B. Riley Wealth Advisors 13F: New $6.9M Stake in WisdomTree (WT)

B. Riley Wealth Advisors opened a new position in WisdomTree, Inc. NYSE: WT, picking up 147,492 shares valued at about $6.9 million. The investment was revealed in a Form 13F filing with the SEC on October 13, 2026. Keep in mind that 13F filings are backward-looking documents reflecting holdings at the close of a prior period and may not show the fund's current stance.

What Changed in B. Riley Wealth Advisors's WisdomTree Position

The firm initiated its stake by acquiring 147,492 shares. Because this is a brand-new holding, there is no previous quarter comparison or percentage change to report. The total value of the position came in at $6,909,997 based on the reported period details.

Other Institutional Activity in WisdomTree

Other large funds made adjustments to their WisdomTree holdings during the period. Blackrock Inc. grew its holdings by 1,617,407 shares, ending with 19,274,687 shares worth about $412.3 million. FMR, LLC lifted its stake by 842,249 shares to reach 13,565,042 shares valued at roughly $290.2 million. Invesco Ltd. increased its holdings by 4,162,170 shares, bringing its total to 9,975,256 shares worth about $213.4 million. Wellington Management Group, LLP trimmed its position by 2,178,524 shares, leaving it with 8,407,113 shares valued at roughly $179.8 million. Vanguard Portfolio Management LLC added 75,649 shares, ending with 8,123,363 shares worth about $173.8 million.

WisdomTree, Inc. Stock Down 2.9%

WisdomTree shares recently traded around $20.99 as of October 16, 2026. The stock sits about 10.1% below its 50-day moving average and roughly 12.8% above its 200-day moving average, trading below its 52-week high of $25.91.

Recent Earnings

WisdomTree generated trailing twelve-month revenue of $609.7 million alongside trailing earnings of $0.55 per share. The company reported a net profit margin of 13.3% and a return on equity of 18.7%. Investors will want to watch the company's upcoming earnings report on October 30, 2026 to gauge its latest business momentum.

Dividend

WisdomTree returns capital to shareholders through an annual dividend rate of $0.12 per share. This payout gives the stock a dividend yield of 0.56% alongside a dividend payout ratio of 21.8%, meaning the firm uses a modest portion of its earnings to cover the payout.

Insider Buying and Selling at WisdomTree, Inc.

Company insiders completed several share sales earlier in the year. Chief Technology Officer David M. Yates sold 15,000 shares on May 5, 2026, at an average price of $18.06 for a total value of $270,900. Officer Peter M. Ziemba sold 100,000 shares on May 19, 2026, at an average price of $19.31 for a total of $1.9 million. President Robert Jarrett Lilien sold 30,000 shares on May 20, 2026, at $18.99 per share, and another 30,000 shares on September 9, 2026, at $24.56 per share.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock through late summer and early fall. On August 19, 2026, Northland Capital Markets maintained an outperform rating with a $26.00 price target. Oppenheimer maintained an outperform rating on August 26, 2026, raising its target to $27.00. Morgan Stanley kept an equal-weight rating on September 25, 2026. Craig-Hallum maintained a buy rating with a $29.00 target on October 2, 2026, while Goldman Sachs maintained a neutral rating with a $21.30 target on the same day. Overall, the stock carries a consensus buy rating with a mean price target of $26.29 across seven analyst opinions.

About WisdomTree

WisdomTree operates as an asset manager and exchange-traded fund sponsor, offering funds across equities, fixed income, and commodities. The firm also licenses its proprietary indexes to third parties and provides digital platform solutions for retirement plans. Institutional interest in the firm highlights how traditional asset managers adapt to changing investor demands in the exchange-traded fund space.

Bottom Line

B. Riley Wealth Advisors's new position adds to the pool of institutional capital following the asset manager. Investors should monitor the upcoming earnings report on October 30, 2026, to see how revenue growth and profit margins evolve. Remember that 13F reports only show historical snapshot data from past quarters.