Capital Management Corp Cuts WisdomTree Stake by 79%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy WT?
Source: Fool
- Share Reduction Details: According to an SEC filing dated April 23, 2026, Capital Management Corp sold 443,826 shares of WisdomTree in Q1, trimming its position by approximately 79%, with an estimated transaction value of $6.9 million, indicating a potential shift in confidence towards WisdomTree.
- Holding Change Analysis: By quarter-end, the fund retained 118,060 shares of WisdomTree, with a net position change reflecting a decrease of $5.1 million, suggesting that the institutional trimming may be more about profit-taking rather than a fundamental deterioration given the stock's performance.
- Company Performance Highlights: WisdomTree reported record AUM of $144.5 billion in Q4 2025, up over 30% year-over-year, with net income of $40 million, a 47% increase, and a 320 basis point improvement in operating margin, indicating robust underlying business performance.
- Market Performance and Investment Advice: WisdomTree's shares have surged 102% over the past year, outperforming the S&P 500 by about 70 percentage points; while the reduction may raise concerns, it serves as a reminder that even strong performers undergo normal adjustments post-rally, suggesting retail investors consider diversified exposure in the ETF and asset management sectors.
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Analyst Views on WT
Wall Street analysts forecast WT stock price to fall
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 16.910
Low
13.25
Averages
15.00
High
16.00
Current: 16.910
Low
13.25
Averages
15.00
High
16.00
About WT
WisdomTree, Inc. is a global financial company. The Company is engaged in offering a diversified suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. The Company is focused on offering digital products and services related to tokenizing real world assets and stablecoins, as well as its blockchain-native digital wallet, WisdomTree Prime and institutional platform, WisdomTree Connect. WisdomTree Prime provides direct-to-consumer access to digital assets, including bitcoin, ether, tokenized gold, United States dollar tokens and 13 Digital Funds, while also enabling spending functionality through a co-branded debit card. The WisdomTree Connect platform offers businesses and institutional users direct access to its Digital Funds using their own self-hosted wallet or a third-party custodial wallet service. The Company also operates in private asset markets, through Ceres Partners, which specializes in farmland investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Capital Management Corp Cuts WisdomTree Stake by 79%
- Share Reduction Details: According to an SEC filing dated April 23, 2026, Capital Management Corp sold 443,826 shares of WisdomTree in Q1, trimming its position by approximately 79%, with an estimated transaction value of $6.9 million, indicating a potential shift in confidence towards WisdomTree.
- Holding Change Analysis: By quarter-end, the fund retained 118,060 shares of WisdomTree, with a net position change reflecting a decrease of $5.1 million, suggesting that the institutional trimming may be more about profit-taking rather than a fundamental deterioration given the stock's performance.
- Company Performance Highlights: WisdomTree reported record AUM of $144.5 billion in Q4 2025, up over 30% year-over-year, with net income of $40 million, a 47% increase, and a 320 basis point improvement in operating margin, indicating robust underlying business performance.
- Market Performance and Investment Advice: WisdomTree's shares have surged 102% over the past year, outperforming the S&P 500 by about 70 percentage points; while the reduction may raise concerns, it serves as a reminder that even strong performers undergo normal adjustments post-rally, suggesting retail investors consider diversified exposure in the ETF and asset management sectors.
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- Earnings Call Announcement: WisdomTree plans to host a conference call on May 1, 2026, at 11:00 a.m. ET to discuss its first-quarter results and operational highlights, aiming to provide transparent communication to investors.
- Participation Details: Investors can access the live webcast via WisdomTree's investor relations website, and participants can also dial in at (877) 407-9210 or (201) 689-8049 to ensure timely updates on the company's latest developments.
- Assets Under Management: As of the last reportable period, WisdomTree has approximately $160.0 billion in assets under management globally, including assets managed by Ceres Partners, showcasing the company's strong capabilities and market influence in financial innovation.
- Innovative Products and Services: WisdomTree offers a diverse suite of exchange-traded products (ETPs), private market investments, and digital asset-related products, aiming to enhance user experience through the latest financial infrastructure, thereby solidifying its leadership position in the financial services industry.
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- Growth Potential of WisdomTree: WisdomTree (NYSE: WT) is priced at $15.84, and with an impressive annual revenue growth of 18.9% and a 52.5% increase in earnings per share, it demonstrates strong market share gains and is expected to continue outperforming the market.
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- Bond Market Stability: Amidst volatility in traditional safe-haven assets like gold and U.S. Treasuries, the 10-year Chinese government bond yield has remained stable at around 1.81% since the onset of the conflict, indicating relative stability in its bond market during global economic uncertainty, attracting more investor interest.
- Stock Market Resilience: Despite global market pressures, China's CSI 300 blue-chip index only fell by 5.5% in March, significantly less than declines seen in European and Asian peers, demonstrating the resilience and attractiveness of the Chinese stock market during turbulent times.
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Capital Management Corp Cuts WisdomTree Stake by 79%
- Share Reduction Details: According to an SEC filing dated April 23, 2026, Capital Management Corp sold 443,826 shares of WisdomTree in Q1, trimming its position by approximately 79%, with an estimated transaction value of $6.9 million, indicating a potential shift in confidence towards WisdomTree.
- Holding Change Analysis: By quarter-end, the fund retained 118,060 shares of WisdomTree, with a net position change reflecting a decrease of $5.1 million, suggesting that the institutional trimming may be more about profit-taking rather than a fundamental deterioration given the stock's performance.
- Company Performance Highlights: WisdomTree reported record AUM of $144.5 billion in Q4 2025, up over 30% year-over-year, with net income of $40 million, a 47% increase, and a 320 basis point improvement in operating margin, indicating robust underlying business performance.
- Market Performance and Investment Advice: WisdomTree's shares have surged 102% over the past year, outperforming the S&P 500 by about 70 percentage points; while the reduction may raise concerns, it serves as a reminder that even strong performers undergo normal adjustments post-rally, suggesting retail investors consider diversified exposure in the ETF and asset management sectors.
See More
Latest Rating Changes on Wall Street
- Airbnb Upgrade: Wells Fargo upgraded Airbnb from equal weight to overweight, projecting revenue growth of 6% to 11% and EPS growth of 7% to 12% by 2027, indicating strong innovation and market potential.
- Positive Outlook for SharonAI: Compass Point initiated coverage on SharonAI with a buy rating, highlighting that its first major contract will drive scale and that its Australian capacity build provides a credible market base for deployment.
- Biogen's Multiple Catalysts: UBS upgraded Biogen to buy with a price target of $225, citing increasing confidence in several pipeline catalysts expected to drive stock price higher over the next 12-15 months.
- Twilio's Strategic Improvement: Bank of America upgraded Twilio from underperform to buy with a price target of $190, believing its strategic positioning in AI will lead to positive growth inflections for the company.
See More
WisdomTree to Host Q1 Earnings Call on May 1, 2026
- Earnings Call Announcement: WisdomTree plans to host a conference call on May 1, 2026, at 11:00 a.m. ET to discuss its first-quarter results and operational highlights, aiming to provide transparent communication to investors.
- Participation Details: Investors can access the live webcast via WisdomTree's investor relations website, and participants can also dial in at (877) 407-9210 or (201) 689-8049 to ensure timely updates on the company's latest developments.
- Assets Under Management: As of the last reportable period, WisdomTree has approximately $160.0 billion in assets under management globally, including assets managed by Ceres Partners, showcasing the company's strong capabilities and market influence in financial innovation.
- Innovative Products and Services: WisdomTree offers a diverse suite of exchange-traded products (ETPs), private market investments, and digital asset-related products, aiming to enhance user experience through the latest financial infrastructure, thereby solidifying its leadership position in the financial services industry.
See More
Analysis of Stocks Under $50
- Risks of Box: Box (NYSE: BOX) is currently priced at $21.46, and despite its role as a 'Content Cloud' managing 90% of unstructured business data, its average billings growth of 11.9% raises concerns about future demand stability.
- Challenges for Artivion: Artivion (NYSE: AORT) trades at $37.63, and while it operates in the cardiac and vascular device market, its revenue of $441.3 million indicates limited distribution channels, and the lack of free cash flow hampers its reinvestment capabilities.
- Growth Potential of WisdomTree: WisdomTree (NYSE: WT) is priced at $15.84, and with an impressive annual revenue growth of 18.9% and a 52.5% increase in earnings per share, it demonstrates strong market share gains and is expected to continue outperforming the market.
- Stocks to Watch: In the current market environment, investors should focus on stocks that not only have strong fundamentals but are also experiencing upward momentum to seize potential investment opportunities.
See More
China's Economic Resilience Amid Iran War
- Energy Diversification Success: China's strategic efforts over the years to diversify its energy mix and stockpile over 1.2 billion barrels of oil have allowed it to mitigate the worst impacts of the energy shock caused by the closure of the Strait of Hormuz, thereby enhancing economic stability and market confidence.
- Bond Market Stability: Amidst volatility in traditional safe-haven assets like gold and U.S. Treasuries, the 10-year Chinese government bond yield has remained stable at around 1.81% since the onset of the conflict, indicating relative stability in its bond market during global economic uncertainty, attracting more investor interest.
- Stock Market Resilience: Despite global market pressures, China's CSI 300 blue-chip index only fell by 5.5% in March, significantly less than declines seen in European and Asian peers, demonstrating the resilience and attractiveness of the Chinese stock market during turbulent times.
- Enhanced Technological Competitiveness: China's advancements in technology, particularly in AI, biotech, and electric vehicles, have intensified its competition with the U.S. in the global market, potentially unlocking greater shareholder value in the future.
See More
NASDAQ 100 Pre-Market Indicator Rises Significantly
- Pre-Market Indicator Rise: The NASDAQ 100 Pre-Market Indicator increased by 103.59 points to 24,149.12, indicating a positive shift in market sentiment that may attract more investors to tech stocks.
- Active Stock Performance: ProShares UltraPro QQQ (TQQQ) rose by $0.52 to $43.85 with a trading volume of 4,998,360 shares, representing a 150.57% increase from its 52-week low, reflecting strong investor interest in tech stocks.
- ETF Trading Dynamics: Direxion Daily TSLA Bull 2X ETF (TSLL) increased by $0.23 to $11.60 with a trading volume of 4,432,776 shares, marking an 84.42% rise from its 52-week low, showcasing optimistic market sentiment towards Tesla.
- NIO Price Near Target: NIO Inc. (NIO) rose by $0.08 to $6.38 with a trading volume of 1,333,319 shares, currently at 97.4% of its target price of $6.55, indicating market confidence in its future performance.
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