Oppenheimer cuts WisdomTree, Inc. (WT) target, sees Atlantic House deal as strategic and accretive
Oppenheimer has lowered its price target for WisdomTree, Inc. (WT) to $10 from $10.50, while maintaining an "Outperform" rating. The adjustment follows WisdomTree's acquisition of a 40% stake in Atlantic House, a UK-based asset manager specializing in defined outcome investment solutions. Oppenheimer views this acquisition as a strategic move that enhances WisdomTree's product offerings and is expected to be accretive to earnings per share by 2025.
SG Americas Securities LLC Grows Position in WisdomTree, Inc. $WT
SG Americas Securities LLC significantly increased its stake in WisdomTree, Inc. (NYSE:WT) by 226% in the fourth quarter, now holding 165,862 shares valued at approximately $2.02 million. This comes as WisdomTree reported strong Q4 earnings, beating estimates with a 33.2% year-over-year revenue increase. Despite a recent sale by the COO, institutional investors hold a substantial portion of the company's stock, and analysts maintain a "Moderate Buy" consensus rating.
A41U4N ETF Analysis: Dividends, Returns LSX:A41U4N
This article provides an in-depth analysis of the A41U4N ETF, officially known as WisdomTree Issuer ICAV - WisdomTree Asia Defence UCITS ETF Accum USD. It details the fund's key statistics such as AUM, expense ratio, and replication method, and outlines its investment focus on Asian equity in sectors like Electronic Technology and Producer Manufacturing. The analysis also covers its lack of dividend payments and the index it tracks, the WisdomTree Asia Defense Index - Benchmark TR Net.
Trump and the Global Chessboard - WisdomTree, Inc. - Commentaries
This article analyzes current global geopolitical tensions, suggesting they are unlikely to lead to prolonged conflicts or sustained economic disruption. It highlights that despite market volatility from geopolitical events and rising oil prices, underlying economic fundamentals remain steady, driven by modest growth and stable policy expectations. The author also notes potential for a stronger U.S. dollar due to diverging central bank policies and crowded bearish positioning.
Q4 2025 WisdomTree Inc Earnings Call Transcript
This article provides the Q4 2025 earnings call transcript for WisdomTree Inc (NYSE:WT), detailing key financial achievements and potential challenges. The company reported record assets under management (AUM) of $144.5 billion, a 30% year-over-year increase, driven by $8.5 billion in inflows. Positive points include growth in European products and digital assets, while negatives highlight potential outflows and increased discretionary spending.
WisdomTree (NYSE:WT) Upgraded at Wall Street Zen
Wall Street Zen has upgraded WisdomTree (NYSE:WT) from a "hold" to a "buy" rating, indicating increased analyst confidence. This upgrade follows strong quarterly results where WisdomTree exceeded earnings and revenue expectations, reporting $0.29 EPS and $147.4 million in revenue, a 33.2% year-over-year increase. The stock currently holds a "Moderate Buy" consensus rating with an average target price of $17.40.
A1CV8Z ETF Analysis: Dividends, Returns LS:A1CV8Z
This article provides an in-depth analysis of the WisdomTree Emerging Markets Local Debt Fund (A1CV8Z), an actively managed ETF investing in emerging market debt. It details the fund's key statistics such as Assets Under Management, dividend yield, and expense ratio, along with its investment strategy and geographic exposure. The analysis also covers dividend history and answers frequently asked questions about the fund.
Oppenheimer Cuts WisdomTree, Inc. (WT) Target, Sees Atlantic House Deal as Strategic and Accretive
Oppenheimer has affirmed its Outperform rating for WisdomTree, Inc. (WT) but adjusted its price target to $20 from $21. This revision follows WisdomTree's announcement of acquiring U.K.-based Atlantic House Holdings for approximately $200 million, a move Oppenheimer views as strategically beneficial and accretive to earnings per share. Additionally, WisdomTree recently completed a private offering of $603.75 million in convertible senior notes, with proceeds allocated to finance the acquisition and exchange existing notes.
