Tectonic Advisors 13F: Adds $897K to WisdomTree (WT) Stake

Tectonic Advisors increased its investment in WisdomTree, Inc. (WT) by 17,807 shares during the third quarter, according to a Form 13F filed with the SEC on October 22, 2026.

WT WisdomTree, Inc.

$21.21 ▲ +70.36% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Tectonic Advisors's WisdomTree, Inc. Position

The firm expanded its holdings by 8.2%, bringing its total stake to 234,279 shares. The reported value of the position stood at $11,805,343 based on the filing details. Before this adjustment, the firm owned 216,472 shares.

Other Institutional Activity in WisdomTree, Inc.

Other institutional investors made notable adjustments to their positions in the asset manager around the same period. Royal Fund Management established a new position with 229,386 shares valued at about $10.5 million. Howard Capital Management cut its stake by 1,856,906 shares to finish with 226,765 shares worth approximately $11.4 million. Trust Co of Toledo Na closed out its position by selling all 200,115 shares it previously held. B. Riley Wealth Advisors opened a new stake containing 147,492 shares valued at roughly $6.9 million. Euro Pacific Asset Management trimmed its holdings by 1,735 shares, ending with 28,736 shares worth about $1.5 million.

WisdomTree, Inc. Stock Down 0.6%

WisdomTree, Inc. shares recently changed hands at $21.63 as of October 23, 2026, marking a 2.0% gain from the stock's closing price of $21.21 on the filing date. The share price sits 15.4% above its 200-day moving average of $18.75 and 16.5% below its 52-week high of $25.91. The stock trades with a market value of roughly $3.27 billion.

Recent Earnings

WisdomTree reported trailing twelve-month revenue of $609.68 million alongside an earnings per share total of $0.55. The firm posted a net profit margin of 13.3% and a return on equity of 18.7%. The company is scheduled to release its next financial results on October 30, 2026.

Dividend

WisdomTree pays an annual dividend 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 multiple stock transactions earlier in the year, including four recorded sales by corporate officers.

Analysts Set New Price Targets

Wall Street analysts updated their views on the stock across several firms ahead of the filing, contributing to a consensus buy rating and a mean price target of $26.29 across seven analyst opinions.

About WisdomTree, Inc.

WisdomTree, Inc. operates as an exchange-traded fund sponsor and asset manager, offering investment products across equities, fixed income, and currency classes. The company also licenses proprietary indexes and provides investment advisory services.

Bottom Line

Investors are keeping an eye on WisdomTree's upcoming financial results on October 30, 2026, to gauge ongoing revenue growth and margin trends. Future institutional filings will show whether firms like Tectonic Advisors continue to build on their positions.