WisdomTree Investments, Inc. (WT)

NYSEFinancialsAsset ManagementSnapshot 2026-10-23

$21.20-0.05%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 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

+0.2%

+10% or more+5%0%−5%−10% or less

1.33 → 1.33 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 Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	183.8M
EPS	—	0.32
Annual ending 2026-12-31
Revenue	—	702.4M
EPS	—	1.199
Annual ending 2027-12-31
Revenue	—	776.79M
EPS	—	1.33

Management 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. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 2 of last 2 quarters. The repurchase of $51.9 million principal amount of 2029 Notes was completed in 2026-Q2, with a related loss recognized in 2026-Q1. This capital allocation action aligns with management's stated priority to optimize the capital structure and reduce debt, showing delivering on this commitment. Delivery assessment Oct 24, 2026
Maintain quarterly dividend of $0.03 per share	Dividends stay at $0.03 per share.	Intact	Dividend per share falls below $0.03 in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 5 of last 5 quarters. The quarterly dividend has been consistently maintained at $0.03 per share from 2025-Q2 through 2026-Q2, reflecting management's commitment to steady capital return. The financials confirm no change in dividend amount, indicating delivering on this priority. Delivery assessment Oct 24, 2026
Revenue growth at or above 26% next year	A primary condition in WisdomTree Investments, Inc.'s published investment case. The stated target is >=26% YoY.	Intact	YoY revenue growth falls below 26% next year	Revenue growth: 57.31% FY2026-Q2; GAAP. Published target: >=26% YoY. Target period is not explicitly aligned with this observation. Source published Aug 5, 202657.306364 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: c8e497ae-2c2b-4649-b9cf-e0de2bb91c24. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. The acquisition of Atlantic House closed in 2026-Q2, contributing to AUM growth from $152.6B in 2026-Q1 to $162.9B in 2026-Q2 and an 11.1% increase in operating revenues. Management has consistently emphasized this acquisition as a key growth driver, and the financials show delivering on this priority. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

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$1.33

$1.29 → $1.33 · observed estimates

FY2027 revenue$0.78B

$0.76B → $0.78B · observed estimates

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

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	5	2
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

*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 downgrades3 maintains

Recent actions · Sep 25–Oct 24 · 3 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Goldman SachsOct 2 · prior Aug 4

$18.30 → $21.30+16.4%

Craig-HallumOct 2

$29.00New observation · no comparable prior

Morgan StanleySep 25 · prior Jul 29

$21.00 → $27.00+28.6%

$0$15.95$31.90

2 raises · 0 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

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: 57.31%

Next proof point

Oct 30, 2026

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

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

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 24, 2026

What kind of bet this is

WT is a financial-sector growth business with a durable valuation premium, rather than a turnaround story. Its multi-year view is intact, though confidence has eased from high to medium and management execution has been uneven.

What's priced into WisdomTree Investments, Inc.

WT is valued at a 1.45 premium to peers, with the model describing that premium as durable and current pricing as justified. The expectations gap is slightly negative, so expectations appear a little ahead of the evidence; the snapshot does not point to concentrated fragility.

What the fundamentals likely do

Near term, recent financial performance is strong, and the Atlantic House acquisition helped lift assets under management and operating revenue in 2026-Q2. Management has also completed its stated debt repurchase and maintained the quarterly dividend, but the sector backdrop is a headwind and a prior deep miss warrants attention despite low current miss risk.

What WisdomTree Investments, Inc. hinges on

Over the next few quarters, a guidance cut would be a meaningful negative, while continued execution on growth priorities would support the multi-year thesis. The rate environment and earnings signals from sector peers such as BLK, BX, and KKR are key swing factors.