WisdomTree (NYSE:WT) Posts Quarterly Earnings Results, Beats Estimates By $0.02 EPS

WisdomTree (NYSE:WT) released its quarterly earnings data on Friday. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.02, Briefing.com reports. WisdomTree had a net margin of 22.10% and a return on equity of 30.24%. The firm had revenue of $159.50 million during the quarter, compared to analysts’ expectations of $156.96 million. During the same period in the previous year, the company earned $0.16 earnings per share. The firm’s quarterly revenue was up 47.5% on a year-over-year basis.

Here are the key takeaways from WisdomTree’s conference call:

• Record AUM and strong inflows: WisdomTree reported a record AUM run-rate (~$152.6B at quarter end, ~$164.3B including Atlantic House) and $5.9B of net inflows in Q1, implying a 17% annualized organic growth rate and broad-based flow strength across regions and products.
• Atlantic House acquisition: Closed the $200M purchase adding ~ $4B AUM with ~95 bps revenue yield, financed by new convertibles, which management says is modestly accretive and should lift firm revenue yield by ~2 bps and expand European/defined?outcome capabilities.
• Revenue and margin expansion: Q1 revenue was $159.5M (+48% YoY) with adjusted net income $40.6M ($0.27), adjusted operating margin widened ~770 bps YoY, and guidance raised (gross margin +1 ppt to 83–84%) reflecting operating leverage and the Atlantic House inclusion.
• Digital asset innovation (WTGXX): The tokenized, ’40 Act money market fund (WTGXX) gained SEC exemptive relief for 24/7 intraday trading, drove record digital AUM (~$867M) and $98M inflows in Q1, and management highlighted partnerships (e.g., StableC) targeting new on?chain and payments use cases.
• Capital structure and share impact: WisdomTree refinanced and repurchased portions of 2026/2029 convertibles (new notes at 4.5% coupon, $21.58 conversion), expects Q2 weighted diluted shares of ~155–158M before declining to ~154M later in the year, and guided interest expense (~$53M annually), creating mixed effects on dilution and financing cost.

WisdomTree Price Performance

Shares of NYSE WT traded down $0.43 during midday trading on Friday, reaching $16.57. The stock had a trading volume of 3,810,282 shares, compared to its average volume of 3,780,497. The stock has a 50-day moving average of $15.91 and a 200-day moving average of $14.12. The company has a debt-to-equity ratio of 1.94, a quick ratio of 1.37 and a current ratio of 1.75. The company has a market capitalization of $2.35 billion, a price-to-earnings ratio of 22.10 and a beta of 1.11. WisdomTree has a 12-month low of $8.45 and a 12-month high of $18.78.

WisdomTree Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be paid a $0.03 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.7%. WisdomTree’s dividend payout ratio is 16.00%.

WisdomTree News Summary

Here are the key news stories impacting WisdomTree this week:

• Positive Sentiment: Q1 results beat expectations: EPS $0.27 vs. $0.25 estimate; revenue $159.5M vs. ~$156.96M estimate; revenue +47.5% YoY with healthy net margin and ROE. This confirms stronger top?line growth and profitability expansion. Press Release
• Positive Sentiment: Completed acquisition of Atlantic House — expands WisdomTree’s active ETF and defined?outcome capabilities, supporting product diversification and potential AUM/fee growth over time. BusinessWire
• Neutral Sentiment: Quarterly dividend declared of $0.03 per share (annualized yield ~0.7%); ex?dividend date May 13, payable May 27 — shows cash return but yield is modest.
• Neutral Sentiment: Full earnings call transcript and analyses available — useful for detail on guidance, AUM trends and product-level flows that will drive future quarters. Earnings Call Transcript
• Neutral Sentiment: Additional coverage and metric breakdowns from Zacks and other outlets provide context on estimates vs. results and key drivers to watch (AUM, fee margins, product mix). Zacks Key Metrics

Wall Street Analyst Weigh In

WT has been the subject of several research reports. Raymond James Financial initiated coverage on shares of WisdomTree in a report on Tuesday, April 21st. They set an “outperform” rating and a $20.00 price objective for the company. Zacks Research cut shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 31st. The Goldman Sachs Group boosted their price objective on shares of WisdomTree from $14.00 to $15.50 and gave the company a “neutral” rating in a report on Monday, February 2nd. Wall Street Zen cut shares of WisdomTree from a “buy” rating to a “hold” rating in a report on Saturday, April 25th. Finally, Morgan Stanley set a $18.00 target price on shares of WisdomTree in a report on Thursday. Five research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $18.25.

Insider Activity

In other news, COO R Jarrett Lilien sold 30,000 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $16.84, for a total value of $505,200.00. Following the completion of the sale, the chief operating officer directly owned 1,140,245 shares of the company’s stock, valued at $19,201,725.80. This represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 9.30% of the stock is currently owned by company insiders.

Institutional Trading of WisdomTree

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Wellington Management Group LLP increased its stake in shares of WisdomTree by 15.7% in the fourth quarter. Wellington Management Group LLP now owns 11,196,229 shares of the company’s stock worth $136,482,000 after purchasing an additional 1,521,599 shares in the last quarter. Simcoe Capital Management LLC grew its stake in WisdomTree by 11.3% during the fourth quarter. Simcoe Capital Management LLC now owns 5,253,340 shares of the company’s stock valued at $64,038,000 after acquiring an additional 535,015 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in WisdomTree by 1.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,642,042 shares of the company’s stock valued at $44,399,000 after acquiring an additional 61,699 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in WisdomTree by 116.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,389,653 shares of the company’s stock valued at $41,320,000 after acquiring an additional 1,823,777 shares in the last quarter. Finally, Geode Capital Management LLC grew its stake in WisdomTree by 1.0% during the fourth quarter. Geode Capital Management LLC now owns 2,796,512 shares of the company’s stock valued at $34,093,000 after acquiring an additional 26,776 shares in the last quarter. 78.64% of the stock is owned by hedge funds and other institutional investors.

About WisdomTree

WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.

WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets.