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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 |
Over $3 billion of year-to-date net inflows New All Time High Month-Ending Assets Under Management WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for March 2025, including assets under management (AUM) and flow data by asset class. Monthly Commentary: Nearly $1.1 billion of March net inflows across 5 of our 8 major product categories Year-to-date net inflows exceeded $3 billion, representing an 11% annualized organic growth rate, with net inflows in each of our three divisions: U.S. (+$1.8 billion); Europe (+$1.1 billion); and Digital Assets (+$100 million) WisdomTree's UCITS ETF suite continues to demonstrate strong momentum, attracting ove
WTPI seeks to offer attractive income opportunities amid market uncertainty WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the name and ticker change of the WisdomTree PutWrite Strategy Fund (PUTW) to the WisdomTree Equity Premium Income Fund (WTPI). The Fund remains listed on the NYSE Arca exchange and has an expense ratio of 0.44%. WTPI seeks to track the price and yield performance, before fees and expenses, of the Volos U.S. Large Cap Target 2.5% PutWrite Index 1. "Elevated market valuations have tempered expectations for outsized upside for the S&P 500 in 2025, especially with ongoing policy-related economic uncertainties. We believe WTPI provides an attrac
WTMU and WTMY utilize a time-tested bond investment strategy to leverage the diverse opportunities in the municipal bond market WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of the WisdomTree Core Laddered Municipal Fund (WTMU) and WisdomTree High Income Laddered Municipal Fund (WTMY) on the Nasdaq, with expense ratios of 0.25% and 0.35%, respectively. WTMU and WTMY target different income levels within the municipal bond market through risk-conscious approaches. "In today's changing fixed income landscape, investors seek stability and income. Municipal bonds can potentially offer strong credit quality, lower default rates than corporate bonds, and r
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.
8-K - WisdomTree, Inc. (0000880631) (Filer)
15-12G - WisdomTree, Inc. (0000880631) (Filer)
10-K - WisdomTree, Inc. (0000880631) (Filer)
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
4/A - WisdomTree, Inc. (0000880631) (Issuer)
4/A - WisdomTree, Inc. (0000880631) (Issuer)
4/A - WisdomTree, Inc. (0000880631) (Issuer)
SC 13G - WisdomTree, Inc. (0000880631) (Subject)
SC 13G/A - WisdomTree, Inc. (0000880631) (Subject)
SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)
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