WT Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03
Fiyat $24.38
Piyasa Değeri (MRQ) $3.70B
P/E (TTM) 46.9
Hisse Başına Kâr (TTM) $0.52
Gelir (TTM) $610M
Temettü Verimi 0.51%
ROE (TTM) 18.7%
52 Haftlık Aralık $11–$26

WT Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04
aralık
çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

WisdomTree, Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı

05 · wikidata

WisdomTree, Inc. is a global exchange-traded fund (ETF) and exchange-traded product (ETP) sponsor and asset manager with headquarters in New York. WisdomTree launched its first ETFs in June 2006, and became one of the major ETF providers in the United States. WisdomTree sponsors different ETFs that span asset classes and countries worldwide. Categories include: U.S. and International Equity, Currency, Fixed Income and Alternatives.

WisdomTree manages approximately $99.5 billion in assets under management globally, as of January 2024.

WisdomTree’s common stock is listed on the New York Stock Exchange under the ticker WT.

Company information

In 2006, Wisdom Tree launched its first family of dividend weighted ETFs.

WisdomTree's dividend strategy is influenced by Professor Jeremy Siegel's research, which proposes that dividend-paying companies may offer superior long-term performance with lower risk.

As of January 2023, WisdomTree offered 79 different ETFs in the U.S. and 269,349 products in Europe, with over 200+ employees worldwide across the U.S., Europe, South America and Israel.

History

WisdomTree, Inc. was incorporated by its chief executive officer and founder, Jonathan Steinberg, in Delaware as Financial Data Systems, Inc., on September 19, 1985. The company was inactive until October 1988 when it acquired the assets relating to what would become Individual Investor magazine, a monthly personal finance magazine.

In December 1991, it completed an initial public offering and commenced trading on the Nasdaq Stock Market (NASDAQ). In 1993, the company's name was changed to Individual Investor Group, Inc. and throughout the 1990s it was a financial media company that published several magazines, including Individual Investor and Ticker, newsletters, as well as maintaining several online financial related websites. In addition, the company also began developing stock indexes.

In 2002, the company's name was changed to Index Development Partners, Inc., and Jonathan Steinberg, along with Rayne Steinberg and Luciano Siracusano, continued development of the concepts for the company's fundamentally weighted index methodology. While this concept was being developed, the company sought to obtain financing to recapitalize and become an ETF sponsor.

Between 2004 and 2005, the company obtained financing from a core group of investors including former hedge fund manager Michael Steinhardt, Professor Jeremy Siegel of The Wharton School of the University of Pennsylvania and James D Robinson IV with venture capital firm of RRE Ventures. Michael Steinhardt became Chairman and Professor Jeremy Siegel became the senior investment strategy advisor for the company.

On September 21, 2005, the company's name was changed to WisdomTree Investments, Inc. WisdomTree Investments, Inc. launched its first 20 ETFs in June 2006. On July 26, 2011, WisdomTree listed on the NASDAQ Global Select Market under the ticker: WETF.

In 2014, WisdomTree acquired a majority stake (75%) in London-based Boost ETP. The same year, it was reported that WisdomTree was going to invest $20 million in Boost to give it working capital to build out its European business.

In 2016, the company was included on Forbes' list of America's 50 Most Trustworthy Financial Companies. In 2019, it was reported by Bloomberg News that WisdomTree Investments was considering selling the company to J.P. Morgan Chase in 2018, however, the two companies failed to reach a mutually acceptable price.

WisdomTree has been expanding into other digital assets, such as the launch of cryptocurrency ETPs in Europe, which are listed on the Swiss stock exchange. Other digital assets initiatives include WisdomTree’s Enhanced Commodity Strategy Fund (GCC), the first ETF to provide exposure to bitcoin futures, WisdomTree’s second investment in blockchain-based infrastructure provider Securrency Inc. and products like WisdomTree Crypto Mega Cap Equal Weight ETP, which is backed by physical assets including cryptocurrencies, as well as WisdomTree Crypto Market (BLOC) and WisdomTree Crypto Altcoins (WALT).

In early 2022 ETFS Capital Limited, WisdomTree's largest single shareholder with a 10.5% stake, tried to take a seat on the board of WisdomTree. According to a 13D regulatory filing with the SEC from January 2022, ETFS Capital chairman Graham Tuckwell described what he saw as the underperformance of WisdomTree and said the company had “been unwilling to date to work constructively” toward giving him a seat on the board since discussions began. A March 8, 2022 13D filing disclosed that another WisdomTree investor, Lion Point Capital, supported ETFS Capital’s efforts to take a seat on the board. The filing revealed ETFS Capital and Lion Point Capital had entered into a Group Agreement to “seek changes to the composition of the board and management” of WisdomTree, with the intention to “work constructively with the issuer to arrive at a solution that puts the issuer in the best position to unlock value for the benefit of all stockholders”.