WDAF Stock Fund Price and Chart — XETR:WDAF
This article provides detailed information about the WisdomTree Asia Defence UCITS ETF Accum USD (WDAF) traded on XETR. It covers the fund's price, key statistics like Assets Under Management (AUM) and expense ratio, and investment strategy. The fund, issued by WisdomTree, Inc., tracks an index using a passive management style and invests in stocks, particularly within the industrials sector with a focus on aerospace & defense.
WisdomTree (NYSE:WT) Cut to Hold at Zacks Research
Zacks Research downgraded WisdomTree (NYSE:WT) from a "strong-buy" to a "hold" rating, though the consensus rating for the company remains a "Moderate Buy" with a target price of $17.40. The company recently reported strong quarterly earnings, beating estimates with $0.29 EPS and a 33.2% revenue increase year-over-year. Insider selling by COO R. Jarrett Lilien and significant institutional ownership with recent stake increases were also highlighted.
Responsive Playbooks and the WT Inflection
This article analyzes Wisdomtree Inc. (NYSE: WT), highlighting divergent sentiment across different time horizons and suggesting choppy market conditions. It presents an exceptional 50.2:1 risk-reward setup targeting a 14.8% gain with 0.3% risk, along with three distinct AI-generated trading strategies: Long Position Trading, Momentum Breakout, and Risk Hedging. These strategies are tailored for various risk profiles, each incorporating sophisticated risk management parameters.
WDAF Stock Fund Price and Chart — EURONEXT:WDAF
This article provides detailed information about the WisdomTree Asia Defence UCITS ETF Accum USD (WDAF) on Euronext, including its price chart, key statistics, and investment strategy. It covers the fund's assets under management, expense ratio, the index it tracks (WisdomTree Asia Defense Index), and its passive management style. The piece also addresses frequently asked questions about ETFs and WDAF's specifics, such as its holdings, lack of leverage or dividends, and issuer.
HEDF/N Stock Fund Price and Chart — BIVA:HEDF/N
This article provides a detailed overview of the WisdomTree Europe Equity UCITS ETF EUR Acc (HEDF/N) traded on BIVA. It includes key financial metrics such as Assets Under Management (AUM), fund flows, expense ratio, and its net asset value (NAV). Additionally, it covers the fund's inception date, issuer, index tracked, management style, and answers frequently asked questions about ETFs and HEDF/N's investment characteristics.
Clarity Act ‘not a gatekeeper’ for crypto innovation, WisdomTree exec says
WisdomTree's head of digital assets, Will Peck, believes that the pending U.S. Clarity Act is not essential for the firm's crypto innovation and expansion, emphasizing that existing SEC tools are sufficient for tokenized securities and funds. WisdomTree is focusing on bringing regulated investment products on-chain, such as a spot bitcoin ETF and tokenized money market funds, and states that crypto market volatility has not hindered its efforts. The company aims to enable instant settlement and direct access to assets from digital wallets, expanding beyond money market funds to other tokenized instruments.
WisdomTree 500 Digital Fund's Marsh & McLennan Companies Inc(LIM:MMC) Holding History
This article details the historical holdings of the WisdomTree 500 Digital Fund relating to Marsh & McLennan Companies Inc (LIM:MMC). It specifies the number of shares held, current value, and percentage of the fund's portfolio. The article also includes a chart showing quarterly buys and sells, and links to recent news articles concerning Marsh & McLennan.
WisdomTree (NYSE: WT) raises $603.75M via 4.50% convertible notes due 2031
WisdomTree, Inc. has successfully raised $603.75 million through a private offering of 4.50% Convertible Senior Notes due 2031, yielding net proceeds of approximately $591.2 million. These notes are senior unsecured obligations maturing in October 2031 and are initially convertible at about $21.58 per share, with provisions for a higher conversion rate under specific corporate events. The issuance introduces new debt alongside existing convertible notes, providing financial flexibility but also potential future equity dilution.
WisdomTree Inc (WT) Stock Price Quote Today & Current Price Chart
This article provides current trading information for WisdomTree Inc (WT) on Capital.com, including CFD trading conditions, key financial statistics, and company overview. WisdomTree operates as an ETF sponsor and asset manager offering various ETF asset classes. The page also features recent articles related to other major stocks and customer reviews for the trading platform.
