Equity Profile

WT

WisdomTree, Inc.

FinancialsAsset Management & Custody Banks$2.6B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

WisdomTree, Inc. (WT) is a financial services company specializing in asset management and custody banking....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that WisdomTree manages, which is crucial for understanding its revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

WT Q2-2026 Earnings Preview

Context

Company Snapshot

WisdomTree, Inc. (WT) is a financial services company specializing in asset management and custody banking. With a market cap of $3 billion, it plays a significant role in the investment landscape, particularly in exchange-traded funds (ETFs) and other investment products that cater to various investor needs.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+8.28%

Avg Stock Reaction

+1.23%

Last Quarter Recap

In Q1-2026, WisdomTree reported an EPS of $0.27, surpassing estimates by nearly 10%. However, the stock saw a slight decline the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

As WisdomTree approaches its Q2-2026 earnings report, investors are keen to see if the company can maintain its positive earnings surprises. The lack of analyst estimates adds uncertainty to expectations.

Bull Case

If WisdomTree continues its trend of beating EPS estimates, it could signal strong operational performance and attract more investment, driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or reports declining AUM, it could lead to a negative market reaction, especially given the recent stock performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given WisdomTree's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

What are the current trends in AUM and net inflows?

These metrics will provide insight into the company's growth trajectory and market demand for its products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of recent market trends on WisdomTree's AUM growth, which could be stronger than anticipated.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating operational strength.

Options pricing suggests a significant move, reflecting uncertainty that may not be fully accounted for in consensus estimates.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of WisdomTree's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether WisdomTree can maintain its growth momentum and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong operational performance and likely lead to a positive market reaction.

Bear Confirmed If

An EPS below $0.25 could signal potential issues in profitability and lead to a negative market response.

Pre-Earnings Positioning

Options Market

Implied Move

±16.42%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±16.4% while WT has averaged ±2.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

49.1%

Calls (26K)P/C Ratio: 0.00Puts (600)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If WisdomTree beats estimates and raises guidance, history suggests the stock could rise by an average of 1.45% on the day.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors digest the information.

Miss

Should the company miss expectations, the average historical reaction indicates a potential decline of around 0.31%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on the growth of AUM and net inflows.
2Insights into the competitive landscape and how WisdomTree is positioning itself.
3Updates on new product launches or strategic initiatives.
4Management's outlook on market conditions and potential challenges.
5Details on cost management and operational efficiency improvements.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

WisdomTree, Inc. (WT) is a financial services company specializing in asset management and custody banking....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that WisdomTree manages, which is crucial for understanding its revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

WT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+8.28%

Avg Stock Reaction

+1.23%

Last Quarter Recap

In Q1-2026, WisdomTree reported an EPS of $0.27, surpassing estimates by nearly 10%. However, the stock saw a slight decline the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If WisdomTree continues its trend of beating EPS estimates, it could signal strong operational performance and attract more investment, driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or reports declining AUM, it could lead to a negative market reaction, especially given the recent stock performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given WisdomTree's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

What are the current trends in AUM and net inflows?

These metrics will provide insight into the company's growth trajectory and market demand for its products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of recent market trends on WisdomTree's AUM growth, which could be stronger than anticipated.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating operational strength.

Options pricing suggests a significant move, reflecting uncertainty that may not be fully accounted for in consensus estimates.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of WisdomTree's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether WisdomTree can maintain its growth momentum and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong operational performance and likely lead to a positive market reaction.

Bear Confirmed If

An EPS below $0.25 could signal potential issues in profitability and lead to a negative market response.

Pre-Earnings Positioning

Options Market

Implied Move

±16.42%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±16.4% while WT has averaged ±2.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

49.1%

Calls (26K)P/C Ratio: 0.00Puts (600)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If WisdomTree beats estimates and raises guidance, history suggests the stock could rise by an average of 1.45% on the day.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors digest the information.

Miss

Should the company miss expectations, the average historical reaction indicates a potential decline of around 0.31%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on the growth of AUM and net inflows.
2Insights into the competitive landscape and how WisdomTree is positioning itself.
3Updates on new product launches or strategic initiatives.
4Management's outlook on market conditions and potential challenges.
5Details on cost management and operational efficiency improvements.