WisdomTree Investments, Inc. (WT)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$24.89+0.08%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · WT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 10.0% |
| Our one-year growth estimate | diamond | 19.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 9.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers · Company calendar date is not available
WT — dividend update
Dated 2026-07-31
Other Events. On July 28, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.03 per share of common stock, payable on August 26, 2026 to stockholders of record as of the close of business on August 12, 2026. A copy of the press release issued in connection with the dividend is attached as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference.
Why it matters: Earnings results will show how much revenue is growing. They also show business performance.
Watch forEarnings per share are over $0.27. This shows strong performance.
Also watch forEarnings per share fall below $0.27, suggesting weaker performance.
Why it matters: If net inflows drop below $3 billion, it may show less demand for WisdomTree's products. This could hurt growth.
Worry ifNet inflows in Q3 below $3 billion, compared to $3.1 billion in Q2.
Less concerning ifNet inflows in Q3 exceed $3 billion, showing strong demand.
Why it matters: If WisdomTree launches well, it will boost its place in the digital asset market.
Supportive ifAll planned digital asset products are launched by the end of Q3.
Worry ifAny delays in launching the digital asset products.
Why it matters: A drop in revenue growth signals a slowdown in WisdomTree's business. This could impact investor confidence.
Worry ifWisdomTree's revenue growth falls below its median of 12% over the next quarter.
Less concerning ifRevenue growth remains at or above the median of 12%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$193 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $337 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,667 loss on $10,000 · 26.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Maintaining the dividend signals confidence in cash flow and financial health. A cut could raise concerns among investors.
Watch forThe dividend remains at $0.03 per share for the next quarter.
Also watch forThe dividend is reduced below $0.03 per share.
Why it matters: A successful integration can improve products and drive growth. It shows how well management's strategy works.
Supportive ifManagement says the integration is working. This helps AUM grow.
Worry ifIntegration issues can cause delays. They may lower contributions to AUM.
Why it matters: AUM growth below 6% would signal potential challenges in attracting new investments. This could impact revenue and margins.
Worry ifAUM growth in Q3 below 6%, compared to 6.7% in Q2.
Less concerning ifAUM growth in Q3 exceeds 6%, indicating continued strong inflows.
Why it matters: Operating margin shows how well the company controls costs. A strong margin helps make more money.
Supportive ifOperating margin exceeds 40% in Q3 2026.
Worry ifOperating margin falls below 37% in Q3 2026.
Why it matters: Completing this deal could help WisdomTree's products and its place in the market.
Supportive ifLook for a press release or SEC filing confirming the acquisition is done.
Worry ifDelays or problems that stop the acquisition from closing will be announced.