Date | Price Target | Rating | Analyst |
---|---|---|---|
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 |
SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)
SC 13G/A - WisdomTree, Inc. (0000880631) (Subject)
SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)
SC 13D/A - WisdomTree, Inc. (0000880631) (Subject)
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
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)
Expands digital assets opportunity Enables access to tokenized real world assets (RWA) to broader range of users Utilizes proprietary tokenization platform and technology infrastructure WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of WisdomTree Connect™, a new platform unlocking tokenized real world assets (RWA) access to a broader range of users. The vision for WisdomTree Connect is to enable customers over time to interact with any WisdomTree-issued token, in any wallet, across supported blockchains. WisdomTree Connect marks the first time WisdomTree digital funds will be available directly to clients with their own wallet infrastructure, includin
Record Assets Under Management Blended Fee Rate of 37bps WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for August 2024, including assets under management (AUM) and flow data by asset class. Monthly Commentary: WisdomTree achieved record AUM of over $111 billion while maintaining a 37bps fee rate Inflows in U.S. equity products and cryptocurrencies were offset by outflows in Japan Hedged Equity Fund (DXJ) and risk-off positioning in European commodity products As of August 31, 2024 AUM Rollforward ($ in millions) Annualized Flow Rate MTD QTD YTD MTD QTD YTD Beginning of Period Total AUM $110,962 $
WisdomTree Announces Repurchase of: Series A Preferred Stock (equivalent to 14.75 Million Shares of Common Stock) from ETFS Capital Limited Approximately $104 Million of 5.75% Convertible Senior Notes due August 2028 Approximately 5.7 Million Shares of Common Stock WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced the pricing of its offering of $300 million aggregate principal amount of convertible senior notes due 2029 (the "notes") in a private offering (the "offering") to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). WisdomTree also granted the initial purchaser
Record Assets Under Management $580 million of Global Outflows Blended Fee Rate of 37bps WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for July 2024, including assets under management (AUM) and flow data by asset class. Monthly Commentary: WisdomTree achieved record AUM of $111 billion, sustaining a blended fee rate of 37bps due to ongoing positive remixing toward higher fee products July total net outflows are largely traceable to oil trading in Europe (due to tactical profit taking) and fixed income outflows (resulting from model provider reallocations out of floating rate treasuries and into risk assets) WisdomTree's equity prod
WisdomTree, Inc. (NYSE:WT) ("WisdomTree"), a global financial innovator, today announced its intention to offer, subject to market conditions and other factors, $300 million aggregate principal amount of convertible senior notes due 2029 (the "notes") in a private offering (the "offering") to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). WisdomTree also expects to grant the initial purchaser of the notes an option to purchase up to an additional $45 million aggregate principal amount of the notes to be settled during a period of 13 days from, and including, the date the notes are first issued. WisdomTree intends t
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 Say, a stockholder Q&A platform, is live and ready to be used in advance of its upcoming second quarter earnings call on Friday, July 26, 2024, at 11:00 a.m. ET. As a public company, WisdomTree believes in the importance of transparency with its stockholders, regardless of their size and economic stake. To help facilitate these connections and enhance engagement, verified stockholders of WisdomTree, Inc. can submit questions to management via Say Connect. To submit questions, please visit the Say Connect platform HERE. Questions can be submitted through 9:00 a.m. ET on July 25, 2024. WisdomTree will respond t
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 Assets Under Management Favorable fee mix WisdomTree Prime® now live in Hawaii WisdomTree, Inc. (NYSE:WT), a global financial innovator, today released monthly metrics for June 2024, including assets under management (AUM) and flow data by asset class. Monthly Commentary: WisdomTree generated $332 million of net inflows in June, including positive flows into 7 of our 8 major product categories, driving total AUM to nearly $110 billion Favorable flow mix into higher fee products expanded total average fee rate to 37bps in Q2 WisdomTree's U.S. listed ETFs and offshore UCITS ETF suite generated a combined $463 million of net inflows during the month and have gathered over $
Comprehensive suite of solutions allows WisdomTree to work with financial advisors to deliver scalable portfolios to their clients. WisdomTree, Inc. (NYSE:WT), a global financial innovator, today introduces Portfolio Solutions, a WisdomTree Asset Management, Inc. service to empower new and deeper relationships with investment advisors. Whether opting for self-constructed model portfolios or third-party model portfolio providers, Portfolio Solutions offers advisors a robust, scalable, and efficient framework for portfolio delivery. Portfolio Solutions enables advisors to leverage WisdomTree's model portfolio and research expertise to help advisors make informed choices on how they delive
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
8-K - WisdomTree, Inc. (0000880631) (Filer)
8-K - WisdomTree, Inc. (0000880631) (Filer)
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)
DEFA14A - WisdomTree, Inc. (0000880631) (Filer)
DEFA14A - WisdomTree, Inc. (0000880631) (Filer)
DEFA14A - WisdomTree, Inc. (0000880631) (Filer)
WisdomTree (NYSE:WT) underwent analysis by 4 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish. The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 2 2 0 0 Last 30D 0 0 1 0 0 1M Ago 0 0 0 0 0 2M Ago 0 0 0 0 0 3M Ago 0 2 1 0 0 Analysts have set 12-month price targets for WisdomTree, revealing an average target of $10.56, a high estimate of $11.00, and a low estimate of $9.25. Observing a 3.63% increase, the current average has risen from the previou
Keefe, Bruyette & Woods analyst Michael Brown maintains WisdomTree (NYSE:WT) with a Market Perform and raises the price target from $10 to $11.
