WT

Wall Street expects a year-over-year increase in earnings on higher revenues when WisdomTree, Inc. (WT) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of +30.4%. Revenues are expected to be $181.31 million, up 44.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.77% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For WisdomTree, Inc., the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.88%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that WisdomTree, Inc. will most likely beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that WisdomTree, Inc. would post earnings of $0.26 per share when it actually produced earnings of $0.31, delivering a surprise of +19.23%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. WisdomTree, Inc. appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Among the stocks in the Zacks Financial - Miscellaneous Services industry, Coinbase Global, Inc. (COIN), is soon expected to post loss of $0.18 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -112.5%. This quarter's revenue is expected to be $1.16 billion, down 38.1% from the year-ago quarter. The consensus EPS estimate for Coinbase Global has been revised 72.2% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +171.22%. When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Coinbase Global will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree, Inc. (WT) : Free Stock Analysis Report Coinbase Global, Inc. (COIN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Burke & Herbert Financial Services (BHRB) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $2.06 per share. This compares to earnings of $1.97 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.88%. A quarter ago, it was expected that this bank holding company would post earnings of $2.1 per share when it actually produced earnings of $2.03, delivering a surprise of -3.33%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Burke & Herbert, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $119.74 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 0.3%. This compares to year-ago revenues of $85.36 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Burke & Herbert shares have added about 11.5% since the beginning of the year versus the S&P 500's gain of 13.3%. While Burke & Herbert has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Burke & Herbert was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.09 on $121.2 million in revenues for the coming quarter and $6.48 on $432.9 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, WisdomTree, Inc. (WT), has yet to report results for the quarter ended September 2026. The results are expected to be released on October 30. This company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of +30.4%. The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level. WisdomTree, Inc.'s revenues are expected to be $181.31 million, up 44.3% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Burke & Herbert Financial Services Corp. (BHRB) : Free Stock Analysis Report WisdomTree, Inc. (WT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Synchrony (SYF) came out with quarterly earnings of $2.68 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.86 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.07%. A quarter ago, it was expected that this consumer credit company would post earnings of $2.08 per share when it actually produced earnings of $2.59, delivering a surprise of +24.52%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Synchrony, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $4.81 billion for the quarter ended September 2026, missing the Zacks Consensus Estimate by 0.56%. This compares to year-ago revenues of $4.72 billion. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Synchrony shares have lost about 11% since the beginning of the year versus the S&P 500's gain of 12.4%. While Synchrony has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Synchrony was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.04 on $4.96 billion in revenues for the coming quarter and $9.40 on $19.05 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, WisdomTree, Inc. (WT), has yet to report results for the quarter ended September 2026. The results are expected to be released on October 30. This company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of +30.4%. The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level. WisdomTree, Inc.'s revenues are expected to be $181.31 million, up 44.3% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Synchrony Financial (SYF) : Free Stock Analysis Report WisdomTree, Inc. (WT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

