WisdomTree Reports Record AUM and Margin Expansion in Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
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Source: seekingalpha
- Record AUM Achievement: WisdomTree's assets under management reached $144.5 billion in Q4 2025, reflecting a 5% increase from Q3 and over 30% year-over-year growth, showcasing the company's ability to maintain strong growth amid market fluctuations and solidifying its market position.
- Significant Revenue Growth: Adjusted revenues for the quarter were $147.4 million, up 17% from Q3 and approximately 33% year-over-year, primarily driven by higher average AUM and contributions from Ceres, indicating substantial progress in revenue diversification.
- Gross Margin Improvement: Management forecasts gross margins for 2026 to range between 82% and 83%, up from 81.9% last year, reflecting revenue growth from Ceres and expectations for further AUM expansion, demonstrating ongoing enhancements in profitability.
- Optimistic Future Outlook: Management anticipates a compensation-to-revenue ratio of 26% to 28% for 2026 and plans to increase discretionary spending to $80 million to $86 million, primarily for marketing and sales, indicating a proactive strategy for expanding market share and improving operational efficiency.
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Analyst Views on WT
Wall Street analysts forecast WT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WT is 15.00 USD with a low forecast of 13.25 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 16.540
Low
13.25
Averages
15.00
High
16.00
Current: 16.540
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.
WisdomTree Reports Record AUM and Margin Expansion in Q4 2025
- Record AUM Achievement: WisdomTree's assets under management reached $144.5 billion in Q4 2025, reflecting a 5% increase from Q3 and over 30% year-over-year growth, showcasing the company's ability to maintain strong growth amid market fluctuations and solidifying its market position.
- Significant Revenue Growth: Adjusted revenues for the quarter were $147.4 million, up 17% from Q3 and approximately 33% year-over-year, primarily driven by higher average AUM and contributions from Ceres, indicating substantial progress in revenue diversification.
- Gross Margin Improvement: Management forecasts gross margins for 2026 to range between 82% and 83%, up from 81.9% last year, reflecting revenue growth from Ceres and expectations for further AUM expansion, demonstrating ongoing enhancements in profitability.
- Optimistic Future Outlook: Management anticipates a compensation-to-revenue ratio of 26% to 28% for 2026 and plans to increase discretionary spending to $80 million to $86 million, primarily for marketing and sales, indicating a proactive strategy for expanding market share and improving operational efficiency.
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WisdomTree (WT) Q4 2025 Earnings Call Transcript
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