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WisdomTree Inc. (WT) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$21.55 +1.03% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $21.55

WisdomTree Inc. (WT) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 69/100 (C+) historically posted market-perform odds over rolling 90-day windows (+2.0% avg 90D alpha vs SPY) →

ROARABLE C+ • HOLD / WATCH Cap $3.27B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $21.55 (+0.00%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 20/20 (A+) • 29.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 69/100 (C+) historically posted market-perform odds over rolling 90-day windows (+2.0% avg 90D alpha vs SPY • 57.3% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE+5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WT)Realized 20D OHLCV Swing Band: ±7.6%

Deterministic 5-Pillar Attribution (69/100 Composite)

🔍 WHY WT SCORES 69/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+20/20 pts (29% of score)

SEC XBRL FY 2025 (10-K): 29.9% FCF Margin ($147.7M FCF) & 52% Gross Margin

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning9/20 pts (-11 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B+$22.61-5.4% Next Q

Q2 (-2Q)

Grade B+$21.39-0.9% Next Q

Q3 (-1Q)

Grade B$21.20+1.7% Next Q

Current

Grade C+$21.55+2% Hist 90D α

Trajectory: B+ (77) → C+ (69)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WT Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 69/100 (C+) score, WT faces multiple-compression risk if 28.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($23.11) or 200D SMA ($19.06) invalidates the momentum regime and cuts Target Base ($22.62) toward Bear Floor ($17.64).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WT• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “WT Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 69%NO 31%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

WT Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (WT)

No recent open-market Form 4 cluster sales or emergency dumps flagged on WT. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (WT Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

WT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +26.76%▲ ASCENDING CHANNEL

2026-10-30O $20.00H $21.55L $19.68C $21.55VOL 3.28M

RES: $29.02SUP: $20.57SMA50: $23.11SMA200: $19.06

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WT Butterfly Map → + Track WT →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

22.2%/yr Implied 5Y Growth

vs. +15.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WT. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for WT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WT)

Financials Rank #179 of 1096 ⚔️ MIAX vs WT Full Matrix →

1. Head-to-Head Financials Peer Comparison (WT vs. MIAX, CII, BULL, EEFT)

Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, WisdomTree Inc. (WT) ranks #179 by composite RQD confidence (69/100, grade C+) and #347 by equity capitalization ($3.27B). Within this direct 5-issuer industry benchmark cohort, EEFT leads on earnings valuation at 7.5x trailing P/E, while WT leads on capital efficiency and profitability with 33.3% ROIC and — gross margin. EEFT currently holds the highest overall quantitative score in the immediate peer group at 76/100 (B+) compared with WT at 69/100 (C+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
WT ACTIVE WisdomTree Inc.	C+	69/100	28.9x	—	33.3%	+1.03%	$3.27B	Benchmark Subject
MIAX Miami International Holdings Inc.	D+	55/100	—	—	16.2%	-1.69%	$3.12B	/miax-vs-wt →
CII BlackRock Enhanced Large Cap Core Fund Inc.	D	51/100	—	—	—	+0.68%	$3.55B	/cii-vs-wt →
BULL Webull Corporation (Class A)	D	50/100	116.3x	—	1.5%	-3.62%	$2.88B	/bull-vs-wt →
EEFT Euronet Worldwide Inc.	B+	76/100	7.5x	—	32.1%	+1.95%	$2.33B	/eeft-vs-wt →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000880631

In its most recent audited fiscal period (FY2025, filed 2025-12-31), WisdomTree Inc. (WT) reported GAAP revenue of $493.8M (+15.4% vs. FY2024 revenue of $427.7M , and +41.5% cumulative change since FY2023) , GAAP net income of $113.0M, operating cash flow of $147.9M, and free cash flow of $147.7M (+30.4% YoY). On the balance sheet, WT closed FY2025 with $1.51B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$493.8M	$113.0M	$147.9M	$147.7M	$1.51B	—
FY2024 (FY)	2024-12-31	$427.7M	$66.7M	$113.5M	$113.3M	$1.03B	—
FY2023 (FY)	2023-12-31	$349.0M	$102.5M	$85.6M	$85.6M	—	—

3. WT Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, WisdomTree Inc. (NYSE: WT) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $21.55 (+1.03% 1D, market cap $3.27B). Pillar breakdown: Fundamental Cash Engine 20/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 16/20. Across 1096 tracked Financials issuers, WT ranks #179 in composite RQD confidence.

How does WT compare to MIAX and CII in the Financials sector?

Within the Financials sector (Investment Bankers/Brokers/Service), WT carries a Roarable C+ (69/100 RQD), trailing P/E of 28.9x, gross margin of —, and ROIC of 33.3%. By comparison, MIAX (Miami International Holdings Inc.) holds a D+ grade (55/100 RQD, P/E N/A, ROIC 16.2%, cap $3.12B) and CII (BlackRock Enhanced Large Cap Core Fund Inc.) posts a D grade (51/100 RQD, P/E N/A, ROIC —, cap $3.55B). Among the 5-stock peer group, EEFT leads on earnings multiple (7.5x) while WT leads on capital efficiency (33.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WT?

Per WT's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000880631), WisdomTree Inc. generated $493.8M in revenue (+15.4% YoY), $113.0M in net income, and $147.7M in free cash flow against $1.51B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WT trading relative to its 50-day, 200-day, and 52-week technical levels?

WT last traded at $21.55 (+1.03% on volume of 2,222,353 shares), positioning the stock -6.75% below its 50-day simple moving average ($23.11) and +13.06% above its 200-day simple moving average ($19.06). Across its 52-week range of $10.69 to $25.91, WT sits at the 71.4% percentile with a 14-day RSI of 34.8 (NEUTRAL RANGE) and an implied next-earnings move of ±7.6% ($19.91 to $23.19).

WT Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are WT insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies WT leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: WT RQD Cockpit WT 12M Forecast WT Earnings & Move WT Dividends & DRIP WT Insiders & 13F WT Whale Options WT Profit Sankey WT News & Why