Fellow WisdomTree stockholders:At the upcoming 2024 Annual Meeting of Stockholders ("2024 Annual Meeting") of WisdomTree, Inc. ("WisdomTree" or the "Company"), you will have the opportunity to show your support for the Company's proven ability to drive long-term value and growth, and the leaders we believe will continue to build on that momentum moving forward.We are proud of our track record and are well-positioned to continue our growth trajectory in 2024 and beyond. Importantly, in 2023 and 2024-to-date we have further advanced our strategic objectives with numerous achievements, and our recent results highlighted below demonstrate that our long-term growth strategy, led by WisdomTree's B
Oppenheimer analyst Chris Kotowski maintains WisdomTree (NYSE:WT) with a Outperform and maintains $11 price target.
WisdomTree (NYSE:WT) reported quarterly earnings of $0.12 per share which beat the analyst consensus estimate of $0.11 by 9.09 percent. This is a 71.43 percent increase over earnings of $0.07 per share from the same period last year. The company reported quarterly sales of $96.838 million which beat the analyst consensus estimate of $94.252 million by 2.74 percent. This is a 18.03 percent increase over sales of $82.044 million the same period last year.
Providing a diverse range of perspectives from bullish to bearish, 6 analysts have published ratings on WisdomTree (NYSE:WT) in the last three months. The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 2 3 1 0 0 Last 30D 0 1 0 0 0 1M Ago 1 1 1 0 0 2M Ago 1 0 0 0 0 3M Ago 0 1 0 0 0 Insights from analysts' 12-month price targets are revealed, presenting an average target of $11.38, a high estimate of $12.00, and a low estimate of $9.25. Witnessing a positive shift, the current a
Oppenheimer analyst Chris Kotowski maintains WisdomTree (NYSE:WT) with a Outperform and lowers the price target from $12 to $11.
UBS analyst Adam Beatty maintains WisdomTree (NYSE:WT) with a Buy and raises the price target from $9 to $12.
Providing a diverse range of perspectives from bullish to bearish, 4 analysts have published ratings on WisdomTree (NYSE:WT) in the last three months. The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 1 3 0 0 0 Last 30D 0 1 0 0 0 1M Ago 1 0 0 0 0 2M Ago 0 1 0 0 0 3M Ago 0 1 0 0 0 Insights from analysts' 12-month price targets are revealed, presenting an average target of $11.75, a high estimate of $12.00, and a low estimate of $11.00. Surpassing the previous average price target of $10.
Northland Capital Markets analyst Mike Grondahl upgrades WisdomTree (NYSE:WT) from Market Perform to Outperform and announces $12 price target.
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
WisdomTree, Inc. (NYSE:WT), a global financial innovator, announced today that it plans to release its fourth quarter results on February 2, 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=CoAvcnGg 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
Three new Digital Funds are now available direct-to-consumers through WisdomTree's personal finance app WisdomTree, Inc. (NYSE:WT), a global financial innovator, today announced the launch of three new Digital Funds, each leveraging research insights from Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania. These blockchain-enabled funds are exclusively available on WisdomTree Prime™, which is now available to U.S. investors across 36 states. The new Digital Funds are actively managed and seek long-term capital appreciation using an asset allocation strategy that predominantly invests in exchan
$11 Billion of Year-to-Date Inflows and 900bps of Margin Improvement vs. Q3 2022 Diluted Earnings Per Share of $0.07 ($0.10, as Adjusted) 12 consecutive quarters of global net inflows 17% annualized organic growth rate across all products WisdomTree, Inc. (NYSE:WT), a global financial innovator, today reported financial results for the third quarter of 2023. $13.0 million net income ($18.0(1) million net income, as adjusted), see "Non-GAAP Financial Measurements" for additional information. $93.7 billion of ending AUM, unchanged from the prior quarter. $2.0 billion of net inflows, primarily driven by inflows into our fixed income, U.S. equity, international equity and emerging mar