The market expects WisdomTree, Inc. (WT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be releas ...

In 2006, WisdomTree launched with a big idea and an impressive mission — to create a better way to invest. We believed investors shouldn’t have to choose between cost efficiency and performance potential, so we developed the first family of ETFs designed to deliver both. Today, WisdomTree offers a leading product range that offers access to an unparalleled selection of unique and smart exposures. ...

Group 1 - WisdomTree is an asset manager that differentiates itself from competitors by focusing on exchange-traded products and digital assets [1] - The company has a unique business profile compared to most of its peers in the asset management industry [1] Group 2 - The author of the article has extensive experience in the financial sector, specifically in portfolio management, which adds credibility to the analysis [1]

Financial Performance - Net income for the year ended December 31, 2024, was reported at $66.7 million, a decrease from $102.5 million in 2023[27]. - Operating revenues increased by 22.5% to $427.7 million for the year ended December 31, 2024, driven by higher average AUM and revenues from European listed ETPs[28]. - Total operating expenses rose by 11.1% to $290.4 million in 2024, primarily due to increased compensation, headcount, and marketing expenses[28]. - WisdomTree's AUM reached $109.8 billion as of December 31, 2024, reflecting strong growth in asset management[41]. - WisdomTree generated $32.4 million in other revenue in 2024, showcasing success in diversifying income streams beyond traditional expense ratios[42]. - Total AUM for U.S. Equity products was $35.4 billion, while Commodity & Currency products totaled $21.9 billion as of December 31, 2024[57][58]. Market Position and Growth - As of December 31, 2024, the global AUM of ETPs reached $13.8 trillion, with the company ranking as the 15th largest ETP sponsor globally[29][30]. - The company anticipates growth driven by increased investor awareness of ETP advantages, a transition to fee-based models, and innovative product offerings[35]. - The number of advisors utilizing WisdomTree's model portfolios surpassed 2,500 in 2024, indicating a steady increase in advisor engagement[41]. - WisdomTree's employee retention rate was 93.8% in 2024, reflecting strong employee engagement and satisfaction[49]. Product Innovation and Development - The company has introduced several first-to-market ETF offerings, including the first currency-hedged international equity ETFs in the U.S. and the first spot bitcoin ETFs[39]. - WisdomTree is committed to developing new investment products and blockchain-enabled solutions, reinforcing its role as an innovator in the digital assets space[36]. - WisdomTree's focus on product development includes launching next-generation digital products and structures, aiming to be first to market with differentiated offerings[76]. - WisdomTree's self-indexing model and newer active ETFs are positioned to generate alpha versus traditional benchmarks, focusing on after-fee performance[81]. Digital Assets and Blockchain - The WisdomTree Prime Mobile App is available in 45 states, serving as a blockchain-native digital wallet and enhancing the company's position in blockchain-enabled financial services[39]. - WisdomTree's blockchain-native digital wallet, WisdomTree Prime, offers access to various digital assets, positioning the company as a leader in digital assets and tokenization[42]. - WisdomTree Prime offers access to digital assets such as bitcoin and tokenized gold, with 13 Digital Funds designed for interoperability across blockchains[82]. Marketing and Brand Strategy - WisdomTree's marketing efforts will focus on increasing brand awareness and user adoption for its blockchain-enabled products, including WisdomTree Prime and WisdomTree Connect[69]. - WisdomTree's advertising strategy includes targeted multi-media campaigns on financial networks like CNBC and Fox Business, with a focus on professional investors in Europe[12]. - The company maintains a database of financial advisors for multi-channel marketing, including research presentations and educational events, enhancing engagement through predictive analytics[12]. - The company has established a strong presence on social media platforms to enhance brand reputation and connect with financial advisors and investors[12]. Regulatory Compliance and Risk Management - The company emphasizes maintaining strong internal controls and risk management to foster customer trust and ensure compliance with evolving regulatory standards[83]. - WisdomTree's digital assets business is actively engaging with U.S. regulators to secure necessary approvals for various initiatives, including a limited purpose trust company and money services business[85]. - The firm is subject to currency translation exposure primarily from its non-U.S. operations in the U.K. and Europe, with advisory fees predominantly earned in U.S. dollars[373]. - The company has adhered to various regulatory requirements, including EMIR and BMR, which govern its operations and risk management practices[104]. Shareholder Returns and Stock Management - The company has repurchased over $100 million of its common stock over the past four years, with plans for additional buybacks and strategic acquisitions[41]. Competitive Landscape - The asset management industry is highly competitive, with significant competition from ETP sponsors and larger financial institutions, necessitating innovative product development[77]. - Approximately 73% of net flows globally over the past three years have been in funds with fees of 20 basis points or less, despite these funds representing only about 32% of global revenues[79].