NEW YORK, October 16, 2026--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, announced today that it plans to host a conference call to discuss third quarter results on October 30, 2026 at 11:00 a.m. ET. CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS WisdomTree will discuss its results and operational highlights during the live webcast, which, together with all earnings materials, can be accessed via WisdomTree's investor relations website at https://ir.wisdomtree.com. A replay of the webcast will be available shortly after the call. Participants also can dial in using the following numbers: (877) 407-9210 or (201) 689-8049. Click here to access the participant international toll-free access numbers. To avoid delays, we encourage participants to log in or dial into the conference call 10 minutes ahead of the scheduled start time. About WisdomTree WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, WisdomTree Onchain™ delivers regulated tokenized funds, stablecoin connectivity, and blockchain-based platforms for individual investors and institutions, while our acquisition of Ceres Partners' U.S. farmland platform has expanded our capabilities in private markets. WisdomTree currently has approximately $176.0 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period. For more information about WisdomTree visit: https://www.wisdomtree.com. For more information about WisdomTree Onchain, visit: https://www.wisdomtree.com/onchain. Please visit us on X at @WisdomTreeNews. WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide. The WisdomTree Connect™ institutional platform and WisdomTree Prime® digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information. PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED, ENDORSED, INDEMNIFIED OR GUARANTEED BY ANY GOVERNMENT AGENCY Category: Business Update View source version on businesswire.com: https://www.businesswire.com/news/home/20261016812751/en/ Contacts Media Relations WisdomTree, Inc. Jessica Zaloom +1.917.267.3735 [email protected] Natasha Ramsammy +1.917.267.3798 [email protected] / [email protected] Investor Relations WisdomTree, Inc. Jeremy Campbell +1.917.267.3859 [email protected]

WisdomTree currently trades at $22.75 and has been a dream stock for shareholders. It’s returned 272% since August 2021, blowing past the S&P 500’s 73.1% gain. The company has also beaten the index over the past six months as its stock price is up 38.9% thanks to its solid quarterly results. Is now still a good time to buy WT? Or is this a case of a company fueled by heightened investor enthusiasm? Find out in our full research report, it’s free. Originally founded as a financial media company before pivoting to ETF management in 2006, WisdomTree (NYSE:WT) is a financial services company that creates and manages exchange-traded funds (ETFs) and other investment products for individual and institutional investors. Reviewing a company’s long-term sales performance reveals insights into its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Thankfully, WisdomTree’s 17.1% annualized revenue growth over the last five years was impressive. Its growth beat the average financials company and shows its offerings resonate with customers. Analyzing the long-term change in earnings per share (EPS) shows whether a company’s incremental sales were profitable — for example, revenue could be inflated through excessive spending on advertising and promotions. WisdomTree’s EPS grew at 28.8% compounded annual growth rate over the last five years, higher than its 17.1% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Return on equity, or ROE, quantifies financial firm profitability relative to shareholder equity — an essential capital source for these institutions. Over extended periods, superior ROE performance drives faster shareholder wealth compounding through reinvestment, share repurchases, and dividend growth. Over the last five years, WisdomTree has averaged an ROE of 16.3%, impressive for a company operating in a sector where the average shakes out around 10% and those putting up 25%+ are greatly admired. This shows WisdomTree has a strong competitive moat. These are just a few reasons why we think WisdomTree is one of the best financials companies out there, and with its shares beating the market recently, the stock trades at 18.8× forward P/E (or $22.75 per share). Is now the right time to buy? See for yourself in our comprehensive research report, it’s free. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. WisdomTree (WT) is in focus after July 2026 metrics showed over $1.3b of net inflows and U.S. assets under management moving past $100b, shortly after reporting stronger second quarter revenue and net income. See our latest analysis for WisdomTree. WisdomTree’s recent inflow and earnings news sits alongside strong share price momentum, with an 81.45% year to date share price return and a 68.76% one year total shareholder return. The five year total shareholder return of 310.36% points to a powerful longer term trend. If inflows into ETFs and asset managers have your attention, it can be useful to see what else is moving. Take a look at our screener covering 20 top founder-led companies After WisdomTree’s sharp share price move and strong recent results, the stock now trades above the average analyst target and the intrinsic