WisdomTree (NYSE:WT) COO R Jarrett Lilien Sells 30,000 Shares

WisdomTree, Inc. (NYSE:WT) COO R. Jarrett Lilien sold 30,000 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $24.56, for a total transaction of $736,800.00. Following the completion of the sale, the chief operating officer directly owned 1,080,245 shares of the company’s stock, valued at approximately $26,530,817.20. The trade was a 2.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

WisdomTree Trading Up 1.5%

WT opened at $24.26 on Friday. The stock has a market cap of $3.68 billion, a price-to-earnings ratio of 46.65 and a beta of 1.20. The stock’s 50 day moving average price is $21.68 and its 200-day moving average price is $18.71. WisdomTree, Inc. has a one year low of $10.69 and a one year high of $25.91. 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 issued its quarterly earnings results on Friday, July 31st. The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.26 by $0.05. WisdomTree had a return on equity of 39.12% and a net margin of 13.27%.The firm had revenue of $177.16 million for the quarter, compared to the consensus estimate of $170.62 million. During the same period in the prior year, the business posted $0.18 earnings per share. The company’s revenue for the quarter was up 57.3% on a year-over-year basis. On average, equities analysts forecast that WisdomTree, Inc. will post 1.19 EPS for the current year.

WisdomTree Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th were paid a $0.03 dividend. The ex-dividend date was Wednesday, August 12th. This represents a $0.12 dividend on an annualized basis and a yield of 0.5%. WisdomTree’s dividend payout ratio (DPR) is presently 23.08%.

WisdomTree News Summary

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Northland Securities raised its earnings forecasts and maintained an “Outperform” rating. The firm increased its FY2026 EPS estimate to $1.23 from $1.22, FY2027 EPS to $1.35 from $1.34, and lifted estimates for the third and fourth quarters of 2026 and second quarter of 2027. Northland’s price target remains $26, implying further potential upside. Northland Securities estimates
• Positive Sentiment: Call-option activity surged. Investors purchased 10,831 call options, roughly 1,040% above the typical daily volume of 950 contracts. The activity may reflect increased bullish speculation or hedging demand, though options volume alone does not guarantee a sustained rally.
• Neutral Sentiment: An investment article titled “Watching the Frontier” was published, but the supplied information does not provide enough detail to determine its specific implications for WisdomTree or WT. Watching the Frontier
• Negative Sentiment: COO R. Jarrett Lilien sold 30,000 shares for approximately $736,800 at an average price of $24.56. The sale reduced his direct holdings by 2.7%, but he still owns 1,080,245 shares, worth approximately $26.5 million. Because the remaining stake is substantial, the transaction is a mild negative signal rather than a major change in insider alignment. SEC insider filing

Analyst Ratings Changes

WT has been the subject of a number of recent analyst reports. Weiss Ratings lowered shares of WisdomTree from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, September 2nd. The Goldman Sachs Group raised their price target on shares of WisdomTree from $16.40 to $18.30 and gave the stock a “neutral” rating in a research note on Tuesday, August 4th. Morgan Stanley set a $21.00 price objective on shares of WisdomTree in a report on Wednesday, July 29th. Northland Securities boosted their price objective on shares of WisdomTree from $22.00 to $26.00 and gave the company an “outperform” rating in a research report on Wednesday, August 19th. Finally, Zacks Research downgraded shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Three investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $23.66.

Institutional Investors Weigh In On WisdomTree

A number of institutional investors and hedge funds have recently bought and sold shares of WT. BlackRock Inc. bought a new position in WisdomTree in the second quarter worth about $326,513,000. Principal Financial Group Inc. boosted its holdings in shares of WisdomTree by 101.8% in the 1st quarter. Principal Financial Group Inc. now owns 2,009,556 shares of the company’s stock valued at $29,259,000 after buying an additional 1,013,658 shares in the last quarter. Bank of America Corp DE boosted its holdings in shares of WisdomTree by 556.4% in the 1st quarter. Bank of America Corp DE now owns 2,327,389 shares of the company’s stock valued at $33,887,000 after buying an additional 1,972,847 shares in the last quarter. Chase Investment Counsel Corp purchased a new position in shares of WisdomTree in the 2nd quarter worth approximately $3,268,000. Finally, Hsbc Holdings PLC purchased a new position in shares of WisdomTree in the 4th quarter worth approximately $1,752,000. 78.64% of the stock is owned by institutional investors.

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.