True North Advisors 13F: New $13M Stake in WisdomTree (WT)

True North Advisors opened a new position in WisdomTree, Inc. (WT), purchasing 260,581 shares valued at about $13.1 million. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the fund initiated the holding during the period.

WT WisdomTree, Inc.

$21.21 ▲ +70.36% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in True North Advisors's WisdomTree Position

The fund established a brand-new stake in the asset manager, acquiring 260,581 shares. The reported value of the holding reached $13.1 million as of the filing date.

Other Institutional Activity in WisdomTree

Other large investors have also adjusted their positions in the asset. Azora Capital Lp grew its holdings by 192,804 shares, ending with 6,180,510 shares worth about $131.1 million. Driehaus Capital Management, LLC lifted its position by 186.0%, adding 3,058,460 shares to hold 4,702,705 shares valued at roughly $99.7 million.

WisdomTree, Inc. Stock Up 1.4%

WisdomTree shares closed at $21.21 on October 22, 2026, and recently traded around $21.63. The stock sits about 16.5% below its 52-week high of $25.91 and well above its 52-week low of $10.69. It trades above its 200-day moving average of $18.75.

Recent Earnings

WisdomTree posted trailing twelve-month revenue of $609.68 million with earnings of $0.55 per share. The asset manager reported a net profit margin of 13.3% and a return on equity of 18.7%. Revenue grew 57.3% over the prior year. Investors will look toward the company's upcoming earnings release on October 30, 2026, for further operational updates.

Dividend

The company pays an annual dividend rate of $0.12 per share, translating to a dividend yield of 0.56% with a payout ratio of 21.8%.

Insider Buying and Selling at WisdomTree, Inc.

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 disposed of 100,000 shares on May 19, 2026, at an average price of $19.31 worth about $1.9 million. 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

Northland Capital Markets maintained an outperform rating on August 19, 2026, raising its price target to $26.0 from $22.0. Oppenheimer kept an outperform rating on August 26, 2026, lifting its target to $27.0 from $22.0. Morgan Stanley maintained an equal-weight rating on September 25, 2026, taking its target to $27.0 from $21.0. Craig-Hallum maintained a buy rating on October 2, 2026, boosting its target to $29.0 from $24.0. Goldman Sachs maintained a neutral rating on October 2, 2026, raising its target to $21.3 from $18.3. Seven analysts maintain coverage on the stock with a consensus buy recommendation and a mean price target of $26.29.

About WisdomTree

WisdomTree, Inc. operates as an exchange-traded fund sponsor and asset manager, offering investment products across equities, currencies, fixed income, and alternatives. The firm also licenses its fundamentally weighted indexes to third parties and provides digital platform services.

Bottom Line

True North Advisors added a notable stake to its portfolio as WisdomTree prepares for its late October financial report. Observers will watch the upcoming earnings release and analyst revisions to gauge the path ahead for the asset manager.