WT
WisdomTree, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
WisdomTree, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
No other changes.
No other changes.
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; of WisdomTree, Inc.'s 6 closest co-movers, 2 share that code.
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; of WisdomTree, Inc.'s 6 closest co-movers, 2 share that code.
Largest filed tie
0
filed ties
No thesis.
−3.90%
vs ±9.1% implied · ×0.43
shaded = implied · ▲▼ = realized
WisdomTree, Inc.
20.24
+0.50 · +2.54%
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $326.5M | 11.78% | +9.16% |
| FMR | $229.8M | 8.29% | +6.62% |
| Invesco | $169.0M | 6.10% | new |
| Wellington | $142.4M | 5.14% | −20.58% |
| Vanguard Portfolioindex-like | $137.6M | 4.97% | +0.94% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $326.5M | 11.78% | +9.16% |
| FMR | $229.8M | 8.29% | +6.62% |
| Invesco | $169.0M | 6.10% | new |
| Wellington | $142.4M | 5.14% | −20.58% |
| Vanguard Portfolioindex-like | $137.6M | 4.97% | +0.94% |
Bull1
Bear3
Expected move
No implied move.