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XNYS • Financial Services

WisdomTree, Inc. (WT)

Security Brokers, Dealers & Flotation Companies · 250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, NY, 10119

XNYSstockActive listing
21.33
-0.06 (-0.28%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close21.39
Open21.49
Day range21.03 – 21.53
52-week range10.69 – 25.91
Volume1,802,931
Market cap3.53B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$26$22$18$14$10Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

WisdomTree, Inc. (WT): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for WisdomTree, Inc. (WT) is 21.33, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

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. Stored fundamentals include 38 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 86.68. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

Reported revenue growth is +57.31%. Growth is encouraging, but investors should confirm it is recurring and understand what product, geography or customer group is driving it.

Profitability

Gross margin is +0.00% and operating margin is +40.53%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

The stored P/E is 86.68. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (23.17, 23.35, and 18.70). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The stored snapshot combines positive revenue growth with positive free cash flow. If future reports sustain both, it would support—but not guarantee—the case for durable business momentum.

Bear case

The stored P/E of 86.68 means expectations matter: a slowdown, weaker margins or downward earnings revisions could pressure the valuation.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H21.31-0.07%neutral73
7D21.27-0.27%neutral73
30D21.18-0.71%neutral73
90D21.03-1.40%neutral73

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202726.0626.0226.107.77%79long-term-positive
203031.2130.5331.916.59%79long-term-positive
203538.7735.5442.265.39%77long-term-positive
204046.2539.1554.534.74%75long-term-positive
205065.0946.7790.184.21%70long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue177.16MTotal sales reported for the period; compare growth across several periods.
Revenue growth+57.31%How quickly sales are expanding or contracting versus the comparison period.
Gross profit0Interpret alongside the company’s history, sector peers, reporting period and data source.
Operating income71.81MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income44.28MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)0.28Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth+64.71%Interpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+0.00%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin+40.53%Share of revenue left after operating expenses, before interest and taxes.
Net margin+25.00%Share of revenue that remains as profit after expenses and taxes.
EBITDA136.67MInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT131.16MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents294.81MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets1.65BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities1.23BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity418.52MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets423.36MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities141.35MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow82.41MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure188KInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow82.22MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin+46.41%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity+10.58%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+2.69%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on invested capital+106.03%How effectively the business earns returns on capital used in operations.
Return on capital employed+8.72%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
PEG ratio0.41Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / sales19.94Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / book8.44Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / revenue18.28Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / EBITDA23.7Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / FCF46.13Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield+3.78%Interpret alongside the company’s history, sector peers, reporting period and data source.
Shares outstanding156,276,000Interpret alongside the company’s history, sector peers, reporting period and data source.
Book value / share2.68Interpret alongside the company’s history, sector peers, reporting period and data source.
FCF / share0.53Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap3.53BMarket value of outstanding shares, not the same as enterprise value.
P/E ratio86.68Share price relative to earnings per share; interpret alongside growth and peers.
52-week high25.91Highest stored price over the rolling year; not a fair-value estimate.
52-week low10.69Lowest stored price over the rolling year; not a support guarantee.
Average volume1,802,931Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)34.55Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2023.17Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5023.35Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10021.15Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20018.70Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2022.66Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5022.61Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20019.00Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-0.54Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.24Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram-0.3Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper25.53Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle23.17Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower20.80Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic24.18Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal26.502732240437165Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-75.82Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI-117.39Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI30.24Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC-11.24%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV78MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum-12.76Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+24.77%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR0.85Average true range estimates recent price movement size, not direction.
