WisdomTree (WT)

• Market cap: $1.41B
• 1 day: 0.10%
• 5 days: 4.68%
• 1 month: -13.18%
• 3 months: -6.87%
• 6 months: -10.93%
• Year to date: -4.85%
• 1 year: 32.69%
• 5 years: 122.17%
• 10 years: -40.69%
• 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

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

3% more funds holding

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

2.53% more ownership

Funds ownership: 78.98% [Q2] → 81.51% (+2.53%) [Q3]

4% more capital invested

Capital invested by funds: $1.19B [Q2] → $1.24B (+$48.8M) [Q3]

47% less call options, than puts

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

Research analyst outlook

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

• Low target: $10.50 9% upside
• Avg. target: $12.25 27% upside
• High target: $14 46% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Aidan Hall 93% 1-year accuracy 13 / 14 met price target	9% upside $10.50	Market Perform Maintained	14 Jan 2025
UBS Brennan Hawken 67% 1-year accuracy 22 / 33 met price target	46% upside $14	Buy Maintained	22 Oct 2024