value estimate. Is the market overpaying for momentum, or fairly pricing in the risks investors see? WisdomTree last closed at $22.70 compared with a narrative fair value estimate of $19.97 that uses detailed revenue, margin and earnings assumptions. Read the complete narrative. Curious what has to happen for WisdomTree to meet that fair value. The narrative leans on faster revenue growth, much higher margins and a reset in the earnings multiple. The mix of traditional ETFs, private assets and tokenized products plays a key role in those projections. Result: Fair Value of $19.97 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as fee compression across ETFs and potential regulatory or adoption setbacks for WisdomTree’s tokenized and digital asset products. Find out about the key risks to this WisdomTree narrative. With both risks and rewards in play for WisdomTree, do you want to rely only on headlines or test the story yourself? Take a closer look at the balance of upside and downside by reviewing the 2 key rewards and 3 important warning signs If WisdomTree has sharpened your focus, do not stop here. Broader ideas can help you stress test your thinking and uncover opportunities you might otherwise miss. Target companies the market may have overlooked by checking out screener containing 18 high quality undiscovered gems that pair solid fundamentals with quieter share price stories. Strengthen your downside protection by reviewing 88 resilient stocks with low risk scores that score well on resilience and business quality. Build a watchlist of financially robust businesses by using the solid balance sheet and fundamentals stocks screener (49 results) that highlights strong balance sheets and consistent fundamentals. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include WT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

WisdomTree delivered a positive Q2, as reflected by a 2.4% gain in its stock price following earnings. Management attributed the outperformance to strong organic asset inflows across both U.S. and European operations, successful integration of the Atlantic House acquisition, and growing contributions from the Ceres and private markets platforms. CEO Jonathan Laurence Steinberg emphasized that no single product or geography was responsible for the quarter’s results, highlighting the durability created by broad-based growth. CFO Bryan Joseph Edmiston underscored the significance of achieving a 40%+ operating margin, noting that higher revenue yields from recent acquisitions and increased scale helped expand profitability. Is now the time to buy WT? Find out in our full research report (it’s free). Revenue: $177.2 million vs analyst estimates of $171.4 million (57.3% year-on-year growth, 3.4% beat) Adjusted EPS: $0.31 vs analyst estimates of $0.26 (17.3% beat) Operating Margin: 40.5%, up from 30.8% in the same quarter last year Market Capitalization: $3.19 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Christoph Kotowski (Oppenheimer): Asked about the cadence and seasonality of Ceres flows and performance fees. CFO Bryan Joseph Edmiston explained that flows can be lumpy due to fund transitions, but performance fees should normalize around a standard capture rate. Kotowski (Oppenheimer): Inquired about Atlantic House revenue contributions and modeling. Edmiston clarified that advisory fees are stable, while structuring fees fluctuate each quarter, with upside potential as the business expands internationally. George Sutton (Craig-Hallum): Questioned future M&A focus and tokenization partnerships. CEO Jonathan Steinberg and Head of Digital Assets William Peck emphasized opportunistic, strategic M&A and highlighted a robust pipeline for tokenized product partnerships, especially as regulatory clarity improves. Wilma Burdis (Raymond James): Sought updates on incorporating private farmland into ETFs and the liquidity profile. CIO Jeremy Schwartz confirmed it is a priority but gave no timeline, noting the need for careful structuring to maintain liquidity. Mike Grondahl (Northland Securities): Asked about key priorities for Atlantic House post-acquisition and for the models portfolio business. Steinberg detailed plans to launch new ETFs using Atlantic House strategies in the U.S. and Europe, and Lilien highlighted continued growth and stickiness in the models business. Looking ahead, the StockStory team will closely watch (1) the pace and breadth of net inflows across core and newly acquired segments, (2) execution and investor uptake of new ETF and tokenized product launches in both the U.S. and Europe, and (3) progress integrating Atlantic House and Ceres, including the scaling of their unique capabilities across WisdomTree’s global platform. Effective management of capital allocation and regulatory developments in digital assets will also be important to monitor. WisdomTree currently trades at $21.48, up from $18.80 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members). ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.

