Capital Management Corp VA Lowers Stake in WisdomTree, Inc. $WT

Capital Management Corp VA reduced its stake in WisdomTree, Inc. (NYSE:WT) by 17.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 270,035 shares of the company’s stock after selling 56,235 shares during the quarter. Capital Management Corp VA owned 0.18% of WisdomTree worth $3,753,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of WisdomTree by 2.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 456,990 shares of the company’s stock valued at $4,076,000 after buying an additional 12,402 shares during the period. Jane Street Group LLC raised its position in WisdomTree by 379.3% during the first quarter. Jane Street Group LLC now owns 880,977 shares of the company’s stock worth $7,858,000 after acquiring an additional 697,156 shares during the last quarter. State of Alaska Department of Revenue raised its position in shares of WisdomTree by 8.8% during the 2nd quarter. State of Alaska Department of Revenue now owns 68,973 shares of the company’s stock worth $793,000 after purchasing an additional 5,568 shares during the last quarter. Truist Financial Corp raised its holdings in shares of WisdomTree by 3.7% in the second quarter. Truist Financial Corp now owns 86,237 shares of the company’s stock worth $993,000 after acquiring an additional 3,085 shares during the last quarter. Finally, KLP Kapitalforvaltning AS raised its stake in WisdomTree by 31.8% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 29,400 shares of the company’s stock valued at $338,000 after purchasing an additional 7,100 shares during the last quarter. Institutional investors and hedge funds own 78.64% of the company’s stock.

WisdomTree Stock Performance

NYSE:WT opened at $16.27 on Friday. The firm has a 50-day moving average of $13.02 and a two-hundred day moving average of $13.03. The company has a debt-to-equity ratio of 2.16, a current ratio of 2.82 and a quick ratio of 2.41. The stock has a market cap of $2.29 billion, a P/E ratio of 25.03 and a beta of 1.08. WisdomTree, Inc. has a 1-year low of $7.47 and a 1-year high of $17.09.

WisdomTree (NYSE:WT) last released its quarterly earnings results on Friday, January 30th. The company reported $0.29 EPS for the quarter, topping the consensus estimate of $0.23 by $0.06. The business had revenue of $147.40 million for the quarter, compared to analysts’ expectations of $142.78 million. WisdomTree had a return on equity of 26.59% and a net margin of 21.10%.The company’s revenue was up 33.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.17 earnings per share. On average, research analysts expect that WisdomTree, Inc. will post 0.72 earnings per share for the current fiscal year.

WisdomTree Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be given a $0.03 dividend. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, February 11th. WisdomTree’s dividend payout ratio is presently 18.46%.

Insider Activity at WisdomTree

In related news, COO R Jarrett Lilien sold 25,000 shares of the company’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $11.77, for a total value of $294,250.00. Following the sale, the chief operating officer directly owned 1,011,138 shares of the company’s stock, valued at $11,901,094.26. This represents a 2.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider David M. Yates sold 6,820 shares of the 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 transaction, the insider 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 44,320 shares of company stock valued at $507,713. Company insiders own 9.30% of the company’s stock.

Trending Headlines about WisdomTree

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Q4 results beat expectations — WisdomTree reported $0.29 EPS vs. a $0.23 consensus and revenue of $147.4M (up ~33% YoY), with strong profitability metrics (net margin ~21%, ROE ~26.6%). Those results support the company’s growth narrative and help justify current valuation. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Management material available — the company posted a conference call transcript, slide deck and press release; investors should review commentary on AUM trends, flows and any forward guidance for signs of sustainability. MarketBeat: Listen to Conference Call
• Neutral Sentiment: Dividend announced — WisdomTree declared a quarterly dividend of $0.03/share (annualized yield ~0.7%, ex-dividend Feb 11); it signals shareholder returns but the yield is modest and unlikely to materially move the stock.
• Neutral Sentiment: Earnings coverage/transcript resources — a full Q4 earnings call transcript is available for investors wanting management color on margins, product performance and flows. Yahoo Finance: Q4 Earnings Call Transcript
• Neutral Sentiment: Morgan Stanley reaffirmed a Hold — the firm kept a neutral stance, which is balanced but not bullish. Globe and Mail: Morgan Stanley Reaffirms Hold
• Negative Sentiment: Analyst downgrade pressure — Zacks cut WisdomTree from “strong‑buy” to “hold,” removing some buy-side momentum and potentially limiting short‑term upside. TickerReport / Zacks downgrade

Analysts Set New Price Targets

Several research firms have commented on WT. Northland Securities set a $19.00 target price on shares of WisdomTree in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of WisdomTree in a research note on Wednesday, January 21st. Zacks Research lowered shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Morgan Stanley boosted their price objective on WisdomTree from $13.50 to $14.75 and gave the stock an “equal weight” rating in a research note on Wednesday, December 17th. Finally, The Goldman Sachs Group lowered their target price on WisdomTree from $14.75 to $13.25 and set a “neutral” rating for the company in a research note on Tuesday, November 25th. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, WisdomTree has a consensus rating of “Moderate Buy” and an average price target of $15.80.

About WisdomTree

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.