WT
WisdomTree, Inc.
$18.47
+0.82%
$2.8B
No data for this timeframe.
Vol
Market Cap$2.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders50 funds
Inst. Value$1.7B
Inst. Activity21 buys / 12 sells
Insider Activity6B / 4S
Insider Net $-$3.3M
SEC Reports2
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. DE·CIK 0000880631·Prev Close $18.32
Recent Activity
Jun 16, 2026
short_volume
Short Volume: WT — 63.9% short (0.3M / 0.5M)
Short: 346,101 | Exempt: 0 | TRF Vol: 541,230 | Short Ratio: 63.9% | Off-exchange volume (dark pool
May 21, 2026
SEC
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
May 20, 2026
Insider
Lilien R Jarrett sold 30,000 shares
President and COO @ $18.99 ($569.7K)
May 19, 2026
Insider
Ziemba Peter M sold 100,000 shares
Chief Administrative Officer @ $19.31 ($1.9M)
May 5, 2026
Insider
Yates David M sold 15,000 shares
Chief Information Officer @ $18.06 ($270.9K)
Mar 9, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
CLUSTER — Impact 3/10
Inst.
Capital World Investors — DOUBLED
6,811,059 shares ($99.2M)
Inst.
Invesco Ltd. — ADD
5,813,215 shares ($84.6M)
Price Targets
$19.97
+8.1% upside
Buy
Current $18.47
Low $16.80
Median $20.00
High $22.00
7 analysts
$16.80
$22.00
Analyst Ratings
5Strong Buy
8Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Apr 1, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 26, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Feb 3, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Feb 2, 2026 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.27 ▲ +4.0% | $0.25 — $0.30 | 48% YoY | 5 |
| Next Q | $0.31 ▲ +7.5% | $0.30 — $0.34 | 36% YoY | 6 |
| Current FY | $1.17 ▲ +7.0% | $1.14 — $1.22 | 36% YoY | 6 |
| Next FY | $1.31 ▲ +8.0% | $1.27 — $1.38 | 12% YoY | 6 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Two WisdomTree insiders (President/COO and CAO) sold a total of $2.5M in open-market sales over two days. The sales repr
May 21, 2026
NEUTRAL
CLUSTER
3/10
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
Mar 9, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $257.1M | — |
| FMR LLC | $185.2M | — |
| WELLINGTON MANAGEMENT GROUP LLP | $154.1M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $117.2M | — |
| Capital World Investors | $99.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | Lilien R | SELL | $569.7K |
| May 19, 2026 | Ziemba Peter | SELL | $1.9M |
| May 5, 2026 | Yates David | SELL | $270.9K |
| Feb 25, 2026 | Lilien R | SELL | $505.2K |
| Feb 25, 2026 | PANKOPF TONIA | BUY | $751.40 |
50 institutional holders with $1.7B total value (115,508,308 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, WELLINGTON. Net buying activity: 21 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17,657,453 | $257.1M | 15.3% | — |
| 2 | FMR LLC | 12,722,899 | $185.2M | 11.0% | — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 10,585,959 | $154.1M | 9.2% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,047,642 | $117.2M | 7.0% | — |
| 5 | Capital World Investors | 6,811,059 | $99.2M | 5.9% | DOUBLED +169.3% |
| 6 | Invesco Ltd. | 5,813,215 | $84.6M | 5.0% | ADD +74.1% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 5,553,198 | $80.9M | 4.8% | — |
| 8 | STATE STREET CORP | 5,049,152 | $73.5M | 4.4% | — |
| 9 | GOLDMAN SACHS GROUP INC | 4,578,590 | $66.7M | 4.0% | — |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,134,430 | $60.2M | 3.6% | ADD +41.1% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 3,624,396 | $52.8M | 3.1% | — |
| 12 | MORGAN STANLEY | 2,500,122 | $36.4M | 2.2% | — |
| 13 | BANK OF AMERICA CORP /DE/ | 2,327,389 | $33.9M | 2.0% | DOUBLED +556.4% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,243,520 | $32.7M | 1.9% | ADD +32.2% |
| 15 | JANUS HENDERSON GROUP PLC | 1,742,489 | $25.4M | 1.5% | — |
| 16 | TWO SIGMA INVESTMENTS, LP | 1,674,494 | $24.4M | 1.4% | — |
| 17 | LOOMIS SAYLES & CO L P | 1,662,823 | $24.2M | 1.4% | — |
| 18 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1,644,242 | $23.9M | 1.4% | ADD +87.7% |