Asset management firm WisdomTree (NYSE:WT) reported Q2 CY2026 results topping the market’s revenue expectations , with sales up 57.3% year on year to $177.2 million. Its non-GAAP profit of $0.31 per share was 17.3% above analysts’ consensus estimates. Is now the time to buy WT? Find out in our full research report (it’s free). Revenue: $177.2 million vs analyst estimates of $171.4 million (57.3% year-on-year growth, 3.4% beat) Adjusted EPS: $0.31 vs analyst estimates of $0.26 (17.3% beat) Operating Margin: 40.5%, up from 30.8% in the same quarter last year Market Capitalization: $2.88 billion WisdomTree delivered a positive Q2, as reflected by a 2.4% gain in its stock price following earnings. Management attributed the outperformance to strong organic asset inflows across both U.S. and European operations, successful integration of the Atlantic House acquisition, and growing contributions from the Ceres and private markets platforms. CEO Jonathan Laurence Steinberg emphasized that no single product or geography was responsible for the quarter’s results, highlighting the durability created by broad-based growth. CFO Bryan Joseph Edmiston underscored the significance of achieving a 40%+ operating margin, noting that higher revenue yields from recent acquisitions and increased scale helped expand profitability. Looking forward, WisdomTree’s guidance is anchored by expectations for continued organic asset growth, disciplined capital management, and further expansion of its private markets and tokenization business lines. Management highlighted the ongoing integration of Atlantic House and Ceres, and the launch pipeline for new ETFs and tokenized products as key priorities. Steinberg stated, “We are still in the early innings of what this platform can become,” while CIO Jeremy Schwartz discussed plans to grow solutions offerings and advance initiatives like incorporating private farmland into ETF structures. The company also sees significant potential in digital assets and tokenization, with William Peck noting robust pipelines and opportunities as regulatory clarity emerges. WisdomTree’s Q2 performance was shaped by broad-based asset inflows, recent acquisitions, and expanding platform capabilities, which together contributed to margin expansion and diversified revenue streams. Broad-based asset inflows: Management reported $3.1 billion in net inflows during the quarter, split between $2.1 billion in Europe and $1 billion in the U.S., with flows generated across multiple asset classes and client segments, leading to record assets under management (AUM). Acquisition impact: The Atlantic House acquisition added over $4 billion in AUM, boosted European revenue streams, and expanded WisdomTree’s capabilities in derivatives-based and outcome-oriented investment solutions. Management described the integration as successful and expects further growth as Atlantic House products are introduced to new markets. Private markets and Ceres momentum: The Ceres acquisition, focused on private assets, contributed both management and performance fees this quarter. Management noted a transition as Fund I closed and Fund II launched, with a strong pipeline of interested investors and expectations for stable performance fee generation going forward. Operating leverage and margin expansion: The company noted that scale from higher AUM and diversified revenue sources enabled adjusted operating margin to rise above 40%. Management attributed this to the firm’s ability to convert top-line growth into expanding profitability without sacrificing ongoing investment in new capabilities. Capital management initiatives: WisdomTree retired $127 million in convertible notes and initiated open-market share repurchases, buying back $29 million in stock. Management views these actions as discipline in capital allocation to enhance shareholder value while maintaining flexibility for strategic investments and deleveraging. WisdomTree’s forward outlook is centered on sustaining organic asset growth, leveraging acquisitions, and advancing tokenization and digital asset initiatives while maintaining disciplined capital allocation. Pipeline for new products: Management highlighted upcoming launches of ETFs in both the U.S. and Europe leveraging Atlantic House strategies, with expectations for as many as 15 new funds over the next 18 months. Additionally, there are ongoing efforts to incorporate private farmland into ETF structures, which could broaden the firm’s solutions offering and attract new types of investors. Tokenization and digital asset expansion: The company is prioritizing development of its tokenized money market fund (WTGXX) and has filed for a tokenized ETF, which could be the first of its kind if approved. Management believes the potential for tokenization is significant, especially as market infrastructure evolves and regulatory clarity improves, providing new avenues for distribution and revenue. Disciplined capital and risk management: Ongoing share repurchases and debt reduction remain priorities, but management cautioned that market volatility and integration of recent acquisitions could affect the pace of