WisdomTree (NYSE:WT) Announces Earnings Results, Beats Estimates By $0.06 EPS

WisdomTree (NYSE:WT) announced its quarterly earnings results on Friday. The company reported $0.29 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.06, FiscalAI reports. The business had revenue of $147.40 million for the quarter, compared to analyst estimates of $142.78 million. WisdomTree had a net margin of 21.10% and a return on equity of 26.59%. WisdomTree’s quarterly revenue was up 33.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.17 EPS.

Here are the key takeaways from WisdomTree’s conference call:

• Management reported record AUM, ending the year at $144.5 billion and rising to $160.8 billion year-to-date, driven by $8.5 billion of 2025 inflows (about 8% organic growth) and a strong start to 2026.
• Q4 adjusted revenues were $147.4 million (up ~33% YoY) and adjusted operating margin expanded roughly 300 basis points to 36.5%, yielding adjusted net income of $41.2 million, or $0.29 per share.
• The Ceres acquisition added nearly $2 billion of farmland strategies, contributed ~$12 million of Q4 revenue (including $7.1 million of performance fees), and management says it increased revenue capture and operating margins by more than 200 basis points.
• 2026 guidance shows improved operating leverage (comp-to-revenue 26%–28%, gross margin 82%–83%) but also higher discretionary spend ($80M–$86M), ~ $40M of interest expense, and potential dilution with weighted average shares guided to 152–157 million (7–12M incremental from convertibles).
• Tokenization and digital assets are scaling: tokenized AUM reached ~$770 million, WisdomTree Connect onboarded 29 institutions and 3,500+ wallets, and management expects rapid distribution growth via WisdomTree Prime, platform partners, and third-party channels.

WisdomTree Stock Down 1.6%

Shares of NYSE WT opened at $16.27 on Friday. The stock has a market capitalization of $2.29 billion, a P/E ratio of 25.03 and a beta of 1.08. The stock’s fifty day moving average is $13.02 and its 200 day moving average is $13.03. WisdomTree has a 52 week low of $7.47 and a 52 week high of $17.09. The company has a debt-to-equity ratio of 2.16, a quick ratio of 2.41 and a current ratio of 2.82.

WisdomTree Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be issued a dividend of $0.03 per share. This represents a $0.12 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, February 11th. WisdomTree’s dividend payout ratio is 18.46%.

More WisdomTree News

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Q4 results beat expectations — WisdomTree reported $0.29 EPS vs. a $0.23 consensus and revenue of $147.4M (up ~33% YoY), with strong profitability metrics (net margin ~21%, ROE ~26.6%). Those results support the company’s growth narrative and help justify current valuation. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Management material available — the company posted a conference call transcript, slide deck and press release; investors should review commentary on AUM trends, flows and any forward guidance for signs of sustainability. MarketBeat: Listen to Conference Call
• Neutral Sentiment: Dividend announced — WisdomTree declared a quarterly dividend of $0.03/share (annualized yield ~0.7%, ex-dividend Feb 11); it signals shareholder returns but the yield is modest and unlikely to materially move the stock.
• Neutral Sentiment: Earnings coverage/transcript resources — a full Q4 earnings call transcript is available for investors wanting management color on margins, product performance and flows. Yahoo Finance: Q4 Earnings Call Transcript
• Neutral Sentiment: Morgan Stanley reaffirmed a Hold — the firm kept a neutral stance, which is balanced but not bullish. Globe and Mail: Morgan Stanley Reaffirms Hold
• Negative Sentiment: Analyst downgrade pressure — Zacks cut WisdomTree from “strong‑buy” to “hold,” removing some buy-side momentum and potentially limiting short‑term upside. TickerReport / Zacks downgrade

Analyst Upgrades and Downgrades

WT has been the topic of several research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of WisdomTree in a research report on Wednesday, January 21st. Morgan Stanley boosted their price target on WisdomTree from $13.50 to $14.75 and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. Zacks Research cut WisdomTree from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Northland Securities set a $19.00 target price on WisdomTree in a report on Friday, January 23rd. Finally, The Goldman Sachs Group decreased their price target on shares of WisdomTree from $14.75 to $13.25 and set a “neutral” rating on the stock in a research note on Tuesday, November 25th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $15.80.

Insider Activity

In other news, COO R Jarrett Lilien sold 12,500 shares of the company’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $11.01, for a total transaction of $137,625.00. Following the completion of the sale, the chief operating officer owned 998,638 shares of the company’s stock, valued at approximately $10,995,004.38. This represents a 1.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider David M. Yates sold 6,820 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $11.12, for a total transaction of $75,838.40. Following the sale, the insider owned 152,123 shares in the company, valued at $1,691,607.76. This represents a 4.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 44,320 shares of company stock valued at $507,713 in the last ninety days. 9.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On WisdomTree

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Wellington Management Group LLP increased its stake in shares of WisdomTree by 236.5% in the 3rd quarter. Wellington Management Group LLP now owns 9,674,630 shares of the company’s stock valued at $134,477,000 after purchasing an additional 6,799,654 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in WisdomTree by 463.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,697,707 shares of the company’s stock valued at $23,598,000 after buying an additional 1,396,569 shares in the last quarter. Tidal Investments LLC bought a new position in WisdomTree in the second quarter valued at about $15,649,000. Balyasny Asset Management L.P. raised its stake in WisdomTree by 1,432.7% during the second quarter. Balyasny Asset Management L.P. now owns 1,202,765 shares of the company’s stock worth $13,844,000 after acquiring an additional 1,124,293 shares in the last quarter. Finally, Simcoe Capital Management LLC raised its stake in WisdomTree by 23.5% during the second quarter. Simcoe Capital Management LLC now owns 4,924,550 shares of the company’s stock worth $56,682,000 after acquiring an additional 935,505 shares in the last quarter. 78.64% of the stock is currently owned by institutional investors.

About WisdomTree

WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.

WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets.