WisdomTree Investments, Inc. (WT)

NYSEFinancialsAsset ManagementSnapshot 2026-11-04

$20.03+1.47%

Close 2026-11-04 · 1-day change

Investment OutlookAs of Nov 4, 2026

What could strengthen or challenge WisdomTree Investments, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-2.6%

+10% or more+5%0%−5%−10% or less

1.35 → 1.32 EPS · FY ending Dec 31, 2027 · 5 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.

Price, analyst earnings & P/E reference

The EPS and P/E reference is not available for WT yet.

Measure / period	Management expectations	Analyst expectations

Management figures unavailable.

Current consensus figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Repurchase $51.9M of Convertible Senior Notes by mid-2026	A supporting condition in WisdomTree Investments, Inc.'s published investment case. The stated target is Repurchase $51.9M principal amount.	Intact	Repurchase of $51.9M in notes not completed by mid-2026	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$1.32

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Repurchase $51.9M of Convertible Senior Notes by mid-2026Direct metric needs a verified mapping
Maintain quarterly dividend of $0.03 per shareDirect metric needs a verified mapping
Revenue growth at or above 26% next yearRevenue growth: 42.8%

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.4%Typical daily move · historical

Downside history

-24.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

WisdomTree Investments, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 31, 2026

What kind of bet this is

WT is a growth-oriented financial business with a durable valuation premium, not a turnaround. Its long-term thesis is intact, supported by strong recent results and progress on management priorities, but confidence has eased from high to medium.

What's priced into WisdomTree Investments, Inc.

WT is expensive versus peers, with a durable premium and an expectations gap that suggests market expectations are demanding. The priced-in assessment is tagged as justified, and fragility is low, so the evidence does not point to unusually concentrated expectations.

What the fundamentals likely do

Near term, revenue rose to $179.4 million in 2026-Q3 from $147.4 million in 2025-Q4, net inflows reached $4.6 billion, and operating margin improved to 41.3% from 40.5% in the prior quarter. Management is on track with organic growth, operating discipline, and digital-asset initiatives, though the financial contribution from tokenized products is not yet isolated. Near-term miss risk is described as low, but a guidance cut would be a meaningful negative.

What WisdomTree Investments, Inc. hinges on

Over the next few quarters, the thesis depends on continued growth and margin discipline, alongside evidence that digital-asset activity can contribute financially. A guidance cut or falling rates could weigh on the setup, while continued strong results and higher guidance from sector bellwethers could support financial-sector momentum.

Bottom line

For the 1-3 year view, WT’s operating progress keeps the long-term thesis intact, but its expensive valuation and management volatility leave limited room for execution to weaken. Not investment advice.