A0KRK5 ETF Analysis: Dividends, Returns LSX:A0KRK5
This article provides an analysis of the WisdomTree Sugar A0KRK5 ETF. It details key statistics such as Assets Under Management, expense ratio, and inception date, and clarifies that the ETF does not pay dividends. The report also outlines the ETF's structure, index tracking (Bloomberg Sugar Subindex (TR)), and management style.
WisdomTree Reports Monthly Metrics for February 2026
WisdomTree, Inc. announced its monthly metrics for February 2026, reporting record global exchange-traded product and tokenized AUM of approximately $159 billion, an 11% increase year-to-date. The company generated nearly $1.7 billion in net inflows for February and $3.3 billion year-to-date, reflecting a 14% annualized organic growth rate, with significant contributions from UCITS products.
A40V3V ETF Analysis: Dividends, Returns LSX:A40V3V
This article provides an analysis of the WisdomTree Strategic Metals UCITS ETF AccumHedged EUR (A40V3V), detailing its key statistics such as assets under management, expense ratio, and inception date. It also outlines the ETF's investment focus on strategic metals through an index-tracking strategy and clarifies that it does not pay dividends. The analysis includes a Q&A section addressing top holdings, dividend policy, issuer, expense ratio, and the index tracked by A40V3V.
WXRP ETF Analysis: Dividends, Returns SWB:WXRP
This article provides an analysis of the WisdomTree Physical XRP Exchange Traded Product (WXRP), traded on the Stuttgart Stock Exchange. It details key statistics such as assets under management, expense ratio, and the index it tracks, which is the Compass Crypto Reference Index XRP. The article also confirms that WXRP does not pay dividends and highlights its passive management style by WisdomTree, Inc.
A41U4Q Stock Fund Price and Chart — LSX:A41U4Q
This article provides detailed information on the WisdomTree Tech Megatrends UCITS ETF USD (A41U4Q), traded on the Lang & Schwarz Exchange. It covers key statistics like Assets Under Management (AUM), fund composition (predominantly stocks in Electronic Technology and Technology Services), and answers frequently asked questions about ETFs and this specific fund. The ETF is passively managed and does not pay dividends.
WisdomTree Investments
WisdomTree Investments, an asset manager and ETP sponsor, offers a range of financial products including ETFs, model portfolios, and tokenized assets, with about $148 billion in global assets as of March 2026. The company, founded in 1985 and formerly known by several other names, rebranded to WisdomTree in 2022 to emphasize its expansion into digital finance and blockchain-based services. Key developments include the acquisition of Ceres Partners to enter the US farmland market and the introduction of WisdomTree Prime and WisdomTree Connect for digital asset management.
Vanguard amends 13G/A on WisdomTree (WT) after Jan 12, 2026 realignment
The Vanguard Group has filed an amended Schedule 13G/A for WisdomTree Inc (WT), reporting 0 shares beneficially owned, representing 0% of the class. This amendment follows an internal realignment on January 12, 2026, which led to certain Vanguard subsidiaries or business divisions reporting their holdings separately. The filing clarifies that while Vanguard entities retain rights to dividends for managed accounts, the disaggregated reporting reflects a procedural change rather than a shift in economic exposure.
AIVL Stock Fund Price and Chart — BIVA:AIVL
The article provides a detailed overview of the WisdomTree U.S. AI Enhanced Value Fund (AIVL), traded on the BIVA exchange. It covers key financial metrics like Assets Under Management (AUM), dividend yield, and expense ratio, along with an explanation of the fund's active management strategy which utilizes a proprietary AI model to select US value stocks. The piece also includes a FAQ section addressing common questions about ETFs, AIVL's investment focus, and its issuer.
WisdomTree (WT) Is Up 5.2% After $525M Convertible Notes And Tech Megatrends ETF Launch – Has The Bull Case Changed?
