Wall Street Zen Upgrades WisdomTree (NYSE:WT) to “Buy”

WisdomTree (NYSE:WT) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday.

Several other research analysts have also commented on the company. Northland Securities set a $22.00 price target on WisdomTree in a research report on Tuesday, June 2nd. Raymond James Financial began coverage on WisdomTree in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $20.00 price objective for the company. Oppenheimer boosted their target price on WisdomTree from $20.00 to $21.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Weiss Ratings lowered WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a report on Friday, May 8th. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $16.80 price target on shares of WisdomTree in a research report on Tuesday, May 5th. Three equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $20.16.

WisdomTree Trading Down 0.3%

Shares of WT opened at $19.31 on Friday. The stock has a market capitalization of $2.95 billion, a PE ratio of 37.14 and a beta of 1.17. The company’s fifty day moving average is $18.66 and its 200 day moving average is $17.19. The company has a debt-to-equity ratio of 2.53, a quick ratio of 2.73 and a current ratio of 3.00. WisdomTree has a fifty-two week low of $10.69 and a fifty-two week high of $21.23.

WisdomTree (NYSE:WT) last released its quarterly earnings data on Friday, July 31st. The company reported $0.31 EPS for the quarter, beating the consensus estimate of $0.26 by $0.05. WisdomTree had a net margin of 13.27% and a return on equity of 39.12%. The business had revenue of $177.20 million during the quarter, compared to analyst estimates of $170.62 million. During the same quarter last year, the business earned $0.18 earnings per share. WisdomTree’s quarterly revenue was up 57.3% compared to the same quarter last year. Sell-side analysts expect that WisdomTree will post 1.14 earnings per share for the current fiscal year.

Insider Buying and Selling at WisdomTree

In other news, COO R Jarrett Lilien sold 30,000 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $18.99, for a total transaction of $569,700.00. Following the completion of the sale, the chief operating officer directly owned 1,110,245 shares of the company’s stock, valued at approximately $21,083,552.55. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider David M. Yates sold 15,000 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $18.06, for a total transaction of $270,900.00. Following the sale, the insider directly owned 157,499 shares of the company’s stock, valued at $2,844,431.94. This represents a 8.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 10.10% of the company’s stock.

Hedge Funds Weigh In On WisdomTree

A number of hedge funds have recently added to or reduced their stakes in WT. Wellington Management Group LLP increased its holdings in WisdomTree by 236.5% during the 3rd quarter. Wellington Management Group LLP now owns 9,674,630 shares of the company’s stock worth $134,477,000 after purchasing an additional 6,799,654 shares during the period. Capital World Investors bought a new stake in WisdomTree during the 4th quarter valued at $30,835,000. Bank of America Corp DE lifted its holdings in shares of WisdomTree by 556.4% in the 1st quarter. Bank of America Corp DE now owns 2,327,389 shares of the company’s stock worth $33,887,000 after buying an additional 1,972,847 shares during the period. Goldman Sachs Group Inc. grew its position in shares of WisdomTree by 116.5% during the 4th quarter. Goldman Sachs Group Inc. now owns 3,389,653 shares of the company’s stock worth $41,320,000 after buying an additional 1,823,777 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of WisdomTree by 463.8% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,697,707 shares of the company’s stock worth $23,598,000 after buying an additional 1,396,569 shares in the last quarter. 78.64% of the stock is currently owned by institutional investors.

Key WisdomTree News

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: WisdomTree reported adjusted earnings of $0.31 per share, above the $0.26 consensus estimate and up from $0.18 a year earlier. Revenue reached $177.2 million, topping the $170.62 million forecast and increasing 57.3% year over year. WisdomTree Announces Second Quarter 2026 Results
• Positive Sentiment: The results point to strong operating momentum, supported by higher revenue and profitability. WisdomTree posted an 11.26% net margin and 33.31% return on equity, while quarterly earnings growth significantly outpaced the prior-year period. WisdomTree Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management’s earnings call and presentation provided additional detail on the quarter’s performance and business outlook, giving investors more context on the company’s growth initiatives. WisdomTree Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Despite the positive earnings reaction, valuation remains a consideration: WT trades at a reported price-to-earnings ratio of about 47, and the stock is near its 52-week high. Investors may therefore expect continued earnings and asset-growth momentum.

WisdomTree Company Profile

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.