feb 26, 2025 | Tonia L. Pankopf | director | +48 | $9.26 |
Peers
- BlackRock
Dominant iShares rival across ETFs, models, and tokenized funds
- State Street
SPDR ETF sponsor with scale in core, sector, and gold exposures
- Invesco
ETF and QQQ franchise rival in advisor portfolio channels
- Franklin Templeton
Franklin Templeton overlaps in ETFs and tokenized fund rails
- UBS (ADR)
Swiss ETF and indexing platform with Credit Suisse assets
- Blackstone
Private-markets platform rival for Ceres-era expansion
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| WisdomTree | $24.33 | −0.45% | $3.74B | 47.0 | 20.3 | 6.1 | +57.3% |
| BlackRock | $1,163.84 | −0.03% | $180.49B | 27.8 | 19.5 | 6.6 | +30.6% |
| State Street | $193.32 | +0.01% | $53.51B | 17.1 | 13.5 | 2.3 | −30.2% |
| Invesco | $32.86 | +0.05% | $14.57B | — | 10.8 | 2.1 | −12.3% |
| Franklin Templeton | $35.05 | +1.15% | $18.01B | 23.1 | 11.3 | 1.9 | −12.0% |
| UBS (ADR) | $54.90 | −0.02% | $179.95B | 25.2 | 13.7 | 2.9 | −27.1% |
| Blackstone | $142.86 | +0.35% | $171.97B | 31.6 | 22.2 | 10.7 | +2.4% |
| Median | 25.2 | 13.6 | 2.6 | −12.1% |