WisdomTree (WT)

• Market cap: $1.19B
• 1 day: -1.94%
• 5 days: -2.89%
• 1 month: -7.13%
• 3 months: -17.48%
• 6 months: -22.18%
• Year to date: -20.18%
• 1 year: -9.83%
• 5 years: 187.19%
• 10 years: -62.57%
• Sector: Financials
• Industry: Asset Management

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. The Company conducts business under a single operating segment as an ETP sponsor and asset manager.

Employees: 313

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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: $1.23B [Q3] → $1.37B (+$133M) [Q4]

7.82% more ownership

Funds ownership: 81.28% [Q3] → 89.1% (+7.82%) [Q4]

Research analyst outlook

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

• Low target: $8.50 5% upside
• Avg. target: $8.50 5% upside
• High target: $8.50 5% upside

1 analyst rating

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

Goldman Sachs Alexander Blostein 54% 1-year accuracy 25 / 46 met price target

5% upside $8.50

Sell Maintained

14 Apr 2025