WT — WisdomTree Inc.

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates WT Bullish with a Setup Score of 0, net conviction 45, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction45
Actionability0 (extended)

Key signals behind this score

About WisdomTree Inc.

WisdomTree, Inc., through its subsidiaries, 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. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$23.84
Market Cap$3.43B
Float133.4M
Shares Outstanding151.5M
P/E (Forward)18.76
P/E (TTM)41.18
Price/Sales (TTM)5.63
vs. Analyst Target-8.1% to analyst PT
Profit Margin13.27%
Operating Margin (TTM)41.17%
Revenue (TTM)$610M
Earnings Growth (YoY)64.70%
Dividend Rate0.1%
Analyst Target Price$21.90 (6 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $250M -$35.7M $119M -$21.4M
2021 $304M $49.8M $157M $71.7M
2022 $301M $50.7M $139M $56.1M
2023 $349M $103M $168M $136M
2024 $428M $66.7M $306M $117M
2025 $494M $109M $356M $183M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $126M $19.7M
Dec 2025 $159M -$23.1M
Mar 2026 $159M -$23.1M
Jun 2026 $177M $44.3M

Ownership & Float

Insider Ownership9.5%
Institutional Ownership112.2%
Short Float11.0%
% of All Funds Holding3.52%
Number of Funds Holding310

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$20.47Near-term / short-term trend
Weekly40-Week SMA$16.85Medium-term trend
Weekly80-Week SMA$14.00Cyclical trend (business cycle)
Weekly200-Week SMA$10.37Secular trend (multi-year)
Monthly10-Month SMA$16.73Near-term monthly trend
Monthly20-Month SMA$13.88Medium-term monthly trend
Monthly40-Month SMA$11.24Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$12.20 support 1.73x 6 months ago
$11.00 support 1.21x 7 months ago
$9.40 support 1.27x 13 months ago

Historical Earnings Reactions (71 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.16% 0.08% 50.70% 6.63% -9.95%
1 Day -0.31% 0.16% 50.70% 8.36% -9.76%
1 Week 0.67% 0.82% 50.70% 18.61% -18.29%
2 Weeks 3.14% 1.06% 53.52% 131.58% -16.38%
1 Month 3.48% 5.32% 62.86% 68.42% -46.46%

Next earnings: October 19, 2026 (55 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan11.6%54.5%33
Feb-0.8%51.5%33
Mar2.1%48.5%33
Apr2.9%41.2%34
May4.4%55.9%34
Jun-6.0%26.5%34
Jul1.7%58.8%34
Aug-1.7%42.4%33
Sep-3.1%45.5%33
Oct3.0%42.4%33
Nov58.4%51.5%33
Dec5.5%45.5%33

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.23% 39.1% 1584
Tuesday 0.21% 40.8% 1730
Wednesday 0.35% 39.4% 1728
Thursday 2.32% 42.1% 1695
Friday 0.32% 41.6% 1687

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 112.2%

Insider Transactions — Smart Summary

Total insider ownership: 9.5%

12-Month Insider Activity Summary

Total Filings9
Net Value-$3.9M
Net Shares Change-240,643
% of Float-0.2%
C-Suite Filings8
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Ziemba Peter M Chief Administrative Officer -$1.9M 1 1 sell
Lilien R Jarrett President and COO -$1.7M 5 N/A
Yates David M Chief Information Officer -$346,772.5 2 2 sell
PANKOPF TONIA L +$3,267.885 1 1 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-09 PANKOPF TONIA L +$3,267.885 Transaction at $11.80, now +102.1%
2026-05-20 Ziemba Peter M Chief Administrative Officer -$1.9M Transaction at $19.31, now +23.5%
2026-05-06 Yates David M Chief Information Officer -$270,900 Transaction at $18.06, now +32.0%
2025-12-03 Yates David M Chief Information Officer -$75,872.5 Transaction at $11.12, now +114.3%
2026-05-21 Lilien R Jarrett President and COO -$569,700 Transaction at $18.99, now +25.5%
2026-02-26 Lilien R Jarrett President and COO -$505,200 Transaction at $16.84, now +41.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for WisdomTree Inc. (WT) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for WT on Trend Edge →