In a regulatory filing from March 14, 2022, WisdomTree issued a ‘poison pill’, officially known as a shareholder rights agreement, to prevents any investor from acquiring more than 10% of the common stock in the company until the day after the company’s annual general meeting in June or potentially until March 2023 if extended by a shareholder vote.

In March, 2022, a WisdomTree was forced to redeem all shares of 3NIS, a leveraged ETP that moved inverse nickel prices. Due to a major short squeeze for the commodity, nickel prices shot up 250% in a few days and the ETF's daily price dropped below zero. A statement from WisdomTree said "Investors should not expect to get paid for the securities they hold."

In May 2022, WisdomTree reached an agreement with ETFS Capital and Lion Point Capital. As part of the settlement agreement, WisdomTree expanded its Board of Directors from seven to nine directors and appointed two independent directors. In addition, WisdomTree terminated the ‘poison pill’ that had been issued in March 2022 and announced that the company would seek stockholder approval to declassify its Board of Directors at the 2022 Annual Meeting of stockholders.

In October 2022, WisdomTree announced the transfer of the listing of its common stock to the New York Stock Exchange (NYSE) from The Nasdaq Global Select Market (Nasdaq). WisdomTree also announced changing its corporate name from WisdomTree Investments, Inc. to WisdomTree, Inc. effective November 7, 2022. WisdomTree common stock began trading on the NYSE at market open on November 7, 2022, under the new ticker symbol “WT”.

In April 2023, ETFS Capital Limited announced its nomination of three candidates to WisdomTree’s Board of Directors. At WisdomTree’s 2023 Annual Meeting of Stockholders held on June 16, 2023, five of six WisdomTree nominees were elected, based on a preliminary vote count, with ETFS Capital Limited nominee Tonia Pankopf elected to replace WisdomTree chairman Frank Salerno. Stockholders also voted for WisdomTree’s proposals on say-on-pay, the ratification of the stockholder rights agreement and the firm’s accountant.

== Key financial statistics ==

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

sektörFinancial Services endüstriFinancial Services çalışanlar414 ülkeUS

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06
Gelir$494M
2016-12-31 → 2025-12-31
Hisse Başına Kâr$0.75
2016-12-31 → 2025-12-31
Serbest Nakit Akışı$148M
2016-12-31 → 2025-12-31
Net kar marjı13.3%
2016-12-31 → 2025-12-31
Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik 5 Yıllık trend WT 5Y ort. Akran Ortalaması Sonuç
P/E (TTM) 46.95Y ort. ≈19.2 ≈19.2 18.1 Aşırı değerli
F/S (TTM) 6.15Y ort. ≈2.4 ≈2.4 4.8 Adil değer
F/D (MRQ) 8.85Y ort. ≈2.6 ≈2.6 1.8 Aşırı değerli
Fiyat / Serbest Nakit Akışı (TTM) 18.95Y ort. ≈9.9 ≈9.9 · ·
Fiyat / Nakit Akışı (TTM) 18.85Y ort. ≈9.9 ≈9.9 11.6 Adil değer
Fiyat / Maddi Defter Değeri (MRQ) -8.9 · · ·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

13
Temettü Verimi0.51%
Temettü Ödeme Oranı15.9%
Yıllıklaştırılmış Ödeme≈$0.12Üç Aylık Ödeme
5 Yıllık Temettü CAGR≈0.00%Hisse başına, bölünmeye göre ayarlanmış
Ex-tarihiMiktarPara BirimiTemettü Verimi
Ağu 12, 2026$0,03USD≈0.53%
May 13, 2026$0,03USD≈0.62%
Şub 11, 2026$0,03USD≈0.75%
Kas 12, 2025$0,03USD≈1.0%
Ağu 13, 2025$0,03USD≈0.88%
May 14, 2025$0,03USD≈1.3%
Şub 12, 2025$0,03USD≈1.2%
Kas 6, 2024$0,03USD≈1.1%
Ağu 7, 2024$0,03USD≈1.3%
May 7, 2024$0,03USD≈1.3%
Şub 13, 2024$0,03USD≈1.7%
Kas 7, 2023$0,03USD≈1.9%
Ağu 8, 2023$0,03USD≈1.9%
May 9, 2023$0,03USD≈1.8%
Şub 14, 2023$0,03USD≈2.0%
Kas 8, 2022$0,03USD≈2.3%
Ağu 9, 2022$0,03USD≈2.2%
May 10, 2022$0,03USD≈2.3%
Şub 8, 2022$0,03USD≈2.1%
Kas 9, 2021$0,03USD≈1.8%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14
Ort. Sürpriz 7.7%
Sonraki Rapor Eki 29, 2026
DönemRaporEPS GerçekEPS TahminSürpriz
30 Haziran 2026 Tem 29, 2026 $0.31 $0.27 13.9%
31 Mart 2026 $0.27 $0.26 4.9%
31 Aralık 2025 $0.29 $0.24 19.8%
30 Eylül 2025 $0.23 $0.22 6.3%
30 Haziran 2025 $0.18 $0.18 -0.17%
31 Mart 2025 $0.16 $0.16 1.3%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15
Gelir Tablosu 16
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue $494M$428M$349M$301M$304M··$274M$228M$219M$299M$184M
Cost of Revenue ·······$57M$42M$41M··
SG&A Expense $89M$84M$71M$65M········
Operating Expenses $320M$290M$262M$241M$215M$195M$213M$213M$179M$155M$162M$110M
Operating Income $174M$137M$87M$60M$89M$55M$54M$61M$49M$63M··
Interest Expense ··$15M$15M$12M$10M$11M$8M····
Interest Income $11M$7M$4M$3M$2M$744.0K$3M$3M$3M$1M··
Other Non-op $2M$874.0K$-2M$-36M········
Pretax Income $142M$95M$119M$40M$57M$-35M$121.0K$51M$58M$56M$137M$74M
Income Tax $33M$29M$16M$-11M$7M$433.0K$11M$14M$31M$29M$57M$12M
Net Income $109M$67M$103M$51M$50M$-36M$-10M$37M$27M$26M$80M$61M
EPS (Basic) $0.77$0.34$0.66$0.31$0.31$-0.25$-0.08$0.23$0.20$0.19$0.58$0.46
EPS (Diluted) $0.75$0.33$0.64$0.31$0.31$-0.25$-0.08$0.23$0.20$0.19$0.58$0.44
Shares (Basic) 140,376,000144,630,000144,707,000143,020143,847148,682,000151,823,000146,645,000134,614,000134,401,000137,242,000131,770,000
Shares (Diluted) 144,939,000158,844,000170,413,000158,914161,263148,682,000151,823,000158,415,000136,003,000135,539,000138,825,000138,551,000
EBITDA $174M$137M$87M$60M··$54M·····
Bilanço 25
Metrik Eğilim 202520242023202220212020201920182017201620152014
Cash & Equivalents $39M$39M$29M$132M$141M$73M$75M$78M$54M$93M$210M$165M
Receivables $64M$45M$35M$31M$32M$29M$27M$26M$21M$18M$28M$18M
Prepaid Expense $7M$5M$5M$5M$4M$4M$4M$4M$4M$3M$3M·
Other Current Assets $2M$2M$1M$390.0K$276.0K$259.0K$207.0K$163.0K$1M$555.0K$272.0K$2M
