| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 7/2/2025 | $15.00 | Neutral → Buy | Northcoast |
| 6/27/2025 | $11.90 | Sell → Neutral | Goldman |
| 1/2/2025 | Buy → Neutral | Northcoast | |
| 4/3/2024 | $12.00 | Market Perform → Outperform | Northland Capital |
| 3/6/2024 | $12.00 | Buy | Craig Hallum |
| 12/28/2023 | $9.00 | Neutral → Buy | Northcoast |
| 10/11/2023 | $8.50 → $9.00 | Buy | UBS |
| 5/15/2023 | $9.00 | Outperform | Oppenheimer |
4 - WisdomTree, Inc. (0000880631) (Issuer)
4 - WisdomTree, Inc. (0000880631) (Issuer)
4 - WisdomTree, Inc. (0000880631) (Issuer)
4 - WisdomTree, Inc. (0000880631) (Issuer)
4 - WisdomTree, Inc. (0000880631) (Issuer)
4 - WisdomTree, Inc. (0000880631) (Issuer)
4 - WisdomTree, Inc. (0000880631) (Issuer)
4 - WisdomTree, Inc. (0000880631) (Issuer)
4/A - WisdomTree, Inc. (0000880631) (Issuer)
4/A - WisdomTree, Inc. (0000880631) (Issuer)
Northcoast upgraded WisdomTree from Neutral to Buy and set a new price target of $15.00
Goldman upgraded WisdomTree from Sell to Neutral and set a new price target of $11.90
Northcoast downgraded WisdomTree from Buy to Neutral
Northland Capital upgraded WisdomTree from Market Perform to Outperform and set a new price target of $12.00
Craig Hallum initiated coverage of WisdomTree with a rating of Buy and set a new price target of $12.00
Northcoast upgraded WisdomTree from Neutral to Buy and set a new price target of $9.00
UBS initiated coverage of WisdomTree with a rating of Buy and set a new price target of $9.00 from $8.50 previously
Oppenheimer initiated coverage of WisdomTree with a rating of Outperform and set a new price target of $9.00
8-K - WisdomTree, Inc. (0000880631) (Filer)
10-Q - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
DEFA14A - WisdomTree, Inc. (0000880631) (Filer)
DEF 14A - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
15-12G - WisdomTree, Inc. (0000880631) (Filer)
10-K - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
ETF designed to help investors capture opportunities amid geopolitical realignment and macroeconomic shifts WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree GeoAlpha Opportunities Fund (GEOA or "the Fund") on the New York Stock Exchange (or "NYSE"), with an expense ratio of 0.58%. GEOA is passively managed and seeks to track the price and yield performance, before fees and expenses, of the WisdomTree GeoAlpha Opportunities Index, which is designed to provide exposure to global companies benefitting from shifts in geopolitical policy. The Index is constructed using WisdomTree's proprietary research and multi-dimensional framework, ide
NEW YORK, July 7, 2025 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. Kristen Scholer delivers the pre-market update on July 7th S&P 500 begins week coming off a record closeWhite House says reciprocal tariffs go into effect August 1President Trump's tax and spending bill officially signed into law on July 4Opening BellKode with Klossy celebrates its 10-year anniversary Closing BellWisdomTree (NYSE:WT) celebrates the 10th anniversary of its Yield Enhanced U.S. Aggregate Bond ETF (NYSE:AGGY) Click here to d
Investment enables advisors to access key WisdomTree products in SMA format; offers rebalancing and trading for WisdomTree Model Portfolios at no additional cost to advisors WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that is has made a strategic minority investment in, and entered into a multi-year collaboration with, Quorus Inc., a technology-driven asset manager with platform capabilities for delivering customizable, tax efficient investment solutions for asset managers and financial advisors. Investment strategies provided by WisdomTree Asset Management, Inc. ("WTAM") can now be implemented in a tax-efficient separately managed account ("SMA") format via
ETF offers a balanced, strategic approach to commodities investing WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Inflation Plus Fund (WTIP or "the Fund") on the Nasdaq, with an expense ratio of 0.65%. WTIP seeks to provide consistent returns with low volatility and drawdowns. WTIP offers a balanced, strategic approach to commodities investing across all market conditions, combining WisdomTree's commodity strategies. Designed to outperform in both high and low inflation environments, the Fund employs an enhanced long/short commodity strategy to deliver consistent returns with reduced volatility and drawdowns with major asset classe