ADX34Measures trend strength, not whether the trend is bullish or bearish.
Support level20.15Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level25.03Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————294.81M1.65B1.23B0418.52M———3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————93.46M216K93.25M3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————82.41M188K82.22M3spread
Jun 30, 2026income statementFY-2026-Q2annual336.63M00131.16M21.15M0.150.14————————3spread
Jun 30, 2026income statementFY-2026-Q2quarterly177.16M—071.81M44.28M0.300.28————————3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————625.51M1.78B1.31B0475.02M———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————23.96M28K23.93M3spread
Mar 31, 2026income statementFY-2026-Q1quarterly159.47M—059.35M-23.13M-0.17-0.17————————3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————311.73M1.51B1.1B0413.67M———3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————147.95M215K147.73M3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————61.4M61K61.34M3spread
Dec 31, 2025income statementFY-2025-Q4quarterly147.43M—059.75M40.03M0.290.28————————3spread
Dec 31, 2025income statementFY-2025-Q4annual493.75M—0174.2M109.13M0.770.75————————3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————555.85M1.45B1.07B0373.42M———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————57.64M37K57.6M3spread
Sep 30, 2025income statementFY-2025-Q3quarterly125.62M—045.65M19.7M0.140.13————————3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————193.67M1.07B621.79M0445.09M———3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————38.81M86K38.72M3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————60.93M117K60.82M3spread
Jun 30, 2025income statementFY-2025-Q2annual220.7M—068.79M49.41M0.350.34————————3spread
Jun 30, 2025income statementFY-2025-Q2quarterly112.62M—034.63M24.78M0.170.17————————3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————170.37M1.02B607.23M0415.63M———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————6.37M31K6.34M3spread
Mar 31, 2025income statementFY-2025-Q1quarterly108.08M—034.16M24.63M0.170.17————————3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————181.19M1.03B633.56M0399.98M———3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————46.16M13K46.15M3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————182.9M141K182.76M3spread
Dec 31, 2024income statementFY-2024-Q4annual427.74M—0137.29M66.69M0.340.33————————3spread
Dec 31, 2024income statementFY-2024-Q4quarterly110.7M—035.04M27.31M188.81171.92————————3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————176.48M1.02B644.52M0374.92M———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————136.74M128K136.61M3spread
Sep 30, 2024income statementFY-2024-Q3quarterly113.17M—040.79M-4.49M-0.13-0.13————————3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————132.46M964.13M386M0578.13M———3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————45.37M102K45.26M3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————43.9M36K43.87M3spread
Jun 30, 2024income statementFY-2024-Q2annual203.87M—061.46M43.87M0.270.26————————3spread
Jun 30, 2024income statementFY-2024-Q2quarterly107.03M—033.51M21.76M0.130.13————————3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————116.93M931.65M375.85M0555.81M———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————1.46M66K1.4M3spread
Mar 31, 2024income statementFY-2024-Q1quarterly96.84M—027.95M22.11M0.140.13————————3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————129.31M944.14M402.43M0541.71M———3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————142.96M113K142.85M3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————37.78M20K37.76M3spread
Dec 31, 2023income statementFY-2023-Q4annual349.04M—087.49M102.55M0.660.64————————3spread
Dec 31, 2023income statementFY-2023-Q4quarterly90.84M—026.04M19.08M131.83111.95————————3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly———————89.48M951.82M349.88M0601.95M———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————105.19M93K105.09M3spread
Sep 30, 2023income statementFY-2023-Q3quarterly258.19M—061.46M83.47M0.500.49————————3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly———————83.74M933.78M342.42M0591.36M———3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————46.17M32K46.14M3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————60.56M58K60.5M3spread
Jun 30, 2023income statementFY-2023-Q2quarterly85.72M—018.18M54.25M0.320.32————————3spread
Jun 30, 2023income statementFY-2023-Q2annual167.77M—034.75M70.49M0.430.42————————3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly———————119.1M1.02B566.66M0451.11M———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————14.88M26K14.86M3spread
Mar 31, 2023income statementFY-2023-Q1quarterly82.04M—016.57M16.23M0.100.10————————3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly———————132.1M1.03B595.64M0570.75M———3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————12.39M9K12.38M3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————122.82M220K122.6M3spread
Dec 31, 2022income statementFY-2022-Q4annual301.35M—060.09M50.68M0.310.31————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026+57.31%+0.00%+40.53%+25.00%+10.58%+106.03%