Current Assets $492M$318M$230M$294M$304M$142M$123M$118M$154M$177M$241M$185M
PP&E (Net) $431.0K$336.0K$427.0K$544.0K$557.0K$8M$8M$9M$11M$12M$12M$10M
Accum. Depreciation $1M$733.0K$670.0K$418.0K$227.0K$8M$7M$6M$5M$3M$2M$972.0K
Goodwill $229M$87M$87M$86M$86M$86M$86M$86M$2M$2M$2M$2M
Intangibles $749M$606M$605M$604M········
Other Non-current Assets $925.0K$631.0K$459.0K$571.0K$361.0K$180.0K$983.0K$2M$793.0K$747.0K$738.0K$71.0K
Total Assets $1.51B$1.03B$944M$1.03B$1.04B$897M$935M$938M$255M$250M$293M$221M
Short-term Debt ·$15M$15M·········
Current Liabilities $282M$109M$103M$148M$84M$74M$79M$63M$57M$44M$49M$29M
Capital Leases $1M$171.0K·$339.0K$328.0K$17M$19M·····
Other Non-current Liabilities ···$1M········
Total Liabilities $1.10B$634M$402M$596M$636M$498M$465M$447M$62M$48M$58M$36M
Long-term Debt ···$321M$319M$167M$176M$195M····
Total Debt ·$15M$15M·········
Common Stock $1M$1M$2M$1M$1M$1M$2M$2M$1M$1M$1M$1M
Paid-in Capital $189M$270M$312M········$209M
Retained Earnings $221M$130M$96M$14M$-22M$-53M$-18M$-7M$-25M$-25M$-25M$-26M
AOCI $2M$-2M$-548.0K$-1M$682.0K$1M$945.0K$467.0K$291.0K$-44.0K$-126.0K$-53.0K
Stockholders' Equity $414M$400M$409M$306M$269M$266M$337M$358M$193M$201M$235M$184M
Liabilities + Equity $1.51B$1.03B$944M$1.03B$1.04B$897M$935M$938M$255M$250M$293M$221M
Shares Outstanding 140,713,000146,102,000150,330,000146,517145,107148,716,000155,264,000153,202,000136,996,000136,475,000138,415,000134,959,000
Nakit Akışı 17
Metrik Eğilim 202520242023202220212020201920182017201620152014
D&A $4M$2M$872.0K$262.0K$738.0K$1M$1M$1M$1M$1M$1M$821.0K
Stock-based Comp $22M$21M$16M$10M$10M$12M$12M$13M$15M$15M$11M$8M
Deferred Tax $981.0K$-398.0K$-481.0K$-1M$316.0K$-2M$-349.0K$-6M$9M$13M$53M$12M
Amort. of Intangibles ···$50.0K········
Operating Cash Flow $148M$113M$86M$55M$75M$47M$57M$37M$49M$55M$155M$83M
CapEx $215.0K$141.0K$113.0K$220.0K$293.0K$472.0K$47.0K$71.0K$295.0K$1M$3M$5M
Investing Cash Flow $-313M$-24M$82M$-38M$-100M$11M$-18M$-182M$-37M$-89M··
Debt Issued ······$0$200M····
Net Debt Issued ···$0··$-21M·····
Stock Repurchased $103M$63M$4M$3M$35M$31M$2M$3M$8M$39M$24M$7M
Net Stock Activity $-103M$-63M$-4M$-3M··$-2M·$-8M$-39M$-24M$-7M
Dividends Paid $17M$19M$20M$19M$19M$20M$20M$19M$44M$44M$79M$11M
Financing Cash Flow $290M$-36M$-172M$-23M$93M$-60M$-44M$169M$-51M$-83M··
Net Change in Cash $131M$52M$-3M$-9M$67M$-2M$-3M$24M$-39M$-117M$45M$61M
Taxes Paid $30M$32M$16M$12M$8M$10M$10M$14M$33M$15M$1M$66.0K
Free Cash Flow $148M$113M$85M$55M··$47M·$48M$54M$152M$78M
Levered FCF ··$72M$36M··$1.02B·····
Kârlılık 7
Metrik Eğilim 202520242023202220212020201920182017201620152014
Operating Margin 35.3%32.1%25.1%·········
Net Margin 22.1%15.6%29.4%·····11.5%11.9%26.8%33.2%
Pretax Margin 28.8%22.3%34.1%·····24.5%25.3%45.9%40.0%
EBITDA Margin 35.3%32.1%25.1%·········
ROA 8.6%6.7%10.4%4.9%··-1.1%·10.8%9.6%31.2%33.7%
ROE 25.4%17.2%23.4%15.9%··-3.0%·13.8%12.0%38.2%41.6%
ROIC 32.3%23.1%17.8%24.9%··-1367.0%·····
Likidite ve Solventlik 4
Metrik Eğilim 202520242023202220212020201920182017201620152014
Current Ratio 1.72.92.22.0··1.6·2.74.14.96.4
Quick Ratio 0.40.81.61.1··1.3·1.32.54.86.2
Debt / Equity ·0.00.0·········
Interest Coverage ··5.74.0··4.8·····
Verimlilik 2
Metrik Eğilim 202520242023202220212020201920182017201620152014
Asset Turnover 0.40.40.4·····0.90.81.21.0
Receivables Turnover 9.010.610.6·····12.29.713.110.3
Hisse Başına 6
Metrik Eğilim 202520242023202220212020201920182017201620152014
Book Value / Share $2.94$2.74$2721.59$2.09··$2.17·$1.41$1.48$1.71$1.38
Revenue / Share $3.41$2692.81$2048.17·····$1.75$1.62$2.15$1.33
Cash Flow / Share $1.02$714.29$502.31$0.35··$0.31·$0.36$0.41$1.12$0.60
Cash / Share $0.28$0.27$860.14$0.90··$0.48·$0.40$0.68$1.54$1.24
Dividend / Share $0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.32$0.32$0.57$0.08
EPS (TTM) $0.75$0.33$0.64$0.31$0.31$-0.25$-0.08$0.23$0.20$0.19$0.58$0.44
Büyüme Oranları 7
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue YoY 15.4%22.6%15.8%-0.98%········
Revenue CAGR 3Y 17.9%12.0%··········
EPS YoY 127.3%-48.4%106.5%0.00%········
EPS CAGR 3Y 34.2%2.1%··········
Net Income YoY 63.6%-35.0%102.3%1.8%········
Net Income CAGR 3Y 29.1%10.2%··········
Dividends Paid CAGR 5Y -3.0%···········
Değerleme (TTM) 17
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue TTM $494M$428M$349M$301M$304M$279M$279M$274M$228M$219M$299M$184M
Net Income TTM $109M$67M$103M$51M$50M$-36M$-10M$37M$27M$26M$80M$61M
Market Cap $1.72B$1.53B$1M$799M··$751M·$1.72B$1.52B$2.14B$2.09B
Enterprise Value ·$1.51B$-113M·········
P/E 16.331.810.817.619.7-21.4-60.528.962.858.627.035.6
P/S 3.53.60.02.6··2.7·7.56.97.211.4
P/B 4.13.80.02.6··2.2·8.97.69.111.4
P / Tangible Book ····4.84.4······
P / Cash Flow 11.613.50.014.5··16.0·35.427.713.825.3
P / FCF 11.613.50.014.6··16.1·35.728.214.126.9
EV / EBITDA ·11.0-1.3·········
EV / FCF ·13.3-1.3·········
EV / Revenue ·3.5-0.3·········
Dividend Yield 1.0%1.2%1933.6%2.4%··2.7%·2.5%2.9%3.7%0.52%
Earnings Yield 6.2%3.1%9.2%5.7%5.1%-4.7%-1.7%3.5%1.6%1.7%3.7%2.8%
Payout Ratio 15.9%28.5%19.6%38.2%··-195.5%·160.9%166.9%98.1%17.7%
Annual Payout $17M$19M$20M$19M$19M$20M$20M$19M$44M$44M$79M$11M