WisdomTree (WT) recently completed a $525 million convertible notes offering and launched new ETFs, including the Tech Megatrends UCITS ETF, focusing on AI, blockchain, and cloud computing. These initiatives aim to expand product breadth and leverage differentiated structures to navigate fee pressures and competition. Despite a 5.2% stock increase, the company's long-term growth narrative hinges on successful expansion of its ETF and digital product platform amidst execution risks and fee compression.
WisdomTree (WT) Is Up 5.2% After $525M Convertible Notes And Tech Megatrends ETF Launch – Has The Bull Case Changed?
WisdomTree (WT) has seen a 5.2% stock increase following a $525 million convertible notes offering and the launch of new ETFs, including the Tech Megatrends UCITS ETF. While these moves expand product breadth and focus on high-growth thematic products, the article questions if they significantly alter the near-term risks of fee compression and competition. WisdomTree's narrative projects substantial revenue and earnings growth by 2028, with some analysts even more optimistic, suggesting a potential 27% upside to its current price.
Why WisdomTree (WT) Stock Is Trading Up Today
WisdomTree (WT) stock rose 6.9% after launching its Tech Megatrends UCITS ETF, a new technology-focused fund providing exposure to high-growth areas like artificial intelligence and blockchain. This move is seen as meaningful by the market, although the stock's volatility is generally low. Despite being up 19% year-to-date, WT shares are still trading below their 52-week high.
WisdomTree Shares Rise 6% After Pricing Convertible Notes Offering
WisdomTree, Inc. (WT) shares increased by 5.63% to $14.25 after the company priced a convertible senior notes offering totaling $603.75 million, including the fully exercised underwriters' option. The net proceeds of $591.2 million will be used for acquisitions, refinancing existing convertible notes, and general corporate purposes. This financial move led to a significant surge in trading volume for the company's stock.
WisdomTree Announces Pricing of Offering of $525.0 Million of Convertible Senior Notes, Related Exercise of $78.75 Million Greenshoe and Concurrent Exchanges of 2026 Notes and 2029 Notes
WisdomTree has priced an offering of $525.0 million in convertible senior notes due 2031, with an additional $78.75 million greenshoe fully exercised, bringing the total to $603.75 million. The net proceeds of approximately $591.2 million will be used to fund the acquisition of Atlantic House Holdings Limited, exchange existing 2029 notes for cash, and for general corporate purposes, including potential repayment of other outstanding notes. Concurrently, WisdomTree completed privately negotiated exchanges of $75.0 million of its 2026 notes and $275.0 million of its 2029 notes for a combination of common stock and cash, anticipating a one-time loss on extinguishment of approximately $105.0 million.
WisdomTree (WT) Plans $525M Convertible Notes Offering
WisdomTree (WT) plans to issue $525 million in convertible senior notes maturing in 2031, a private offering aimed at enhancing financial flexibility. The asset management company, known for its diverse ETPs and digital asset solutions, demonstrates strong revenue growth and profitability. Despite some financial stress indicators, its overall financial health is positive, and technical indicators suggest potential undervaluation.
WisdomTree (WT) Finalizes $603.75M Convertible Notes Offering
WisdomTree (WT) has successfully priced a private offering of $525 million in convertible senior notes, with an additional $78.75 million option fully embraced by buyers, bringing the total to $603.75 million. The net proceeds of approximately $591.2 million will be used for strategic acquisitions, specifically the $200 million acquisition of Atlantic House Holdings, and debt restructuring, exchanging $302.7 million of existing notes. The company, which operates in asset management, aims to enhance financial flexibility and support general corporate purposes, including potential debt repayments.
Tudor Investment Corp ET AL Has $8.22 Million Position in WisdomTree, Inc. $WT
Tudor Investment Corp ET AL significantly increased its stake in WisdomTree, Inc. (NYSE:WT) by 18.7%, now holding 591,244 shares valued at $8.22 million. This increase follows WisdomTree's strong financial performance, including beating quarterly earnings expectations with $0.29 EPS and $147.43 million in revenue. Analysts maintain a "Moderate Buy" rating with an average price target of $17.65, despite a recent insider stock sale.
