WisdomTree (WT)

• Market cap: $1.48B
• 1 day: -1.76%
• 5 days: 1.00%
• 1 month: 5.56%
• 3 months: 21.20%
• 6 months: -11.68%
• Year to date: -0.49%
• 1 year: 3.93%
• 5 years: 188.25%
• 10 years: -54.48%
• Sector: Financials
• Industry: Asset Management

About: WisdomTree Inc is a financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models and solutions. It offers a broad range of ETFs and exchange-traded products (ETPs). The firm also engages in developing next-generation digital products and structures, including digital funds and tokenized assets, as well as its blockchain-native digital wallet, WisdomTree Prime. The Company conducts business under a single operating segment as an ETP sponsor and asset manager.

Employees: 313

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

472% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $232K

1.23% less ownership

Funds ownership: 89.11% [Q4 2024] → 87.88% (-1.23%) [Q1 2025]

6% less funds holding

Funds holding: 270 [Q4 2024] → 254 (-16) [Q1 2025]

12% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 98

16% less capital invested

Capital invested by funds: $1.37B [Q4 2024] → $1.15B (-$214M) [Q1 2025]

28% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 46

33% less funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $9.50 6% downside
• Avg. target: $9.50 6% downside
• High target: $9.50 6% downside

1 analyst rating

• positive: 0 0%
• neutral: 0 0%
• negative: 1 100%

Goldman Sachs Alexander Blostein

6% downside $9.50

Sell Maintained

12 Jun 2025