Date | Price Target | Rating | Analyst |
---|---|---|---|
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 |
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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, announced today that it plans to release its first quarter results on April 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=fQD4Npsv 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
Stockholders to Vote on Extension of Rights Plan at 2024 Annual Meeting WisdomTree, Inc. (NYSE:WT) ("WisdomTree" or the "Company"), a global financial innovator, today announced that its Board of Directors (the "Board") unanimously voted to extend its existing limited duration stockholder rights plan, as amended (the "rights plan"). The rights plan was overwhelmingly approved by the Company's stockholders at its 2023 Annual Meeting, and the extension of the rights plan reflects the Board's continued commitment to safeguard the interests of all stockholders in the face of activism concerns, as described in the Board's response to the most recent demands of WisdomTree stockholder ETFS Cap
AUM hits record high for 3rd consecutive month Positive flow momentum in higher fee products WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for January 2024, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Robust ~$1 billion of net inflows generated a 21% pace of YTD organic growth across the equity franchise (U.S. + International Developed Markets + Emerging Markets) Positive fee impact from strong flows into a mix of high fee funds such as Japan Hedged Equity Fund (DXJ) (0.48% fee rate, +$405 million net inflows), India Earnings Fund (EPI) (0.85% fee rate, +$226 million net inflows) and U.S. Qual
Surpasses $100 Billion in Total AUM 520bps of Operating Margin Expansion vs. the Prior Year Diluted Earnings Per Share of $0.16 ($0.11, as Adjusted) 13% Annualized Organic Growth Rate Across All Products WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the fourth quarter of 2023. $19.1 million net income ($18.6(1) million net income, as adjusted), see "Non-GAAP Financial Measurements" for additional information. $100.1 billion of ending AUM, an increase of 6.8% arising primarily from market appreciation. $0.3 billion of net outflows, primarily driven by outflows from our fixed income and commodity products, partly offset by inflows
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
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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8-K - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
10-Q - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
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
Collaboration provides 85,000 advisors access to WisdomTree's custom models WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced that the Siegel-WisdomTree Moderate, Longevity and Global Equity Model Portfolios are now available on the UBS Financial Services Inc. ("UBS") separately managed account platform. The Siegel-WisdomTree model collaboration with Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School, brings a unique solution to UBS and their clients. The Siegel-WisdomTree Models are designed to empower investment advisors to better serve their clients' long-term goals of wealth creation and protection
WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for December 2024, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Inflows in U.S. equity and cryptocurrency products, offset by outflows in fixed income, emerging market equity and commodity products As of December 31, 2024 AUM Rollforward ($ in millions) Annualized Flow Rate MTD QTD YTD MTD QTD YTD Beginning of Period Total AUM $113,082 $112,577 $100,124 Total Net Flows
Record Assets Under Management WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for November 2024, including assets under management (AUM) and flow data by asset class. Monthly Commentary: WisdomTree achieved record AUM of over $113 billion Inflows in U.S. equity products, international developed market equities, fixed income and cryptocurrencies, coupled with profit taking in oil and silver and outflows in emerging market equities As of November 30, 2024 AUM Rollforward ($ in millions) Annualized Flow Rate MTD QTD YTD MTD QTD YTD Beginning of Period Total AU
WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today it has been named a 2024 Best Places to Work in Money Management by Pensions & Investments for the fifth consecutive year and the eighth year since the award was created. The 13th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry. WisdomTree was ranked second within the large employer category for managers with 100-499 employees, the third consecutive year earning a ranking among the top five employers. Jonathan Steinberg, WisdomTree Founder and CEO, said, "This recognition is a testament to the passion, talent and dedication of our
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
WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for October 2024, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Net inflows of $51 million driven by U.S. equity products, alternatives, and commodity products in Europe, notably oil and silver. As of October 31, 2024 AUM Rollforward ($ in millions) Annualized Flow Rate MTD/QTD YTD MTD/QTD YTD Beginning of Period Total AUM $112,577 $100,124 Total Net Flows U.S. Equity $211 $1,29
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.
Recognition highlights company growth and success in emerging markets offerings WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced it has been named "Best Emerging Markets Equity ETF Issuer ($10bn+)" at the ETF Express US Awards 2024, which recognizes excellence among ETF issuers and service providers across a wide range of categories. This win underscores such excellence in WisdomTree's emerging markets offerings in 2024. Jarrett Lilien, WisdomTree President and COO, said, "Since our founding, WisdomTree has been at the forefront of innovation in emerging markets, continually pushing the boundaries of what's possible for investors. Being recognized as the Best Emer