wisdomtree launched its first exchange traded funds (etfs) in june of 2006, and is currently the tenth largest exchange traded product (etp) sponsor globally. wisdomtree offers etps covering domestic, international and global equities, fixed income, currencies, commodities and alternative strategies. wisdomtree pioneered the concept of fundamentally weighted etfs and active etfs and is currently an industry leader in both categories (as measured by assets under management). wisdomtree is the only publicly traded asset manager exclusively focused on the etp industry. wisdomtree is listed on the nasdaq global market under the ticker: wetf. for social media best practices go to http://www.wisdomtree.com/social-media/. investors should carefully consider the investment objectives, risks, charges and expenses of the funds before investing. to obtain a prospectus containing this and other important information, please call 1-866-909-wise (9473) or visit, wisdomtree.com to view or download a
![WisdomTree logo](/files/LOGO/880631-WT.png)
Company profile
Ticker
WT
Exchange
Website
CEO
Jonathan Steinberg
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
INDEX DEVELOPMENT PARTNERS INC, INDIVIDUAL INVESTOR GROUP INC, WisdomTree Investments, Inc.
SEC CIK
Corporate docs
Subsidiaries
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
Latest filings (excl ownership)
8-K
WisdomTree Announces Second Quarter 2024 Results
26 Jul 24
8-K
Submission of Matters to a Vote of Security Holders
17 Jun 24
DEFA14A
Additional proxy soliciting materials
6 Jun 24
DEFA14A
Additional proxy soliciting materials
6 Jun 24
DFAN14A
Additional proxy materials by non-management
4 Jun 24
DFAN14A
Additional proxy materials by non-management
3 Jun 24
DEFA14A
Additional proxy soliciting materials
31 May 24
DEFA14A
Additional proxy soliciting materials
31 May 24
DFAN14A
Additional proxy materials by non-management
28 May 24
DEFA14A
Additional proxy soliciting materials
23 May 24
Transcripts
WT
Earnings call transcript
2024 Q2
26 Jul 24
WT
Earnings call transcript
2024 Q1
26 Apr 24
WT
Earnings call transcript
2023 Q4
2 Feb 24
WT
Earnings call transcript
2023 Q3
27 Oct 23
WT
Earnings call transcript
2023 Q2
28 Jul 23
WT
Earnings call transcript
2023 Q2
28 Jul 23
WT
Earnings call transcript
2023 Q1
28 Apr 23
WT
Earnings call transcript
2022 Q4
3 Feb 23
WT
Earnings call transcript
2022 Q3
28 Oct 22
WT
Earnings call transcript
2022 Q3
28 Oct 22
Latest ownership filings
Financial summary
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 116.93 mm | 116.93 mm | 116.93 mm | 116.93 mm | 116.93 mm | 116.93 mm |
Cash burn (monthly) | 4.13 mm | 181.08 k | (no burn) | (no burn) | 346.00 k | (no burn) |
Cash used (since last report) | 15.95 mm | 700.12 k | n/a | n/a | 1.34 mm | n/a |
Cash remaining | 100.97 mm | 116.23 mm | n/a | n/a | 115.59 mm | n/a |
Runway (months of cash) | 24.5 | 641.8 | n/a | n/a | 334.1 | n/a |
Institutional ownership, Q1 2024
94.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 197 |
Opened positions | 175 |
Closed positions | 1 |
Increased positions | 6 |
Reduced positions | 7 |
13F shares | Current |
---|---|
Total value | 994.36 bn |
Total shares | 143.11 mm |
Total puts | 2.90 k |
Total calls | 27.60 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 18.24 mm | $167.64 bn |
ETF Securities | 15.25 mm | $137.56 mm |
ETFS Capital | 15.25 mm | $81.89 mm |
Vanguard | 14.51 mm | $133.31 bn |
ArrowMark Colorado | 10.76 mm | $98.89 bn |
Azora Capital | 8.59 mm | $78.95 bn |
STT State Street | 5.21 mm | $47.90 bn |
Massachusetts Financial Services | 4.94 mm | $45.42 bn |
Wellington Management | 4.31 mm | $39.57 bn |
Dimensional Fund Advisors | 4.15 mm | $38.12 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
12 Jun 24 | Lynn S. Blake | Common stock | Grant | Acquire A | No | No | 0 | 10,152 | 0.00 | 45,649 |
12 Jun 24 | Neuger Win J | Common Stock | Grant | Acquire A | No | No | 0 | 10,152 | 0.00 | 148,334 |
12 Jun 24 | Smita Conjeevaram | Common Stock | Grant | Acquire A | No | No | 0 | 10,152 | 0.00 | 67,497 |
12 Jun 24 | Rilla S Delorier | Common Stock | Grant | Acquire A | No | No | 0 | 10,152 | 0.00 | 21,980 |
12 Jun 24 | Anthony Bossone | Common Stock | Grant | Acquire A | No | No | 0 | 10,152 | 0.00 | 635,518 |
News
WisdomTree Q2 2024 Adj EPS $0.16 Beats $0.14 Estimate, Sales $107.034M Beat $102.310M Estimate
26 Jul 24
Forecasting The Future: 4 Analyst Projections For WisdomTree
12 Jul 24
Keefe, Bruyette & Woods Maintains Market Perform on WisdomTree, Raises Price Target to $11
12 Jul 24
Why Virtu Financial Deserves a Spot in Your Portfolio Now
3 Jul 24
WisdomTree Sends Letter To Stockholders Outlining Company's Performance, Recent Milestones And Strategy For Continued Growth
29 Apr 24
Press releases
WisdomTree Announces Second Quarter 2024 Results
26 Jul 24
WisdomTree Announces Say Platform for Second Quarter 2024 Earnings is Live
18 Jul 24
WisdomTree Announces Preliminary Voting Results of its 2024 Annual Meeting of Stockholders
12 Jun 24
Independent Proxy Advisory Firm Egan-Jones Joins ISS and Glass Lewis in Recommending Votes "FOR" ALL Nine WisdomTree Board Nominees
6 Jun 24
WisdomTree Encourages Stockholders to Vote "FOR" All Proposals and All Nine Directors at the 2024 Annual Meeting
6 Jun 24