Core Insights - The WisdomTree Japan Opportunities Fund (OPPJ) is a smart beta ETF launched on June 28, 2013, providing broad exposure to the Asia-Pacific (Developed) ETFs category [1] Fund Overview - OPPJ is managed by WisdomTree and has accumulated assets exceeding $202.51 million, positioning it as an average-sized ETF in its category [5] - The fund aims to replicate the performance of the WisdomTree Japan Opportunities Index, which tracks Japanese companies [5] Cost Structure - OPPJ has an annual operating expense ratio of 0.58%, which is competitive within its peer group [6] - The fund offers a 12-month trailing dividend yield of 1.43% [6] Holdings and Sector Exposure - The fund's total assets are entirely in Japanese Yen (JPY), with significant holdings in Marubeni Corp and Sumitomo Corp [7] - The top 10 holdings represent approximately 154.27% of OPPJ's total assets under management, indicating a concentrated investment strategy [8] Performance Metrics - Year-to-date, OPPJ has gained about 24.16%, with a 0% change over the last 12 months as of February 13, 2026 [9] - The fund has traded between $35.34 and $57.61 in the past 52 weeks [9] - OPPJ has a beta of 0.22 and a standard deviation of 0.00% over the trailing three-year period, effectively diversifying company-specific risk with approximately 122 holdings [10] Alternatives in the Market - Other ETFs in the Asia-Pacific (Developed) segment include JPMorgan BetaBuilders Japan ETF (BBJP) with $16.2 billion in assets and iShares MSCI Japan ETF (EWJ) with $18.52 billion [12] - BBJP has a lower expense ratio of 0.19%, while EWJ charges 0.50% [12]

Core Insights - The article highlights a shift in the narrative of mining companies from solely focusing on cryptocurrency to embracing high-performance computing and AI infrastructure, as evidenced by the performance of the Amplify Blockchain Technology ETF (BLOK) [1] Group 1: Company Performances - IREN Limited (IREN) experienced a 42.28% surge in January following a multi-billion-dollar agreement to provide cloud capacity for AI workloads, indicating its data centers' value for both machine learning and blockchain security [1] - Figure Technology Solutions (FIGR) rose by 39.28% in January, reflecting increased institutional adoption of its Provenance Blockchain for home equity lending and private market transactions [1] - Applied Digital (APLD) gained 38.17% as it transitioned from a digital asset miner to an AI infrastructure provider, capitalizing on the demand for high-density power data centers amid the generative AI boom [1] - Bakkt (BKKT) advanced 33.37% due to a rise in digital asset trading activity, benefiting from its role in providing institutional-grade custody and trading services [1] - WisdomTree (WT) saw a 32.90% increase, driven by growing investor interest in tokenization and real-world assets, positioning itself as a bridge between traditional finance and blockchain technology [1] Group 2: Market Trends - The performance of BLOK in January was driven by high-growth infrastructure and platform companies that have evolved beyond single-use crypto models into more versatile blockchain or AI-enabled businesses [1] - The fund's focus on smaller, agile infrastructure and platform plays allows it to capture capital flows in the rapidly evolving sectors of blockchain, AI, and next-generation financial infrastructure [1] - This shift in narrative emphasizes the potential of energy as a programmable asset, moving the focus away from crypto cyclicality towards the value of next-generation digital infrastructure [1]

WisdomTree, Inc. (WT) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earning ...