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 5, 2026Q20.28———
May 6, 2026Q1-0.17———
Feb 25, 2026FY0.75———
Nov 6, 2025Q30.13———
Aug 6, 2025Q20.17———
May 9, 2025Q10.17———
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio86.68
Price / sales19.94
Price / book8.44
PEG ratio0.41
Enterprise value3.24B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Aug 5, 20260.0300USDSEC_XBRL_BULK
Aug 5, 20260.0600USDSEC_XBRL_BULK
May 6, 20260.0300USDSEC_XBRL_BULK
Feb 25, 20260.1200USDSEC_XBRL_BULK
Nov 6, 20250.0300USDSEC_XBRL_BULK
Nov 6, 20250.0900USDSEC_XBRL_BULK
Aug 6, 20250.0600USDSEC_XBRL_BULK
Aug 6, 20250.0300USDSEC_XBRL_BULK
May 9, 20250.0300USDSEC_XBRL_BULK
Feb 26, 20250.1200USDSEC_XBRL_BULK
Nov 7, 20240.0300USDSEC_XBRL_BULK
Nov 7, 20240.0900USDSEC_XBRL_BULK
Aug 2, 20240.0600USDSEC_XBRL_BULK
Aug 2, 20240.0300USDSEC_XBRL_BULK
May 7, 20240.0300USDSEC_XBRL_BULK
Feb 23, 20240.1200USDSEC_XBRL_BULK
Nov 8, 20230.0900USDSEC_XBRL_BULK
Nov 8, 20230.0300USDSEC_XBRL_BULK
Aug 4, 20230.0600USDSEC_XBRL_BULK
Aug 4, 20230.0300USDSEC_XBRL_BULK
May 9, 20230.0300USDSEC_XBRL_BULK
Feb 28, 20230.1200USDSEC_XBRL_BULK
Nov 4, 20220.0300USDSEC_XBRL_BULK
Nov 4, 20220.0900USDSEC_XBRL_BULK
Aug 5, 20220.0300USDSEC_XBRL_BULK
Aug 5, 20220.0600USDSEC_XBRL_BULK
May 5, 20220.0300USDSEC_XBRL_BULK
Feb 25, 20220.0300USDSEC_XBRL_BULK
Feb 25, 20220.1200USDSEC_XBRL_BULK
Nov 5, 20210.0900USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+32.30%
Beta1.56
ATR0.83
Maximum drawdown-24.43%
Sharpe ratio1.45
Sortino ratio1.66
Debt / equity0
Current ratio3
Interest coverage5.07
1-day return-0.31%
5-day return+0.62%
1-month return-2.85%
3-month return+34.04%
6-month return+67.34%
YTD return+98.36%
1-year return+77.79%
All-time return+84.02%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Jul 17, 2026GRIMES & Co WEALTH MANAGEMENT, LLC13219932,708258.96K———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026Aspen Investment Management Inc154159658,678Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026Great Diamond Partners, LLC180111220,5251.1M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Apeiron RIA LLC180184688,4655M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18494973,566230.76K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Harpswell Capital Advisors, LLC180663010,000963.2K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026REGIMEN WEALTH, LLC1963863300,14115.11M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Capital Advisors, Ltd. LLC159787820,627Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026C M BIDWELL & ASSOCIATES LTD10918601,27851.99K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MANUFACTURERS LIFE INSURANCE COMPANY, THE92804762,6201.06M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Alhambra Investment Management LLC18026964,409249.2K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Interval Partners, LP1590228431,9227.32M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Davis Capital Management18118061959.82K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Imprint Wealth LLC197265312,8551.24M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Pinnacle Financial Partners, Inc.2082866162,4487.99M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Ipswich Investment Management Co., Inc.14637532,270217.06K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Americana Partners, LLC179767812,1501.38M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026TRUST CO OF TOLEDO NA /OH/1008937155,34015.8M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026True Wealth Design, LLC196603354915———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Sava Infond d.o.o.20558825,000213.9K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026United Asset Strategies, Inc.1539948491,95924.77M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Lionsbridge Wealth Management LLC180053381,5422.05M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026Lauer Wealth, LLC1860063151,51314.58M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Weinberger Asset Management, Inc20517055,260302.58K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026PARK NATIONAL CORP /OH/80567625929.44K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026SWMG, LLC18392556,235490.7K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026AMERICAN FINANCIAL & TAX STRATEGIES INC911927243,70911.99M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026INDEPENDENT FINANCIAL GROUP, LLC27548467,4423.65M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Marex Group Ltd19974644,800205.34K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Friedenthal Financial159861123,4821.18M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Orion Porfolio Solutions, LLC136053390,4034.86M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Texas Capital Bank Wealth Management Services Inc180265522,0051.11M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Squarepoint Ops LLC164257570,0821.19M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026CDM FINANCIAL COUNSELING SERVICES, INC.21075376,942663.79K———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Systelligence, LLC1882691160,48716.32M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Laird Norton Wetherby Trust Company, LLC7232048,558824.31K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Redmond Asset Management, LLC156789012,408701.3K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026EP Wealth Advisors, LLC15405695,960335.55K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026OpenArc Corporate Advisory, LLC21113451,477256.29K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026OneAscent