WisdomTree, Inc. (WT) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +24.73%. A quarter ago, it was expected that this company would post earnings of $0.21 per share when it actually produced earnings of $0.23, delivering a surprise of +9.52%.Over the last four quarters, the company ...

Assets Under Management (AUM) - WisdomTree reported a record AUM of $144.5 billion, reflecting a 5.3% increase from the prior quarter due to market appreciation and the Ceres Acquisition[3] - WisdomTree has approximately $159.0 billion in assets under management globally, including assets from the recent acquisition of Ceres Partners, LLC[26] - The end of period assets increased to $144.5 billion as of September 30, 2025, up from $137.2 billion at the end of the previous quarter[32] - The average assets during the period were $140.7 billion, compared to $130.8 billion in the prior quarter, reflecting a growth of approximately 6.5%[32] - Total assets increased to $1,512,941,000 as of December 31, 2025, up from $1,033,540,000 a year earlier, representing a growth of approximately 46.3%[38] Financial Performance - Operating revenues reached $147.4 million, marking a 17.4% increase from the prior quarter, driven by the Ceres Acquisition and higher average AUM[5] - Operating revenues increased by 17.4% from the third quarter of 2025 and 33.2% from the fourth quarter of 2024, driven by the Ceres Acquisition and higher average AUM[21] - Net income for the fourth quarter of 2025 was $40.0 million, compared to $19.7 million in the previous quarter[21] - Total revenues for the year ended December 31, 2025, were $493.8 million, compared to $427.7 million for the previous year[21] - The company reported adjusted revenues and operating income as non-GAAP financial measurements to provide a clearer view of operational performance[42][43] Earnings and Margins - Diluted earnings per share were $0.28, with an adjusted EPS of $0.29, compared to $0.13 in the previous quarter[10] - The operating income margin improved to 40.5%, a 4.2 point increase from the prior quarter, attributed to higher revenues from the Ceres Acquisition[6] - WisdomTree's gross margin increased to 83.2%, a 1 point rise from the previous quarter, primarily due to increased revenues from the Ceres Acquisition[6] - Adjusted net income for Q4 2025 was $41,235 million, up from $34,476 million in Q3 2025, representing a 19.5% increase[51] - Adjusted operating income for Q4 2025 was $61,498 million, reflecting a 28.1% increase from $48,063 million in Q3 2025[51] Expenses and Liabilities - Operating expenses rose by 9.7% from the third quarter of 2025, primarily due to compensation expenses related to the Ceres Acquisition[21] - Total current liabilities increased to $282,056,000 from $109,197,000, reflecting a rise of 158.5%[38] - Total operating expenses for Q4 2025 were $87,687 million, compared to $79,962 million in Q3 2025, indicating an increase of 9.1%[52] Product Development and Market Expansion - The company launched several new products, including the WisdomTree Quantum Computing Fund and the WisdomTree Global Value UCITS ETF, enhancing its product offerings[14] - The number of products offered increased to 406 by the end of the period, up from 397 in the previous quarter[32] - The company is expanding its digital assets product offerings and services, which may increase operational, regulatory, and financial risks[55] Cash Flow and Investments - Net cash provided by operating activities increased to $147,946 in 2025 from $113,461 in 2024, reflecting a rise of 30.3%[40] - The company incurred $270,346 in cash for the acquisition of Ceres, net of cash acquired, indicating a significant investment in growth[40] - The company reported a net cash used in investing activities of $313,033, a substantial increase from $23,875 in 2024[40] Market Trends and Risks - The acquisition of Ceres Partners, LLC presents risks related to integration challenges and the realization of expected benefits, including projected business growth[54] - Anticipated trends in global markets and ETPs may influence inflows and outflows, impacting the company's ability to deliver favorable returns to investors[55] - The company faces competitive pressures that could reduce revenues and profit margins, particularly as a substantial portion of revenues comes from a limited number of products[55] - Future growth is uncertain and may be influenced by general economic conditions, including fluctuations in interest rates and commodity prices[55] Shareholder Returns - The company declared a quarterly dividend of $0.03, payable on February 25, 2026[6] - Common stock repurchased amounted to $102,732, compared to $62,870 in the previous year, indicating a 63.4% increase in share buybacks[40]

