WisdomTree (NYSE:WT) Raised to "Buy" at Wall Street Zen

Key Points

• Wall Street Zen upgraded WisdomTree from a "hold" to a "Buy", reflecting renewed analyst optimism.
• Q1 results beat expectations with EPS $0.27 vs. $0.25 and revenue of $159.5M (+47.5% YoY), indicating strong top‑line growth and improving profitability.
• Overall analyst sentiment is a "Moderate Buy" with an average target price of $18.25, and the company recently completed the acquisition of Atlantic House to bolster its active ETF and defined‑outcome capabilities.

WisdomTree (NYSE:WT - Get Free Report) was upgraded by analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a report released on Sunday.

Several other research firms have also commented on WT. Zacks Research lowered WisdomTree from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, March 31st. Northland Securities set a $20.00 price target on WisdomTree in a research report on Monday, February 2nd. Weiss Ratings restated a "buy (b-)" rating on shares of WisdomTree in a research report on Wednesday, January 21st. The Goldman Sachs Group raised their price target on WisdomTree from $14.00 to $15.50 and gave the stock a "neutral" rating in a research report on Monday, February 2nd. Finally, Raymond James Financial began coverage on WisdomTree in a research report on Tuesday, April 21st. They set an "outperform" rating and a $20.00 price target for the company. Five investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, WisdomTree currently has an average rating of "Moderate Buy" and an average target price of $18.25.

WisdomTree Trading Down 2.5%

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

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

Insider Transactions at WisdomTree

In related news, COO R Jarrett Lilien sold 30,000 shares of WisdomTree stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $16.84, for a total value of $505,200.00. Following the completion of the transaction, the chief operating officer directly owned 1,140,245 shares in the company, valued at approximately $19,201,725.80. This trade represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 9.30% of the company's stock.

Institutional Trading of WisdomTree

A number of hedge funds and other institutional investors have recently bought and sold shares of WT. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in WisdomTree by 2.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 456,990 shares of the company's stock valued at $4,076,000 after buying an additional 12,402 shares in the last quarter. Jane Street Group LLC raised its stake in WisdomTree by 379.3% in the first quarter. Jane Street Group LLC now owns 880,977 shares of the company's stock valued at $7,858,000 after buying an additional 697,156 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its stake in WisdomTree by 35.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 301,138 shares of the company's stock valued at $3,466,000 after buying an additional 78,837 shares in the last quarter. Sei Investments Co. raised its stake in WisdomTree by 722.3% in the second quarter. Sei Investments Co. now owns 93,039 shares of the company's stock valued at $1,071,000 after buying an additional 81,725 shares in the last quarter. Finally, AQR Capital Management LLC raised its stake in WisdomTree by 20.0% in the second quarter. AQR Capital Management LLC now owns 482,313 shares of the company's stock valued at $5,551,000 after buying an additional 80,361 shares in the last quarter. 78.64% of the stock is currently owned by institutional investors and hedge funds.

WisdomTree News Roundup

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.