WisdomTree (NYSE:WT) Issues Earnings Results, Beats Expectations By $0.06 EPS

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

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 Performance

NYSE:WT opened at $16.27 on Friday. WisdomTree has a 1-year low of $7.47 and a 1-year high of $17.09. The company has a debt-to-equity ratio of 2.16, a current ratio of 2.82 and a quick ratio of 2.41. The firm has a market capitalization of $2.29 billion, a price-to-earnings ratio of 25.03 and a beta of 1.08. The company’s 50-day moving average is $13.02 and its two-hundred day moving average is $13.03.

WisdomTree Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be given a dividend of $0.03 per share. This represents a $0.12 annualized dividend and a yield of 0.7%. The ex-dividend date is Wednesday, February 11th. WisdomTree’s dividend payout ratio (DPR) is presently 18.46%.

WisdomTree News Summary

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

Several research analysts have commented on the company. Wall Street Zen upgraded WisdomTree from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Northland Securities set a $19.00 price objective on shares of WisdomTree in a research note on Friday, January 23rd. Morgan Stanley upped their target price on WisdomTree from $13.50 to $14.75 and gave the company an “equal weight” rating in a research report on Wednesday, December 17th. Oppenheimer upped their price target on shares of WisdomTree from $15.00 to $17.00 and gave the company an “outperform” rating in a research note on Monday, January 26th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of WisdomTree in a report on Wednesday, January 21st. Four analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $15.80.

Insider Transactions at WisdomTree

In related news, insider David M. Yates sold 6,820 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $11.12, for a total transaction of $75,838.40. Following the sale, the insider directly owned 152,123 shares of the company’s stock, valued at $1,691,607.76. This represents a 4.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO R Jarrett Lilien sold 25,000 shares of the company’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $11.77, for a total value of $294,250.00. Following the sale, the chief operating officer directly owned 1,011,138 shares in the company, valued at $11,901,094.26. This represents a 2.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 44,320 shares of company stock worth $507,713 in the last ninety days. 9.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On WisdomTree

Hedge funds and other institutional investors have recently modified their holdings of the company. Osaic Holdings Inc. grew its holdings in shares of WisdomTree by 1.5% during the second quarter. Osaic Holdings Inc. now owns 87,126 shares of the company’s stock worth $1,003,000 after purchasing an additional 1,266 shares during the last quarter. Legal & General Group Plc grew its stake in WisdomTree by 0.5% during the 3rd quarter. Legal & General Group Plc now owns 322,012 shares of the company’s stock worth $4,476,000 after buying an additional 1,473 shares during the last quarter. Quarry LP increased its position in WisdomTree by 1,679.0% during the third quarter. Quarry LP now owns 2,206 shares of the company’s stock worth $31,000 after buying an additional 2,082 shares during the period. Swiss National Bank lifted its stake in WisdomTree by 1.5% in the third quarter. Swiss National Bank now owns 242,300 shares of the company’s stock valued at $3,368,000 after buying an additional 3,500 shares during the last quarter. Finally, Thrivent Financial for Lutherans lifted its stake in WisdomTree by 6.5% in the second quarter. Thrivent Financial for Lutherans now owns 89,484 shares of the company’s stock valued at $1,030,000 after buying an additional 5,432 shares during the last quarter. 78.64% of the stock is currently owned by institutional investors and hedge funds.

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.