WisdomTree (WT)

• Market cap: $1.56B
• 1 day: 1.43%
• 5 days: -6.58%
• 1 month: -9.21%
• 3 months: 5.55%
• 6 months: 7.90%
• Year to date: 57.31%
• 1 year: 62.10%
• 5 years: 121.41%
• 10 years: -30.26%
• Sector: Financials
• Industry: Security Brokers, Dealers & Flotation Companies

About: WisdomTree Inc is a financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, and solutions. It offers a broad range of ETFs and exchange-traded products (ETPs). The firm also engages in developing next-generation digital products and structures, including digital funds and tokenized assets, as well as its blockchain-native digital wallet, WisdomTree Prime.

Employees: 279

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

3% more funds holding

Funds holding: 225 [Q2] → 232 (+7) [Q3]

2.74% more ownership

Funds ownership: 78.55% [Q2] → 81.29% (+2.74%) [Q3]

4% more capital invested

Capital invested by funds: $1.18B [Q2] → $1.23B (+$51.9M) [Q3]

47% less call options, than puts

Call options by funds: $271K | Put options by funds: $516K

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $14 31% upside
• Avg. target: $14 31% upside
• High target: $14 31% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

UBS Brennan Hawken 74% 1-year accuracy 29 / 39 met price target

31% upside $14

Buy Maintained

22 Oct 2024