Flagship Harbor Advisors 13F: Cuts WisdomTree (WT) Stake by $1.3M

Flagship Harbor Advisors reduced its stake in WisdomTree, Inc. (WT) by 13,137 shares, valued at approximately $1.28 million, according to a filing on October 26, 2026. The fund now holds 86,837 shares of WisdomTree, reflecting a 13.1% decrease in its position since the previous quarter.

WT WisdomTree, Inc.

$20.98 ▲ +68.51% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where WisdomTree Fits in Flagship Harbor Advisors' Portfolio

This reduction brings WisdomTree's share of Flagship Harbor Advisors' total reported portfolio to 1.77%, ranking it 12th out of 768 positions. The fund's reported value in WisdomTree now stands at about $8.44 million.

Other Institutional Activity in WisdomTree

Several other funds have also adjusted their positions in WisdomTree. Royal Fund Management opened a new stake with 229,386 shares worth about $10.5 million. Tectonic Advisors increased its holdings by 17,807 shares, totaling 234,279 shares valued at approximately $11.8 million. In contrast, Howard Capital Management reduced its stake by 1,856,906 shares, now holding 226,765 shares worth around $11.4 million.

WisdomTree, Inc. Stock Down 1.0%

WisdomTree shares closed at $20.98 on October 26, 2026, and recently traded around the same price on October 27. This level is about 19% below its 52-week high of $25.91, indicating a potential opportunity for investors considering the stock's performance over the past year.

Recent Earnings

WisdomTree reported trailing twelve-month revenue of $609.7 million and an EPS of $0.55. The company's next earnings report is scheduled for October 30, 2026, which could provide further insights into its financial performance.

Dividend

WisdomTree pays an annual dividend of $0.12 per share, translating to a yield of 0.57%. This payout reflects a dividend payout ratio of 21.8%.

Insider Buying and Selling at WisdomTree, Inc.

Insider trading activity shows that Peter M. Ziemba, an officer, sold 100,000 shares at an average price of $19.31 on May 19, 2026, totaling approximately $1.93 million. Robert Jarrett Lilien, the president, sold 30,000 shares at $18.99 on May 20, 2026, valued at about $569,700. Additionally, he sold another 30,000 shares at $24.56 on September 9, 2026, for approximately $736,800.

Analysts Set New Price Targets

Analysts have maintained their positive outlook on WisdomTree. Northland Capital Markets and Oppenheimer both maintain an "Outperform" rating with price targets of $26.00 and $27.00, respectively. Craig-Hallum has a "Buy" rating with a target of $29.00, while Goldman Sachs rates it as "Neutral" with a target of $21.30.

About WisdomTree

WisdomTree, Inc. operates as an asset manager and exchange-traded funds (ETFs) sponsor. The company provides a variety of ETFs across different asset classes, including equities, currency, and fixed income. It also offers investment advisory services and licenses its indexes to third parties.

Bottom Line

Flagship Harbor Advisors' decision to cut its position in WisdomTree highlights ongoing portfolio adjustments as firms respond to market conditions. With earnings coming up on October 30, investors will be watching closely for any shifts in performance or strategy from the company.