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16
Metrik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Gelir $494M $428M $349M $301M $304M
Faaliyet Kâr Marjı % 35.3% 32.1% 25.1% · ·
Net Gelir $109M $67M $103M $51M $50M
Seyreltilmiş Hisse Başı Kâr $0.75 $0.33 $0.64 $0.31 $0.31

Kurumsal Sahipler (13F) 342 dosya · $2.9B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 342
Tutulan Değer $2.9B
Yeni pozisyonlar 54
Çıkan pozisyonlar 47
Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
54 (-21 önceki Ç'ye göre) 47 (+19 önceki Ç'ye göre) 118 (+6 önceki Ç'ye göre) 103 (+5 önceki Ç'ye göre) +3.8M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
BlackRock, Inc. $326.513.206 19.274.687 11,33% Hisse senetleri
FMR LLC $229.791.799 13.565.042 7,97% Hisse senetleri
VANGUARD GROUP INC $170.681.393 14.001.755 5,92% Hisse senetleri
Invesco Ltd. $168.980.837 9.975.256 5,86% Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP $142.416.494 8.407.113 4,94% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $137.609.769 8.123.363 4,77% Hisse senetleri
Capital World Investors $127.847.772 7.547.094 4,44% Hisse senetleri
Azora Capital LP $104.697.839 6.180.510 3,63% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $102.764.240 6.066.366 3,57% Hisse senetleri
STATE STREET CORP $95.034.145 5.610.044 3,30% Hisse senetleri
Driehaus Capital Management LLC $79.663.823 4.702.705 2,76% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $63.609.860 3.754.933 2,21% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $55.752.546 3.290.623 1,93% Hisse senetleri
Simcoe Capital Management, LLC $45.298.322 2.674.045 1,57% Hisse senetleri
UBS Group AG $45.043.375 2.658.995 1,56% Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC $38.554.680 2.275.955 1,34% Hisse senetleri
LOOMIS SAYLES & CO L P $37.109.458 2.190.641 1,29% Hisse senetleri
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $35.706.000 2.107.798 1,24% Hisse senetleri
MORGAN STANLEY $33.937.471 2.003.391 1,18% Hisse senetleri
BANK OF AMERICA CORP /DE/ $33.742.752 1.991.898 1,17% Hisse senetleri
GOLDMAN SACHS GROUP INC $33.391.408 1.971.158 1,16% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $28.573.985 1.686.776 0,99% Hisse senetleri
JANUS HENDERSON GROUP PLC $25.371.504 1.742.489 0,88% Hisse senetleri
Nuveen, LLC $23.867.177 1.408.925 0,83% Hisse senetleri
NORTHERN TRUST CORP $23.589.881 1.392.555 0,82% Hisse senetleri
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $21.291.124 1.256.855 0,74% Hisse senetleri
Junto Capital Management LP $19.837.858 1.171.066 0,69% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $18.209.747 1.074.956 0,63% Hisse senetleri
Bank of New York Mellon Corp $17.723.071 1.046.226 0,61% Hisse senetleri
Toroso Investments, LLC $17.118.685 1.404.322 0,59% Hisse senetleri
Cubist Systematic Strategies, LLC $16.196.563 1.165.220 0,56% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $15.602.418 921.040 0,54% Hisse senetleri
KORNITZER CAPITAL MANAGEMENT INC /KS $14.655.082 865.117 0,51% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $13.897.576 820.400 0,48% Alım opsiyonu
JANE STREET GROUP, LLC $13.673.968 807.200 0,47% Alım opsiyonu
Qube Research & Technologies Ltd $12.994.420 767.085 0,45% Hisse senetleri
ArrowMark Colorado Holdings LLC $12.957.863 764.927 0,45% Hisse senetleri
DANSKE BANK A/S $11.323.238 668.432 0,39% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $10.946.797 646.210 0,38% Hisse senetleri
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $10.502.800 620.000 0,36% Hisse senetleri
FIRST TRUST ADVISORS LP $10.482.703 618.814 0,36% Hisse senetleri
CITIGROUP INC $9.806.956 578.923 0,34% Hisse senetleri
Crawford Fund Management, LLC $9.751.578 575.654 0,34% Hisse senetleri
Caption Management, LLC $9.655.800 570.000 0,34% Alım opsiyonu
VOLORIDGE INVESTMENT MANAGEMENT, LLC $9.185.715 542.250 0,32% Hisse senetleri
WELLS FARGO & COMPANY/MN $9.183.799 542.137 0,32% Hisse senetleri
CREDIT AGRICOLE S A $8.312.848 490.723 0,29% Hisse senetleri
TWO SIGMA ADVISERS, LP $8.281.886 679.400 0,29% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8.264.890 487.892 0,29% Hisse senetleri
Connor, Clark & Lunn Investment Management Ltd. $8.262.756 487.766 0,29% Hisse senetleri

