WisdomTree (WT)

• Market cap: $1.36B
• 1 day: -0.64%
• 5 days: -5.31%
• 1 month: -5.11%
• 3 months: -22.67%
• 6 months: -4.43%
• Year to date: -8.21%
• 1 year: 24.90%
• 5 years: 83.04%
• 10 years: -50.59%
• 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 Q4 regulatory filings by fund managers ($100M+ AUM)

244% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 16

88% more call options, than puts

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

61% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 69

50% more funds holding in top 10

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

16% more funds holding

Funds holding: 232 [Q3] → 268 (+36) [Q4]

10% more capital invested

Capital invested by funds: $1.24B [Q3] → $1.37B (+$130M) [Q4]

7.58% more ownership

Funds ownership: 81.51% [Q3] → 89.09% (+7.58%) [Q4]

Research analyst outlook

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

• Low target: $10.50 13% upside
• Avg. target: $10.50 13% upside
• High target: $10.50 13% upside

1 analyst rating

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

Keefe, Bruyette & Woods Aidan Hall 65% 1-year accuracy 11 / 17 met price target

13% upside $10.50

Market Perform Maintained

14 Jan 2025