WisdomTree Reports Strong Q4 Results with Record AUM
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 01 2025
0mins
Should l Buy WT?
Source: Investing
WisdomTree's stock fell 5.02% as it crossed below the 5-day SMA amid broader market declines, with the Nasdaq-100 down 1.32% and the S&P 500 down 0.50%.
The company reported a Q4 non-GAAP EPS of $0.29, exceeding expectations by $0.06, reflecting strong profitability and boosting investor confidence in its financial health. WisdomTree's assets under management reached a record $144.5 billion, showcasing strong investor interest in its investment products and solidifying its market position. This performance indicates robust demand for its products and services, despite the overall market weakness.
The strong earnings report highlights WisdomTree's ability to maintain growth amid market fluctuations, suggesting potential for future growth as it continues to expand its asset management capabilities.
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Analyst Views on WT
Wall Street analysts forecast WT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WT is 15.00 USD with a low forecast of 13.25 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 15.500
Low
13.25
Averages
15.00
High
16.00
Current: 15.500
Low
13.25
Averages
15.00
High
16.00
About WT
WisdomTree, Inc. is a global financial company. The Company is engaged in offering a diversified suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. The Company is focused on offering digital products and services related to tokenizing real world assets and stablecoins, as well as its blockchain-native digital wallet, WisdomTree Prime and institutional platform, WisdomTree Connect. WisdomTree Prime provides direct-to-consumer access to digital assets, including bitcoin, ether, tokenized gold, United States dollar tokens and 13 Digital Funds, while also enabling spending functionality through a co-branded debit card. The WisdomTree Connect platform offers businesses and institutional users direct access to its Digital Funds using their own self-hosted wallet or a third-party custodial wallet service. The Company also operates in private asset markets, through Ceres Partners, which specializes in farmland investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
WisdomTree (WT) Q4 2025 Earnings Call Transcript
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WisdomTree Reports Record AUM and Margin Expansion in Q4 2025
- Record AUM Achievement: WisdomTree's assets under management reached $144.5 billion in Q4 2025, reflecting a 5% increase from Q3 and over 30% year-over-year growth, showcasing the company's ability to maintain strong growth amid market fluctuations and solidifying its market position.
- Significant Revenue Growth: Adjusted revenues for the quarter were $147.4 million, up 17% from Q3 and approximately 33% year-over-year, primarily driven by higher average AUM and contributions from Ceres, indicating substantial progress in revenue diversification.
- Gross Margin Improvement: Management forecasts gross margins for 2026 to range between 82% and 83%, up from 81.9% last year, reflecting revenue growth from Ceres and expectations for further AUM expansion, demonstrating ongoing enhancements in profitability.
- Optimistic Future Outlook: Management anticipates a compensation-to-revenue ratio of 26% to 28% for 2026 and plans to increase discretionary spending to $80 million to $86 million, primarily for marketing and sales, indicating a proactive strategy for expanding market share and improving operational efficiency.
See More
WisdomTree Q4 Earnings Exceed Expectations
- Earnings Beat: WisdomTree reported a Q4 non-GAAP EPS of $0.29, exceeding expectations by $0.06, which reflects strong profitability and boosts investor confidence in the company's financial health.
- Significant Revenue Growth: The company achieved revenue of $147.4 million, marking a 33.2% year-over-year increase and surpassing market expectations by $4.8 million, indicating robust demand for its products and services.
- Record AUM: WisdomTree's assets under management (AUM) reached a record $144.5 billion, showcasing strong investor interest in its investment products and solidifying its market position.
- Earnings Per Share Performance: The diluted EPS stood at $0.28, slightly below the non-GAAP figure, yet still indicates ongoing improvement in profitability, suggesting potential for future growth.
See More
WisdomTree Reports Strong Q4 2025 Results with AUM Growth
- AUM Growth: WisdomTree's assets under management (AUM) reached $144.5 billion, marking a 5.3% increase from the previous quarter, primarily driven by market appreciation and the acquisition of Ceres Partners, indicating strong growth potential in asset management.
- Profitability Improvement: The company reported a net income of $40 million for Q4, with adjusted earnings per share at $0.29, significantly up from the previous year, reflecting revenue growth and operational efficiency gains from the Ceres acquisition.
- Operating Margin Expansion: The operating income margin increased to 40.5%, up 4.2 percentage points from the prior quarter, primarily due to revenue increases from the Ceres acquisition, demonstrating effective management in cost control and profitability.
- Shareholder Returns: WisdomTree declared a quarterly dividend of $0.03, payable on February 25, 2026, highlighting the company's commitment to shareholder returns while maintaining growth momentum.
See More
WisdomTree Set to Announce Q4 Earnings on January 30
- Earnings Announcement: WisdomTree is set to release its Q4 earnings on January 30 before market open, with a consensus EPS estimate of $0.23, reflecting a 35.3% year-over-year increase, which could further solidify its position in the investment management sector.
- Revenue Growth Expectations: The anticipated Q4 revenue of $142.6 million, representing a 28.8% year-over-year growth, indicates strong performance in its asset management business, potentially attracting more investor interest.
- Strong Track Record: Over the past two years, WisdomTree has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating financial stability and building market confidence.
- Upward Revision Trend: In the last three months, WisdomTree has seen 6 upward revisions for EPS and 5 for revenue estimates, reflecting analysts' optimistic outlook on the company's future growth.
