Group 1 - WisdomTree, Inc. (WT) has reached a significant support level and is considered a good pick for investors from a technical perspective due to a "golden cross" formation [1] - The golden cross occurs when a stock's 50-day simple moving average breaks above its 200-day moving average, indicating a potential bullish breakout [1][2] - WT has moved 27.7% higher over the last four weeks, suggesting it may be on the verge of a breakout [3] Group 2 - The company currently holds a 2 (Buy) rating on the Zacks Rank, indicating positive sentiment among analysts [3] - There have been two upward revisions in earnings estimates over the past two months, with no estimates going lower, further solidifying the bullish outlook for WT [3] - Investors are encouraged to consider adding WT to their watchlist due to the positive technical indicators and earnings estimate movements [5]

Company Overview - WisdomTree, Inc. (WT) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [4] Price Performance - WT shares have increased by 10.44% over the past week, outperforming the Zacks Financial - Miscellaneous Services industry, which rose by 3.35% [6] - Over the past month, WT's price change is 25.64%, significantly higher than the industry's 7.02% [6] - In the last quarter, WT shares have risen by 44.63%, and over the past year, they have gained 23.36%, while the S&P 500 has only moved 10.24% and 14.41%, respectively [7] Trading Volume - The average 20-day trading volume for WT is 2,391,614 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, two earnings estimates for WT have been revised upwards, increasing the consensus estimate from $0.69 to $0.72 [10] - For the next fiscal year, two estimates have also moved upwards with no downward revisions during the same period [10] Conclusion - Considering the strong momentum indicators and positive earnings outlook, WT is positioned as a promising investment opportunity with a Momentum Score of A and a Zacks Rank of 2 (Buy) [12]

Core Insights - WisdomTree, Inc. (WT) shares experienced a significant increase of 6.6%, closing at $12.25, with a notable trading volume, contributing to a total gain of 20.4% over the past four weeks [1][2]. Analyst Ratings - Morgan Stanley raised its price target for WisdomTree from $9.75 to $11.00 while maintaining an equal weight rating [2] - Northcoast Research upgraded WisdomTree from neutral to buy, setting a price target of $15.00 [2] - Goldman Sachs upgraded its rating from sell to neutral and increased the price target from $9.50 to $11.90, reflecting a wave of bullish sentiment among analysts [2] Earnings Expectations - WisdomTree is expected to report quarterly earnings of $0.17 per share, representing a year-over-year increase of 6.3% [3] - Revenue expectations stand at $111.06 million, which is a 3.8% increase compared to the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for WisdomTree has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - WisdomTree currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [4] Industry Context - WisdomTree operates within the Zacks Financial - Miscellaneous Services industry, where another company, Moody's (MCO), closed 1.1% lower at $497.12, with a 4.2% return over the past month [4]

Core Insights - The article discusses potential investment opportunities in a specific company, highlighting the analyst's intention to initiate a long position in the stock within the next 72 hours [1]. Group 1 - The analyst has no current stock, option, or similar derivative position in the companies mentioned but may consider purchasing stock or call options in the near future [1]. - The article expresses the analyst's personal opinions and is not influenced by any compensation from the companies discussed [1]. - There is an emphasis on the independence of the analysis, indicating that it does not reflect the views of Seeking Alpha as a whole [2].

Core Insights - The article discusses the financial sector and highlights the author's extensive experience in journalism and reporting, particularly in the context of Canadian politics and economics [3]. Group 1 - The author has over a decade of reporting experience, focusing on financial news since 2007 [3]. - The author has a diploma in journalism from Lethbridge College, indicating a formal education in the field [3]. - The article emphasizes the author's expertise in covering both territorial and federal politics in Canada, showcasing a broad understanding of the economic landscape [3].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________ Form 10-Q ________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____to____. Commission File Number 001-10932 ________________________ WisdomTree, Inc. (Exact name of registr ...

