Capital Management Corp VA Purchases 291,851 Shares of WisdomTree, Inc. $WT

Key Points

• Capital Management Corp VA boosted its WisdomTree stake by 108.1%, buying 291,851 shares to own 561,886 shares (about 0.40% of the company, ~$6.85M) per its Q4 13F filing.
• WisdomTree beat Q1 estimates with EPS of $0.27 vs. $0.25 and revenue of $159.5M (up 47.5% YoY), reporting healthy profitability (net margin 22.1%, ROE 30.24%).
• The firm completed the acquisition of Atlantic House to expand active ETF and defined‑outcome capabilities and declared a quarterly dividend of $0.03 (annualized yield ~0.7%).

Capital Management Corp VA boosted its position in WisdomTree, Inc. (NYSE:WT - Free Report) by 108.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 561,886 shares of the company's stock after acquiring an additional 291,851 shares during the period. Capital Management Corp VA owned 0.40% of WisdomTree worth $6,849,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Sowell Financial Services LLC boosted its holdings in WisdomTree by 6.3% in the fourth quarter. Sowell Financial Services LLC now owns 11,518 shares of the company's stock worth $140,000 after acquiring an additional 680 shares in the last quarter. Cooper Financial Group boosted its holdings in WisdomTree by 6.6% in the fourth quarter. Cooper Financial Group now owns 12,849 shares of the company's stock worth $157,000 after acquiring an additional 799 shares in the last quarter. Oregon Public Employees Retirement Fund raised its stake in shares of WisdomTree by 3.4% in the third quarter. Oregon Public Employees Retirement Fund now owns 27,056 shares of the company's stock worth $376,000 after purchasing an additional 900 shares during the last quarter. Vanguard Personalized Indexing Management LLC raised its stake in shares of WisdomTree by 9.6% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 12,220 shares of the company's stock worth $170,000 after purchasing an additional 1,068 shares during the last quarter. Finally, Louisiana State Employees Retirement System raised its stake in shares of WisdomTree by 2.2% in the third quarter. Louisiana State Employees Retirement System now owns 55,300 shares of the company's stock worth $769,000 after purchasing an additional 1,200 shares during the last quarter. Institutional investors own 78.64% of the company's stock.

WisdomTree Stock Performance

Shares of WT opened at $16.57 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.37 and a debt-to-equity ratio of 1.94. The company has a market capitalization of $2.53 billion, a price-to-earnings ratio of 40.42 and a beta of 1.13. The stock has a 50 day moving average of $15.91 and a 200 day moving average of $14.13. WisdomTree, Inc. has a 12 month low of $8.45 and a 12 month high of $18.78.

WisdomTree (NYSE:WT - Get Free Report) last issued its quarterly earnings results on Friday, May 1st. The company reported $0.27 EPS for the quarter, beating analysts' consensus estimates of $0.25 by $0.02. The company had revenue of $159.50 million during the quarter, compared to the consensus estimate of $156.96 million. WisdomTree had a return on equity of 30.24% and a net margin of 22.10%.WisdomTree's revenue was up 47.5% on a year-over-year basis. During the same period last year, the business posted $0.16 earnings per share. As a group, sell-side analysts forecast that WisdomTree, Inc. will post 1.06 earnings per share for the current year.

WisdomTree Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be given a dividend of $0.03 per share. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 13th. WisdomTree's dividend payout ratio (DPR) is presently 16.00%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on WT. Weiss Ratings reissued a "buy (b-)" rating on shares of WisdomTree in a research note on Wednesday, January 21st. Raymond James Financial began coverage on WisdomTree in a research note on Tuesday, April 21st. They issued an "outperform" rating and a $20.00 price objective for the company. The Goldman Sachs Group increased their price objective on WisdomTree from $14.00 to $15.50 and gave the stock a "neutral" rating in a research note on Monday, February 2nd. Morgan Stanley set a $18.00 price objective on WisdomTree in a research note on Thursday. Finally, Wall Street Zen raised WisdomTree from a "hold" rating to a "buy" rating in a research note on Sunday. Five equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $18.25.

Key WisdomTree News

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Q1 results beat expectations: EPS $0.27 vs. $0.25 estimate; revenue $159.5M vs. ~$156.96M estimate; revenue +47.5% YoY with healthy net margin and ROE. This confirms stronger top‑line growth and profitability expansion. Press Release
• Positive Sentiment: Completed acquisition of Atlantic House — expands WisdomTree’s active ETF and defined‑outcome capabilities, supporting product diversification and potential AUM/fee growth over time. BusinessWire
• Neutral Sentiment: Quarterly dividend declared of $0.03 per share (annualized yield ~0.7%); ex‑dividend date May 13, payable May 27 — shows cash return but yield is modest.
• Neutral Sentiment: Full earnings call transcript and analyses available — useful for detail on guidance, AUM trends and product-level flows that will drive future quarters. Earnings Call Transcript
• Neutral Sentiment: Additional coverage and metric breakdowns from Zacks and other outlets provide context on estimates vs. results and key drivers to watch (AUM, fee margins, product mix). Zacks Key Metrics

Insider Activity at WisdomTree

In related news, COO R Jarrett Lilien sold 30,000 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $16.84, for a total transaction of $505,200.00. Following the completion of the sale, the chief operating officer directly owned 1,140,245 shares of the company's stock, valued at approximately $19,201,725.80. This trade represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 9.30% of the company's stock.

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.

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