Core Insights - WisdomTree, Inc. reported a revenue of $147.43 million for the quarter ended December 2025, marking a year-over-year increase of 33.2% and exceeding the Zacks Consensus Estimate by 2.89% [1] - The company's EPS for the same period was $0.29, up from $0.17 a year ago, representing a surprise of 24.73% over the consensus estimate of $0.23 [1] Financial Performance - The company achieved an end-of-period AUM of $144.50 billion, surpassing the average estimate of $142.03 billion [4] - Average AUM was reported at $140.70 billion, exceeding the three-analyst average estimate of $139.52 billion [4] - The end-of-period assets for Emerging Market Equity were $10.64 billion, matching the average estimate [4] - Fixed Income end-of-period assets were reported at $21.07 billion, consistent with the average estimate [4] - Leveraged & Inverse end-of-period assets were $3.28 billion, aligning with the average estimate [4] - Commodity & Currency end-of-period assets were $36.98 billion, also matching the average estimate [4] Inflows and Outflows - Emerging Markets Equity experienced outflows of $508 million, slightly higher than the average estimate of $507.52 million [4] - International Developed Market Equity saw inflows of $1.15 billion, consistent with the average estimate [4] - U.S. Equity had inflows of $191 million, slightly above the average estimate of $190.54 million [4] - Cryptocurrency faced outflows of $117 million, compared to the average estimate of $116.66 million [4] Revenue Breakdown - Operating revenues from advisory fees were reported at $122.71 million, below the average estimate of $125.67 million, but reflecting a year-over-year increase of 20% [4] - Other income generated operating revenues of $12.71 million, exceeding the average estimate of $11.2 million, with a year-over-year change of 50.7% [4] Stock Performance - WisdomTree, Inc. shares returned +35.7% over the past month, significantly outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - Assets under management (AUM) reached a record $144.5 billion, up 5% from Q3 and over 30% year-over-year [5] - Adjusted revenues for Q4 were $147.4 million, a 17% increase from Q3 and approximately 33% year-over-year [8] - Adjusted net income for the quarter was $41.2 million, or $0.29 per share, reflecting strong performance [9] Business Line Data and Key Metrics Changes - European-listed products saw AUM increase from $30.7 billion to $53.3 billion, supported by over $6 billion of net inflows [6] - U.S. AUM increased to a record $88.5 billion, with $1.4 billion of net inflows driven by U.S. equity offerings [7] - Digital assets platform AUM reached approximately $770 million, reflecting strong inflows into the digital money market fund [7] Market Data and Key Metrics Changes - Global AUM today stands at $160.8 billion, up $16 billion or 11% from year-end, driven by favorable market conditions and almost $2 billion of net inflows [8] - European inflows were led by $4.3 billion into the UCITS franchise, with commodity products generating approximately $1 billion of inflows [6] Company Strategy and Development Direction - The company aims to continue delivering differentiated products and has launched over 30 new strategies across various asset classes [17] - Focus remains on expanding the digital assets platform and private markets, with the Ceres acquisition enhancing revenue streams [19] - The company is positioned to capture growth in metals and thematic investments, reflecting a multi-year growth story [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to achieve financial and business goals despite macroeconomic volatility [3] - The company anticipates continued organic growth and margin expansion, with a focus on maintaining expense discipline [15] - Management highlighted the importance of diversification across asset classes and geographies for resilience and growth [22] Other Important Information - The company expects a compensation to revenue ratio of 26%-28% for 2026, reflecting planned hires and compensation adjustments [10] - Discretionary spending guidance is forecasted to range from $80 million-$86 million, driven by marketing and sales-related expenses [11] Q&A Session Summary Question: What are the biggest opportunities for WisdomTree in 2026 and 2027? - Management highlighted strong growth in thematic investments, particularly in Europe, and the potential for market share gains in commodities [25][26] Question: What are the major categories for discretionary spending? - Discretionary spending is largely driven by marketing and sales-related expenses to accelerate growth initiatives [32] Question: Can you discuss the digital asset strategy and user types? - The digital asset strategy focuses on serving clients already familiar with digital assets, with various use cases including treasury management and collateral instruments [52][63] Question: What lessons have been learned from the Ceres acquisition? - The integration of Ceres has gone smoothly, confirming the strategic fit and potential for synergies in distribution and product offerings [60][62]

Financial Data and Key Metrics Changes - Assets under management (AUM) reached a record $144.5 billion, up 5% from Q3 and over 30% year-over-year [5] - Adjusted revenues for Q4 were $147.4 million, a 17% increase from Q3 and approximately 33% year-over-year [8] - Adjusted net income for the quarter was $41.2 million, or $0.29 per share [9] Business Line Data and Key Metrics Changes - European-listed products saw AUM increase from $30.7 billion to $53.3 billion, supported by over $6 billion of net inflows [6] - U.S. AUM increased to a record $88.5 billion, with $1.4 billion of net inflows for the year [7] - Digital assets platform AUM reached approximately $770 million at year-end, reflecting strong inflows into the digital money market fund [7] Market Data and Key Metrics Changes - Global AUM today stands at $160.8 billion, up $16 billion or 11% from year-end, driven by favorable market conditions and almost $2 billion of net inflows [8] - European inflows were led by $4.3 billion into the UCITS franchise, particularly from the European Defence ETF launch [6] Company Strategy and Development Direction - The company aims to continue delivering differentiated products and has launched over 30 new strategies across various themes [17] - Focus remains on expanding the digital assets platform and private markets, with the Ceres acquisition enhancing revenue streams [19] - The company is positioned to capture growth in metals and thematic investments, reflecting a multi-year growth story [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to achieve financial and business goals despite macroeconomic volatility [3] - The company anticipates continued organic growth and margin expansion, with a focus on maintaining expense discipline [15] - Management highlighted the importance of diversification across asset classes and geographies for resilience and growth [22] Other Important Information - The company expects a compensation to revenue ratio of 26%-28% for 2026, reflecting planned hires and compensation adjustments [10] - Discretionary spending guidance is forecasted to range from $80 million-$86 million, driven by marketing and sales-related expenses [11] Q&A Session Summary Question: What are the biggest opportunities for WisdomTree in 2026 and 2027? - Management highlighted strong growth in thematic investments, particularly in Europe, and the potential for market share gains in commodities [25][26] Question: What are the major categories for discretionary spending? - Discretionary spending is largely driven by marketing and sales-related expenses tied to growth initiatives [32] Question: Can you provide insights on the digital asset strategy and user types? - The digital asset strategy focuses on serving clients already familiar with on-chain operations, including stablecoin issuers and businesses using stablecoins for treasury management [52][63] Question: What lessons have been learned from the Ceres acquisition? - The integration of Ceres has gone smoothly, confirming the strategic fit and potential for synergies in distribution and product offerings [60][62] Question: How does macroeconomic volatility affect WisdomTree's business? - The company is well-positioned to benefit from macroeconomic volatility due to its diversified product offerings across asset classes [48][50]

