WisdomTree Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
18.3%projected annual EPS growth
Analyst Coverage
7analysts covering
FY Revenue (est.)
$695.8Mnext fiscal year
FY EPS (est.)
$1.18next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 30 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Assets Under Management (AUM) Quarterly152.6BTarget: Sustained organic growth and market appreciation to scale beyond $160 billion
Adjusted Operating Margin Quarterly3,930.0%Target: Maintain high-30s to low-40s percentage range through operating leverage
Gross Margin (Non-GAAP) Quarterly8,440.0%Target: 83.0% to 84.0% for full-year 2026
Tokenized Money Market Fund AUM Quarterly867MTarget: Continued scaling of digital asset ecosystem and WisdomTree Prime platform
Watch Items
- Integration of Atlantic House AcquisitionTrigger: Compensation-to-revenue ratio trending toward 28% or discretionary spending exceeding $89 millionAction: Review cost synergies, operational integration milestones, and fee yield contributions from the acquired active and defined-outcome strategies.
- Dilution from Convertible Note RefinancingTrigger: Weighted average diluted shares rising toward 158 million in Q2 2026Action: Monitor the planned retirement of remaining 2026 and 2029 notes in the second half of 2026 to reduce share count back to approximately 154 million.
- Digital Asset and Tokenization Regulatory EnvironmentTrigger: Changes in SEC exemptive relief or secondary market trading rules for tokenized fundsAction: Assess impact on WisdomTree Prime platform adoption and the growth trajectory of the WTGXX tokenized money market fund.
Research as of 20 Jun 2026