WisdomTree Investments, Inc. (WT)
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
$19.01-5.09%
Close 2026-11-05 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · WT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks WT against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 66% of the time over the next year (vs 56% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.
Stated in 4 of 4 supplied quarters. Management reported: “The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.” “Our sixth consecutive quarter of record assets under management reflects momentum that is broad-based across regions, asset classes and client segments, not dependent on any single product, market or geography.” Revenue was $179.375 million in 2026-Q3.
“The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.”
“Our sixth consecutive quarter of record assets under management reflects momentum that is broad-based across regions, asset classes and client segments—not dependent on any single product, market or…”
“Our strategy is centered on building a high-quality growth platform – combining organic momentum with disciplined, strategic acquisitions like Ceres Partners and Atlantic House that expand our capabi…”
“1 Update from Jarrett Lilien, WisdomTree COO and President “We closed 2025 with strong momentum, delivering $8.5 billion in net inflows, approximately 8% organic growth, and meaningful margin expansi…”
The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.
Stated in 4 of 4 supplied quarters. Management reported: “The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.” “That breadth, combined with continued operating discipline, positions WisdomTree to continue delivering sustainable organic growth and margin expansion.”” Operating income was $74.122 million in 2026-Q3.
The acquisition advances WisdomTree’s strategy of combining strong organic growth with disciplined inorganic expansion and enhances its long-term growth profile through expanded product capabilities,…
Stated in 2 of 4 supplied quarters. Management reported: “The acquisition advances WisdomTree’s strategy of combining strong organic growth with disciplined inorganic expansion and enhances its long-term growth profile through expanded product capabilities, broader distribution and a deeper model portfolio footprint.” “Our strategy is centered on building a high-quality growth platform – combining organic momentum with disciplined, strategic acquisitions like Ceres Partners and Atlantic House that expand our capabilities, enhance our economics and accelerate our long-term trajectory.”
$162.9 billion of ending AUM , an increase of 6.7% from the prior quarter arising from AUM related to our acquisition of Atlantic House Holdings Limited (“Atlantic House”), market appreciation and ne…
Stated in 2 of 4 supplied quarters. Management reported: “$162.9 billion of ending AUM , an increase of 6.7% from the prior quarter arising from AUM related to our acquisition of Atlantic House Holdings Limited (“Atlantic House”), market appreciation and net inflows.” “What were once emerging initiatives, including models, tokenized assets and private markets, are now real businesses contributing to momentum today while still early in their growth.”
The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.
Stated in 3 of 4 supplied quarters. Management reported: “$162.9 billion of ending AUM , an increase of 6.7% from the prior quarter arising from AUM related to our acquisition of Atlantic House Holdings Limited (“Atlantic House”), market appreciation and net inflows.” “What were once emerging initiatives, including models, tokenized assets and private markets, are now real businesses contributing to momentum today while still early in their growth.”
Over the trailing year it converted 1.42x of net income into operating cash flow. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=9158).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
22 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-05.
“The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.”
“That breadth, combined with continued operating discipline, positions WisdomTree to continue delivering sustainable organic growth and margin expansion.””
“We believe this positions WisdomTree to deliver sustained growth, margin expansion and increasing earnings power.””
“1 Update from Jarrett Lilien, WisdomTree COO and President “We closed 2025 with strong momentum, delivering $8.5 billion in net inflows, approximately 8% organic growth, and meaningful margin expansi…”
“The acquisition advances WisdomTree’s strategy of combining strong organic growth with disciplined inorganic expansion and enhances its long-term growth profile through expanded product capabilities,…”
“Our strategy is centered on building a high-quality growth platform – combining organic momentum with disciplined, strategic acquisitions like Ceres Partners and Atlantic House that expand our capabi…”
“$162.9 billion of ending AUM , an increase of 6.7% from the prior quarter arising from AUM related to our acquisition of Atlantic House Holdings Limited (“Atlantic House”), market appreciation and ne…”
“What were once emerging initiatives, including models, tokenized assets and private markets, are now real businesses contributing to momentum today while still early in their growth.”
“The breadth and consistency of our organic growth, coupled with expanding distribution capabilities and continued operating discipline, are driving significant operating leverage and margin expansion.”
“$162.9 billion of ending AUM , an increase of 6.7% from the prior quarter arising from AUM related to our acquisition of Atlantic House Holdings Limited (“Atlantic House”), market appreciation and ne…”
“Our strategy is centered on building a high-quality growth platform – combining organic momentum with disciplined, strategic acquisitions like Ceres Partners and Atlantic House that expand our capabi…”