WisdomTree (NYSE:WT) Sets New 12-Month High – Time to Buy?

Shares of WisdomTree, Inc. (NYSE:WT) hit a new 52-week high on Thursday . The stock traded as high as $19.89 and last traded at $19.6450, with a volume of 2377399 shares. The stock had previously closed at $18.70.

Key Headlines Impacting WisdomTree

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: WisdomTree launched the WisdomTree Space Economy Fund (WSPC), expanding its ETF lineup and potentially driving interest in new asset-gathering opportunities. WisdomTree Launches Space Economy Fund
• Neutral Sentiment: A separate article noted WisdomTree was drawing Russell 2000 attention, which may reflect broader market or index-related interest rather than a direct fundamental catalyst. Why Is WisdomTree (NYSE:WT) Gaining Russell 2000 Attention?
• Negative Sentiment: Northland Securities trimmed near-term earnings estimates for WisdomTree, including Q1 2027 EPS to $0.27 from $0.28, Q2 2027 to $0.30 from $0.32, Q3 2027 to $0.32 from $0.33, and Q4 2027 to $0.33 from $0.34.
• Negative Sentiment: The firm also lowered 2026 and 2027 full-year EPS forecasts, cutting FY2026 to $1.13 from $1.15 and FY2027 to $1.22 from $1.27, signaling a slightly softer earnings outlook for WT.

Wall Street Analyst Weigh In

WT has been the subject of several recent research reports. Oppenheimer boosted their price target on WisdomTree from $20.00 to $21.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Zacks Research upgraded shares of WisdomTree from a “hold” rating to a “strong-buy” rating in a research note on Friday, June 26th. Weiss Ratings lowered shares of WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research note on Friday, May 8th. Morgan Stanley raised their price target on shares of WisdomTree from $18.00 to $20.50 and gave the company an “equal weight” rating in a report on Friday, June 26th. Finally, Raymond James Financial started coverage on shares of WisdomTree in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $20.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $20.06.

WisdomTree Price Performance

The firm has a market capitalization of $3.04 billion, a P/E ratio of 48.37 and a beta of 1.18. The company has a debt-to-equity ratio of 2.37, a quick ratio of 4.18 and a current ratio of 4.57. The stock has a 50 day moving average of $18.34 and a two-hundred day moving average of $16.37.

WisdomTree (NYSE:WT) last announced its quarterly 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. WisdomTree had a return on equity of 33.31% and a net margin of 11.26%.The company had revenue of $159.50 million for the quarter, compared to the consensus estimate of $156.96 million. During the same quarter last year, the company posted $0.16 earnings per share. The company’s revenue for the quarter was up 47.5% compared to the same quarter last year. Sell-side analysts predict that WisdomTree, Inc. will post 1.15 earnings per share for the current fiscal year.

WisdomTree Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th were issued a $0.03 dividend. This represents a $0.12 annualized dividend and a yield of 0.6%. The ex-dividend date was Wednesday, May 13th. WisdomTree’s dividend payout ratio (DPR) is 29.27%.

Insiders Place Their Bets

In other news, COO R Jarrett Lilien sold 30,000 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $18.99, for a total value of $569,700.00. Following the sale, the chief operating officer directly owned 1,110,245 shares of the company’s stock, valued at approximately $21,083,552.55. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider David M. Yates sold 15,000 shares of WisdomTree stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $18.06, for a total value of $270,900.00. Following the completion of the transaction, the insider owned 157,499 shares in the company, valued at $2,844,431.94. The trade was 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 insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Team Financial Group LLC bought a new position in shares of WisdomTree during the 1st quarter worth approximately $29,000. Quarry LP grew its position in WisdomTree by 1,679.0% in the third quarter. Quarry LP now owns 2,206 shares of the company’s stock valued at $31,000 after acquiring an additional 2,082 shares during the period. Caitong International Asset Management Co. Ltd raised its stake in WisdomTree by 163.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 2,454 shares of the company’s stock worth $30,000 after acquiring an additional 1,521 shares in the last quarter. Quattro Advisors LLC acquired a new position in WisdomTree during the fourth quarter worth $31,000. Finally, Flagship Harbor Advisors LLC bought a new position in shares of WisdomTree during the fourth quarter valued at $36,000. 78.64% of the stock is owned by institutional investors.

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.