WisdomTree Q1 EPS Estimate Reduced by Northland Securities

WisdomTree, Inc. (NYSE:WT) – Stock analysts at Northland Securities lowered their Q1 2027 EPS estimates for shares of WisdomTree in a report issued on Tuesday, July 7th. Northland Securities analyst M. Grondahl now expects that the company will post earnings of $0.27 per share for the quarter, down from their prior estimate of $0.28. The consensus estimate for WisdomTree’s current full-year earnings is $1.15 per share. Northland Securities also issued estimates for WisdomTree’s Q2 2027 earnings at $0.30 EPS, Q3 2027 earnings at $0.32 EPS, Q4 2027 earnings at $0.33 EPS and FY2027 earnings at $1.22 EPS.

WisdomTree (NYSE:WT) last released its earnings results on Friday, May 1st. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.25 by $0.02. The company had revenue of $159.50 million for the quarter, compared to analyst estimates of $156.96 million. WisdomTree had a net margin of 11.26% and a return on equity of 33.31%. The firm’s quarterly revenue was up 47.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.16 EPS.

Several other research analysts also recently commented on WT. The Goldman Sachs Group reiterated a “neutral” rating and issued a $16.80 price objective on shares of WisdomTree in a report on Tuesday, May 5th. Weiss Ratings lowered WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research note on Friday, May 8th. Oppenheimer raised their target price on shares of WisdomTree from $20.00 to $21.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. Wall Street Zen lowered shares of WisdomTree from a “buy” rating to a “hold” rating in a report on Saturday, June 20th. Finally, Morgan Stanley increased their price target on shares of WisdomTree from $18.00 to $20.50 and gave the company an “equal weight” rating in a research report on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $20.06.

WisdomTree Stock Performance

NYSE WT opened at $18.48 on Wednesday. The company has a 50-day simple moving average of $18.30 and a two-hundred day simple moving average of $16.32. The company has a quick ratio of 4.18, a current ratio of 4.57 and a debt-to-equity ratio of 2.37. WisdomTree has a 12-month low of $10.69 and a 12-month high of $19.85. The firm has a market cap of $2.83 billion, a price-to-earnings ratio of 45.08 and a beta of 1.18.

Institutional Investors Weigh In On WisdomTree

Several hedge funds have recently made changes to their positions in the company. Wellington Management Group LLP grew its holdings in WisdomTree by 236.5% in the third 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 purchased a new stake in shares of WisdomTree in the 4th quarter worth approximately $30,835,000. Bank of America Corp DE increased its position in WisdomTree by 556.4% during the 1st quarter. Bank of America Corp DE now owns 2,327,389 shares of the company’s stock valued at $33,887,000 after buying an additional 1,972,847 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in WisdomTree by 116.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,389,653 shares of the company’s stock valued at $41,320,000 after buying an additional 1,823,777 shares during the last quarter. Finally, Capitolis Liquid Global Markets LLC purchased a new position in WisdomTree during the third quarter valued at $24,125,000. 78.64% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other WisdomTree 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 transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David M. Yates sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $18.06, for a total transaction of $270,900.00. Following the completion of the sale, the insider directly owned 157,499 shares of the company’s stock, valued at approximately $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. 10.10% of the stock is owned by corporate insiders.

WisdomTree Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th were paid a dividend of $0.03 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $0.12 annualized dividend and a dividend yield of 0.6%. WisdomTree’s payout ratio is 29.27%.

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.