Record Month-End Assets Under Management Over $5.1 Billion of Year-to-Date Net Inflows WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for May 2025, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Record month-end AUM of over $121.5 billion, our 10th month-end record in the past 12 months Model portfolios business reached $5.0 billion in assets under advisement (AUA), a new milestone Record-setting month for the WisdomTree Europe Defence UCITS ETF (WDEF): $680 million in May inflows and $2.1 billion year-to-date, making it one of the most successful product launches in WisdomTree's history P
Recognized for driving adoption and operational excellence in digital assets WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that WisdomTree Transfers, Inc. was awarded "Best Digital Asset Processing Solution" at the 2025 FTF News Technology Innovation Awards. WisdomTree Transfers is WisdomTree's blockchain-enabled transfer agency and registrar service. It serves as the transfer agent for WisdomTree's tokenized funds, maintaining official share ownership records. These records are held in both traditional book-entry form and digitized on the Ethereum, Arbitrum, Avalanche, Base and Optimism blockchains. Through WisdomTree's two platforms, WisdomTree Prime® and W
WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced plans to close and liquidate the WisdomTree Battery Value Chain and Innovation Fund (WBAT). Ticker ETF Name Listing Exchange Last Day to Purchase Creation Units Last Day of Trading Final NAV Calculation Date Liquidation Date WBAT WisdomTree Battery Value Chain and Innovation Fund CBOE June 20, 2025 June 20, 2025 June 27, 2025 June 30, 2025 Shareholders who do not sell their shares of the ETF by Friday, June 20, 2025 will have their shares automatically redeemed for cash based on the ETF's net asset value (NAV), which is expected to be provided to shareholders through the
Korea Investment Management Launches Suite of Innovative Products Based on WisdomTree's U.S. Quality Dividend Growth Index WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced it has expanded its global footprint through a strategic collaboration with Korea Investment Management Co., Ltd. (KIM) in connection with the launch of a suite of innovative exchange-traded funds (ETFs) by KIM marketed under the ACE label for the Korean market. "ACE" is the ETF branding used by Korea Investment Management for its locally listed ETFs. The ETFs are benchmarked to indexes incorporating WisdomTree's proprietary approach to U.S. quality dividend growth capture through its U.S. qualit
Record Month-End Assets Under Management Nearly $3.2 Billion of Year-to-Date Net Inflows WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for April 2025, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Record month-end AUM of over $116 billion, our 9th month-end record in the past 12 months Nearly $3.2 billion of net inflows year-to-date, a ~9% pace of annualized organic growth April net inflows include $650 million into our U.S. and International Developed Equity product suites, a ~15% pace of annualized organic growth The WisdomTree Europe Defence UCITS ETF (WDEF) continues to demonstrate strong m
Record AUM of $115.8 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.17 ($0.16, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the first quarter of 2025. $24.6 million of net income ($23.0(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $115.8 billion of ending AUM, an increase of 5.5% from the prior quarter arising from net inflows and market appreciation. $3.0 billion of net inflows, primarily driven by inflows into our fixed income, U.S. equity and international developed equity products, partly offset by outflows fro
Korea Investment Management Launches Suite of Innovative Products Based on WisdomTree's U.S. Quality Dividend Growth Index WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced it has expanded its global footprint through a strategic collaboration with Korea Investment Management Co., Ltd. (KIM) in connection with the launch of a suite of innovative exchange-traded funds (ETFs) by KIM marketed under the ACE label for the Korean market. "ACE" is the ETF branding used by Korea Investment Management for its locally listed ETFs. The ETFs are benchmarked to indexes incorporating WisdomTree's proprietary approach to U.S. quality dividend growth capture through its U.S. qualit
Record AUM of $115.8 Billion 11% Annualized Organic Growth Rate Across All Products Diluted Earnings Per Share of $0.17 ($0.16, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the first quarter of 2025. $24.6 million of net income ($23.0(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $115.8 billion of ending AUM, an increase of 5.5% from the prior quarter arising from net inflows and market appreciation. $3.0 billion of net inflows, primarily driven by inflows into our fixed income, U.S. equity and international developed equity products, partly offset by outflows fro
WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its first quarter results on May 2, 2025 at 7:00 a.m. ET. A conference call to discuss the firm's results will be held at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=KKtcnQsi To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at: https
Diluted Earnings Per Share of $0.18 ($0.17, as Adjusted) 700 bps of Annual Operating Margin Expansion vs. the Prior Year WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the fourth quarter of 2024. $27.3 million of net income ($25.3(1) million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $109.8 billion of ending AUM, a decrease of 2.5% from the prior quarter arising from market depreciation and net outflows. ($0.3) billion of net outflows, primarily driven by outflows from our emerging markets, commodity and fixed income products, partly offset by inflows into our U.S. equity and crypto
WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its fourth quarter results on January 31, 2025 at 7:00 a.m. ET. A conference call to discuss the firm's results will be held at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=VyP1taaA To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations websit
Record AUM of $112.6 Billion 850 bps of Operating Margin Expansion vs. YTD September 30, 2023 Diluted Loss Per Share of -$0.13 and +$0.18 Earnings Per Share, as Adjusted WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the third quarter of 2024. ($4.5) million of net loss ($28.8(1) million of net income, as adjusted), including a loss on extinguishment of our convertible notes of $30.6 million and a $4.0 million civil money penalty in connection with a settlement with the U.S. Securities and Exchange Commission (the "SEC") regarding certain statements about the ESG screening process for three ETFs advised by WisdomTree Asset Management, Inc.
WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its third quarter results on October 25, 2024 at 7:00 a.m. ET. A conference call to discuss the firm's results will be held at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=kZrhyzrd To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website at:
Record AUM of $109.7 Billion 940 bps of Operating Margin Expansion vs. YTD June 30, 2023 Diluted Earnings Per Share of $0.13 ($0.16, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the second quarter of 2024. $21.8 million of net income ($27.1(1) million of net income, as adjusted), see "Non-GAAP Financial Measurements" for additional information. $109.7 billion of ending AUM, an increase of 2.3% from the prior quarter arising from market appreciation and net inflows. $0.3 billion of net inflows, primarily driven by inflows into our international developed equity, fixed income and U.S. equity products, partially offset
WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its second quarter results on July 26, 2024 at 7:00 a.m. ET. A conference call to discuss the firm's results will be held at 11:00 a.m. ET. Dial-In and Webcast Details Participant Dial-In: 877-407-9210 / +1 201-689-8049 Participant International Toll-Free access numbers: Click Here Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=5z2QQw8B To avoid delays, we encourage participants to dial into the conference call 10 minutes ahead of the scheduled start time. All earnings materials and the webcast can be accessed through WisdomTree's investor relations website a
Record AUM of $107.2 Billion 870bps of Operating Margin Expansion vs. Q1 2023 Diluted Earnings Per Share of $0.13 ($0.12, as Adjusted) WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the first quarter of 2024. $22.1 million of net income ($20.3(1) million of net income, as adjusted), see "Non-GAAP Financial Measurements" for additional information. $107.2 billion of ending AUM, an increase of 7.1% from the prior quarter arising from market appreciation and net inflows. $2.0 billion of net inflows, primarily driven by inflows into our international developed equity and U.S. equity products. 0.36% average advisory fee, unchanged fro
WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the appointment of Alexis Marinof as CEO, Europe, reinforcing the company's commitment to the European market and strengthening its regional leadership. Alexis, who has been leading WisdomTree's European business since 2019, will assume the CEO title to further enhance the firm's client and regulatory engagement, market credibility and execution capabilities in the region. He will continue reporting to WisdomTree's global President and COO, Jarrett Lilien, ensuring seamless alignment with the company's global strategy. "Alexis has played a critical role in driving WisdomTree's success in Europe. His leadership has
