WisdomTree (WT)

• Market cap: $1.34B
• 1 day: 2.02%
• 5 days: -2.26%
• 1 month: 0.44%
• 3 months: -9.99%
• 6 months: -8.82%
• Year to date: -9.99%
• 1 year: 0.22%
• 5 years: 300.88%
• 10 years: -56.93%
• Sector: Financials
• Industry: Security Brokers, Dealers & Flotation Companies

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

256% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 16

88% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $978K

64% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 69

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

17% more funds holding

Funds holding: 232 [Q3] → 271 (+39) [Q4]

11% more capital invested

Capital invested by funds: $1.24B [Q3] → $1.37B (+$131M) [Q4]

7.65% more ownership

Funds ownership: 81.51% [Q3] → 89.15% (+7.65%) [Q4]

Research analyst outlook

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

• Low target: $10.50 15% upside
• Avg. target: $10.50 15% upside
• High target: $10.50 15% upside

1 analyst rating

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

Keefe, Bruyette & Woods Aidan Hall 53% 1-year accuracy 9 / 17 met price target

15% upside $10.50

Market Perform Maintained

14 Jan 2025