capital deployment. They are also monitoring risks related to digital asset flows and the evolving regulatory landscape, especially as digital assets and tokenized products become a larger part of the business. Looking ahead, the StockStory team will closely watch (1) the pace and breadth of net inflows across core and newly acquired segments, (2) execution and investor uptake of new ETF and tokenized product launches in both the U.S. and Europe, and (3) progress integrating Atlantic House and Ceres, including the scaling of their unique capabilities across WisdomTree’s global platform. Effective management of capital allocation and regulatory developments in digital assets will also be important to monitor. WisdomTree currently trades at $19.25, up from $18.80 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free for active Edge members). WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses. 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Interested in WisdomTree, Inc.? Here are five stocks we like better. Record growth: WisdomTree’s second-quarter AUM reached $162.9 billion, up 7% sequentially, supported by $3.1 billion in net inflows and favorable markets. Revenue rose 57% year over year to $177.2 million, while adjusted operating margin reached 42.6%. Atlantic House acquisition expands capabilities: Completed May 1, the acquisition added more than $4 billion in AUM and strengthens WisdomTree’s European, outcome-oriented and derivatives-based offerings. Management plans to launch about 15 ETFs using Atlantic House strategies over the next 18 months. Capital allocation and new growth initiatives: WisdomTree retired about $127 million of convertible debt and repurchased roughly $29 million of shares, while continuing to invest in portfolio solutions and tokenized financial products. Model assets rose to $9 billion, and management said interest in its tokenization pipeline remains strong. ABB’s Rotork Deal Could Put These Flow Control Stocks Back in Focus WisdomTree (NYSE:WT) reported record assets under management and higher revenue in the second quarter of 2026, aided by net inflows, favorable markets and the acquisition of Atlantic House. Assets under management totaled $162.9 billion at quarter-end, up 7% from March 31 and marking the company’s sixth consecutive quarter of record AUM, Chief Financial Officer Bryan Edmiston said. AUM records were reached in both the U.S. and European businesses. WisdomTree said global AUM had subsequently risen to about $164 billion, reflecting $700 million of net inflows and positive market movement since quarter-end. → Microsoft Just Flipped the AI Spending Narrative Overnight Water Infrastructure: Why This Boring Sector Could Get Exciting The company generated $3.1 billion of quarterly net inflows, including $2.1 billion in Europe and $1 billion in the U.S. Year-to-date net inflows totaled $9 billion, equivalent to an approximately 13% annualized organic growth rate, according to Edmiston. Second-quarter revenue was $177.2 million, rising 11% sequentially and 57% from a year earlier. Edmiston attributed the increase to higher AUM, the Atlantic House acquisition, contributions from Ceres and growth in other revenue. → 2 Unique Space ETFs That Could Upend the Industry 5 Small-Cap Stocks to Watch in 2026 as Investors Rotate Out of Big Tech Ceres contributed $5.4 million in management fees and $6 million in performance fees during the quarter. Other revenue totaled $19.5 million, reflecting higher AUM in European products and Atlantic House revenue, partly offset by more moderate European trading activity. WisdomTree reported adjusted net income of $48.1 million, or $0.31 per share. Chief Executive Officer Jonathan Steinberg said adjusted operating margin reached 42.6% in the quarter, while Edmiston said the year-to-date adjusted operating margin was 41.1%, up 900 basis points from the prior-year period. → MarketBeat Week in Review – 07/27- 07/31 “Surpassing a 40% operating margin marks an important milestone and underscores the scalability of our operating model as we continue to grow,” Edmiston said. Steinberg said earnings per share increased 72% year over year and 15% from the preceding quarter. He also pointed to the company’s investments in private markets, liquid alternatives and tokenized financial infrastructure as components of WisdomTree’s broader growth strategy. WisdomTree completed its acquisition of Atlantic House on May 1, adding more than $4 billion in AUM. The acquisition expands the company’s European presence and adds outcome-oriented and derivatives-based investment capabilities, management said. During the question-and-answer session, Will Peck said Atlantic House’s models business has about $1.5 billion in assets under administration and generates a 25-basis-point fee. He said the business is not expected to fluctuate materially quarter to quarter. Structuring fees may be more variable because they depend on the timing of product launches and issuance; Atlantic House generated $13 million of such fees in 2025. Steinberg said the company expects to launch about 15 exchange-traded funds in the U.S. and Europe over the