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/research/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 BANK OF AMERICA /DE/, PNC FINANCIAL SERVICES GROUP,, LPL Financial. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/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.

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

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Financials →NYSE

Institutional-grade research for retail investors

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

13F Pro Quality Score

62.9/100

Rank #716 of 2,879 stocksTOP 25%

View Financials peers →

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

Revenue Growth

92.1/100

Profitability

65.3/100

Balance Sheet

58.2/100

Earnings Quality

10.5/100

Free Cash Flow

80.0/100

Institutional Flow

65.5/100

Revenue Scale

37.0/100

Dilution Risk

27.7/100

WT Stock Analysis & AI Quality Score

AI stock analysis and institutional research for WisdomTree, Inc. (WT), a Financials sector company. 13F Pro's AI-powered ranking engine scores WT at 62.9/100 on a 32-signal composite quality model, placing it at rank #716 of 2,879 stocks — the top 25% of the AI-ranked universe. WT scores in the top quartile across revenue growth (92.1), free cash flow (80.0). Areas of concern include earnings quality (10.5) and revenue scale (37.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 27.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), WisdomTree, Inc. reports quarterly revenue of $159.5M, net income of $-23.1M, an operating margin of 37.2%. Top institutional holders of WT by reported 13-F value include BANK OF AMERICA /DE/, PNC FINANCIAL SERVICES GROUP,, 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 8 and 79 since 2026, currently 62.9 — an improving long-term trajectory across 36 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.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$159.5M

Net Income

Q1 2026

$-23.1M

Free Cash Flow

Q1 2026

$17.9M

Operating Margin

Q1 2026

37.2%

ROIC

Q1 2026

12.5%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+15.4% YoY

$493.8MFY 2025

FY21 $304.3MFY22 $301.3MFY24 $427.7MFY25 $493.8M

Net Income

+63.6% YoY

$109.1MFY 2025

FY21 $49.8MFY22 $50.7MFY24 $66.7MFY25 $109.1M

Operating Income

+26.9% YoY

$174.2MFY 2025

FY21 $89.1MFY22 $60.1MFY24 $137.3MFY25 $174.2M

EPS (Diluted)

+127.3% YoY

$0.75FY 2025

FY21 $0.31FY22 $0.31FY24 $0.33FY25 $0.75

Total Assets

+46.4% YoY

$1.51BFY 2025

FY21 $1.04BFY22 $1.03BFY24 $1.03BFY25 $1.51B

Total Debt

—FY 2025

FY21 $318.6MFY22 $321.2MFY24 —FY25 —

Op. Cash Flow

+30.4% YoY

$147.9MFY 2025

FY21 $75.3MFY22 $55.1MFY24 $113.5MFY25 $147.9M

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2019	FY 2017
Revenue	$493.8M +15.4%	$427.7M +41.9%	$301.3M -1.0%	$304.3M	—	$228.3M
Net Income	$109.1M +63.6%	$66.7M +31.6%	$50.7M +1.8%	$49.8M +577.7%	$-10.4M -138.3%	$27.2M
Operating Income	$174.2M +26.9%	$137.3M +128.5%	$60.1M -32.5%	$89.1M +66.4%	$53.5M +9.1%	$49.1M
EPS (Diluted)	$0.75 +127.3%	$0.33 +6.5%	$0.31 +0.0%	$0.31 +487.5%	$-0.08 -140.0%	$0.20
Total Assets	$1.51B +46.4%	$1.03B -0.0%	$1.03B -0.4%	$1.04B +11.0%	$935.2M +266.8%	$255.0M
Total Debt	—	—	$321.2M +0.8%	$318.6M +81.1%	$176.0M	—
Operating Cash Flow	$147.9M +30.4%	$113.5M +106.0%	$55.1M -26.9%	$75.3M +31.0%	$57.5M +18.5%	$48.5M

AI Insight: WT Financial Trends

Q1 2026 revenue surged to $159M — a 47% year-over-year gain — but a $23M net loss signals a significant below-the-line charge masking strong operating momentum.

• Revenue accelerated sharply from $107M in Q2 2024 to $159M in Q1 2026, reflecting consistent top-line expansion over six quarters.

