Key Points
- WisdomTree COO R. Jarrett Lilien sold 30,000 shares for approximately $736,800 at an average price of $24.56, reducing his position by 2.7% while retaining 1,080,245 shares valued at about $26.5 million.
- WisdomTree reported strong quarterly results, with EPS of $0.31 beating estimates by $0.05 and revenue rising 57.3% year over year to $177.16 million. The company also declared a $0.03 quarterly dividend, equal to a 0.5% yield.
- Analyst sentiment is mixed but generally supportive: Oppenheimer raised its price target to $27 and assigned an “outperform” rating, while the broader analyst consensus remains “Hold” with an average target of $23.66.
WisdomTree, Inc. (NYSE:WT - Get Free Report) COO R. Jarrett Lilien sold 30,000 shares of the firm's stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $24.56, for a total value of $736,800.00. Following the completion of the sale, the chief operating officer directly owned 1,080,245 shares of the company's stock, valued at $26,530,817.20. The trade was a 2.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
WisdomTree Stock Up 1.5%
Shares of WT stock opened at $24.26 on Friday. WisdomTree, Inc. has a 1-year low of $10.69 and a 1-year high of $25.91. The stock's fifty day moving average price is $21.68 and its 200 day moving average price is $18.71. The company has a debt-to-equity ratio of 2.53, a current ratio of 3.00 and a quick ratio of 2.73. The company has a market cap of $3.68 billion, a price-to-earnings ratio of 46.65 and a beta of 1.20.
WisdomTree (NYSE:WT - Get Free Report) last released its quarterly earnings results on Friday, July 31st. The company reported $0.31 EPS for the quarter, beating analysts' consensus estimates of $0.26 by $0.05. WisdomTree had a return on equity of 39.12% and a net margin of 13.27%.The company had revenue of $177.16 million during the quarter, compared to analysts' expectations of $170.62 million. During the same period last year, the business posted $0.18 earnings per share. The firm's revenue was up 57.3% compared to the same quarter last year. On average, research analysts expect that WisdomTree, Inc. will post 1.19 earnings per share for the current fiscal year.
WisdomTree Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th were paid a dividend of $0.03 per share. This represents a $0.12 annualized dividend and a yield of 0.5%. The ex-dividend date was Wednesday, August 12th. WisdomTree's payout ratio is presently 23.08%.
More WisdomTree News
Here are the key news stories impacting WisdomTree this week:
- Positive Sentiment: Northland Securities raised its earnings forecasts and maintained an “Outperform” rating. The firm increased its FY2026 EPS estimate to $1.23 from $1.22, FY2027 EPS to $1.35 from $1.34, and lifted estimates for the third and fourth quarters of 2026 and second quarter of 2027. Northland’s price target remains $26, implying further potential upside. Northland Securities estimates
- Positive Sentiment: Call-option activity surged. Investors purchased 10,831 call options, roughly 1,040% above the typical daily volume of 950 contracts. The activity may reflect increased bullish speculation or hedging demand, though options volume alone does not guarantee a sustained rally.
- Neutral Sentiment: An investment article titled “Watching the Frontier” was published, but the supplied information does not provide enough detail to determine its specific implications for WisdomTree or WT. Watching the Frontier
- Negative Sentiment: COO R. Jarrett Lilien sold 30,000 shares for approximately $736,800 at an average price of $24.56. The sale reduced his direct holdings by 2.7%, but he still owns 1,080,245 shares, worth approximately $26.5 million. Because the remaining stake is substantial, the transaction is a mild negative signal rather than a major change in insider alignment. SEC insider filing
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently added to or reduced their stakes in WT. Clearstead Trust LLC acquired a new position in shares of WisdomTree in the second quarter worth about $92,000. Nykredit A S purchased a new stake in shares of WisdomTree during the 2nd quarter worth about $27,000. Team Financial Group LLC acquired a new stake in shares of WisdomTree during the 1st quarter valued at about $29,000. Transamerica Financial Advisors LLC acquired a new stake in shares of WisdomTree during the 2nd quarter valued at about $36,000. Finally, Quarry LP increased its stake in shares of WisdomTree by 1,679.0% in the 3rd quarter. Quarry LP now owns 2,206 shares of the company's stock valued at $31,000 after purchasing an additional 2,082 shares in the last quarter. Hedge funds and other institutional investors own 78.64% of the company's stock.
Analyst Upgrades and Downgrades
Several research analysts recently issued reports on WT shares. Oppenheimer raised their target price on shares of WisdomTree from $22.00 to $27.00 and gave the stock an "outperform" rating in a report on Wednesday, August 26th. Wall Street Zen raised WisdomTree from a "hold" rating to a "buy" rating in a report on Saturday, August 1st. The Goldman Sachs Group lifted their price target on WisdomTree from $16.40 to $18.30 and gave the company a "neutral" rating in a research report on Tuesday, August 4th. Zacks Research downgraded WisdomTree from a "strong-buy" rating to a "hold" rating in a report on Monday, July 27th. Finally, Weiss Ratings lowered WisdomTree from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, September 2nd. Three equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average price target of $23.66.
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WisdomTree Company Profile
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WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.
WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets.
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