WisdomTree prices ~$604M convertible notes due 2031
WisdomTree has priced approximately $604 million in 2.50% convertible senior notes due 2031 in a private institutional offering. The initial conversion rate is 106.6667 shares of WisdomTree common stock per $1,000 principal amount of notes, equivalent to a conversion price of about $9.38 per share. This offering is part of an exchange for the company's outstanding 3.75% convertible senior notes due 2025.
WisdomTree prices $603.75M convertible notes offering
WisdomTree Inc. has priced an offering of $603.75 million in convertible senior notes due 2031, with a 4.50% interest rate and an initial conversion price of $21.58 per share. The company will use portions of the net proceeds to finance its acquisition of Atlantic House Holdings Limited and exchange existing convertible senior notes due 2029, with the remainder for working capital and general corporate purposes. This move follows recent strong Q4 2025 results and strategic expansions, despite recent stock volatility.
WisdomTree Prices Convertible Notes Offering and Exchanges
WisdomTree (WT) has successfully priced a private offering of $603.75 million in 4.50% convertible senior notes due 2031, which will settle on March 30, 2026. The net proceeds of $591.2 million will primarily fund the acquisition of Atlantic House Holdings Limited and restructure existing convertible notes, leading to a one-time extinguishment loss of approximately $105 million. TipRanks' AI Analyst, Spark, rates WT as Neutral, citing improving financials and AUM growth offset by increased leverage.
WisdomTree (NYSE: WT) sells $603.75M convertibles and refinances 2026, 2029 debt
WisdomTree announced the pricing of $603.75 million in 4.50% convertible senior notes due 2031, including an exercised option, to refinance existing debt and fund an acquisition. The asset management firm will use the net proceeds to finance its Atlantic House Holdings acquisition and exchange portions of its 2026 and 2029 convertible notes. The transactions involve issuing approximately 11.0 million shares and are expected to result in a one-time extinguishment loss of about $105.0 million.
Is WisdomTree U.S. MidCap Dividend ETF (DON) a Strong ETF Right Now?
The article analyzes the WisdomTree U.S. MidCap Dividend ETF (DON), an ETF launched in 2006 focusing on mid-cap value dividend-paying companies. It details the fund's smart beta strategy, expense ratio of 0.38%, sector allocation, top holdings, and performance, including a 0.7% year-to-date return and 8.05% over the past year. The analysis concludes that DON is a reasonable option for investors but also suggests alternatives like IWS and VOE, particularly for those seeking lower costs.
WisdomTree launches $525M convertible notes offering to fund Atlantic House deal
WisdomTree announced a private offering of $525.0 million in convertible senior notes due 2031. The offering aims to fund the acquisition of Atlantic House and refinance existing convertible notes. A portion of the proceeds will also be used to exchange up to $275.0 million of outstanding 2029 notes.
WisdomTree Announces Private Offering of $525.0 Million of Convertible Senior Notes
WisdomTree, Inc. announced a private offering of $525.0 million in convertible senior notes due 2031, with an option for initial purchasers to buy an additional $78.75 million. The company plans to use the proceeds to fund its acquisition of Atlantic House Holdings Limited, partially exchange existing 2029 notes, and for general corporate purposes, including potentially repaying other indebtedness. Concurrently, WisdomTree expects to engage in privately negotiated transactions to exchange some of its 2026 and 2029 convertible notes.
WisdomTree, Inc. Investigated by the Portnoy Law Firm
The Portnoy Law Firm has launched an investigation into potential securities fraud concerning WisdomTree, Inc. (NYSE: WT) after the company disclosed receiving a Wells Notice from the SEC on August 6, 2024. This notice indicated a preliminary determination for an enforcement action alleging violations of U.S. federal securities laws, leading to a 2.5% drop in WisdomTree's stock price. The firm is encouraging affected investors to contact them for a complimentary case evaluation regarding potential claims.