• Operating income nearly doubled from $34M in Q2 2024 to $59M in Q1 2026, with Q4 2025 and Q1 2026 marking a clear step-change higher.

• Q1 2026 net income swung to -$23M despite $59M operating income, implying substantial non-operating or tax charges not visible in revenue or op income.

• Operating cash flow dropped to $18M in Q1 2026 from $55M in Q4 2025, though Q1 2025 showed a similar seasonal dip to $6M.

⚠ The $82M gap between $59M operating income and -$23M net income in Q1 2026 warrants scrutiny — identify the non-operating charge driving the disconnect.

⚠ Equity fell sharply in Q3 2024 ($375M) and Q3 2025 ($373M), suggesting recurring seasonal buybacks or write-downs worth monitoring for balance-sheet impact.

⚠ Operating CF recovery from Q1 seasonal lows ($6M in Q1 2025, $18M in Q1 2026) will confirm whether cash conversion keeps pace with rising operating income.

AI Insight: WT Ratio Trends

Q1 2026 operating margin held firm at 37.2% but a net loss collapsed ROE to -19.5%, signaling a significant one-off charge masking otherwise strong operating performance.

• Operating margin expanded meaningfully from 30.8% in Q2 2025 to 40.5% in Q4 2025, with Q1 2026 still elevated at 37.2%.

• ROIC surged from 31.1% in Q2 2025 to 57.8% in Q4 2025 and remains high at 50.0% in Q1 2026.

• Net profit margin swung to -14.5% in Q1 2026 from +27.2% in Q4 2025, driving ROE deep negative to -19.5%.

• TTM NPM of 11.3% and ROE of 12.9% reflect the Q1 2026 loss diluting otherwise solid trailing results.

⚠ Q1 2026 net loss driving ROE to -19.5% and ROA to -5.2% — identify whether the driver is recurring or one-off.

⚠ A similar NPM collapse occurred in Q3 2024 (-4.0%) yet recovered sharply; pattern warrants close monitoring.

⚠ D/E data absent across all periods — leverage profile remains opaque and limits balance-sheet risk assessment.

Get alerted when WT's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

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

BANK OF AMERICA CORP /DE/
$1.0B11,704,650 sh
PNC FINANCIAL SERVICES GROUP, INC.
$1.0B11,696,187 sh
LPL Financial LLC
$1.0B11,527,081 sh
MORGAN STANLEY
$878.0M17,440,508 sh
BANK OF AMERICA CORP /DE/
$802.1M15,934,091 sh
MORGAN STANLEY
$789.6M8,988,724 sh
LPL Financial LLC
$642.3M12,759,066 sh
Hamilton Capital, LLC
$634.3M7,220,684 sh
AMERIPRISE FINANCIAL INC
$601.0M6,841,705 sh
Summit Trail Advisors, LLC
$499.8M9,927,563 sh

Fund	Value	Shares
BANK OF AMERICA CORP /DE/	$1.0B	11,704,650
PNC FINANCIAL SERVICES GROUP, INC.	$1.0B	11,696,187
LPL Financial LLC	$1.0B	11,527,081
MORGAN STANLEY	$878.0M	17,440,508
BANK OF AMERICA CORP /DE/	$802.1M	15,934,091
MORGAN STANLEY	$789.6M	8,988,724
LPL Financial LLC	$642.3M	12,759,066
Hamilton Capital, LLC	$634.3M	7,220,684
AMERIPRISE FINANCIAL INC	$601.0M	6,841,705
Summit Trail Advisors, LLC	$499.8M	9,927,563

More Financials Companies

View all Financials →

AAAU

Goldman Sachs Physical Gold ETF

AACB

Artius II Acquisition Inc.

AACI

Armada Acquisition Corp. III

AACO

Abony Acquisition Corp. I

AACP

Apogee Acquisition Corp

AAC-UN

Ares Acquisition Corp III

AAME

ATLANTIC AMERICAN CORP

AAMI

Acadian Asset Management Inc.

Put WT on your watchlist

Track score changes the day WisdomTree, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

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.

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.