Group 1 - WisdomTree's U.S. Large Cap Fund ETF (EPS) received a 5-star rating from Morningstar, indicating high performance and quality [1] - The Barnacle, a quantitative analyst with a mathematics background, emphasizes the importance of numerical analysis in investment decisions [1] - The Barnacle shares insights on value stocks with growth potential across various market capitalizations, including large caps, midcaps, small caps, international stocks, gold miners, and REITs [1] Group 2 - The article does not contain any disclosures related to stock positions or business relationships with mentioned companies [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]

Core Insights - WisdomTree, Inc. reported revenue of $110.7 million for the quarter ended December 2024, reflecting a year-over-year increase of 21.9% [1] - The earnings per share (EPS) for the quarter was $0.17, up from $0.11 in the same quarter last year, but below the consensus estimate of $0.18, resulting in an EPS surprise of -5.56% [1] Financial Performance - The reported revenue was slightly below the Zacks Consensus Estimate of $111.41 million, with a surprise of -0.64% [1] - The company’s assets under management (AUM) at the end of the period were $109.8 billion, which was lower than the average estimate of $111.45 billion [4] - Specific asset categories showed the following performance against analyst estimates: - International Developed Market Equity: $17.60 billion vs. $18.05 billion [4] - Emerging Market Equity: $10.47 billion vs. $11.69 billion [4] - Fixed Income: $20.04 billion vs. $20.41 billion [4] - Alternatives: $510 million vs. $490.08 million [4] - U.S. Equity: $35.41 billion vs. $35.58 billion [4] - Cryptocurrency: $1.91 billion vs. $1.48 billion [4] Inflows and Outflows - Inflows for U.S. Equity were reported at $1.10 billion, exceeding the average estimate of $799.78 million [4] - International Developed Market Equity experienced inflows of $63 million, below the average estimate of $81.44 million [4] - Global ETPs saw outflows of -$281 million, contrasting with the estimated inflows of $284.73 million [4] Revenue Breakdown - Advisory fees amounted to $102.26 million, slightly below the average estimate of $103.91 million, but represented a year-over-year increase of 17.6% [4] - Other income was reported at $8.43 million, exceeding the average estimate of $8.16 million, with a significant year-over-year increase of 118.7% [4] Stock Performance - Over the past month, shares of WisdomTree, Inc. have returned -2.9%, while the Zacks S&P 500 composite has increased by +2.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

WisdomTree, Inc. (WT) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.56%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.18, delivering a surprise of 5.88%.Over the last four quarters, the company ha ...

Exhibit 99.1 WisdomTree Announces Fourth Quarter 2024 Results Diluted Earnings Per Share of $0.18 ($0.17, as Adjusted) 700 bps of Annual Operating Margin Expansion vs. the Prior Year New York, NY – (Business Wire) – January 31, 2025 – WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the fourth quarter of 2024. $27.3 million of net income ($25.3 million of net income, as adjusted). See "Non-GAAP Financial Measurements" for additional information. Update from Jon ...

Core Viewpoint - The Zacks rating system provides a reliable method for individual investors to assess stock potential based on earnings estimate revisions, particularly for WisdomTree, Inc. which has recently received a Zacks Rank 2 (Buy) due to positive earnings outlook [1][2][3] Earnings Estimate Revisions - WisdomTree, Inc. has seen a 4.3% increase in the Zacks Consensus Estimate over the past three months, indicating a positive trend in earnings expectations [12] - The upgrade to Zacks Rank 2 places WisdomTree in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [7][8] Impact on Stock Price - The upward revision in earnings estimates is expected to positively influence WisdomTree's stock price, as empirical research shows a strong correlation between earnings estimate revisions and near-term stock movements [5][15] - For the fiscal year ending December 2024, WisdomTree is projected to earn $0.65 per share, reflecting a significant change of 75.7% from the previous year's reported figure [16] Zacks Rating System - The Zacks Rank system classifies stocks based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [11] - The system maintains a balanced distribution of ratings, ensuring that only the top 5% of stocks receive a 'Strong Buy' rating, while the next 15% receive a 'Buy' rating [13]

Core Idea - WisdomTree was established in 2006 with the mission to create a more efficient investment approach that balances cost efficiency and performance potential [1] Company Overview - WisdomTree developed the first family of ETFs aimed at delivering both cost efficiency and performance [1] - The company currently offers a leading range of products that provide access to a unique and intelligent selection of investment exposures [1]