US · Financial Services · Asset Management
EPS came in at 0.32 against a street estimate of 0.30 — a beat of 6.7%.
Analysts rate WisdomTree Inc. a buy (5 buy, 2 hold, 0 sell out of 7) with an average price target of $25.86.
CONFIDENT WisdomTree delivered record AUM, broad-based inflows, strong revenue growth and expanding margins, while investing heavily in on-chain finance and future private-market ETFs. Q3 FY26 Management said all-time highs were achieved across U.S., European and on-chain businesses. Analysts focused on the scale, profitability and distribution of the on-chain platform, plus future public-private ETFs. Management emphasized large addressable markets, disciplined investment and a 2027 target. 2026-10-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.72% |
| FMR Inc | 8.95% |
| Amvescap Plc. | 6.58% |
| Wellington Management Company LLP | 5.55% |
| Vanguard Portfolio Management, LLC | 5.36% |
| Capital World Investors | 4.98% |
| Azora Capital LP | 4.08% |
| Vanguard Capital Management, LLC | 4.00% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $179.375 million, up from $125.616 million in the third quarter of 2025. • Third-quarter ope | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Record ending AUM reached $171.0 billion, up 5.0% from the prior quarter, driven by $4.6 billion of net inflows and $3.5 billion o | 2026-10-30 |
| Quarterly report · Q2 2026 WISDOMTREE, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6M 2026): $336.6 million vs. $220.7 million (6M 2025) — 52% increase • Net | 2026-08-05 |
| Results announced · Q3 2026 WISDOMTREE, INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Record Assets Under Management (AUM): $162.9 billion at end of Q2 2026, up 6.7% from | 2026-07-31 |
| Shareholder vote results · Q2 2026 WISDOMTREE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 17, 2026 with 132,636,451 shares represented (87.01% of 152,437,434 | 2026-06-18 |
| Company announcement · Q2 2026 WISDOMTREE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company repurchasing approximately $51.9 million in aggregate principal amount of 3.25% Conve | 2026-05-29 |
| Quarterly report · Q1 2026 WISDOMTREE, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues (Q1 2026): $159.5 million (up 47% from $108.1 million in Q1 2025) • Operat | 2026-05-06 |
| Results announced · Q2 2026 WISDOMTREE, INC. — Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Record Assets Under Management (AUM): $152.6 billion, up 5.6% from prior quarter ($144 | 2026-05-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.03 / share ex-date Nov 10, 2026 · pay Nov 25, 2026 | 2026-11-10 |
| Dividend | $0.03 / share ex-date Aug 12, 2026 · pay Aug 26, 2026 | 2026-08-12 |
| Dividend | $0.03 / share ex-date May 13, 2026 · pay May 27, 2026 | 2026-05-13 |
| Dividend | $0.03 / share ex-date Feb 11, 2026 · pay Feb 25, 2026 | 2026-02-11 |
| Dividend | $0.03 / share ex-date Nov 12, 2025 · pay Nov 26, 2025 | 2025-11-12 |
| Announcement | Date |
|---|---|
| Announces convertible notes offering to fund Atlantic House acquisition WisdomTree announced a $603.75 million convertible debt offering (including greenshoe) maturing in 2031 with a 4.50% interest rate. The company will use approximately $200 million to fund it | 2026-03-24 |
| Convertible notes offering to finance Atlantic House Holdings acquisition WisdomTree announced a $525 million private offering of convertible senior notes due 2031, with an additional $78.75 million option for underwriters. Key uses: approximately $200 million tow | 2026-03-23 |
| Sale and purchase agreement for Atlantic House Holdings Limited shares WisdomTree Inc. (through its subsidiary WisdomTree International Holdings Ltd) is acquiring Atlantic House Holdings Limited in a share purchase agreement dated March 13, 2026. The agreement | 2026-03-16 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for WisdomTree Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.