What Tax Season Reveals About Portfolio Implementation - WisdomTree, Inc. - Commentaries
This article discusses how separately managed accounts (SMAs) can offer significant "tax alpha" for taxable investors, particularly during tax season. It highlights how SMAs enable systematic tax management, precise gain management, and customization for individual client tax situations, making them valuable for high-net-worth clients, managing concentrated positions, and transitioning new client portfolios. The authors argue that effective portfolio implementation through tools like SMAs can turn tax management into a strategic advantage, improving after-tax outcomes.
WisdomTree (NYSE:WT) Cut to Hold at Wall Street Zen
Wall Street Zen has downgraded WisdomTree (NYSE:WT) from "Buy" to "Hold" in a recent research report. Despite an earnings beat and 33.2% year-over-year revenue growth, insider COO R. Jarrett Lilien sold 30,000 shares, though insiders still collectively own 9.3% of the stock. The consensus rating from analysts remains a "Moderate Buy" with an average target price of $17.65.
WBLK-ETFP ETF Analysis: Dividends, Returns EURONEXT:WBLK-ETFP
This article provides an in-depth analysis of the WisdomTree Blockchain UCITS ETF AccumUSD (WBLK-ETFP), covering its key statistics, investment strategy, holdings, and frequently asked questions. The ETF, issued by WisdomTree, Inc. invests in stocks within the Technology Services and Finance sectors, primarily located in North America, and aims to track the WisdomTree Blockchain UCITS Index. It highlights the fund's assets under management, expense ratio, and confirms that it does not pay dividends.
WBLK-ETFP Stock Fund Price and Chart — EURONEXT:WBLK-ETFP
This article provides detailed financial information for the WisdomTree Blockchain UCITS ETF AccumUSD (WBLK-ETFP), traded on Euronext. It covers key statistics such as assets under management, fund flows, expense ratio, and inception date. The ETF passively tracks the WisdomTree Blockchain UCITS Index and invests primarily in stocks, with a global market-cap weighting scheme focused on the blockchain sector.
WisdomTree, Inc. (WT) Stock Price Today | Live Chart & News
This article provides live stock price data, charts, and news for WisdomTree, Inc. (WT), including its current trading price, daily/weekly ranges, and historical performance. It also details key stock statistics such as market cap, P/E ratio, dividend yield, and earnings per share, alongside short-term and long-term price predictions from analysts.
ETFs Investing in Shinsho Corp. Stocks
This article lists various ETFs that include Shinsho Corp. (8075) stocks in their holdings, sorted by market value. It provides key details for each ETF such as issuer, management style, expense ratio, AUM, price, and YTD return, offering insights for investors interested in exposure to Shinsho Corp. through ETFs.
WisdomTree Launches Efficient U.S. Plus International Equity Fund (NTSD)
WisdomTree has launched the Efficient U.S. Plus International Equity Fund (NTSD) on the NYSE, offering a capital-efficient way to add international equity exposure alongside core U.S. holdings. The actively managed fund uses a model-based approach, investing in U.S. equities and utilizing index futures for developed international equity exposure. NTSD builds on WisdomTree's existing capital-efficient ETF family and aims to help investors optimize portfolios with international diversification without significantly reducing U.S. equity allocations.
Fed Watch: Between a Rock and a Hard Place
The Federal Open Market Committee (FOMC) maintained the fed funds rate at 3.50%–3.75% for the second consecutive meeting, navigating slowing growth, persistent core PCE inflation at 3.1%, and geopolitical instability. Despite rising oil prices, the Fed is expected to overlook energy-driven inflation volatility and will likely not pursue rate hikes, especially after last year's 75 basis points in cuts. With policy rates close to the estimated "neutral" level of 3.5%, further easing may be limited, advocating for income and duration management in fixed income strategies.
WisdomTree Inc (WT) Shares Gap Down to $14.535 on Mar 18
WisdomTree Inc (WT) shares gapped down by 3.42% to $14.535 on March 18, hitting an intraday low of $14.40. Wall Street analysts forecast an average target price of $19.04 for WT, implying a 31.01% upside, and their consensus recommendation is "Outperform." GuruFocus estimates the stock's fair value (GF Value) at $17.78, suggesting a potential upside of 22.33%.
