WT's Quality Score fell 1 point on Mon, Nov 2, to 7.
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Up 238% over three years while the S&P 500 rose 89%.
“an increase in interest income of 61.8% due to an increase in our interest-earning assets.”
| The company | Sales up 37% on the year |
| Latest filing | 8-K, Oct 30 |
After its last 4 reports it closed -1.3% on average, higher 1 of 4 times.
Averagefor quality, not price, 1 of 14 chart checks firingWhat the Quality Score means
WT is #6 of 24 by Quality Score among Security Brokers, Dealers & Flotation Companies.
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Share count against a year before: WT +4.1%, SEIC -3.1%, SF -0.5%, PIPR +1.3%.
Expected to report Fri Jan 29, before the open (in 88 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Revenue of $179.4M, 43% more than a year ago.
“The effective tax rate differs from the U.S. federal statutory rate of 21.0% primarily due to non-deductible executive compensation and state taxes, partly offset by a reduction in the capital loss valuation allowance.”
WT's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
Sales grew 18% a year over 3 years, fiscal 2022 to 2025.
Pays $0.12 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 30, 2026 | -7.2% | -3.9% | open |
| Jul 31, 2026 | +2.8% | +3.0% | +14.3% |
| May 1, 2026 | -1.6% | -2.2% | +10.1% |
Sales grew in five of the last six years, to $494M in 2025. It made a profit in each of the eight years.
One insider sold $1.9M across 1 filing in the last 6 months. No open-market buys on record. The newest:
One trade disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: WT is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers and online brokers. The majority of the company's revenue is generated from advisory fees earned from ETPs.
“The asset management industry is highly competitive, with significant competition across product offerings, fees, brand recognition and service quality.”
WT scores 7 today, which Breakaway calls Average. It is #6 of 24 in Security Brokers, Dealers & Flotation Companies by Quality Score, with 1 of 14 chart checks firing. Up 238% over three years while the S&P 500 rose 89%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
WT scores 7 today, which Breakaway calls Average (6 to 10). That is #6 of 24 in Security Brokers, Dealers & Flotation Companies by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind WT's 7.
One insider sold $1.9M across 1 filing in the last 6 months. No open-market buys on record. The newest is Peter M. Ziemba, Chief Administrative Officer, who sold $1.9M on May 19.
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