Market Cap
$3.7B
WT
WisdomTree, Inc.
$24.38 ▲ +1.46%
Prev close $24.03Market cap$3.7B
ConsensusStrong Buy
12-mo target$26.33 (+8.0%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)28 New Institutional Positions22 Institutional Exits Traditional Finance
Snapshot
The big-picture read on WT right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$2.2B
Inst. Activity
28 buys / 22 sells
Insider Activity
$3.3K buy / $4.0M sell
Insider Net $
-$4.0M
SEC Reports
3
Price chart 30d -2.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: WT — 63.6% short (0.5M / 0.8M)
Short: 532,346 | Exempt: 0 | TRF Vol: 836,799 | Short Ratio: 63.6% | Off-exchange volume (dark pool
Sep 9, 2026 Insider
Jul 31, 2026 SEC Lilien R Jarrett sold 30,000 shares
President and COO @ $24.56 ($736.8K)
WisdomTree reported Q2 2026 results with record AUM of $162.9B, operating revenues of $177.2M (+57.3% YoY), and adjusted
8-K — Impact 7/10
Jun 30, 2026 Inst.
DRIEHAUS CAPITAL MANAGEMENT LLC — DOUBLED
4,702,705 shares ($79.7M)
Jun 30, 2026 Inst.
UBS Group AG — DOUBLED
2,658,995 shares ($45.0M)
Jun 17, 2026 Insider
PANKOPF TONIA L was granted 5,509 shares
Director
Jun 17, 2026 Insider
May 21, 2026 SEC Naidoo Shamla was granted 5,509 shares
Director
Two WisdomTree insiders (President/COO and CAO) sold a total of $2.5M in open-market sales over two days. The sales repr
CLUSTER — Impact 3/10
Analyst ratings buy % +1.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Craig-Hallum | MAINTAIN | Buy | 54% |
| Oct 2, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 26, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 19, 2026 | Northland Capital Markets | MAINTAIN | Outperform | 51% |
| Aug 4, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 3, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jun 26, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Aug 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Jul 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Jun 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| May 1, 2026 | 5 | 8 | 3 | 0 | 0 | 81% | |
| Apr 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Mar 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Feb 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% |
Price targets
Where 7 covering analysts think WT trades over the next 12 months.
$26.33 +8.0% upside Buy
Current$24.38 Low$21.30 Median$27.00 High$29.00 7 analysts
$21.30$29.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 4.3/10.
BULLISH8-K7/10
WisdomTree reported Q2 2026 results with record AUM of $162.9B, operating revenues of $177.2M (+57.3
Jul 31, 2026
NEUTRALCLUSTER3/10
Two WisdomTree insiders (President/COO and CAO) sold a total of $2.5M in open-market sales over two
May 21, 2026
NEUTRALCLUSTER3/10
Analysis based on filing metadata only — document content was unavailable. This is an insider tradin
Mar 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: WT — 63.6% short (0.5M / 0.8M)
Short: 532,346 | Exempt: 0 | TRF Vol: 836,799 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: WT — 64.8% short (0.5M / 0.8M)
Short: 492,039 | Exempt: 1,141 | TRF Vol: 759,363 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: WT — 66.1% short (0.5M / 0.8M)
Short: 531,389 | Exempt: 3,088 | TRF Vol: 803,670 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: WT — 55.8% short (0.3M / 0.6M)
Short: 323,744 | Exempt: 827 | TRF Vol: 579,683 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: WT — 74.7% short (0.7M / 1.0M)
Short: 731,051 | Exempt: 0 | TRF Vol: 978,275 | Short Ratio: 74.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.31 | $0.29–$0.33 | 34.2% | +3.3% | 1↑ 0↓ | $0.2B | 7 |
| Next Q | $0.33 | $0.31–$0.35 | 13.3% | +4.1% | 4↑ 0↓ | $0.2B | 7 |
| Current FY | $1.21 | $1.17–$1.25 | 40.7% | +1.1% | 4↑ 0↓ | $0.7B | 7 |
| Next FY | $1.35 | $1.22–$1.50 | 11.8% | +2.4% | 4↑ 0↓ | $0.8B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.309 | — |
| 7d ago | $0.309 | — |
| 30d ago | $0.299 | +0.010 |
| 60d ago | $0.300 | +0.009 |
| 90d ago | $0.304 | +0.004 |
Institutional ownership
Which big funds own WT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.2B total value (129,172,712 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, Invesco. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,274,687 | $326.5M | 14.9% | — |
| FMR LLC | 13,565,042 | $229.8M | 10.5% | — |
| Invesco Ltd. | 9,975,256 | $169.0M | 7.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 8,407,113 | $142.4M | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,123,363 | $137.6M | 6.3% | — |
| Capital World Investors | 7,547,094 | $127.8M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,066,366 | $102.8M | 4.7% | — |
| STATE STREET CORP | 5,610,044 | $95.0M | 4.3% | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 4,702,705 | $79.7M | 3.6% | DOUBLED +186.0% |
| DIMENSIONAL FUND ADVISORS LP | 3,754,933 | $63.6M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DRIEHAUS CAPITAL MANAGEMENT LLC | DOUBLED | 1,644,242 | 4,702,705 | +186.0% | $79.7M |
| UBS Group AG | DOUBLED | 408,001 | 2,658,995 | +551.7% | $45.0M |
| LOOMIS SAYLES & CO L P | ADD | 1,662,823 | 2,190,641 | +31.7% | $37.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 4,578,590 | 1,971,158 | -56.9% | $33.4M |
| Qube Research & Technologies Ltd | ADD | 521,506 | 767,085 | +47.1% | $13.0M |
| FIRST TRUST ADVISORS LP | ADD | 427,822 | 618,814 | +44.6% | $10.5M |
| CITIGROUP INC | TRIM | 810,639 | 578,923 | -28.6% | $9.8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 1,238,094 | 542,250 | -56.2% | $9.2M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 238,789 | 542,137 | +127.0% | $9.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEAR_EXIT | 4,134,430 | 487,892 | -88.2% | $8.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 35 transactions. Net -$4.0M — $3.3K bought, $4.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Lilien R Jarrett | President and COO | SELL | 30,000 | $24.56 | $736.8K |
| Jun 17, 2026 | PANKOPF TONIA L | Director | AWARD | 5,509 | — | — |
| Jun 17, 2026 | Naidoo Shamla | Director | AWARD | 5,509 | — | — |
| Jun 17, 2026 | Bossone Anthony | Director | AWARD | 5,509 | — | — |
| Jun 17, 2026 | Delorier Rilla S | Director | AWARD | 5,509 | — | — |
| Jun 17, 2026 | Blake Lynn S. | Director | AWARD | 5,509 | — | — |
| Jun 17, 2026 | Conjeevaram Smita | Director | AWARD | 5,509 | — | — |
| Jun 17, 2026 | Mielke Daniela | Director | AWARD | 5,509 | — | — |
| Jun 17, 2026 | SALERNO FRANK | Director | AWARD | 5,509 | — | — |
| May 20, 2026 | Lilien R Jarrett | President and COO | SELL | 30,000 | $18.99 | $569.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WT.
Shares short
14,984,944
Settlement Sep 15, 2026
Change vs prior
+7.8%
Semi-monthly cycle
Days to cover
5.3
At avg daily volume
Of shares outstanding
≈9.9%
Estimate — not % of float
All WT filing & press-release reports (3)
- 8-K reportJul 31, 2026
- CLUSTER reportMay 21, 2026
- CLUSTER reportMar 9, 2026