WisdomTree, Inc. (WT)

Over the past six months, WisdomTree's stock price has increased. As of October 24, 2025, the share price was $12.18, up from $10.44 on October 28, 2024, representing a 16.67% increase. Key events impacting the stock include the Q2 2025 earnings call where the EPS met analyst expectations and revenue increased, the annual meeting of stockholders, the acquisition of Ceres Partners, UK retail access to crypto ETPs, the launch of WisdomTree Quantum Computing Fund (WQTM), and the appointment of BNY Mellon as BaaS infrastructure provider for WisdomTree Prime.

Demand for WisdomTree's products is linked to broader market trends and investor sentiment, and the asset management industry can be cyclical. There is a growing appetite for international diversification among investors, and WisdomTree's expansion into digital assets and blockchain technology suggests a response to growing investor interest in these sectors. The availability of crypto ETPs to UK retail investors could introduce new seasonal patterns related to retail investment cycles in that market. Quarterly reporting cycles provide insights into asset flows and performance, which can reflect short-term demand fluctuations.

WisdomTree, Inc. is a global financial innovator and asset manager specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 and headquartered in New York City, the company operates within the Investment Management & Fund Operators sector. WisdomTree is known for its pioneering work in smart-beta and fundamentally weighted indexing approaches. The company offers a diverse suite of products covering various asset classes, including equities, fixed income, commodities, currencies, and alternatives, and has expanded into digital assets and blockchain technology, including physically backed Bitcoin and Ethereum ETPs and its blockchain-native digital wallet, WisdomTree Prime.

WisdomTree operates globally, providing investment advisory services through its subsidiaries in the United States and Europe. Its products are available to a global client base, including institutional investors, financial advisors, and individual investors across North America, Europe, and Asia. Its Bitcoin and Ethereum ETPs recently became available to UK retail investors on the London Stock Exchange.

WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company's commitment to transparency, intellectual property development, and its strategic expansion into digital assets and blockchain technology further solidify its competitive positioning. Events that have positively impacted WisdomTree's reputation include expansion into digital assets, UK retail access to crypto ETPs, the partnership with BNY Mellon, and strong operating performance.

WisdomTree is primarily owned by institutional shareholders, who hold a significant percentage of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Azora Capital LP, Millennium Management Llc, State Street Corp, Simcoe Capital Management, LLC, ArrowMark Colorado Holdings LLC, Dimensional Fund Advisors Lp, and VOYA INVESTMENT MANAGEMENT LLC. The largest individual shareholder is Rre Ventures GP III LLC.