Howard Capital Management 13F: Cuts WisdomTree (WT) Stake by $94M

Howard Capital Management reduced its stake in WisdomTree, Inc. (NYSE: WT) by 1,856,906 shares, leaving it with 226,765 shares valued at approximately $11.4 million, according to its latest 13F filing dated October 16, 2026.

What Changed in Howard Capital Management's WisdomTree Position

The firm cut its position by roughly 89.1%, reflecting a significant reduction in its investment in the asset management company. This change shows a shift in Howard Capital's strategy regarding WisdomTree, which operates exchange-traded funds and provides investment advisory services.

Other Institutional Activity in WisdomTree

Several other institutional investors have also made moves in WisdomTree recently. Blackrock Inc. grew its holdings by 1,617,407 shares, bringing its total to 19,274,687 shares worth about $412.3 million. FMR, LLC increased its position as well, adding 842,249 shares for a total of 13,565,042 shares valued at approximately $290.2 million. Invesco Ltd. had the most significant change among peers, increasing its stake by 4,162,170 shares to a total of 9,975,256 shares worth around $213.4 million. Conversely, Wellington Management Group reduced its holdings by 2,178,524 shares, ending with 8,407,113 shares valued at about $179.8 million.

WisdomTree, Inc. Stock Down 2.9%

WisdomTree, Inc. trades recently around $20.99. The absence of an event-close price limits specific context about where shares stand compared to recent performance. However, the stock's valuation matters as Howard Capital Management's filing shows a drastic cut in shares held since the last reported quarter.

Recent Earnings

WisdomTree reported trailing twelve-month revenue of $609.7 million and earnings per share (EPS) of $0.55. The company has experienced impressive growth, with a year-over-year revenue growth of 57.3%. The next earnings report is expected on October 30, 2026.

Insider Buying and Selling at WisdomTree, Inc.

Several insiders at WisdomTree, including Rilla Delorier, Shamla Naidoo, Smita Conjeevaram, and Daniela Mielke, each bought 5,509 shares on June 17, 2026. The transactions were not executed under a planned trading scheme, reflecting confidence from these insiders in the company’s future.

Analysts Set New Price Targets

Several analysts have maintained their ratings on WisdomTree. On August 19, 2026, Northland Capital Markets maintained an "Outperform" rating with a price target of $26.0, up from $22.0. Oppenheimer followed suit on August 26, maintaining an “Outperform” rating with a target of $27.0. Morgan Stanley and Craig-Hallum also upheld their ratings at $27.0 and $29.0, respectively, with Craig-Hallum raising its target from $24.0. Goldman Sachs provided a neutral rating with a target of $21.3, up from $18.3.

About WisdomTree

WisdomTree, Inc. is an asset manager that offers a variety of exchange-traded funds (ETFs) across different asset classes, including equities and fixed income. The firm also licenses its indexes for proprietary products and promotes the use of its ETFs within retirement plans. Recent changes in institutional holdings might indicate shifts in investor confidence in the company's growth potential.

Bottom Line

The filing from Howard Capital Management shows a major reduction in its holdings in WisdomTree, which may reflect broader market sentiments or internal strategy changes. With the next earnings date approaching on October 30, 2026, and ongoing adjustments from other institutional investors, it will be interesting to see how these dynamics play out in the market. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.