next 18 months using Atlantic House strategies. He also said WisdomTree intends to expand Atlantic House’s portfolio-solutions business beyond the U.K. For Ceres, Edmiston said quarterly flows were about $5 million after the company closed its flagship fund to new investment and launched Fund 2. He characterized the quarter as a transition period. Edmiston said the $6 million quarterly performance-fee contribution was a more normalized figure than the prior quarter’s roughly $3 million, though first-quarter performance fees have some seasonality. Steinberg said WisdomTree’s distribution team had identified more than 100 interested Ceres investors representing more than $100 million of assets. WisdomTree retired approximately $127 million in principal amount of convertible notes maturing in 2026 and 2029 during the quarter, using cash to reduce leverage. It also began open-market share repurchases, buying about $29 million of stock, or roughly 1.7 million shares, through the date of the call. The company repurchased shares at an average price of $17.40, Steinberg said. Management did not commit to a specified quarterly repurchase amount, saying it would balance shareholder returns with deleveraging and flexibility for strategic initiatives. WisdomTree updated its diluted-share outlook for the second half of 2026 to a range of 152 million to 155 million shares, compared with prior guidance of 154 million shares. The revised outlook reflects repurchases to date and potential incremental shares associated with remaining convertible notes, which have conversion prices of approximately $19 and $21. The company also reduced its interest-income outlook to $8 million from $10 million, reflecting the use of some interest-earning assets for buybacks. All other previously provided forward guidance remained unchanged. President and Chief Operating Officer Jarrett Lilien said Portfolio Solutions continued to grow faster than the broader firm. Model assets under administration reached $9 billion, up from about $6 billion at the end of 2025. Lilien said flows into models are outpacing the company’s ETF business and are viewed as stickier, longer-term assets. Management also discussed opportunities in tokenization. Peck said WisdomTree’s pipeline had “never been more robust,” citing growing interest in tokenized financial products and stablecoins across broker-dealers, fintechs and other financial-services firms. WisdomTree currently offers a tokenized money market fund, WTGXX, and has filed for what Peck said could become the market’s first tokenized ETF if approved and launched. Steinberg said the company believes its tokenization platform is not reflected in its current valuation, while emphasizing that WisdomTree intends to continue disciplined capital allocation and investment across its growth initiatives. WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization. WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "WisdomTree Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

WisdomTree, Inc. (WT) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +19.23%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.27, delivering a surprise of +8%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. WisdomTree, Inc., which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $177.16 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.34%. This compares to year-ago revenues of $112.62 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. WisdomTree, Inc. shares have added about 54.2% since the beginning of the year versus the S&P 500's gain of 8.7%. While WisdomTree, Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for WisdomTree, Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.30 on $177.8 million in revenues for the coming quarter and $1.14 on $674.92 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. HA Sustainable Infrastructure Capital (HASI), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This provider of financing for sustainable infrastructure projects is expected to post quarterly earnings of $0.73 per share in its upcoming report, which represents a year-over-year change of +21.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. HA Sustainable Infrastructure Capital's revenues are expected to be $18.1 million, up 269.4% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree, Inc. (WT) : Free Stock Analysis Report HA Sustainable Infrastructure Capital, Inc. (HASI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