Financial Data and Key Metrics Changes - Assets under management (AUM) reached a record $144.5 billion, up 5% from the third quarter and over 30% year-over-year [4] - Adjusted revenues for the quarter were $147.4 million, an increase of 17% from the third quarter and up approximately 33% year-over-year [7] - Adjusted net income for the quarter was $41.2 million, or $0.29 per share, with an adjusted operating margin expanding almost 300 basis points to finish the year at 36.5% [9] Business Line Data and Key Metrics Changes - European-listed products saw AUM increase from $30.7 billion to a record $53.3 billion, supported by over $6 billion of net inflows [5] - U.S. AUM increased to a record $88.5 billion, with $1.4 billion of net inflows for the year, driven primarily by U.S. equity offerings [6] - Digital assets platform AUM reached approximately $770 million at year-end, reflecting strong inflows into the digital money market fund [6] Market Data and Key Metrics Changes - Global AUM today stands at $160.8 billion, up $16 billion or 11% from year-end, driven by favorable market conditions and almost $2 billion of net inflows [7] - Thematic strategies, particularly in metals, saw AUM increase by 83% with more than $1 billion in net inflows [15] Company Strategy and Development Direction - The company aims to deliver differentiated products that perform and persist, focusing on thematic investments and private markets [16][19] - The acquisition of Ceres Partners is expected to add a long-duration, diversifying revenue stream, with AUM growing to about $1.9 billion since the acquisition [18] - The company is committed to maintaining tight expense discipline while investing in growth, demonstrating that margin expansion and investment can coexist [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to achieve financial and business plans, highlighting the importance of organic growth and disciplined execution [14][20] - The company is well-positioned to capture market share in thematic investments, particularly in Europe, and is optimistic about the growth potential in digital assets and private markets [15][19] Other Important Information - The company forecasts a compensation to revenue ratio of 26%-28% for 2026, reflecting planned hires and compensation adjustments [10] - Discretionary spending guidance is forecasted to range from $80 million-$86 million, driven by increased marketing and sales expenses [11] Q&A Session Summary Question: What are the biggest opportunities for WisdomTree in 2026 and 2027? - Management highlighted the success of the European defense fund and the growth in thematic investments, particularly in rare earths and industrial metals, as key opportunities [24][25] Question: What are the major categories for the discretionary spending increase? - The increase is largely driven by marketing and sales-related expenses tied to growth initiatives [31] Question: Is WisdomTree's approach to growing its digital asset base focused on education or capturing existing clients? - The focus is on capturing clients who are already familiar with digital assets and tokenization [52] Question: Can you provide insights on the integration of Ceres and future growth opportunities? - The integration has gone smoothly, and management sees significant synergies and growth potential from the acquisition [61][62]

Core Viewpoint - WisdomTree, Inc. has experienced a significant increase in its stock's consensus price target, reflecting growing optimism among analysts regarding the company's future prospects [1][6] Price Target Evolution - The average price target for WisdomTree's stock was $15.58 last year, serving as a baseline for analysts' expectations [2] - Three months ago, the average price target increased to $16, indicating analysts' improved outlook on the company's performance or market conditions [3] - Most recently, the average price target rose further to $18, showcasing continued positive sentiment among analysts [4] Performance Metrics - WisdomTree's ETF has outperformed the S&P 500 by 32 percentage points over the past decade, contributing to the increased price target [3] - The ETF is designed with cost efficiency, featuring a minimal 0.08% expense ratio and a 16% annual turnover, enhancing its tax efficiency [4] Analyst Sentiment - Analysts suggest a potential 28.2% upside for WisdomTree's stock based on the latest price target [2][6] - Despite the positive trend, Morgan Stanley has set a more cautious price target of $6, indicating the need for investors to consider various factors before making investment decisions [5][6]

Q4 2025 Results January 30, 2026 WisdomTree – Q4/25 Results 1 Forward Looking Statements This presentation contains forward-looking statements that are based on our management's beliefs and assumptions and on information currently available to our management. Although we believe that the expectations reflected in these forward-looking statements are reasonable, these statements relate to future events or our future financial performance, and involve known and unknown risks, uncertainties and other factors t ...

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