Shamla Naidoo's Extensive Background in Technology, Data, and Privacy Provides Asbury Automotive Group with Additional Cyber Security Insight Asbury Automotive Group, Inc. (NYSE:ABG) ("Asbury" or the "Company"), one of the largest automotive retail and service companies in the U.S., announced today the appointment of Shamla Naidoo to its Board of Directors effective January 1, 2025. The Board has appointed Ms. Naidoo to the Audit Committee and the Compensation & Human Resources Committee. Ms. Naidoo's election brings the total number of directors to ten, nine of whom are independent, including Ms. Naidoo. "We are thrilled to welcome Shamla to the Board. She is a tremendous addition and
PROG Holdings, Inc. (NYSE:PRG), the fintech holding company for Progressive Leasing, Vive Financial, Four Technologies, and Build, today announced the appointment of Robert Julian and Daniela Mielke to its Board of Directors. "Robert and Daniela are recognized leaders in industries that are especially relevant to PROG Holdings. Robert's consumer retail and e-commerce financial expertise, as well as Daniela's leadership in digital payments, fintech and e-commerce, will make them both highly valuable additions to our Board," said Ray Robinson, Chairman of PROG Holdings. "We're pleased to welcome Robert and Daniela as our newest independent directors," said Steve Michaels, PROG Holdings' P
Stockholders vote for all proposals, including to elect all nine of WisdomTree's director nominees Voters repudiate ETFS Capital and Graham Tuckwell WisdomTree, Inc. (NYSE:WT) ("WisdomTree" or the "Company"), a global financial innovator, today announced the preliminary voting results of its 2024 Annual Meeting of Stockholders ("2024 Annual Meeting"). Based on the preliminary voting results provided by the Company's proxy solicitor, stockholders have chosen to elect ALL nine of WisdomTree's nominees to the Company's Board of Directors: Lynn S. Blake, Anthony Bossone, Smita Conjeevaram, Rilla Delorier, Daniela Mielke, Shamla Naidoo, Win Neuger, Tonia Pankopf and Jonathan Steinberg. Sto
Proxy Advisors ISS and Glass Lewis Affirm ETFS Capital's Success in Compelling Governance and Board Change at WisdomTree ISS Highlights Concerns Regarding Lack of KPI Disclosure and Continued Influence of Long Tenured Directors on the Board ETFS Urges WisdomTree Stockholders to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card NEW YORK, June 03, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the "Series A Preferred Stock") of WisdomTree, Inc. ("W
WisdomTree Board Attempting to Distract from its Inability to Explain or Defend Persistent Undervaluation of the Core ETF Business 2024 Annual Meeting a Referendum on the Board and Management's Refusal to Take Steps to Unlock Value for ALL Stockholders WisdomTree Stockholders Urged to Vote AGAINST the Re-Election of Chairman Win Neuger, Director Anthony Bossone, And CEO And Director Jonathan Steinberg on GOLD ETFS Proxy Card Visit www.UnlockWT.com for More Information NEW YORK, May 14, 2024 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the
Tenured C-suite leader brings track record of driving innovation in financial services and tech sectors WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that Rilla Delorier, an accomplished leader with over 30 years of executive experience leading digital transformation across the banking sector, has been appointed to WisdomTree's Board of Directors, having received the full support of the Board. Win Neuger, Chair of the WisdomTree Board, said, "Rilla is a powerhouse of digital transformation in financial services and will be a tremendous asset to our Board. She has a demonstrated ability to accelerate innovation and streamline operations, and her strategic expe
Board Rejects Opportunity to Demonstrate True Board Refreshment and Delivers a Rebuke to Stockholders WisdomTree Stockholders Should Voice their Views to the Board and not Accept Another Year of Business as Usual NEW YORK, June 30, 2023 (GLOBE NEWSWIRE) -- ETFS Capital Limited ("ETFS Capital"), the largest combined owner of common stock, $0.01 par value (the "Common Stock"), and Series A Non-Voting Convertible Preferred Stock (the "Series A Preferred Stock") of WisdomTree, Inc. ("WisdomTree" or the "Company") (NYSE:WT), with ownership of approximately 10.2% of the outstanding Common Stock, which together with its Series A Preferred Stock would represent approximately 18.3% of the Company
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