Triad Wealth Partners 13F: New $2.5M Stake in WisdomTree (WT)

Triad Wealth Partners took a new position in WisdomTree, Inc. (NYSE: WT), buying 92,606 shares valued at approximately $2,497,584 in a filing on October 26, 2026. This move adds to the growing interest in WisdomTree, as several other funds have also recently adjusted their stakes in the company.

WT WisdomTree, Inc.

$20.98 ▲ +68.51% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Triad Wealth Partners' WisdomTree Position

Triad Wealth Partners opened a new position with 92,606 shares, representing a total value of about $2,497,584. This new stake reflects the firm's strategy to diversify its investments in the financial services sector.

Where WisdomTree Fits in Triad Wealth Partners' Portfolio

WisdomTree comprises 0.36% of Triad Wealth Partners' reported 13F portfolio, ranking 18th among its 547 total positions. This new stake is a notable addition, indicating the firm's interest in the asset management industry, although the exact impact on their overall strategy remains to be seen.

Other Institutional Activity in WisdomTree

In recent filings, True North Advisors initiated a new position in WisdomTree, acquiring 260,581 shares worth roughly $13.1 million on October 22, 2026. Additionally, Pinnacle Wealth Management Advisory Group raised its stake by 39,927 shares to own 89,121 shares total, as reported on October 23, 2026. On the same day as Triad's filing, Flagship Harbor Advisors reduced its holdings by 13,137 shares, valued at about $1.28 million.

WisdomTree, Inc. Stock Down 1.0%

As of October 27, 2026, WisdomTree shares traded at around $20.98, which is about equal to the closing price on the filing date. The stock is currently below its 50-day moving average of $23.24 but above its 200-day moving average of $18.91, showing mixed technical signals.

Recent Earnings

WisdomTree reported trailing twelve-month revenue of $609.68 million with a year-over-year revenue growth of 57.3%. The next earnings report is set for October 30, 2026.

Dividend

WisdomTree pays an annual dividend rate of $0.12 per share, which translates to a dividend yield of 0.57%. The company has a payout ratio of 21.8% based on its earnings.

Analysts Set New Price Targets

On August 19, 2026, Northland Capital Markets maintained an "Outperform" rating on WisdomTree with a price target of $26.00, up from a prior target of $22.00. Oppenheimer followed suit on August 26, also maintaining an "Outperform" rating with a target of $27.00. The consensus among analysts is a "buy" recommendation, with a mean target price of $26.14.

About WisdomTree

WisdomTree, Inc. is a financial services company that operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers a variety of ETFs across different asset classes and provides investment advisory services. The firm's recent moves by institutional investors suggest a growing confidence in its business model and market position.

Bottom Line

Investors should keep an eye on WisdomTree's upcoming earnings report on October 30, 2026, and watch for further institutional activity in the stock as it continues to attract interest from various funds. Triad Wealth Partners' new position adds to the momentum surrounding WisdomTree, which is seeing changes in its institutional ownership landscape.