WisdomTree Q2 EPS Estimate Raised by Northland Securities

WisdomTree, Inc. (NYSE:WT) – Research analysts at Northland Securities increased their Q2 2026 earnings per share (EPS) estimates for shares of WisdomTree in a research note issued to investors on Tuesday, June 2nd. Northland Securities analyst M. Grondahl now expects that the company will post earnings per share of $0.26 for the quarter, up from their prior forecast of $0.25. The consensus estimate for WisdomTree’s current full-year earnings is $1.13 per share. Northland Securities also issued estimates for WisdomTree’s Q3 2026 earnings at $0.30 EPS, Q4 2026 earnings at $0.32 EPS, FY2026 earnings at $1.15 EPS, Q1 2027 earnings at $0.28 EPS, Q2 2027 earnings at $0.32 EPS, Q3 2027 earnings at $0.33 EPS, Q4 2027 earnings at $0.34 EPS and FY2027 earnings at $1.27 EPS.

Other equities research analysts have also issued research reports about the stock. Raymond James Financial began coverage on shares of WisdomTree in a report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 price objective on the stock. Morgan Stanley set a $18.00 target price on shares of WisdomTree in a research report on Thursday, April 30th. Zacks Research cut shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 31st. Oppenheimer upped their price objective on WisdomTree from $20.00 to $21.00 and gave the stock an “outperform” rating in a report on Wednesday, April 29th. Finally, Wall Street Zen upgraded WisdomTree from a “hold” rating to a “buy” rating in a research report on Tuesday, May 19th. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $18.80.

WisdomTree Stock Performance

WisdomTree stock opened at $18.96 on Wednesday. The stock has a 50-day simple moving average of $17.05 and a 200 day simple moving average of $15.10. The stock has a market capitalization of $2.90 billion, a price-to-earnings ratio of 46.25 and a beta of 1.15. 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 $9.41 and a 12-month high of $19.85.

WisdomTree (NYSE:WT) last posted its quarterly earnings data on Friday, May 1st. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 33.31% and a net margin of 11.26%.The business’s revenue was up 47.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.16 earnings per share.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Sowell Financial Services LLC lifted its holdings in WisdomTree by 6.3% during the 4th quarter. Sowell Financial Services LLC now owns 11,518 shares of the company’s stock valued at $140,000 after purchasing an additional 680 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in WisdomTree by 3.9% during the 4th quarter. Russell Investments Group Ltd. now owns 20,605 shares of the company’s stock worth $251,000 after purchasing an additional 778 shares during the last quarter. Cooper Financial Group lifted its holdings in WisdomTree by 6.6% during the 4th quarter. Cooper Financial Group now owns 12,849 shares of the company’s stock worth $157,000 after purchasing an additional 799 shares during the last quarter. Vanguard Personalized Indexing Management LLC grew its holdings in WisdomTree by 9.6% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 12,220 shares of the company’s stock valued at $170,000 after buying an additional 1,068 shares in the last quarter. Finally, Pictet Asset Management Holding SA lifted its holdings in shares of WisdomTree by 5.3% during the first quarter. Pictet Asset Management Holding SA now owns 21,947 shares of the company’s stock worth $320,000 after buying an additional 1,108 shares in the last quarter. 78.64% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at WisdomTree

In other WisdomTree news, COO R Jarrett Lilien sold 30,000 shares of WisdomTree stock in a transaction dated Wednesday, May 20th. The stock was 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 in the company, valued at approximately $21,083,552.55. The trade was a 2.63% 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 15,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were 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 of the company’s stock, valued at $2,844,431.94. This represents a 8.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 10.10% of the company’s stock.

WisdomTree Announces Dividend

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

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.