Tüm 342 kurumsal sahibi göster →

Aktivistler ve %5+ sahipler 7 pozisyon

18

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi Dosyalandı Hisse Durum Amaç Başvuru
ETFS Capital Limited, GRAHAM TUCKWELL ×12 başvurular 09 Ağustos 2024 · İlk başvuru · SEC
Jonathan L. Steinberg ×2 başvurular 07 Şubat 2017 · İlk başvuru Pasif yatırım SEC
Açıklanmayan raporlama kişisi 14 Mayıs 2002 · İlk başvuru · SEC
Açıklanmayan raporlama kişisi 23 Mart 2001 · İlk başvuru · SEC
Açıklanmayan raporlama kişisi 26 Ocak 2001 · İlk başvuru · SEC
Açıklanmayan raporlama kişisi 10 Ocak 2001 · İlk başvuru · SEC
Açıklanmayan raporlama kişisi 10 Ocak 2001 · İlk başvuru · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Şirket yöneticileri 36 içeriden öğrenenler · 15 yöneticiler · 20 yönetim kurulu üyeleri

19
İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Alexis Marinof CEO, Europe 23 Şubat 2026 A 256.272 0 0 $0
Jonathan L Steinberg Chief Executive Officer 23 Şubat 2026 A 9.763.318 0 0 $0
Bryan Edmiston Chief Financial Officer 23 Şubat 2026 A 271.667 0 0 $0
Amit Muni Chief Financial Officer 25 Ocak 2021 A 700.250 0 0 $0
Jarrett R Lilien President and COO 09 Eylül 2026 S 1.080.245 0 5 $-2.243.575
Peter M Ziemba Chief Administrative Officer 19 Mayıs 2026 S 885.686 0 1 $-1.931.000
David M Yates Chief Information Officer 05 Mayıs 2026 S 157.499 0 2 $-346.738
William Bradley Peck Head of Digital Assets 23 Şubat 2026 A 243.168 0 0 $0
Marci Frankenthaler Chief Legal Officer 23 Şubat 2026 A 315.272 0 0 $0
Jeremy Schwartz Global Head of Research 12 Mart 2020 P 692.496 0 0 $0
Stuart Bell Executive Vice President 12 Aralık 2019 M 133.261 0 0 $0
Gregory E Barton Chief Legal Officer 27 Ocak 2019 F 223.693 0 0 $0
David J. Abner Head of WisdomTree Europe 25 Ocak 2019 A 197.819 0 0 $0
Kurt Macalpine Global Head of Distribution 25 Ocak 2019 A 295.221 0 0 $0
Luciano Siracusano III Chief Investment Strategist 14 Eylül 2018 M 497.041 0 0 $0
Lynn S. Blake Yönetim kurulu üyesi 17 Haziran 2026 A 62.571 0 0 $0
Shamla Naidoo Yönetim kurulu üyesi 17 Haziran 2026 A 40.194 0 0 $0
Smita Conjeevaram Yönetim kurulu üyesi 17 Haziran 2026 A 82.877 0 0 $0
Daniela Mielke Yönetim kurulu üyesi 17 Haziran 2026 A 56.833 0 0 $0
Rilla S Delorier Yönetim kurulu üyesi 17 Haziran 2026 A 37.360 0 0 $0
Anthony Bossone Yönetim kurulu üyesi 17 Haziran 2026 A 650.898 0 0 $0
Tonia L Pankopf Yönetim kurulu üyesi 17 Haziran 2026 A 40.471 6 0 $3.264
Frank Salerno Yönetim kurulu üyesi 17 Haziran 2026 A 228.345 0 0 $0
Win J Neuger Yönetim kurulu üyesi 17 Haziran 2025 A 158.205 0 0 $0
Harold Singleton III Yönetim kurulu üyesi 26 Haziran 2023 A 41.356 0 0 $0
Deborah Fuhr Yönetim kurulu üyesi 25 Temmuz 2022 A 20.835 0 0 $0
Susan J Cosgrove Yönetim kurulu üyesi 25 Temmuz 2022 A 80.543 0 0 $0
Bruce I Lavine Yönetim kurulu üyesi 17 Haziran 2021 A 220.024 0 0 $0
Michael H Steinhardt Yönetim kurulu üyesi 18 Haziran 2019 A 8.870.799 0 0 $0
Steven L Begleiter Yönetim kurulu üyesi 19 Haziran 2018 A 149.607 0 0 $0
Brian T Shea Yönetim kurulu üyesi 19 Haziran 2018 A 10.536 0 0 $0
James D Robinson IV Yönetim kurulu üyesi 14 Aralık 2012 S 51.487 0 0 $0
Drake Mosier Yönetim kurulu üyesi 30 Temmuz 2003 A · 0 0 $0
Christopher Meigher III Yönetim kurulu üyesi 30 Temmuz 2003 A · 0 0 $0
RRE Ventures GP III, LLC 10% sahip 14 Aralık 2012 S 51.487 0 0 $0
RRE Ventures III-A, LP 10% sahip 14 Aralık 2012 S 1.118.807 0 0 $0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 50 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
PFI · Invesco Exchange-Traded Fund Trust 2,11% 48.771 SH 02 Ekim 2026 Günlük
RZG · Invesco Exchange-Traded Fund Trust 0,86% 42.926 SH 02 Ekim 2026 Günlük
OMFS · Invesco Exchange-Traded Self-Indexe… 0,77% 84.895 SH 02 Ekim 2026 Günlük
PSCF · Invesco Exchange-Traded Fund Trust … 0,75% 8.564 SH 02 Ekim 2026 Günlük
DWAS · Invesco Exchange-Traded Fund Trust … 0,54% 91.501 SH 02 Ekim 2026 Günlük
