GET DAILY SIGNALSWisdomTree (WT) Q3 2026 Earnings: Record AUM and Profit Beat Tempered by Revenue Miss
Key Takeaways
- WisdomTree reported adjusted (non-GAAP) earnings of $0.32 per share for the third quarter of 2026, beating the consensus estimate of $0.30 by about 6.7%.
- Operating revenue reached $179.4 million, up 42.8% year over year, but came in slightly below the roughly $181 million analysts had expected.
- Assets under management (AUM) hit a record $171 billion, a 24.7% increase from the prior-year quarter.
- Net inflows totaled $4.6 billion, reflecting broad-based strength across regions and asset classes.
- Shares fell about 2.3% immediately after the report, signaling that investors had hoped for more on the revenue line.
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Earnings Context and Why It Matters
WisdomTree’s third-quarter results provide a useful test of whether a fast-growing asset manager can turn record AUM into stronger profit growth. The firm has relied on organic inflows, acquisitions such as Ceres Partners in farmland and Atlantic House in liquid alternatives, plus its tokenization efforts to broaden its platform. A profit beat alongside a modest revenue shortfall underscores the balance between robust asset gathering and a softer contribution from transaction and performance fees. From what I see, the quarter gives investors a clearer picture of whether operating leverage, diversification, and the digital-asset strategy can hold up as year-over-year comparisons grow tougher.
Reported Results
For the third quarter of 2026, ended September 30, WT posted operating revenues of $179.4 million, a 42.8% rise from the prior-year period yet roughly 1% below the consensus estimate of about $181 million. Adjusted net income came in at $49.5 million, or $0.32 per diluted share, exceeding the $0.30 consensus by 6.7%. On a GAAP basis, diluted earnings per share also reached $0.32.
Ending AUM climbed to a record $171 billion, up 24.7% year over year, while net inflows of $4.6 billion were led by fixed income, commodities, and U.S. equity products. The average advisory fee remained at 0.36%, and the adjusted operating margin expanded to roughly 43.1%. Management lowered the high end of its full-year discretionary spending guidance to $83–87 million, narrowed third-party distribution guidance to $21–23 million, and raised its interest income outlook to $9 million. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Market Reaction and Investor Sentiment
The initial market response was measured. Despite the earnings beat and record AUM, WT shares slipped about 2.3% to roughly $21 shortly after the report, indicating investors focused on the modest revenue shortfall and the sequential slowdown in top-line growth. Softer spots included lower performance fees and reduced transaction fees from European exchange-traded products, which offset gains in core advisory fees. Still, the clean earnings print, expanding margins, and strong net inflows suggest the underlying business remains resilient even as sentiment around the top line stays cautious.
Forward Outlook and Key Factors to Monitor
Looking ahead, investors will watch whether WisdomTree can maintain its organic growth rate as acquisitions annualize and year-over-year comparisons become more demanding. Management expects fourth-quarter diluted share count to range between 154 million and 160 million, partly reflecting the impact of convertible notes tied to the stock price.
On the strategy side, the company is counting on several longer-term drivers. Its tokenization initiative, including the WisdomTree Onchain rebrand and new distribution partnerships, continues to be a key theme, even though the on-chain unit still operates at a loss. The Atlantic House integration is expected to deliver 15–20 new product launches over the next 18–24 months, while the Ceres farmland business is building a pipeline of potential demand.
Costs and margins will also remain in focus. Management’s guidance adjustments point to disciplined spending, yet rising compensation, third-party distribution fees, and intangible amortization tied to acquisitions warrant attention. Fee capture and revenue yield will be closely watched as investors assess whether asset gathering continues to translate efficiently into earnings power.
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
WT in +1.51% Uptrend, growing for three consecutive days on October 29, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where WT advanced for three days, in 240 of 310 cases, the price rose further within the following month. The odds of a continued upward trend are 77%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where WT's RSI Indicator exited the oversold zone, 16 of 23 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 70%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 38 of 51 cases where WT's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 75%.
WT may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 29, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on WT as a result. In 40 of 69 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 58%.
The Moving Average Convergence Divergence Histogram (MACD) for WT turned negative on October 07, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 43 similar instances when the indicator turned negative. In 25 of the 43 cases the stock turned lower in the days that followed. This puts the odds of success at 58%.
WT moved below its 50-day moving average on October 08, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for WT crossed bearishly below the 50-day moving average on October 14, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 64%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WT declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 5 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 17 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 41 (best 1 - 100 worst), indicating steady price growth. WT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 49 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 89 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: WT's P/B Ratio (8.711) is slightly higher than the industry average of (2.407). P/E Ratio (43.745) is within average values for comparable stocks, (-3.306). Projected Growth (PEG Ratio) (0.620) is also within normal values, averaging (1.319). Dividend Yield (0.005) settles around the average of (0.270) among similar stocks. P/S Ratio (5.435) is also within normal values, averaging (15.798).
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an asset management company
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