Financial Data and Key Metrics Changes - The company ended the quarter with record AUM of $115.8 billion, up 5.5% from the prior quarter [5] - Net inflows totaled $3 billion, reflecting an annualized organic growth rate of 11% [5] - Revenue for the quarter was $108 million, down slightly from the previous quarter due to two fewer trading days, but up 11.6% year-over-year [7][8] - Adjusted net income for the quarter was $23 million, or $0.16 per share, impacted by seasonal compensation [8] Business Line Data and Key Metrics Changes - Inflows in the U.S. exceeded $1.8 billion, with significant contributions from fixed income and U.S. equity products [6] - The digital money market fund attracted $100 million in AUM during the quarter [6] - In Europe, inflows were over $1.1 billion, primarily into the USITS ETF suite, including $770 million into the European defense fund launched in March [6] Market Data and Key Metrics Changes - The company experienced positive market movement, particularly in commodities, which helped offset headwinds in the U.S. market [6] - The European Defense Fund has been a standout, bringing in $770 million in Q1 and over $700 million in April [11] Company Strategy and Development Direction - The company is focusing on adapting to evolving market dynamics and has introduced unique investment ideas, such as the geopolitical risk-aware model portfolios [12] - There is a strong emphasis on deepening client relationships, with a target to grow the total number of clients using WisdomTree products by 4% this year [13] - The model portfolios business reached $4 billion in AUA, reflecting a nearly 20% annualized organic growth rate [13] - The company is expanding its digital assets offerings, with plans to enable on-chain transfers and broaden functionality in the coming months [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a more volatile market, highlighting the balanced AUM and diversification as strengths [10] - The company anticipates continued growth in client relationships and product usage, with a focus on leveraging AI to enhance performance across various functions [22][32] - The future outlook is described as bright, with a strong platform and execution strategy to drive value creation for shareholders [23] Other Important Information - The WisdomTree European Defense Fund has become one of the most successful launches in the company's history, reflecting a timely response to geopolitical themes [11][19] - The company has positioned itself as a leader in tokenized products, with over $100 million in inflows year-to-date [20][42] Q&A Session Summary Question: Opportunity for WisdomTree Prime - Management discussed the importance of on and off ramps for interacting with stable coins and crypto assets, with a measured rollout planned for the summer and expanded marketing in September [25][27] Question: Update on AI Deployment - Management highlighted the integration of AI across the company to enhance customer experience, growth, and decision-making, with positive results seen in various departments [30][32] Question: Update on Crypto Funds and New ETFs - The company has seen good early capital in its crypto offerings in Europe, with a focus on expanding offerings in the U.S. as regulatory conditions improve [37][40]

Financial Data and Key Metrics Changes - The company ended the quarter with record AUM of $115.8 billion, up 5.5% from the prior quarter [4] - Net inflows totaled $3 billion, reflecting an annualized organic growth rate of 11% [4] - Revenue for the quarter was $108 million, down slightly from the previous quarter due to two fewer trading days and lower average fee capture, but up 11.6% year-over-year [6][7] - Adjusted net income for the quarter was $23 million, or $0.16 per share, impacted by seasonal compensation [7] Business Line Data and Key Metrics Changes - In the U.S., the company generated over $1.8 billion of inflows, including into fixed income and U.S. equity products [5] - In Europe, over $1.1 billion of inflows were generated, primarily into the USITS ETF suite, with $770 million into the European Defense Fund launched in March [5] - The model portfolios business reached AUA of $4 billion, up 4% year-to-date, reflecting a nearly 20% annualized organic growth rate [12] Market Data and Key Metrics Changes - The company experienced positive market movement in commodities, which helped offset headwinds in the U.S. market [6] - The European Defense Fund has been a standout, bringing in $770 million in Q1 alone and over $700 million in April [10] Company Strategy and Development Direction - The company is focusing on adapting to evolving market dynamics and has introduced unique investment ideas, such as the geopolitical risk-aware model portfolios [11] - There is a strategic emphasis on deepening client relationships, with a target to grow the total number of clients using WisdomTree products by 4% this year [12] - The company is also expanding its digital assets offerings, with plans to enable on-chain transfers and broaden functionality in the coming months [14] Management's Comments on Operating Environment and Future Outlook - Management noted that the company is well-positioned in a more volatile market, with a balanced AUM and strong client momentum [9] - The CEO expressed confidence in the company's ability to drive long-term value creation for shareholders, highlighting the efficiency of the business model [21][22] Other Important Information - The company has seen significant growth in its tokenized products, with over $100 million in inflows year-to-date [19] - The company is actively working on AI deployment across various functions to enhance performance and decision-making [30][31] Q&A Session Summary Question: Opportunity for WisdomTree Prime - Management discussed the importance of on and off ramps for interacting with stable coins and other crypto assets, with a measured rollout planned for the summer and expanded marketing in September [24][26] Question: Update on Crypto Funds and New ETFs - The company highlighted its focus on Bitcoin in the U.S. and a broader 20-coin basket product in Europe, with over $100 million in inflows for the crypto offering in Europe this year [36][37]

