What is the 13F Pro Quality Score for WT?

13F Pro ranks WisdomTree, Inc. (WT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WT's current score at https://13fpro.ai/company/WT (free sign-up required for the full ranking).

Which hedge funds own the most WT stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of WT include PeakShares, BANK OF AMERICA /DE/, LPL Financial. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/WT as soon as new 13F filings post.

Where does 13F Pro source WT data?

All WisdomTree, Inc. fundamentals and ownership data come directly from SEC EDGAR. WisdomTree, Inc. files with the SEC under CIK 880631. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WT in?

WisdomTree, Inc. (WT) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives WT's revenue?

Per WisdomTree, Inc.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Advisory fees ($146.3M, +41.7% YoY); Other revenues ($19.5M, +108.2% YoY); Performance fees ($6.0M, n/a). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/WT.

What are WT's largest expenses?

WisdomTree, Inc.'s latest 10-Q reports these as the largest expense items: Compensation and benefits ($43.7M, +33.2% YoY); Fund management and administration ($30.2M, +42.2% YoY); Third-party distribution fees ($5.4M, +32.3% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is WT research updated on 13F Pro?

WT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WisdomTree, Inc.(WT)Stock Analysis

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Financials →NYSEmid

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SEC EDGAR: CIK 880631 WT stock profile & AI dashboard →

13F Pro Quality Score

59.9/100

Rank #902 of 2,961 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

85.5/100

Profitability

64.1/100

Balance Sheet

73.9/100

Earnings Quality

83.2/100

Free Cash Flow

85.5/100

Institutional Flow

46.8/100

Revenue Scale

40.5/100

Dilution Risk

26.6/100

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Why WT Scores 60/100

exact factor attribution · 2026-09-11

WT's composite is driven by revenue growth and free cash flow, held back by earnings growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+9.5 pts

86th pct

Free cash flow

+5.3 pts

86th pct

Earnings quality

+3.3 pts

83th pct

Capital efficiency

+3.2 pts

74th pct

Profitability

+2.8 pts

64th pct

Institutional flow

-0.2 pts

47th pct

Shareholder dilution

-1.6 pts

27th pct

Scale

-1.9 pts

41th pct

Earnings growth

-1.9 pts

21th pct

Latest change (2026-08-05): 63 → 56 · ↓ Revenue growth 92→71; despite ↑ Capital efficiency 58→69

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WT Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for WisdomTree, Inc. (WT), a Financials sector company. 13F Pro's AI-powered ranking engine scores WT at 59.9/100 on a 32-signal composite quality model, placing it at rank #902 of 2,961 stocks — the top half of the AI-ranked universe. WT scores in the top quartile across revenue growth (85.5), free cash flow (85.5), earnings quality (83.2). Shareholder dilution risk is elevated at 26.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WisdomTree, Inc. reports quarterly revenue of $177.2M, net income of $44.3M, free cash flow of $75.3M. Top institutional holders of WT by reported 13-F value include PeakShares, BANK OF AMERICA, LPL Financial, based on the most recent SEC filings. WT trades on the NYSE exchange and files with the SEC under CIK 880631. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WisdomTree, Inc. directly from SEC EDGAR. WisdomTree, Inc.'s 13F Pro composite quality score has ranged between 56 and 66 since 2026, currently 59.9 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.

✦

Fun facts about WisdomTree, Inc.

Quirks, history, and lore behind WT — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services company · small-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
Manages roughly $100 billion in assets across a lineup of exchange-traded funds, keeping fees lean to stay competitive in a crowded arena.
3
The History
Founded in the late 1980s and initially known as Index Development Partners, it reinvented itself in the mid-2000s by going all-in on the then-booming ETF industry.
4
The Secret
Unlike most ETF issuers, it built its name around dividend-weighted and fundamentals-weighted index strategies rather than plain market-cap indexing — a genuine philosophical bet.
5
The Lore
Famed economist Jeremy Siegel — author of Stocks for the Long Run — served as a senior adviser and helped shape its signature dividend-focused ETF lineup.
6
The Giveaway
Its ticker is literally two letters that evoke both a tree and a sage investment philosophy, and its logo leans right into the arboreal branding.

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What's Driving WT's Business? Latest 10-Q Breakdown

✓ 33/33 datapoints verified

AI-extracted from WisdomTree, Inc.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

WisdomTree's Q2 revenue grew 57.3% YoY to $177.2M as advisory fees rose on higher AUM/fee rate and the Ceres and Atlantic House acquisitions added new management, performance and other revenue streams, driving operating margin to 40.5% from 30.8%.

Biggest Revenue Drivers

Advisory fees$146.3M+41.7% YoY

Higher average AUM ($164.2B vs $119.2B) and a higher average advisory fee (0.36% vs 0.35%)

Other revenues$19.5M+108.2% YoY

Revenues from the Atlantic House acquisition and higher other revenues attributable to European listed ETPs

Biggest Revenue Drivers

Total revenue: $177.2M+57.3% YoY

Advisory fees$146.3M+41.7% YoY

Higher average AUM ($164.2B vs $119.2B) and a higher average advisory fee (0.36% vs 0.35%)

Other revenues$19.5M+108.2% YoY

Revenues from the Atlantic House acquisition and higher other revenues attributable to European listed ETPs

Performance fees$6.0Mn/a

New revenue stream from the Ceres acquisition, earned on Ceres Funds' net profits above high-water marks

Management fees$5.4Mn/a

New revenue stream from the Ceres acquisition, calculated on members' capital account balances

Largest Expense Items

Compensation and benefits$43.7M+33.2% YoY

Increased headcount driven in part by the Ceres and Atlantic House acquisitions (414 vs 321 employees)

Fund management and administration$30.2M+42.2% YoY

Primarily due to higher average AUM

Third-party distribution fees$5.4M+32.3% YoY

Growth in AUM and elevated trading activity across platforms

Depreciation and amortization$3.4M+488.8% YoY

Amortization of intangible assets arising from the Ceres and Atlantic House acquisitions

Margins: Operating income margin expanded to 40.5% from 30.8% YoY (adjusted operating margin 42.6% vs 32.5%), as revenue growth from AUM gains and acquisitions outpaced a 35.1% rise in operating expenses.

