AXQ Capital LP Takes Position in WisdomTree, Inc. $WT

AXQ Capital LP acquired a new position in WisdomTree, Inc. (NYSE:WT) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 44,442 shares of the company’s stock, valued at approximately $542,000.

Other large investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of WisdomTree during the 4th quarter worth approximately $902,000. Northwestern Mutual Wealth Management Co. increased its position in WisdomTree by 32,311.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 8,751 shares of the company’s stock worth $107,000 after buying an additional 8,724 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of WisdomTree by 1.0% in the fourth quarter. Geode Capital Management LLC now owns 2,796,512 shares of the company’s stock worth $34,093,000 after acquiring an additional 26,776 shares during the last quarter. AlphaQuest LLC lifted its position in shares of WisdomTree by 3.2% in the fourth quarter. AlphaQuest LLC now owns 194,425 shares of the company’s stock valued at $2,370,000 after acquiring an additional 6,044 shares in the last quarter. Finally, Hantz Financial Services Inc. boosted its stake in shares of WisdomTree by 84.1% during the fourth quarter. Hantz Financial Services Inc. now owns 2,929 shares of the company’s stock valued at $36,000 after acquiring an additional 1,338 shares during the last quarter. 78.64% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on WT. Oppenheimer boosted their target price on shares of WisdomTree from $20.00 to $21.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Wall Street Zen upgraded shares of WisdomTree from a “hold” rating to a “buy” rating in a report on Tuesday, May 19th. The Goldman Sachs Group reissued a “neutral” rating and issued a $16.80 price objective on shares of WisdomTree in a research report on Tuesday, May 5th. Raymond James Financial began coverage on shares of WisdomTree in a research report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 target price on the stock. Finally, Zacks Research cut shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 31st. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $18.80.

WisdomTree News Summary

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Northland Securities raised its earnings outlook for WisdomTree, including higher FY2026 and FY2027 EPS estimates, reinforcing expectations for improved profitability.
• Positive Sentiment: Zacks said WisdomTree should not be overlooked by growth investors, citing above-average growth in the company’s financial results. Article Title

Insider Activity

In other WisdomTree news, insider David M. Yates sold 15,000 shares of the business’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $18.06, for a total transaction of $270,900.00. Following the transaction, the insider owned 157,499 shares in the company, valued at $2,844,431.94. The trade was a 8.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO R Jarrett Lilien sold 30,000 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $18.99, for a total value of $569,700.00. Following the completion of the sale, the chief operating officer directly owned 1,110,245 shares of the company’s stock, valued at $21,083,552.55. The trade was a 2.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 10.10% of the company’s stock.

WisdomTree Trading Down 1.7%

Shares of WT stock opened at $18.63 on Thursday. The company has a quick ratio of 4.18, a current ratio of 4.57 and a debt-to-equity ratio of 2.37. WisdomTree, Inc. has a fifty-two week low of $9.50 and a fifty-two week high of $19.85. The firm’s 50 day moving average price is $17.26 and its two-hundred day moving average price is $15.20. The stock has a market cap of $2.85 billion, a price-to-earnings ratio of 45.45 and a beta of 1.15.

WisdomTree (NYSE:WT) last released its quarterly earnings data on Friday, May 1st. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.02. WisdomTree had a net margin of 11.26% and a return on equity of 33.31%. The company had revenue of $159.50 million during the quarter, compared to analyst estimates of $156.96 million. During the same quarter in the prior year, the business earned $0.16 earnings per share. The business’s quarterly revenue was up 47.5% compared to the same quarter last year. On average, analysts anticipate that WisdomTree, Inc. will post 1.14 EPS for the current year.

WisdomTree Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th were issued a $0.03 dividend. This represents a $0.12 annualized dividend and a yield of 0.6%. The ex-dividend date was Wednesday, May 13th. WisdomTree’s dividend payout ratio is currently 29.27%.

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.