Financial Data and Key Metrics Changes - The company ended the quarter with record assets under management (AUM) of $115.8 billion, up 5.5% from the prior quarter [4] - Net inflows totaled $3 billion, reflecting an annualized organic growth rate of 11% [4] - Revenue for the quarter was $108 million, down slightly from the previous quarter due to two fewer trading days and lower average fee capture, but 11.6% higher than the same period last year [6][7] - Adjusted net income for the quarter was $23 million, or $0.16 per share, impacted by seasonal compensation [7] Business Line Data and Key Metrics Changes - Inflows in the U.S. exceeded $1.8 billion, with significant contributions from fixed income and U.S. equity products [5] - The European market generated over $1.1 billion in inflows, primarily into the USITS ETF suite, including $770 million into the newly launched European Defense Fund [5][11] - The model portfolios business reached $4 billion in assets under administration (AUA), up 4% year-to-date, reflecting a nearly 20% annualized organic growth rate [13] Market Data and Key Metrics Changes - The company experienced positive market movement in commodities, which helped offset headwinds in the U.S. market [6] - The European Defense Fund has been a standout, bringing in $1.4 billion in net inflows year-to-date, making it one of the most successful launches in the company's history [19] Company Strategy and Development Direction - The company is focusing on adapting to evolving market dynamics and has introduced unique investment ideas, such as the geopolitical risk-aware model portfolios [12] - There is a strategic emphasis on deepening client relationships, with a target to grow the total number of clients using WisdomTree products by 4% this year [13] - The company is also expanding its digital assets offerings, with plans to enable on-chain transfers and broaden functionality in the coming months [14][15] Management's Comments on Operating Environment and Future Outlook - Management noted that the company is well-positioned in a more volatile market, with a balanced AUM and strong client momentum [9][10] - The future outlook is positive, with expectations for continued organic growth and a focus on efficiency improvements through AI deployment [23][24] Other Important Information - The company has positioned itself as a leader in tokenized products, with over $100 million in inflows year-to-date [21] - The management highlighted the diversification of AUM across geographies, asset classes, and client types as a significant strength [22] Q&A Session Summary Question: Opportunity for WisdomTree Prime - Management discussed the importance of on and off ramps for interacting with stable coins and other crypto assets, with a measured rollout planned for the summer and expanded marketing in September [26][27] Question: AI Deployment - Management explained that AI is being implemented across various functions to enhance customer experience, growth, and decision-making [31][33] Question: Update on Crypto Funds - The company has focused on Bitcoin in the U.S. and launched a broad 20-coin basket product in Europe, with over $100 million in inflows [38][39]

WisdomTree, Inc. (WT) reported $108.08 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 11.6%. EPS of $0.16 for the same period compares to $0.12 a year ago.The reported revenue represents a surprise of -1.19% over the Zacks Consensus Estimate of $109.38 million. With the consensus EPS estimate being $0.16, the company has not delivered EPS surprise.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they c ...