| 19 | Nuveen, LLC | 1,596,382 | $23.2M | 1.4% | — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,443,410 | $21.0M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital World Investors | DOUBLED | 2,529,511 | 6,811,059 | +169.3% | $99.2M | 2026-Q1 |
| Invesco Ltd. | ADD | 3,339,718 | 5,813,215 | +74.1% | $84.6M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 2,929,333 | 4,134,430 | +41.1% | $60.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 354,542 | 2,327,389 | +556.4% | $33.9M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 1,696,879 | 2,243,520 | +32.2% | $32.7M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 875,774 | 1,644,242 | +87.7% | $23.9M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 2,361,965 | 1,344,172 | -43.1% | $19.6M | 2026-Q1 |
| DANSKE BANK A/S | NEW | — | 692,639 | — | $10.1M | 2026-Q1 |
| CREDIT AGRICOLE S A | ADD | 390,723 | 490,723 | +25.6% | $7.1M | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | DOUBLED | 13,131 | 459,989 | +3403.1% | $6.7M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 609,727 | 334,890 | -45.1% | $4.9M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 111,506 | 233,951 | +109.8% | $3.4M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEAR_EXIT | 1,673,058 | 189,374 | -88.7% | $2.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 20,605 | 145,145 | +604.4% | $2.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 303,405 | 116,953 | -61.5% | $1.7M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 11,927 | 113,576 | +852.3% | $1.7M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 56,093 | 77,299 | +37.8% | $1.1M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 22,349 | 66,915 | +199.4% | $974.3K | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 142,618 | 53,622 | -62.4% | $789.1K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 60,200 | 42,400 | -29.6% | $617.3K | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | TRIM | 56,358 | 32,868 | -41.7% | $478.6K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 309 | 25,100 | +8023.0% | $365.5K | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | TRIM | 58,530 | 23,975 | -59.0% | $349.1K | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | ADD | 13,339 | 23,914 | +79.3% | $348.2K | 2026-Q1 |
| Centiva Capital, LP | TRIM | 34,112 | 16,821 | -50.7% | $244.9K | 2026-Q1 |
9 unique insiders with 26 transactions. Net insider value: -$3.3M ($3.3K bought, $3.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | Lilien R Jarrett | President and COO | SELL | 30,000 | $18.99 | $569.7K |
| May 19, 2026 | Ziemba Peter M | Chief Administrative Officer | SELL | 100,000 | $19.31 | $1.9M |
| May 5, 2026 | Yates David M | Chief Information Officer | SELL | 15,000 | $18.06 | $270.9K |
| Feb 25, 2026 | Lilien R Jarrett | President and COO | SELL | 30,000 | $16.84 | $505.2K |
| Feb 25, 2026 | PANKOPF TONIA L | Director | BUY | 44.344 | $16.94 | $751.40 |
| Feb 23, 2026 | Marinof Alexis | CEO, Europe | AWARD | 5,223 | — | — |
| Feb 23, 2026 | Peck William Bradley | Head of Digital Assets | AWARD | 2,673 | — | — |
| Feb 23, 2026 | Ziemba Peter M | Chief Administrative Officer | AWARD | 3,046 | — | — |
| Feb 23, 2026 | Steinberg Jonathan L | Chief Executive Officer | AWARD | 42,880 | — | — |
| Feb 23, 2026 | Frankenthaler Marci | Chief Legal Officer | AWARD | 3,725 | — | — |
| Feb 23, 2026 | Yates David M | Chief Information Officer | AWARD | 2,673 | — | — |
| Feb 23, 2026 | Lilien R Jarrett | President and COO | AWARD | 25,220 | — | — |
| Feb 23, 2026 | Edmiston Bryan | Chief Financial Officer | AWARD | 4,247 | — | — |
| Jan 25, 2026 | Yates David M | Chief Information Officer | AWARD | 4,889 | — | — |
| Jan 25, 2026 | Edmiston Bryan | Chief Financial Officer | AWARD | 7,769 | — | — |
| Jan 25, 2026 | Peck William Bradley | Head of Digital Assets | AWARD | 4,889 | — | — |
| Jan 25, 2026 | Ziemba Peter M | Chief Administrative Officer | AWARD | 5,571 | — | — |
| Jan 25, 2026 | Steinberg Jonathan L | Chief Executive Officer | AWARD | 78,437 | — | — |
