WisdomTree Q3 EPS Forecast Boosted by Northland Securities

WisdomTree, Inc. (NYSE:WT) – Research analysts at Northland Securities upped their Q3 2026 earnings per share (EPS) estimates for WisdomTree in a report issued on Friday, July 31st. Northland Securities analyst M. Grondahl now anticipates that the company will post earnings of $0.31 per share for the quarter, up from their prior forecast of $0.29. The consensus estimate for WisdomTree’s current full-year earnings is $1.14 per share. Northland Securities also issued estimates for WisdomTree’s Q4 2026 earnings at $0.32 EPS, FY2026 earnings at $1.21 EPS, Q1 2027 earnings at $0.29 EPS, Q2 2027 earnings at $0.32 EPS, Q3 2027 earnings at $0.34 EPS, Q4 2027 earnings at $0.35 EPS and FY2027 earnings at $1.30 EPS.

WT has been the topic of several other research reports. Raymond James Financial started coverage on shares of WisdomTree in a research report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 price objective on the stock. Weiss Ratings downgraded shares of WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research report on Friday, May 8th. Zacks Research lowered shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Morgan Stanley set a $21.00 price target on shares of WisdomTree in a report on Wednesday, July 29th. Finally, Wall Street Zen raised shares of WisdomTree from a “hold” rating to a “buy” rating in a research note on Saturday. Two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $20.66.

WisdomTree Trading Up 6.8%

Shares of NYSE WT opened at $22.41 on Wednesday. The stock has a market cap of $3.43 billion, a price-to-earnings ratio of 43.10 and a beta of 1.17. The business has a 50 day simple moving average of $18.76 and a 200 day simple moving average of $17.30. WisdomTree has a 52 week low of $10.69 and a 52 week high of $22.73. The company has a debt-to-equity ratio of 2.53, a quick ratio of 2.73 and a current ratio of 3.00.

WisdomTree (NYSE:WT) last posted its quarterly earnings results on Friday, July 31st. The company reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.26 by $0.05. The company had revenue of $177.20 million during the quarter, compared to the consensus estimate of $170.62 million. WisdomTree had a return on equity of 39.12% and a net margin of 13.27%.The business’s quarterly revenue was up 57.3% on a year-over-year basis. During the same period last year, the business earned $0.18 EPS.

Institutional Trading of WisdomTree

Several hedge funds have recently added to or reduced their stakes in the business. Team Financial Group LLC acquired a new stake in WisdomTree in the 1st quarter valued at approximately $29,000. Caitong International Asset Management Co. Ltd increased its position in WisdomTree by 163.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,454 shares of the company’s stock worth $30,000 after buying an additional 1,521 shares during the period. Quarry LP lifted its holdings in shares of 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 last quarter. Quattro Advisors LLC acquired a new position in shares of WisdomTree during the fourth quarter worth approximately $31,000. Finally, Flagship Harbor Advisors LLC bought a new stake in shares of WisdomTree in the fourth quarter valued at approximately $36,000. Institutional investors own 78.64% of the company’s stock.

Insider Activity

In other news, COO R Jarrett Lilien sold 30,000 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $18.99, for a total value of $569,700.00. Following the sale, the chief operating officer directly owned 1,110,245 shares of the company’s stock, valued at approximately $21,083,552.55. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 10.10% of the company’s stock.

WisdomTree Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be issued a dividend of $0.03 per share. This represents a $0.12 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Wednesday, August 12th. WisdomTree’s dividend payout ratio is 23.08%.

WisdomTree News Summary

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: WisdomTree reported quarterly earnings of $0.31 per share, exceeding the $0.26 analyst consensus, while revenue rose 57.3% year over year to $177.2 million, above expectations of $170.6 million. The earnings beat and substantial revenue growth appear to be the primary catalysts for the stock’s advance. WisdomTree Reaches New 52-Week High on Strong Earnings
• Positive Sentiment: Northland Securities raised its WisdomTree EPS estimates across multiple periods, including Q3 2026 to $0.31 from $0.29 and FY2026 to $1.21 from $1.13. Its FY2027 forecast increased to $1.30 from $1.22, suggesting improved expectations for continued earnings growth.
• Positive Sentiment: Northland also lifted its quarterly 2027 estimates: Q1 EPS to $0.29, Q2 to $0.32, Q3 to $0.34 and Q4 to $0.35. These revisions are above WisdomTree’s current-year consensus EPS forecast of $1.14 and reinforce the bullish outlook following the results.
• Neutral Sentiment: A separate analysis highlighted WisdomTree’s diversified asset growth and strategic expansion as contributors to the quarter’s performance, potentially supporting the company’s longer-term growth narrative. WT Q2 Deep Dive: Diversified Asset Growth and Strategic Expansion Drive Results
• Neutral Sentiment: An article discussing a WisdomTree covered-call strategy focuses on income generation for investors rather than a new corporate development, so it is unlikely to be a direct catalyst for WT shares. A WisdomTree Covered Call Can Cultivate a Bountiful Yield

WisdomTree Company Profile

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.