SURVYR

WT

WisdomTree, Inc.
$21.33
+$0.10 (0.47%)Oct 28 close
FinancialsS&P 600 CompareTechnicals
1M3M6M1Y2Y
-12%+19%+51%+82%+113%Oct 2025Oct 2026Apr 202652w high $25.9152w low $10.69
WTSPY
Wall St. Highest PT $29.00 (+36.0%) Wall St. Avg PT $26.14 (+22.6%)
$11$15$20$25$30POC $17Hi $29Avg $26
Underwater Drawdown %Max DD -24.4%Current -14.8%
0.0%-24.4%
Relative Strength vs SPY+61.8% vs SPYOutperforming
+107%0%-107%
1W
−$0.43 (1.98%)
1M
−$2.73 (11.35%)
3M
+$3.11 (17.10%)
6M
+$5.19 (32.14%)
YTD
+$9.20 (75.82%)
1Y
+$9.29 (77.14%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
7 analysts · mean score 1.71
1 = Strong Buy · 5 = Sell
Strong Buy114%
Buy457%
Hold229%
Underperform00%
Sell00%
Wall Street consensus
Analyst price targets
Current price$21.33
Average target$26.14
+$4.81 (+22.6%) upsideaverage target vs current price
CurrentAverageMedian
Low$21.00
Median$27.00
High$29.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-02 · Craig-Hallum reiterated Buy on WT
Reiterated
2026-10-02 · Goldman Sachs reiterated Neutral on WT
Reiterated
2026-09-25 · Morgan Stanley reiterated Equal-Weight on WT
Reiterated
2026-08-26 · Oppenheimer reiterated Outperform on WT
Reiterated
2026-08-19 · Northland Capital Markets reiterated Outperform on WT
Reiterated
2026-08-04 · Goldman Sachs reiterated Neutral on WT
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$3.2B
P/E (last 12 months)38.5
P/E (next 12 months, estimated)15.9
52-week range$10.69 – $25.91
Revenue growth (latest quarter vs a year ago)+57.3%
Dividend yield0.57%
Analyst consensusBuy (7)
Average analyst price target$26.14 (+23%)

What they do

WisdomTree, Inc. operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans.

Financial Services · Asset Management
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
100th percentile in sector
A+
12-1 return: +104.6%
Percentile within its GICS sector across the S&P 1500.
Growth
96th percentile in sector
A+
Revenue growth (YoY): +57.3%
Percentile within its GICS sector across the S&P 1500.
Value
19th percentile in sector
D
Forward E/P: 6.2% · EBITDA/EV: 6.4%
Percentile within its GICS sector across the S&P 1500.
Profitability
50th percentile in sector
C+
Profit margin: +13.3% · Return on equity: +18.7%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

WT earningsReports tomorrow
Next report · quarter Sep 2026
Fri Oct 30, 2026Before the open
EPS consensus$0.30 range $0.29–$0.33
Revenue consensus$180.7M 6 analysts
Last 4 quarters · EPS vs estimate
Jul 31, 2026$0.31est $0.26+17.3%Above estimates
May 1, 2026$0.27est $0.25+8.0%Above estimates
Jan 30, 2026$0.29est $0.24+23.4%Above estimates
Oct 31, 2025$0.23est $0.21+10.4%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-25 15:23:38 ET
24-1025-0125-0525-0725-1026-0126-0526-070.000.31
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$177.2M+57.3%
2026-03-31$159.5M–
2025-12-31$147.4M–
2025-09-30$125.6M–
2025-06-30$112.6M–

Recent dividends

2026-08-12: $0.030 · 2026-05-13: $0.030 · 2026-02-11: $0.030 · 2025-11-12: $0.030 · 2025-08-13: $0.030 · 2025-05-14: $0.030 · 2025-02-12: $0.030 · 2024-11-06: $0.030

News & catalysts

More news
3 Financial Stocks With Rising Treasury Yield Exposure Including Moodys Stock
Simply Wall St. · Oct 15
Rating changes
Reiterated
2026-10-02 · Craig-Hallum reiterated Buy on WT
Reiterated
2026-10-02 · Goldman Sachs reiterated Neutral on WT
Reiterated
2026-09-25 · Morgan Stanley reiterated Equal-Weight on WT
Reiterated
2026-08-26 · Oppenheimer reiterated Outperform on WT
Reiterated
2026-08-19 · Northland Capital Markets reiterated Outperform on WT
Reiterated
2026-08-04 · Goldman Sachs reiterated Neutral on WT

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Lilien R Jarrett
President and COO · 2026-09-09
Sell
$736.8K

Stats refreshed 2026-10-25 15:23:38 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026