WisdomTree (NYSE:WT) Posts Quarterly Earnings Results, Beats Expectations By $0.06 EPS

WisdomTree (NYSE:WT) released its earnings results on Friday. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.06, FiscalAI reports. The company had revenue of $147.40 million during the quarter, compared to the consensus estimate of $142.78 million. WisdomTree had a return on equity of 26.59% and a net margin of 21.10%.The firm’s quarterly revenue was up 33.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.17 earnings per share.

Here are the key takeaways from WisdomTree’s conference call:

• Management reported record AUM, ending the year at $144.5 billion and rising to $160.8 billion year-to-date, driven by $8.5 billion of 2025 inflows (about 8% organic growth) and a strong start to 2026.
• Q4 adjusted revenues were $147.4 million (up ~33% YoY) and adjusted operating margin expanded roughly 300 basis points to 36.5%, yielding adjusted net income of $41.2 million, or $0.29 per share.
• The Ceres acquisition added nearly $2 billion of farmland strategies, contributed ~$12 million of Q4 revenue (including $7.1 million of performance fees), and management says it increased revenue capture and operating margins by more than 200 basis points.
• 2026 guidance shows improved operating leverage (comp-to-revenue 26%–28%, gross margin 82%–83%) but also higher discretionary spend ($80M–$86M), ~ $40M of interest expense, and potential dilution with weighted average shares guided to 152–157 million (7–12M incremental from convertibles).
• Tokenization and digital assets are scaling: tokenized AUM reached ~$770 million, WisdomTree Connect onboarded 29 institutions and 3,500+ wallets, and management expects rapid distribution growth via WisdomTree Prime, platform partners, and third-party channels.

WisdomTree Stock Down 3.9%

Shares of NYSE:WT traded down $0.65 during trading on Friday, hitting $15.89. 2,195,107 shares of the company’s stock traded hands, compared to its average volume of 4,847,031. The company has a current ratio of 2.82, a quick ratio of 2.41 and a debt-to-equity ratio of 2.16. The company has a 50-day moving average price of $12.92 and a 200-day moving average price of $13.00. WisdomTree has a 52 week low of $7.47 and a 52 week high of $17.09. The company has a market cap of $2.24 billion, a price-to-earnings ratio of 24.51 and a beta of 1.08.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on WT. Morgan Stanley upped their target price on shares of WisdomTree from $13.50 to $14.75 and gave the company an “equal weight” rating in a research report on Wednesday, December 17th. Oppenheimer increased their price objective on shares of WisdomTree from $15.00 to $17.00 and gave the company an “outperform” rating in a report on Monday. The Goldman Sachs Group lowered their target price on shares of WisdomTree from $14.75 to $13.25 and set a “neutral” rating for the company in a report on Tuesday, November 25th. Wall Street Zen raised WisdomTree from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of WisdomTree in a research note on Wednesday, January 21st. Four equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $15.80.

Insider Activity at WisdomTree

In related news, insider David M. Yates sold 6,820 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $11.12, for a total transaction of $75,838.40. Following the sale, the insider directly owned 152,123 shares in the company, valued at $1,691,607.76. This trade represents a 4.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, COO R Jarrett Lilien sold 12,500 shares of the business’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $11.01, for a total transaction of $137,625.00. Following the completion of the sale, the chief operating officer directly owned 998,638 shares in the company, valued at $10,995,004.38. This represents a 1.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 44,320 shares of company stock worth $507,713 over the last 90 days. Corporate insiders own 9.30% of the company’s stock.

Institutional Trading of WisdomTree

Institutional investors have recently modified their holdings of the company. Quarry LP grew its holdings in shares of WisdomTree by 1,679.0% during the third quarter. Quarry LP now owns 2,206 shares of the company’s stock worth $31,000 after buying an additional 2,082 shares in the last quarter. Franklin Resources Inc. acquired a new position in WisdomTree during the 3rd quarter worth approximately $175,000. CIBC Bancorp USA Inc. acquired a new position in WisdomTree during the 3rd quarter worth approximately $178,000. Tower Research Capital LLC TRC grew its stake in shares of WisdomTree by 67.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 15,625 shares of the company’s stock worth $180,000 after acquiring an additional 6,283 shares in the last quarter. Finally, State of Wyoming raised its holdings in shares of WisdomTree by 229.4% in the second quarter. State of Wyoming now owns 17,499 shares of the company’s stock valued at $201,000 after purchasing an additional 12,187 shares during the last quarter. 78.64% of the stock is currently owned by institutional investors.

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.