Core Viewpoint - WisdomTree, Inc. has expanded its offerings to include Solana as a supported blockchain, allowing both retail and institutional investors to access its tokenized funds through the WisdomTree Connect™ and WisdomTree Prime® platforms [1][2]. Group 1: Expansion and Integration - The integration of WisdomTree's tokenized funds with Solana is part of the firm's multi-chain deployment strategy, enhancing access to regulated real-world assets in the on-chain ecosystem [1][2]. - WisdomTree's full suite of tokenized funds now available on Solana includes money market, equities, fixed income, alternatives, and asset allocation funds, along with stablecoin conversion services using USDC and PYUSD [2][6]. Group 2: Infrastructure and Demand - Solana's infrastructure, known for high transaction speeds, meets the growing demand from crypto-native investors while adhering to regulatory standards expected by institutions [2][3]. - The decision to expand to Solana comes as real-world assets on the platform surpass $1 billion, indicating a significant demand for tokenized real-world assets [3]. Group 3: Key Capabilities - WisdomTree Connect now supports native minting of all existing tokenized funds directly on Solana, facilitating seamless transactions for institutional clients [6]. - Institutional clients can manage tokenized fund positions directly on Solana, interacting with Solana-native applications and protocols [6]. - Users can directly on-ramp USDC from Solana into the WisdomTree Prime app, allowing access to regulated, yield-generating tokenized funds while remaining on-chain [6]. Group 4: Company Overview - WisdomTree currently manages approximately $159.3 billion in assets globally, including assets from its recent acquisition of Ceres Partners, LLC [9].

Group 1 - Northland raised the price target on WisdomTree (WT) to $19 from $16, maintaining an Outperform rating on the shares [1] - The firm noted that market movement and inflows for WisdomTree are "off to a strong start" for 2026 [1]

Core Insights - Retirees are currently facing a significant dilemma where they require immediate income but are unable to compromise on growth for future financial stability [1] Group 1 - The need for income today is pressing for retirees, highlighting a conflict between current financial needs and future growth potential [1] - Sacrificing growth for immediate income could jeopardize long-term financial health for retirees [1]

Core Viewpoint - WisdomTree, Inc. (WT) has shown a 7.8% increase in stock price over the past four weeks, with a mean price target of $15.13 indicating a potential upside of 28.2% from the current price of $11.8 [1] Price Targets and Analyst Estimates - The mean estimate consists of six short-term price targets with a standard deviation of $1.5, where the lowest estimate is $13.25 (12.3% increase) and the highest is $17.00 (44.1% increase) [2] - A low standard deviation suggests a high degree of agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about WT's earnings prospects, with a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 1%, with one estimate moving higher and no negative revisions [12] Zacks Rank and Investment Potential - WT currently holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates, indicating strong potential for upside in the near term [13] - While the consensus price target may not be a reliable indicator of the extent of WT's gains, it does suggest a positive direction for price movement [14]

Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment Group 1: Company Earnings Estimates - Kennametal Inc. (KMT) has seen a 25% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Universal Health Services, Inc. (UHS) has experienced a 6.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - WisdomTree, Inc. (WT) has reported a 6.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Oceaneering International, Inc. (OII) has seen an 11.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - MediaAlpha, Inc. (MAX) has experienced a significant 700% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Points - The article discusses the current trends and developments in the cryptocurrency market, highlighting the volatility and investor sentiment [3]. Group 1: Market Trends - The cryptocurrency market has experienced significant fluctuations, with Bitcoin's price showing a notable increase of 15% over the past month [3]. - Investor interest in altcoins has surged, with Ethereum also seeing a rise of 10% during the same period [3]. Group 2: Regulatory Environment - Regulatory scrutiny on cryptocurrencies is intensifying, with several countries considering stricter regulations to curb potential risks associated with digital assets [3]. - The impact of regulatory changes on market dynamics is a key concern for investors, as it may affect liquidity and trading volumes [3].

Core Viewpoint - WisdomTree, Inc. (WT) is experiencing significant selling pressure, with a 13.3% decline over the past four weeks, but is now positioned for a potential trend reversal as it enters oversold territory, supported by analyst expectations of better-than-previously predicted earnings [1] Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2] - WT's current RSI reading is 29.57, suggesting that heavy selling may be exhausting itself, indicating a potential bounce back towards equilibrium in supply and demand [5] Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts that earnings estimates for WT have increased by 4.3% over the last 30 days, which often correlates with price appreciation in the near term [7] - WT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further indicating a potential turnaround [8]

Core Viewpoint - WisdomTree, Inc. (WT) has experienced significant selling pressure, resulting in a 15.3% decline over the past four weeks, but analysts anticipate better earnings than previously expected, indicating potential for recovery [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is utilized to determine if WT is oversold, with a current reading of 28.13 suggesting that selling pressure may be exhausting, paving the way for a potential rebound [2][5]. - RSI is a momentum oscillator that measures price movement speed and change, typically indicating oversold conditions when readings fall below 30 [2][3]. Group 2: Fundamental Indicators - Analysts have raised earnings estimates for WT by 4.3% over the last 30 days, reflecting a strong consensus among sell-side analysts, which often correlates with price appreciation [7]. - WT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the stock's potential for a turnaround [8].