WisdomTree, Inc. (WT)

Over the past six months, WisdomTree's stock price has experienced some fluctuations. As of November 25, 2025, the share price was $11.00, representing an 8.33% decline from $12.00 on November 26, 2024. More recently, the stock decreased by 9.39% in the past month and 9.55% over the last 12 months. Key events include Q3 2025 earnings with record AUM despite net outflows, a strategic investment in AlphaBeta ETF Ltd to accelerate AI-driven ETF innovation, the acquisition of Ceres Partners, and awards for WisdomTree Prime as the "Best Digital Currency Solution" and "Best Crypto Wallet". WisdomTree was also honored as "ETF Issuer of the Year".

Specific detailed monthly demand seasonality for WisdomTree's individual products and services is not publicly detailed, but the company utilizes "WT Seasonality" data to identify seasonal patterns for its stock. In the broader ETF market, seasonal trends can be influenced by consumer behavior patterns, economic events, and policy changes. Historically, some periods, like the summer months and October, have been known to be challenging for stocks, though these trends do not always repeat.

WisdomTree, Inc. is a global financial technology company and asset manager headquartered in New York, operating in Investment Management and Fund Operations, with a focus on the ETF and asset management industry. The company offers diverse investment solutions, including ETPs across various asset classes, cryptocurrency ETPs, and next-generation digital products like blockchain-enabled mutual funds and its WisdomTree Prime digital wallet. WisdomTree also has a presence in private asset markets through Ceres Partners, specializing in farmland investments.

WisdomTree maintains a significant global presence, with operations and a client base spanning North America, Europe, and Asia. The company provides investment advisory services globally through its subsidiaries in the United States and Europe and has employees worldwide across the U.S., Europe, South America, and Israel.

WisdomTree has maintained a positive brand reputation over the past year, marked by industry recognition and strategic advancements. The company was named a 2024 "Best Places to Work in Money Management" by Pensions & Investments for the fifth consecutive year. WisdomTree Prime received accolades as the "Best Digital Currency Solution" and the "Best Crypto Wallet", and the company was honored as "ETF Issuer of the Year". The strategic minority investment in AlphaBeta ETF Ltd and the completion of the Ceres Partners acquisition demonstrate the company's commitment to growth and diversification.

WisdomTree's ownership structure includes institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, ranging from approximately 20.48% to over 90% when combined with other large holders. Major institutional owners include BlackRock, Inc., Fmr Llc, Vanguard Group Inc, Wellington Management Group Llp, State Street Corp, Azora Capital LP, Simcoe Capital Management, LLC, and Dimensional Fund Advisors Lp. Key individual and insider owners include Rre Ventures GP III LLC, Michael H. Steinhardt, Etfs Capital Limited, and Jonathan L. Steinberg (CEO and President).