See More
WisdomTree Expands Tokenized Funds to Solana
- Multi-Chain Strategy: WisdomTree announced the expansion of its full suite of regulated tokenized funds to Solana as part of its multi-chain deployment strategy, aiming to attract more retail and institutional investors and enhance market competitiveness.
- Investor Access: Retail and institutional investors will be able to access these tokenized funds through the WisdomTree Connect and WisdomTree Prime platforms, which is expected to improve user experience and expand the customer base.
- Positive Market Reaction: Following the announcement, WisdomTree's shares rose 0.90% in pre-market trading to $16.75, reflecting the market's positive outlook on the company's strategic expansion.
- Asset Management Goals: WisdomTree anticipates reaching $143 billion in assets under management by the end of December and has set an 83% gross margin target for Q4, demonstrating confidence in its diversified growth strategy.
See More
WisdomTree (WT) Q4 2025 Earnings Call Transcript
See More
WisdomTree Reports Record AUM and Margin Expansion in Q4 2025
- Record AUM Achievement: WisdomTree's assets under management reached $144.5 billion in Q4 2025, reflecting a 5% increase from Q3 and over 30% year-over-year growth, showcasing the company's ability to maintain strong growth amid market fluctuations and solidifying its market position.
- Significant Revenue Growth: Adjusted revenues for the quarter were $147.4 million, up 17% from Q3 and approximately 33% year-over-year, primarily driven by higher average AUM and contributions from Ceres, indicating substantial progress in revenue diversification.
- Gross Margin Improvement: Management forecasts gross margins for 2026 to range between 82% and 83%, up from 81.9% last year, reflecting revenue growth from Ceres and expectations for further AUM expansion, demonstrating ongoing enhancements in profitability.
- Optimistic Future Outlook: Management anticipates a compensation-to-revenue ratio of 26% to 28% for 2026 and plans to increase discretionary spending to $80 million to $86 million, primarily for marketing and sales, indicating a proactive strategy for expanding market share and improving operational efficiency.
See More
WisdomTree Q4 Earnings Exceed Expectations
- Earnings Beat: WisdomTree reported a Q4 non-GAAP EPS of $0.29, exceeding expectations by $0.06, which reflects strong profitability and boosts investor confidence in the company's financial health.
- Significant Revenue Growth: The company achieved revenue of $147.4 million, marking a 33.2% year-over-year increase and surpassing market expectations by $4.8 million, indicating robust demand for its products and services.
- Record AUM: WisdomTree's assets under management (AUM) reached a record $144.5 billion, showcasing strong investor interest in its investment products and solidifying its market position.
- Earnings Per Share Performance: The diluted EPS stood at $0.28, slightly below the non-GAAP figure, yet still indicates ongoing improvement in profitability, suggesting potential for future growth.
See More
WisdomTree Reports Strong Q4 2025 Results with AUM Growth
- AUM Growth: WisdomTree's assets under management (AUM) reached $144.5 billion, marking a 5.3% increase from the previous quarter, primarily driven by market appreciation and the acquisition of Ceres Partners, indicating strong growth potential in asset management.
- Profitability Improvement: The company reported a net income of $40 million for Q4, with adjusted earnings per share at $0.29, significantly up from the previous year, reflecting revenue growth and operational efficiency gains from the Ceres acquisition.
- Operating Margin Expansion: The operating income margin increased to 40.5%, up 4.2 percentage points from the prior quarter, primarily due to revenue increases from the Ceres acquisition, demonstrating effective management in cost control and profitability.
- Shareholder Returns: WisdomTree declared a quarterly dividend of $0.03, payable on February 25, 2026, highlighting the company's commitment to shareholder returns while maintaining growth momentum.
See More
WisdomTree Set to Announce Q4 Earnings on January 30
- Earnings Announcement: WisdomTree is set to release its Q4 earnings on January 30 before market open, with a consensus EPS estimate of $0.23, reflecting a 35.3% year-over-year increase, which could further solidify its position in the investment management sector.
- Revenue Growth Expectations: The anticipated Q4 revenue of $142.6 million, representing a 28.8% year-over-year growth, indicates strong performance in its asset management business, potentially attracting more investor interest.
- Strong Track Record: Over the past two years, WisdomTree has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating financial stability and building market confidence.
- Upward Revision Trend: In the last three months, WisdomTree has seen 6 upward revisions for EPS and 5 for revenue estimates, reflecting analysts' optimistic outlook on the company's future growth.
See More
WisdomTree Expands Tokenized Funds to Solana
- Multi-Chain Strategy: WisdomTree announced the expansion of its full suite of regulated tokenized funds to Solana as part of its multi-chain deployment strategy, aiming to attract more retail and institutional investors and enhance market competitiveness.
- Investor Access: Retail and institutional investors will be able to access these tokenized funds through the WisdomTree Connect and WisdomTree Prime platforms, which is expected to improve user experience and expand the customer base.
- Positive Market Reaction: Following the announcement, WisdomTree's shares rose 0.90% in pre-market trading to $16.75, reflecting the market's positive outlook on the company's strategic expansion.
- Asset Management Goals: WisdomTree anticipates reaching $143 billion in assets under management by the end of December and has set an 83% gross margin target for Q4, demonstrating confidence in its diversified growth strategy.
See More