Development preview · refreshed Nov 5, 2026Open Living FV detail

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$1.29	$764,361,820	7 / 7
2026-07-25	$1.29	$764,361,820	7 / 7
2026-07-26	$1.29	$764,361,820	7 / 7
2026-07-27	$1.29	$764,361,820	7 / 7
2026-07-28	$1.29	$764,361,820	7 / 7
2026-07-29	$1.29	$764,361,821	5 / 6
2026-07-30	$1.29	$764,361,820	7 / 7
2026-07-31	$1.28	$762,557,330	5 / 6
2026-08-01	$1.28	$762,557,330	5 / 6
2026-08-02	$1.28	$762,557,330	7 / 7
2026-08-03	$1.29	$766,349,190	7 / 7
2026-08-04	$1.29	$766,344,902	5 / 6
2026-08-05	$1.30	$763,269,760	7 / 7
2026-08-06	$1.30	$763,269,760	7 / 7
2026-08-08	$1.29	$766,344,902	5 / 6
2026-08-09	$1.29	$766,344,902	5 / 6
2026-08-10	$1.30	$763,269,760	7 / 7
2026-08-12	$1.29	$766,344,902	5 / 6
2026-08-13	$1.30	$763,269,760	7 / 7
2026-08-14	$1.29	$766,344,902	5 / 6
2026-08-15	$1.29	$766,344,902	5 / 6
2026-08-16	$1.29	$766,344,902	5 / 6
2026-08-17	$1.29	$766,344,902	5 / 6
2026-08-18	$1.29	$766,344,902	5 / 6
2026-08-19	$1.29	$766,344,902	5 / 6
2026-08-20	$1.30	$766,005,045	5 / 6
2026-08-21	$1.30	$764,005,885	5 / 6
2026-08-22	$1.30	$764,005,885	5 / 6
2026-08-23	$1.30	$764,005,885	5 / 6
2026-08-24	$1.30	$764,005,885	5 / 6
2026-08-25	$1.30	$764,005,885	5 / 6
2026-08-26	$1.30	$764,005,885	5 / 6
2026-08-27	$1.30	$764,005,885	5 / 6
2026-08-28	$1.31	$766,355,885	5 / 6
2026-08-29	$1.32	$769,590,759	5 / 6
2026-08-30	$1.32	$769,590,759	5 / 6
2026-08-31	$1.32	$769,590,759	5 / 6
2026-09-01	$1.32	$769,590,759	5 / 6
2026-09-02	$1.32	$769,590,759	5 / 6
2026-09-03	$1.32	$769,590,759	5 / 6
2026-09-04	$1.33	$772,562,187	5 / 6
2026-09-05	$1.33	$772,562,187	5 / 6
2026-09-06	$1.33	$772,562,187	5 / 6
2026-09-07	$1.33	$772,562,187	5 / 6
2026-09-08	$1.33	$772,562,187	5 / 6
2026-09-09	$1.33	$772,562,187	5 / 6
2026-09-10	$1.33	$773,494,045	5 / 6
2026-09-11	$1.33	$773,494,045	5 / 6
2026-09-12	$1.33	$773,494,045	5 / 6
2026-09-13	$1.33	$773,494,045	5 / 6
2026-09-14	$1.33	$773,494,045	5 / 6
2026-09-15	$1.33	$773,494,045	5 / 6
2026-09-16	$1.33	$773,494,045	5 / 6
2026-09-17	$1.33	$773,494,045	5 / 6
2026-09-18	$1.33	$773,494,045	5 / 6
2026-09-19	$1.33	$773,494,045	5 / 6
2026-09-20	$1.33	$773,494,045	5 / 6
2026-09-21	$1.33	$773,494,045	5 / 6
2026-09-22	$1.33	$773,494,045	5 / 6
2026-09-23	$1.33	$773,494,045	5 / 6
2026-09-24	$1.33	$773,494,045	5 / 6
2026-09-25	$1.33	$773,494,045	5 / 6
2026-09-26	$1.35	$777,223,985	5 / 6
2026-09-27	$1.35	$777,223,985	5 / 6
2026-09-28	$1.35	$777,223,985	5 / 6
2026-09-29	$1.35	$777,223,985	5 / 6
2026-09-30	$1.35	$777,223,985	5 / 6
2026-10-01	$1.35	$777,223,985	5 / 6
2026-10-02	$1.35	$777,223,985	5 / 6
2026-10-03	$1.35	$779,447,128	5 / 6
2026-10-04	$1.35	$780,688,556	5 / 6
2026-10-05	$1.35	$780,688,556	5 / 6
2026-10-06	$1.35	$780,688,556	5 / 6
2026-10-07	$1.35	$780,688,556	5 / 6
2026-10-08	$1.34	$777,521,699	5 / 6
2026-10-09	$1.33	$776,521,699	5 / 6
2026-10-10	$1.33	$776,521,699	5 / 6
2026-10-11	$1.33	$776,521,699	5 / 6
2026-10-12	$1.33	$776,521,699	5 / 6
2026-10-13	$1.33	$776,521,699	5 / 6
2026-10-14	$1.33	$776,521,699	5 / 6
2026-10-15	$1.33	$775,447,556	5 / 6
2026-10-16	$1.33	$775,447,556	5 / 6
2026-10-17	$1.33	$775,447,556	5 / 6
2026-10-18	$1.33	$775,447,556	5 / 6
2026-10-19	$1.33	$775,447,556	5 / 6
2026-10-20	$1.33	$775,447,556	5 / 6
2026-10-21	$1.33	$775,447,556	5 / 6
2026-10-22	$1.33	$775,447,556	5 / 6
2026-10-23	$1.33	$775,447,556	5 / 6
2026-10-24	$1.33	$776,790,413	5 / 6
2026-10-25	$1.33	$776,790,413	5 / 6
2026-10-26	$1.33	$776,790,413	5 / 6
2026-10-27	$1.33	$776,790,413	5 / 6
2026-10-28	$1.33	$776,790,413	5 / 6
2026-10-29	$1.32	$776,123,970	5 / 6
2026-10-30	$1.32	$776,123,970	5 / 6
2026-10-31	$1.32	$773,281,256	5 / 6
2026-11-01	$1.32	$773,281,256	5 / 6
2026-11-02	$1.32	$773,281,256	5 / 6
2026-11-03	$1.32	$769,908,399	5 / 6
2026-11-04	$1.32	$769,908,399	5 / 6

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-06-01	5	2
2026-07-01	5	2
2026-08-01	5	2
2026-09-01	5	2
2026-10-01	5	2
2026-11-01	5	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 5 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Oct 6–Nov 4 · 1 recorded

WisdomTree Investments, Inc. (WT) Outlook: What's Priced In | QuarterlyIQ

What could strengthen or challenge WisdomTree Investments, Inc.’s outlook?

Price, analyst earnings & P/E reference

What the Thesis Depends On

Incoming Evidence

Expectations trend

Outlook in Brief

What's improving

Still unresolved / key risks

Next proof point

Historical risk context

WisdomTree Investments, Inc. outlook in detail

What kind of bet this is

What's priced into WisdomTree Investments, Inc.

What the fundamentals likely do

What WisdomTree Investments, Inc. hinges on

Bottom line

Analyst view

Price-target changes

Bottom line