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
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 holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -21.3% |
| Our one-year growth estimate | diamond | 22.4% |
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 2026-11-05.
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 43.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 25 industry peers · Company calendar date is not available
WT — dividend update
Dated 2026-10-30
Other Events. On October 28, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.03 per share of common stock, payable on November 25, 2026 to stockholders of record as of the close of business on November 11, 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: The board declared a $0.03 quarterly dividend. The payment date tests whether WT carries out that announced cash payment.
Watch forWT pays $0.03 per share on November 25 to holders of record on November 11.
Also watch forWT does not pay the declared $0.03 dividend on November 25, or announces a change before then.
Why it matters: WT posted $4.6 billion of inflows in Q3. A steep drop would weaken the recent growth trend.
Worry ifQ4 net inflows fall below the $3.1 billion reported in Q2 2026.
Less concerning ifQ4 net inflows reach or exceed $4.6 billion, matching or topping Q3.
Why it matters: WT's Q3 margin rose to 41.3%. Another gain would support management's push to scale the business.
Supportive ifQ4 operating income margin tops 41.3%.
Worry ifQ4 operating income margin is below 40.5%, the Q2 level.
Why it matters: The new links could broaden access to WT's tokenized Treasury fund. The supplied results do not show tokenized product revenue or assets.
Supportive ifWT reports new assets or client use tied to MoonPay or BitGo access to WTGXX.
Worry ifWT reports no assets or client use tied to either link in its next results update.
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 | ±$145 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $370 loss on $10,000 · 3.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,443 loss on $10,000 · 24.4% | 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.