FYC · First Trust Exchange-Traded AlphaDE… 0,46% 304.950 NS 31 Temmuz 2026 N-PORT
SMDX · Tidal Trust III 0,25% 16.935 NS 31 Temmuz 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,23% 149.774 SH 19 Ağustos 2026 Günlük
FYX · First Trust Exchange-Traded AlphaDE… 0,22% 154.487 NS 31 Temmuz 2026 N-PORT
IWO · iShares Trust 0,22% 1.280.798 SH 11 Eylül 2026 Günlük
QVMS · Invesco Exchange-Traded Fund Trust … 0,20% 19.139 SH 02 Ekim 2026 Günlük
NUSC · Nushares ETF Trust 0,16% 108.631 NS 31 Temmuz 2026 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0,14% 146.189 SH 19 Ağustos 2026 Günlük
VIOO · VANGUARD ADMIRAL FUNDS 0,12% 440.035 SH 19 Ağustos 2026 Günlük
PRFZ · Invesco Exchange-Traded Fund Trust 0,12% 129.599 SH 02 Ekim 2026 Günlük
IWM · iShares Trust 0,11% 3.486.269 SH 11 Eylül 2026 Günlük
FAD · First Trust Exchange-Traded AlphaDE… 0,09% 27.623 NS 31 Temmuz 2026 N-PORT
ESML · iShares Trust 0,09% 105.337 SH 11 Eylül 2026 Günlük
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 32.409 NS 31 Temmuz 2026 N-PORT
RSSL · Global X Funds 0,08% 65.281 NS 31 Temmuz 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,07% 785.034 SH 19 Ağustos 2026 Günlük
DFAS · Dimensional ETF Trust 0,06% 503.464 NS 31 Temmuz 2026 N-PORT
ISCG · iShares Trust 0,06% 21.854 SH 11 Eylül 2026 Günlük
VBR · VANGUARD INDEX FUNDS 0,05% 2.004.726 SH 19 Ağustos 2026 Günlük
RWJ · Invesco Exchange-Traded Fund Trust … 0,04% 32.667 SH 02 Ekim 2026 Günlük
DXUV · Dimensional ETF Trust 0,03% 9.074 NS 31 Temmuz 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0,03% 3.158.894 SH 19 Ağustos 2026 Günlük
WSML · iShares Trust 0,03% 8.076 SH 11 Eylül 2026 Günlük
FNCL · FIDELITY COVINGTON TRUST 0,03% 33.884 NS 31 Temmuz 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,02% 1.443.606 SH 19 Ağustos 2026 Günlük
VFH · VANGUARD WORLD FUND 0,02% 202.249 SH 19 Ağustos 2026 Günlük
DFAC · Dimensional ETF Trust 0,01% 338.314 NS 31 Temmuz 2026 N-PORT
DFSU · Dimensional ETF Trust 0,01% 15.916 NS 31 Temmuz 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 19.729 NS 31 Temmuz 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 38.434 NS 31 Temmuz 2026 N-PORT
IWV · iShares Trust 0,00% 40.607 SH 11 Eylül 2026 Günlük
ITOT · iShares Trust 0,00% 181.042 SH 11 Eylül 2026 Günlük
DFUS · Dimensional ETF Trust 0,00% 40.487 NS 31 Temmuz 2026 N-PORT
TILT · FlexShares Trust 0,00% 171 NS 31 Temmuz 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 632 NS 31 Temmuz 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 4.380.113 SH 19 Ağustos 2026 Günlük
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 106.922 SH 19 Ağustos 2026 Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 11.255 SH 19 Ağustos 2026 Günlük
ESGV · VANGUARD WORLD FUND 0,00% 30.210 SH 19 Ağustos 2026 Günlük
IJR · iShares Trust · 7.677.348 SH 10 Eylül 2026 Günlük
IJT · iShares Trust · 1.193.431 SH 09 Eylül 2026 Günlük
XJR · iShares Trust · 17.357 SH 31 Ağustos 2026 Günlük
ISCB · iShares Trust · 5.279 SH 11 Eylül 2026 Günlük
ISCV · iShares Trust · 11.062 SH 11 Eylül 2026 Günlük
SMLF · iShares Trust · 100.346 SH 11 Eylül 2026 Günlük

WT Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21
derecelendirme · 16 analist AL
Medyan hedef $27.00 +10,7%
5 31,2% Güçlü Al
8 50,0% Al
3 18,8% Tut
0 0,0% Sat
0 0,0% Güçlü Sat

12 Aylık Fiyat Hedefi

7 analist · 2026-09-30

Ortalama hedef $25.19 +3,3%

Şimdi Mevcut fiyat $24.38
Düşük$18.30 Ortalama$25.19 Yüksek$27.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
WT $1.72B 16.3 15.4% 22.1% 25.4% ·
GBDC $3.64B 9.6 · · 9.4% ·
HTGC · · · · · ·
FSK $4.15B 370.2 · · 0.18% ·
XXI · · · · · ·
APAM $3.29B 10.1 7.6% 24.3% 70.2% ·
GCMG · 27.0 8.5% 8.1% -14449.4% ·
TSLX $2.06B 12.0 · · 10.6% ·
TRIN $1.19B 7.5 -46.2% 2767.4% 14.1% ·
BLK $165.98B 30.3 18.7% 22.9% 10.7% ·

Son Haberler Bu şirketten bahseden son manşetler

23

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kaynak: SEC 10-Q dosyalandı Ağu 5, 2026