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

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

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 3.9%

Shares of WT traded down $0.65 during trading hours on Friday, hitting $15.89. 2,195,107 shares of the company were exchanged, compared to its average volume of 4,847,031. The company has a debt-to-equity ratio of 2.16, a quick ratio of 2.41 and a current ratio of 2.82. The company has a market cap of $2.24 billion, a PE ratio of 24.51 and a beta of 1.08. The firm’s 50 day moving average is $12.92 and its 200-day moving average is $13.00. WisdomTree has a 52 week low of $7.47 and a 52 week high of $17.09.

Insider Buying and Selling

In other WisdomTree news, COO R Jarrett Lilien sold 12,500 shares of the stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $11.01, for a total transaction of $137,625.00. Following the transaction, the chief operating officer owned 998,638 shares in the company, valued at $10,995,004.38. This trade represents a 1.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider David M. Yates sold 6,820 shares of the business’s stock in a transaction 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 completion of the sale, the insider owned 152,123 shares of the company’s stock, valued at $1,691,607.76. The trade was a 4.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 44,320 shares of company stock valued at $507,713 in the last ninety days. Company insiders own 9.30% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the company. Numerai GP LLC acquired a new stake in shares of WisdomTree in the third quarter valued at $518,000. Occudo Quantitative Strategies LP bought a new stake in WisdomTree during the 3rd quarter worth about $415,000. Capital Fund Management S.A. acquired a new stake in WisdomTree in the 3rd quarter valued at about $919,000. Russell Investments Group Ltd. raised its stake in shares of WisdomTree by 180.5% in the third quarter. Russell Investments Group Ltd. now owns 19,827 shares of the company’s stock worth $276,000 after acquiring an additional 12,759 shares during the last quarter. Finally, Osaic Holdings Inc. lifted its position 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 in the last quarter. Institutional investors own 78.64% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on WT. Oppenheimer lifted their price target on WisdomTree from $15.00 to $17.00 and gave the company an “outperform” rating in a report on Monday. Northland Securities set a $19.00 target price on WisdomTree in a report on Friday, January 23rd. Weiss Ratings restated a “buy (b-)” rating on shares of WisdomTree in a report on Wednesday, January 21st. Morgan Stanley upped their price objective on shares of WisdomTree from $13.50 to $14.75 and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. Finally, Zacks Research lowered shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Four equities research 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, WisdomTree presently has an average rating of “Moderate Buy” and a consensus target price of $15.80.

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.