Financial Services LLC178098540,8982.36M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026OLD MISSION CAPITAL LLC1455915332,42121.51M———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026Third View Private Wealth, LLC20834063,234309.24K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Kemnay Advisory Services Inc.15552837,620129.08K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026Csenge Advisory Group1715593110,7027.16M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CSM Advisors, LLC1863523551,313Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Kennebec Savings Bank20435361,41880.15K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MEANS INVESTMENT CO., INC.70151610,572716.65K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Aspen Grove Capital, LLC18060273,000393.39K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026EARNED WEALTH ADVISORS, LLC1905663273,75611.18M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Y-Intercept (Hong Kong) Ltd1772875101,3921.72M———SEC_13F_DATASET
PeriodShares outstandingInstitutional ownershipInsider ownership
Jun 30, 2026156,276,000+293.64%—
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Sep 10, 2026—4PRIMARY DOCUMENTSep 9, 20260001197950-26-000017View filing
Sep 9, 2026—144——0001959173-26-006813View filing
Aug 5, 2026—10-Q—Jun 30, 20260001214659-26-009661View filing
Jul 31, 2026—8-KEARNINGSJul 28, 20260001214659-26-009324View filing
Jun 22, 2026—3PRIMARY DOCUMENTJun 17, 20260001237844-26-000007View filing
Jun 22, 2026—4PRIMARY DOCUMENTJun 17, 20260001237844-26-000008View filing
Jun 18, 2026—4PRIMARY DOCUMENTJun 17, 20260001853959-26-000002View filing
Jun 18, 2026—4PRIMARY DOCUMENTJun 17, 20260001656600-26-000004View filing
Jun 18, 2026—8-K—Jun 17, 20260001214659-26-007575View filing
Jun 18, 2026—4PRIMARY DOCUMENTJun 17, 20260001268528-26-000004View filing
Jun 18, 2026—4PRIMARY DOCUMENTJun 17, 20260001587815-26-000002View filing
Jun 18, 2026—4PRIMARY DOCUMENTJun 17, 20260001548685-26-000008View filing
Jun 18, 2026—4PRIMARY DOCUMENTJun 17, 20260001526062-26-000002View filing
Jun 18, 2026—4PRIMARY DOCUMENTJun 17, 20260001932079-26-000002View filing
May 29, 2026—8-K—May 28, 20260001214659-26-006842View filing
May 21, 2026—4PRIMARY DOCUMENTMay 20, 20260001197950-26-000015View filing
May 20, 2026—4PRIMARY DOCUMENTMay 19, 20260001064674-26-000010View filing
May 20, 2026—144——0001959173-26-003798View filing
May 19, 2026—144——0001959173-26-003759View filing
May 6, 2026—10-Q—Mar 31, 20260001214659-26-005680View filing
May 6, 2026—4PRIMARY DOCUMENTMay 5, 20260001916322-26-000011View filing
May 5, 2026—144——0001959173-26-003282View filing
May 1, 2026—8-K—Apr 27, 20260001214659-26-005379View filing
Apr 29, 2026—DEF 14A—Jun 17, 20260001214659-26-005251View filing
Apr 29, 2026—DEFA14A——0001214659-26-005252View filing
Mar 30, 2026—8-K—Mar 30, 20260001214659-26-003985View filing
Mar 24, 2026—8-K—Mar 23, 20260001214659-26-003676View filing
Mar 23, 2026—8-K—Mar 23, 20260001214659-26-003657View filing
Mar 16, 2026—8-K—Mar 13, 20260001214659-26-003292View filing
Mar 9, 2026—4PRIMARY DOCUMENTNov 20, 20240001268528-26-000002View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Revenue: $177160000. Revenue growth: 57.31%. EPS: $0.280. EPS growth: 64.71%. Gross margin: 0.00%. Operating margin: 40.53%. Net margin: 25.00%. Free cash flow: $82220000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262quarterlychange_in_financial_instruments_owned6,903,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualfair_value_adjustments1,972,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualfx_effect-1,998,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualinterest_paid20,164,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualother_operating_activities-47,361,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualrepurchases_of_stock-50,890,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualgeneral_and_administrative-55,109,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualmarketing_and_business_development-9,135,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualprofessional_fees-7,406,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualsalaries_and_employee_benefits-91,235,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualtechnology_and_occupancy-4,164,000—USDNo3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable14,418,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable_and_accrued_expenses42,273,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_receivable_net74,835,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccrued_compensation_and_benefits39,104,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualacquisition_and_transaction_costs-3,051,000USDUSDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualacquisitions_net_of_cash-197,488,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualamortization_of_debt_costs2,417,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualcapital_expenditures-216,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualcash_beginning_of_period311,732,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualcash_end_of_period294,814,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_accrued_compensation-17,729,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_income_taxes-3,166,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_other_assets21,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_other_liabilities-4,143,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_payables_and_accruals_combined9,587,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_prepaid_expenses-4,892,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_receivables-5,367,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_working_capital_combined48,787,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdeferred_income_taxes118,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdepreciation_and_amortization5,511,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdividends_and_distributions_paid-9,023,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdividends_per_share0.06USD/shareUSDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualeps_basic0.15USD/shareUSDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualeps_diluted0.14USD/shareUSDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualgain_loss_on_extinguishment_of_debt68,925,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualincome_before_taxes43,965,000USDUSDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualincome_tax_expense-22,812,000USDUSDNo3Spread
Jun 30, 2026Jun 30, 202620262semiannualincome_taxes_paid24,303,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualinterest_expense-25,875,000USDUSDNo3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyinventory_turnover0+0.00%cost_of_revenue,inventoryNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0.11+32.22%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycash_ratio2.09+89.24%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct46.52+87.54%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income1.86+68.01%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycurrent_ratio3+76.81%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets0.75+75.06%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectordebt_to_ebitda16.31+55.83%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity2.93+84.97%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorebitda_margin_pct42.46+87.45%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier3.93+83.58%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow82,220,000+63.39%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageinterest_coverage4.84+57.73%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct25+88.01%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio0.58+94.50%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct40.53+94.21%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityquick_ratio3+82.19%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyreceivables_turnover2.37+64.14%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct2.69+80.57%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct10.58+87.51%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityworking_capital282,011,000+54.83%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyinventory_turnover0+0.00%cost_of_revenue,inventoryNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0.09+29.38%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycash_ratio3.72+94.06%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct15.02+57.26%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income-1.04+12.85%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycurrent_ratio4.57+86.92%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets0.73+73.73%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectordebt_to_ebitda21.3+61.90%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity2.76+83.81%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorebitda_margin_pct38.53+84.79%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier3.76+82.16%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow23,932,000+55.62%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageinterest_coverage5.38+66.78%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitynet_margin_pct-14.5+14.95%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio0.14+65.45%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityoperating_margin_pct37.22+93.71%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquidityquick_ratio4.57+89.11%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik880631stocks.cik
tickerWTstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is WT stock's current price?

The latest stored quote for WT is 21.33. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the WT stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the WT stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the WT stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on WT?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the WT stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is WT stock overvalued or undervalued?

The latest stored trailing P/E is 86.68. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is WT's P/E ratio?

The latest stored trailing P/E ratio is 86.68. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is WT's 52-week high and low?

The stored 52-week range is 10.69 to 25.91. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does WT pay a dividend, and what is its dividend history?

The database contains 30 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is WT's next earnings report?

The latest SEC filing/observation date in this database is Aug 5, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has WT stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is WT stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in WT?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find WT's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed WT price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

KEEP EXPLORING

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US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer