ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

5 Must-Read Analyst Questions From WisdomTree’s Q3 Earnings Call

WT Cover Image

WisdomTree’s third quarter results were driven by broad-based asset growth and meaningful net inflows across its global product suite. Management highlighted record assets under management (AUM) of $137.2 billion, with net inflows of $2.2 billion supported by strong demand for European gold and cryptocurrency products. CEO Jonathan Steinberg credited the diversification of asset classes, geographies, and client types as a foundation for the firm’s organic growth, stating, “Our scale, stability and growth initiatives have positioned WisdomTree to thrive in the years ahead.”

Is now the time to buy WT? Find out in our full research report (it’s free for active Edge members).

WisdomTree (WT) Q3 CY2025 Highlights:

  • Revenue: $125.6 million vs analyst estimates of $122.9 million (11% year-on-year growth, 2.2% beat)
  • Adjusted EPS: $0.23 vs analyst estimates of $0.21 (10.4% beat)
  • Adjusted EBITDA: $50.04 million vs analyst estimates of $46.42 million (39.8% margin, 7.8% beat)
  • Operating Margin: 36.3%, in line with the same quarter last year
  • Market Capitalization: $1.59 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From WisdomTree’s Q3 Earnings Call

  • George Sutton (Craig-Hallum Capital Group LLC) asked about WisdomTree’s long-term growth vision in Europe. CEO Jonathan Steinberg cited strong fundamentals and cross-regional synergies, with Jarrett Lilien adding that the global product suite provides resilience across varying market conditions.
  • George Sutton (Craig-Hallum Capital Group LLC) inquired about the potential for tokenization as a service. William Peck, Head of Digital Assets, confirmed active exploration of this business model, highlighting the firm’s end-to-end technology stack for asset management, token issuance, and stablecoin orchestration.
  • Mike Grondahl (Northland Securities) sought clarity on digital asset AUM growth drivers. Peck attributed growth to stablecoin issuers and on-chain native businesses, noting rapid adoption of the blockchain-enabled money market fund.
  • Michael Cyprys (Morgan Stanley) questioned the expansion strategy for digital asset distribution and blockchain partnerships. Peck detailed the presence on seven blockchains and a focus on new onboarding channels, including potential B2B2C fintech relationships.
  • Keith Housum (Northcoast Research Partners) asked about modeling Ceres’ AUM and performance fee structure. CFO Bryan Edmiston explained reporting timing, AUM growth assumptions, and the fee formula based on asset marks and performance metrics.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will monitor (1) the scaling and monetization of WisdomTree’s digital asset offerings, (2) the integration and performance contribution from Ceres Partners’ private asset business, and (3) further growth in adviser-driven AUM, particularly through new model portfolios and cross-regional products. Progress in tokenization initiatives and expansion into new asset classes will also be important markers of execution.

WisdomTree currently trades at $11.71, up from $11.58 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members).

The Best Stocks for High-Quality Investors

Trump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines.

Take advantage of the rebound by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

Recent Quotes

View More
Symbol Price Change (%)
AMZN  244.41
+1.37 (0.56%)
AAPL  268.47
-1.30 (-0.48%)
AMD  233.54
-4.16 (-1.75%)
BAC  53.20
-0.09 (-0.17%)
GOOG  279.70
-5.64 (-1.98%)
META  621.71
+2.77 (0.45%)
MSFT  496.82
-0.28 (-0.06%)
NVDA  188.15
+0.07 (0.04%)
ORCL  239.26
-4.54 (-1.86%)
TSLA  429.52
-16.39 (-3.68%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.