Watch Items from the Filing

Company recognized a $6.6M loss on convertible note repurchases in Q2 ($68.9M for six months) tied to refinancing the 2026/2029 Notes into new 2031 Notes.
Effective tax rate rose to 24.4% from 22.3% YoY, driven by non-deductible amounts associated with the convertible note repurchases.
Digital assets AUM fell from $867M to $761M during the quarter due to net outflows, substantially all from the WisdomTree Treasury Money Market Digital Fund.
Ceres and Atlantic House acquisitions contributed 9.7% of revenue and 16.7% of net income in Q2, but their internal controls have not yet been integrated/assessed.
Investors sought ~€15.2M ($17.4M) in damages over the 2020 closure of the 3OIL ETP; all eight claims have been resolved in the company's favor, though two remain on appeal.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$177.2M

Net Income

Q2 2026

$44.3M

Free Cash Flow

Q2 2026

$75.3M

ROIC

Q2 2026

68.6%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+15.4% YoY

$493.8MFY 2025

FY22 $301.3MFY23 $349.0MFY24 $427.7MFY25 $493.8M

Net Income

+63.6% YoY

$109.1MFY 2025

FY22 $50.7MFY23 $102.5MFY24 $66.7MFY25 $109.1M

Operating Income

+26.9% YoY

$174.2MFY 2025

FY22 $60.1MFY23 $87.5MFY24 $137.3MFY25 $174.2M

EPS (Diluted)

+127.3% YoY

$0.75FY 2025

FY22 $0.31FY23 $0.64FY24 $0.33FY25 $0.75

Total Assets

+46.4% YoY

$1.51BFY 2025

FY22 $1.03BFY23 $944.1MFY24 $1.03BFY25 $1.51B

Total Debt

—FY 2025

FY22 $321.2MFY23 —FY24 —FY25 —

Op. Cash Flow

+30.4% YoY

$147.9MFY 2025

FY22 $55.1MFY23 $85.6MFY24 $113.5MFY25 $147.9M

Free Cash Flow

+30.4% YoY

$147.7MFY 2025

FY22 $54.9MFY23 $85.5MFY24 $113.3MFY25 $147.7M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$493.8M +15.4%	$427.7M +22.5%	$349.0M +15.8%	$301.3M -1.0%	$304.3M	—
Net Income	$109.1M +63.6%	$66.7M -35.0%	$102.5M +102.3%	$50.7M +1.8%	$49.8M +239.7%	$-35.7M
Operating Income	$174.2M +26.9%	$137.3M +56.9%	$87.5M +45.6%	$60.1M -32.5%	$89.1M +61.7%	$55.1M
EPS (Diluted)	$0.75 +127.3%	$0.33 -48.4%	$0.64 +106.5%	$0.31 +0.0%	$0.31 +224.0%	$-0.25
Total Assets	$1.51B +46.4%	$1.03B +9.5%	$944.1M -8.7%	$1.03B -0.4%	$1.04B +15.7%	$896.7M
Total Debt	—	—	—	$321.2M +0.8%	$318.6M +91.2%	$166.6M
Operating Cash Flow	$147.9M +30.4%	$113.5M +32.5%	$85.6M +55.4%	$55.1M -26.9%	$75.3M +59.8%	$47.1M
Free Cash Flow	$147.7M +30.4%	$113.3M +32.6%	$85.5M +55.8%	$54.9M -26.9%	$75.0M +60.8%	$46.7M

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Available Research

13F Pro tracks comprehensive data for WisdomTree, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WT

PeakShares LLC
$1.2B23,250 sh
BANK OF AMERICA CORP /DE/
$1.1B11,286,993 sh
LPL Financial LLC
$1.1B11,266,011 sh
PNC FINANCIAL SERVICES GROUP, INC.
$1.1B11,095,584 sh
MORGAN STANLEY
$863.9M17,156,947 sh
MORGAN STANLEY
$832.4M8,705,431 sh
BANK OF AMERICA CORP /DE/
$728.1M14,460,849 sh
Hamilton Capital, LLC
$688.6M7,201,068 sh
LPL Financial LLC
$667.6M13,259,499 sh
AMERIPRISE FINANCIAL INC
$651.2M6,810,149 sh

Fund	Value	Shares
PeakShares LLC	$1.2B	23,250
BANK OF AMERICA CORP /DE/	$1.1B	11,286,993
LPL Financial LLC	$1.1B	11,266,011
PNC FINANCIAL SERVICES GROUP, INC.	$1.1B	11,095,584
MORGAN STANLEY	$863.9M	17,156,947
MORGAN STANLEY	$832.4M	8,705,431
BANK OF AMERICA CORP /DE/	$728.1M	14,460,849
Hamilton Capital, LLC	$688.6M	7,201,068
LPL Financial LLC	$667.6M	13,259,499
AMERIPRISE FINANCIAL INC	$651.2M	6,810,149

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Is WT a good stock to buy?

13F Pro's AI-powered analysis of WisdomTree, Inc. (WT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WT are available on the WT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WT is classified as a mid company.

Which hedge funds own WT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WisdomTree, Inc.'s investment landscape.