| Jan 25, 2026 | Marinof Alexis | CEO, Europe | AWARD | 9,554 | — | — |
| Jan 25, 2026 | Frankenthaler Marci | Chief Legal Officer | AWARD | 6,812 | — | — |
| Jan 25, 2026 | Lilien R Jarrett | President and COO | AWARD | 46,131 | — | — |
| Nov 26, 2025 | PANKOPF TONIA L | Director | BUY | 67.787 | $11.05 | $749.37 |
| Aug 27, 2025 | PANKOPF TONIA L | Director | BUY | 33.059 | $13.43 | $443.81 |
| May 28, 2025 | PANKOPF TONIA L | Director | BUY | 46.007 | $9.62 | $442.43 |
| Feb 26, 2025 | PANKOPF TONIA L | Director | BUY | 47.626 | $9.26 | $441.01 |
| Nov 20, 2024 | PANKOPF TONIA L | Director | BUY | 38.183 | $11.52 | $439.86 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 5 strong buy, 8 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$19.97 mean target
+8.1% upside
Buy (3.00)
$16.80 Low
$22.00 High
| Metric | Value |
|---|---|
| Current Price | $18.47 |
| Target Low | $16.80 |
| Target Mean | $19.97 |
| Target Median | $20.00 |
| Target High | $22.00 |
| # Analysts | 7 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.27 | $0.25 | $0.30 | 47.8% | +4.0% | 3↑ 0↓ | $0.2B | 50.4% | 5 |
| Next Q 2026-09-30 |
$0.31 | $0.30 | $0.34 | 36.2% | +7.5% | 5↑ 1↓ | $0.2B | 43.6% | 6 |
| Current FY 2026-12-31 |
$1.17 | $1.14 | $1.22 | 35.8% | +7.0% | 5↑ 0↓ | $0.7B | 40.5% | 6 |
| Next FY 2027-12-31 |
$1.31 | $1.27 | $1.38 | 11.8% | +8.0% | 4↑ 0↓ | $0.8B | 10.7% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.266 | |
| 7d ago | $0.268 | -0.002 |
| 30d ago | $0.256 | +0.010 |
| 60d ago | $0.268 | -0.002 |
| 90d ago | $0.278 | -0.012 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 1, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 26, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 3, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 2, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jan 26, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 16, 2026
short_volume
Short Volume: WT — 63.9% short (0.3M / 0.5M)
Short: 346,101 | Exempt: 0 | TRF Vol: 541,230 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Jun 15, 2026
short_volume
Short Volume: WT — 65.3% short (1.4M / 2.2M)
Short: 1,405,762 | Exempt: 0 | TRF Vol: 2,151,767 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: WT — 76.1% short (0.8M / 1.0M)
Short: 750,198 | Exempt: 1,181 | TRF Vol: 985,253 | Short Ratio: 76.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: WT — 57.0% short (0.5M / 0.9M)
Short: 538,091 | Exempt: 7,734 | TRF Vol: 944,508 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: WT — 58.8% short (0.5M / 0.8M)
Short: 467,810 | Exempt: 800 | TRF Vol: 795,828 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: WT — 62.9% short (0.5M / 0.7M)
Short: 465,667 | Exempt: 184 | TRF Vol: 740,503 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: WT — 68.9% short (0.5M / 0.7M)
Short: 502,200 | Exempt: 18 | TRF Vol: 728,577 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: WT — 69.3% short (0.8M / 1.1M)
Short: 789,076 | Exempt: 0 | TRF Vol: 1,138,636 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: WT — 72.5% short (0.6M / 0.8M)
Short: 571,111 | Exempt: 0 | TRF Vol: 787,663 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: WT — 53,642 shares ($1.0M) failed to deliver
Settlement: 20260514, Price: $19.49, FTD Value: $1,045,482.58, WISDOMTREE, INC.
May 13, 2026
short_volume
Short Volume: WT — 60.9% short (1.4M / 2.3M)
Short: 1,389,625 | Exempt: 100 | TRF Vol: 2,282,055 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: WT — 302,991 shares ($5.7M) failed to deliver
Settlement: 20260513, Price: $18.72, FTD Value: $5,671,991.52, WISDOMTREE, INC.
May 11, 2026
short_volume
Short Volume: WT — 70.7% short (1.3M / 1.9M)
Short: 1,332,612 | Exempt: 3,787 | TRF Vol: 1,885,967 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: WT — 65.5% short (0.6M / 0.9M)
Short: 614,712 | Exempt: 41 | TRF Vol: 937,931 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: WT — 58.2% short (0.6M / 1.1M)
Short: 641,958 | Exempt: 101 | TRF Vol: 1,103,429 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)