Royal Fund Management 13F: New $10M Stake in WisdomTree (WT)

Royal Fund Management disclosed a brand-new stake in WisdomTree, Inc. (WT) in a Form 13F filing on October 22, 2026, taking a position of 229,386 shares valued at about $10.5 million.

WT WisdomTree, Inc.

$21.21 ▲ +70.36% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Royal Fund Management's WisdomTree Position

The fund opened a new position in WisdomTree, Inc., acquiring 229,386 shares during the period. The reported value of the newly initiated stake stood at $10,498,722.

Other Institutional Activity in WisdomTree

Other investment managers also adjusted their holdings in WisdomTree, Inc. True North Advisors initiated a new position by purchasing 260,581 shares ending with 260,581 shares worth about $13.1 million. Azora Capital Lp grew its holdings by 192,804 shares, ending with 6,180,510 shares worth about $131.1 million, a 3.2% increase. Driehaus Capital Management, LLC grew its holdings by 3,058,460 shares, ending with 4,702,705 shares worth about $99.7 million, a 186.0% increase.

WisdomTree, Inc. Stock Up 1.4%

WisdomTree, Inc. shares closed at $21.21 on October 22, 2026, and recently traded around $21.63 as of October 23, 2026. The stock is up about 2.0% since that filing date, sitting below its 50-day moving average and above its 200-day moving average.

Recent Earnings

WisdomTree, Inc. posted trailing twelve-month revenue of $609.7 million and earnings of $0.55 per share. The company reported a net profit margin of 13.3% and a return on equity of 18.7%, with year-over-year revenue growth coming in at 57.3%. Investors look ahead to the next earnings release scheduled for October 30, 2026.

Dividend

WisdomTree, Inc. pays an annual dividend rate of $0.12 per share, yielding 0.56% with a payout ratio of 21.8%.

Insider Buying and Selling at WisdomTree, Inc.

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

Analysts Set New Price Targets

Wall Street analysts have maintained varied stances on WisdomTree, Inc. On August 19, 2026, Northland Capital Markets maintained an Outperform rating with a $26.0 price target. Oppenheimer maintained an Outperform rating on August 26, 2026, lifting its target to $27.0. Morgan Stanley maintained an Equal-Weight rating with a $27.0 target on September 25, 2026. Craig-Hallum maintained a Buy rating and raised its target to $29.0 on October 2, 2026, while Goldman Sachs maintained a Neutral rating with a $21.3 target on the same day. Overall, the stock carries a consensus buy recommendation from seven analysts with a mean price target of $26.29.

About WisdomTree

WisdomTree, Inc. operates as an asset manager and exchange-traded fund sponsor, offering investment products across equities, fixed income, and alternative asset classes. The firm also licenses proprietary indexes and provides investment advisory services. Institutional interest from managers like Royal Fund Management reflects ongoing activity surrounding the asset management sector.

Bottom Line

Royal Fund Management's new stake highlights institutional interest in WisdomTree, Inc. as the firm approaches its next earnings announcement on October 30, 2026. Observers will monitor upcoming disclosures to see if additional funds build out their positions.