For the quarter ended June 2026, WisdomTree, Inc. (WT) reported revenue of $177.16 million, up 57.3% over the same period last year. EPS came in at $0.31, compared to $0.18 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $169.8 million, representing a surprise of +4.34%. The company delivered an EPS surprise of +19.23%, with the consensus EPS estimate being $0.26. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how WisdomTree, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Average AUM: $164.20 billion versus the four-analyst average estimate of $160.61 billion. AUM - end of period: $162.91 billion versus $162.84 billion estimated by four analysts on average. Inflows/(outflows) - Cryptocurrency: $71 million versus the three-analyst average estimate of $87.14 million. Inflows/(outflows) - U.S. Equity: $478 million versus the three-analyst average estimate of $381.69 million. Fixed Income - End of period assets: $22.66 billion versus $22.12 billion estimated by three analysts on average. Inflows/(outflows) - International Developed Market Equity: $727 million compared to the $1.17 billion average estimate based on three analysts. Inflows/(outflows) - Emerging Markets Equity: $-106 million versus $13.22 million estimated by three analysts on average. U.S. Equity - End of period assets: $46.39 billion versus the three-analyst average estimate of $45.99 billion. Operating Revenues- Performance fees: $5.96 million versus $5.07 million estimated by four analysts on average. Operating Revenues- Management fees: $5.37 million compared to the $5.03 million average estimate based on four analysts. Operating Revenues- Advisory fees: $146.3 million versus the four-analyst average estimate of $141.47 million. The reported number represents a year-over-year change of +41.7%. Operating Revenues- Other income: $19.53 million compared to the $16.65 million average estimate based on four analysts. The reported number represents a change of +108.2% year over year. View all Key Company Metrics for WisdomTree, Inc. here>>> Shares of WisdomTree, Inc. have returned +4.2% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree, Inc. (WT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved a sixth consecutive quarter of record AUM at $162.9 billion, driven by a combination of favorable market conditions, positive net inflows, and the strategic addition of Atlantic House. Delivered an annualized organic growth rate of approximately 13% year-to-date, reflecting a deliberate strategy to diversify growth across geographies, asset classes, and client channels. Expanded adjusted operating margins by 900 basis points year-over-year to 41.1%, demonstrating the inherent scalability of the operating model as top-line revenue grows. Attributed performance resilience to 'more ways to win,' moving away from dependence on single products or themes toward a broader portfolio including private markets and liquid alternatives. Integrated the Atlantic House acquisition to enhance capabilities in outcome-oriented and derivatives-based solutions, specifically targeting expansion beyond the UK into U.S. and European markets. Management contends the current share price does not reflect the intrinsic value of its tokenization platform and growing private markets business, which carry higher revenue yields. Anticipates launching approximately 15 new ETFs over the next 18 months in the U.S. and Europe leveraging Atlantic House's derivative-based investment strategies. Expects ongoing share repurchase activity to serve as a primary lever for long-term EPS growth, balancing capital returns with debt reduction and strategic flexibility. Projects continued momentum in portfolio solutions, with model AUM currently at $9 billion and flows outpacing the broader ETF business due to deeper advisor relationships. Maintains a robust pipeline for tokenized products, including a novel filing for a tokenized ETF that would expand the platform's reach beyond money market funds into equities. Guidance for the second half of the year assumes a diluted share count of 152 million to 155 million, factoring in repurchases and potential conversions of outstanding notes. Revised interest income guidance downward to $8 million from $10 million due to the reallocation of interest-earning assets toward share repurchases. Noted a transition period for Ceres as Fund I closed to new investment and Fund II launched in June, resulting in a temporary moderation of flow cadence. Identified potential volatility in Atlantic House structuring fees, which are dependent on the specific timing of product launches and issuances. Acknowledged that while tokenization is strategically critical, the current regulatory environment remains in a 'pre-Clarity Act' phase of uncertainty. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management clarified that Ceres performance fees of $6 million represent a more normalized level, while flows were impacted by the transition from Fund I to Fund II. Atlantic House's 'other revenue' includes a stable models business capturing 25 basis points on $1.5 billion AUA, while structuring fees will remain sporadic based on product launches. Management believes their on-chain platform holds roughly $1 billion in unrecognized value, solving the mismatch between 24/7 modern markets and legacy batch processing. The pipeline is described as robust, with interest from major U.S. broker-dealers and fintechs in adding wallet offerings and stablecoin services. The Ceres group is actively exploring the use of land for data centers and energy demand, though management noted these developments take time and involve complex community coordination. Management views the demand for compute and energy as a primary global economic theme where their land portfolio offers significant optionality.