WisdomTree (WT)

WisdomTree Asset Management, Inc. • WisdomTree International Group, Inc. • WisdomTree Digital Commodity Services, LLC • WisdomTree Digital Holdings, Inc. • WisdomTree Digital Management, Inc. • WisdomTree Securities, Inc. • WisdomTree Digital Movement, Inc. • WisdomTree Transfers, Inc. • WisdomTree Digital Trust Company, LLC • WisdomTree International Holdings Ltd ...

IRS number

133487784

WT stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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8-K

WisdomTree Announces Fourth Quarter 2024 Results

31 Jan 25

8-K

WisdomTree Names Smita Conjeevaram as Chair of the Board

7 Nov 24

WisdomTree Announces Third Quarter 2024 Results

Entry into a Material Definitive Agreement

WisdomTree Announces Private Offering of $300 Million of Convertible Senior Notes

2 Aug 24

Transcripts

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Earnings call transcript

2024 Q4

31 Jan 25

Earnings call transcript

2024 Q3

25 Oct 24

Earnings call transcript

2024 Q2

26 Jul 24

Earnings call transcript

2024 Q1

26 Apr 24

Earnings call transcript

2023 Q4

2 Feb 24

Earnings call transcript

2023 Q3

27 Oct 23

Earnings call transcript

2023 Q2

28 Jul 23

Earnings call transcript

2023 Q2

28 Jul 23

Earnings call transcript

2023 Q1

28 Apr 23

Earnings call transcript

2022 Q4

3 Feb 23

Latest ownership filings

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Financial summary

Financial statements Chart WT financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from WisdomTree earnings reports.

Institutional ownership, Q3 2024

WT institutional ownership history Ownership history

33.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	5	227	-97.8%
Opened positions	0	54	EXIT
Closed positions	222	26	+753.8%
Increased positions	1	77	-98.7%
Reduced positions	1	65	-98.5%

13F shares	Current	Prev Q	Change
Total value	421.09 mm	1.14 tn	-100.0%
Total shares	49.10 mm	149.00 mm	-67.0%
Total puts	0.00	15.10 k	EXIT
Total calls	0.00	38.90 k	EXIT
Total put/call ratio	–	0.4	–

Largest owners	Shares	Value	Change
ETF Securities	15.25 mm	$153.11 mm	0.0%
ETFS Capital	15.25 mm	$81.89 mm	0.0%
Azora Capital	10.61 mm	$109.39 mm	+12.1%
ArrowMark Colorado	7.06 mm	$72.79 mm	-16.3%
Alger Associates	929.70 k	$3.91 mm	0.0%

Largest transactions	Bought/sold	Change
BLK BlackRock	-18.48 mm	EXIT
Vanguard	-15.48 mm	EXIT
Wellington Management	-5.89 mm	EXIT
STT State Street	-5.28 mm	EXIT
Massachusetts Financial Services	-4.65 mm	EXIT
Dimensional Fund Advisors	-4.13 mm	EXIT
IVZ Invesco	-3.83 mm	EXIT
BK The Bank of New York Mellon Corporation	-3.04 mm	EXIT
Geode Capital Management	-2.82 mm	EXIT
JHG Janus Henderson	-2.54 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WT insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
4 Feb 25	Marinof Alexis	Common Stock	Sell	Dispose S	No	No	9.8693	90,980	897.91 k	221,146
27 Jan 25	Marci Frankenthaler	Common Stock	Payment of exercise	Dispose F	No	No	0	9,681	0.00	287,685
27 Jan 25	Marci Frankenthaler	Common Stock	Option exercise	Acquire M	No	No	0	24,752	0.00	297,366
27 Jan 25	Marci Frankenthaler	RSU Common Stock	Option exercise	Dispose M	No	No	0	24,752	0.00	0
27 Jan 25	Marinof Alexis	Common Stock	Payment of exercise	Dispose F	No	No	0	13,396	0.00	312,126
27 Jan 25	Marinof Alexis	Common Stock	Option exercise	Acquire M	No	No	0	28,502	0.00	325,522
27 Jan 25	Marinof Alexis	RSU Common Stock	Option exercise	Dispose M	No	No	0	28,502	0.00	0
27 Jan 25	Peter M Ziemba	Common Stock	Payment of exercise	Dispose F	No	No	0	15,102	0.00	957,650
27 Jan 25	Peter M Ziemba	Common Stock	Option exercise	Acquire M	No	No	0	35,154	0.00	972,752
27 Jan 25	Peter M Ziemba	RSU Common Stock	Option exercise	Dispose M	No	No	0	35,154	0.00	0