Pinnacle Wealth Management Advisory Group 13F: Adds $2M to WT Stake

Pinnacle Wealth Management Advisory Group increased its stake in WisdomTree, Inc. (NYSE: WT) by 81.2% during the third quarter, according to a Form 13F filing with the SEC on October 23, 2026. The institutional investor bought an additional 39,927 shares to finish the period with 89,121 shares of the asset manager. That holdings block carried a reported value of about $4.49 million at the close of the filing date.

WT WisdomTree, Inc.

$21.20 ▲ +70.28% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Pinnacle Wealth Management Advisory Group's WisdomTree Position

Pinnacle Wealth grew its investment significantly from the 49,194 shares it held previously. The 39,927-share addition brought its total stake to 89,121 shares. WisdomTree closed at $21.20 on the filing date, putting the reported value of the fund's position at roughly $4.49 million.

Other Institutional Activity in WisdomTree

Other major funds adjusted their positions around the same time. B. Riley Wealth Advisors reported a holding of 147,492 shares worth about $6.91 million. True North Advisors established a position of 260,581 shares valued at roughly $13.13 million. Royal Fund Management held 229,386 shares worth about $10.50 million. Tectonic Advisors grew its holdings by 17,807 shares, or 8.2%, ending with 234,279 shares valued at roughly $11.81 million. Meanwhile, Howard Capital Management reduced its stake by 1,856,906 shares, or 89.1%, leaving it with 226,765 shares worth about $11.43 million.

WisdomTree, Inc. Stock Down 2.6%

WisdomTree recently traded around $21.20 as of October 24, 2026, matching its close of $21.20 on October 23. The stock sits about 18.2% below its 52-week high of $25.91 and up 98.3% from its 52-week low of $10.69. It trades roughly 12.6% above its 200-day moving average of $18.83.

Recent Earnings

WisdomTree reported trailing twelve-month revenue of $609.68 million with earnings of $0.55 per share. The asset manager posted a net profit margin of 13.3% and a return on equity of 18.7%, with year-over-year revenue growth reaching 57.3%. Its next earnings update is scheduled for October 30, 2026.

Dividend

WisdomTree pays an annual dividend rate of $0.12 per share, yielding 0.57% based on recent prices. The company's dividend payout ratio sits at 21.8%, reflecting the portion of earnings returned to shareholders through regular dividends.

Insider Buying and Selling at WisdomTree, Inc.

Company insiders completed several stock 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 $19.31 for $1,931,000. President Robert Jarrett Lilien sold 30,000 shares on May 20, 2026, at $18.99 for $569,700, and later sold another 30,000 shares on September 9, 2026, at $24.56 for $736,800.

Analysts Set New Price Targets

Wall Street analysts maintain a buy consensus on the stock with a mean price target of $26.29 across seven analyst opinions. Northland Capital Markets maintained an outperform rating on August 19, 2026, raising its target to $26.00. Oppenheimer maintained an outperform rating on August 26, 2026, lifting its target to $27.00. Morgan Stanley maintained an equal-weight rating on September 25, 2026, boosting its target to $27.00. Craig-Hallum maintained a buy rating on October 2, 2026, raising its target to $29.00, while Goldman Sachs maintained a neutral rating on October 2, 2026, raising its target to $21.30.

About WisdomTree

WisdomTree operates as an exchange-traded fund sponsor and asset manager, offering investment products across equities, currencies, fixed income, and alternative asset classes. The firm creates indexes using fundamentally weighted methodologies and licenses them to third parties, alongside providing investment advisory services and retirement platform integration.

Bottom Line

Investors will look to WisdomTree's upcoming earnings report on October 30, 2026, for further updates on revenue growth and profitability. Institutional filings show steady interest from wealth managers as the firm approaches its next financial update.