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. is a financial services company specializing in asset management and custody banking....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of a company's profitability and financial health, which investors closely watch during earnings reports.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of the assets that WisdomTree manages, indicating the company's scale and success in attracting investors.

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. 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, which are increasingly popular among retail and institutional investors.

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, exceeding expectations by 9.76%. However, the stock saw a slight decline of 2.24% the following day, indicating mixed market reactions despite the earnings beat.

Management Promises & Guidance

Continue to focus on expanding their ETF offerings.
Enhance customer engagement through improved digital platforms.
Maintain cost discipline to support profitability.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about WisdomTree's upcoming earnings, given its strong track record of beating EPS estimates. However, the lack of specific guidance may lead to uncertainty.

Bull Case

If WisdomTree can show strong growth in AUM and net inflows, it could lead to a significant positive reaction in the stock price, reinforcing investor confidence.

Bear Case

Conversely, if the company reports disappointing inflows or a decline in AUM, it could trigger a sell-off, especially given the high implied volatility in the options market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current AUM and how has it changed compared to last quarter?

AUM is a key indicator of the company's growth and market position, and any significant changes could impact investor sentiment.

What are the net inflows for the quarter?

Net inflows directly affect revenue and profitability, making this a critical metric for understanding the company's performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate WisdomTree's ability to attract new assets, especially given the increasing popularity of ETFs in a volatile market.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong management performance.

Options pricing suggests a significant move, which may reflect investor uncertainty rather than a lack of confidence in the company's fundamentals.

Key Risk

If AUM growth exceeds expectations, it could shift the narrative and lead to a positive reevaluation of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on how well WisdomTree is attracting new investments and managing existing assets, which are crucial for its future growth.

Bull Confirmed If

AUM growth of over 5% quarter-over-quarter would confirm the bullish outlook.

Bear Confirmed If

A decline in AUM or negative net inflows would confirm the bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±16.42%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, suggesting that investors expect volatility around the earnings report.

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 expectations and raises guidance, history suggests the stock could rise by about 1.45% on the first day.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see muted movement.

Miss

If the company misses estimates, history indicates a potential decline of around 0.31% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on AUM and net inflows for the quarter.
2Any new product launches or strategic initiatives.
3Management's outlook on market conditions and competition.
4Details on cost management and operational efficiency.
5Insights into customer engagement and digital platform improvements.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

DYNBMO

Dyne Therapeutics, Inc.

Insider activity

PreviewView

Jul

Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of a company's profitability and financial health, which investors closely watch during earnings reports.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of the assets that WisdomTree manages, indicating the company's scale and success in attracting investors.

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

Management Promises & Guidance

Continue to focus on expanding their ETF offerings.
Enhance customer engagement through improved digital platforms.
Maintain cost discipline to support profitability.

Expectations

Wall Street Expectations

Bull Case

If WisdomTree can show strong growth in AUM and net inflows, it could lead to a significant positive reaction in the stock price, reinforcing investor confidence.

Bear Case

Conversely, if the company reports disappointing inflows or a decline in AUM, it could trigger a sell-off, especially given the high implied volatility in the options market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current AUM and how has it changed compared to last quarter?

AUM is a key indicator of the company's growth and market position, and any significant changes could impact investor sentiment.

What are the net inflows for the quarter?

Net inflows directly affect revenue and profitability, making this a critical metric for understanding the company's performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate WisdomTree's ability to attract new assets, especially given the increasing popularity of ETFs in a volatile market.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong management performance.

Options pricing suggests a significant move, which may reflect investor uncertainty rather than a lack of confidence in the company's fundamentals.

Key Risk

If AUM growth exceeds expectations, it could shift the narrative and lead to a positive reevaluation of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on how well WisdomTree is attracting new investments and managing existing assets, which are crucial for its future growth.

Bull Confirmed If

AUM growth of over 5% quarter-over-quarter would confirm the bullish outlook.

Bear Confirmed If

A decline in AUM or negative net inflows would confirm the bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±16.42%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, suggesting that investors expect volatility around the earnings report.

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 expectations and raises guidance, history suggests the stock could rise by about 1.45% on the first day.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see muted movement.

Miss

If the company misses estimates, history indicates a potential decline of around 0.31% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on AUM and net inflows for the quarter.
2Any new product launches or strategic initiatives.
3Management's outlook on market conditions and competition.
4Details on cost management and operational efficiency.
5Insights into customer engagement and digital platform improvements.