Stock Ratings / Financials / WT / options

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WisdomTree Inc. (WT) Options Positioning, Max Pain & Unusual Sweeps

$20.71 -3.90% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $20.53

WisdomTree Inc. (WT) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY) →

ROARABLE C+ • HOLD / WATCH Cap $3.14B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on WT Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, WisdomTree Inc. (NYSE: WT) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $20.71 (-3.90% 1D, market cap $3.14B). Pillar breakdown: Fundamental Cash Engine 20/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 16/20. Across 1096 tracked Financials issuers, WT ranks #167 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WT compare to MIAX and CII in the Financials sector?

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Within the Financials sector (Investment Bankers/Brokers/Service), WT carries a Roarable C+ (67/100 RQD), trailing P/E of 28.9x, gross margin of —, and ROIC of 33.3%. By comparison, MIAX (Miami International Holdings Inc.) holds a D+ grade (53/100 RQD, P/E N/A, ROIC 16.2%, cap $3.34B) and CII (BlackRock Enhanced Large Cap Core Fund Inc.) posts a D grade (45/100 RQD, P/E N/A, ROIC —, cap $3.50B). Among the 5-stock peer group, EEFT leads on earnings multiple (7.5x) while WT leads on capital efficiency (33.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WT?

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Per WT's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000880631), WisdomTree Inc. generated $493.8M in revenue (+15.4% YoY), $113.0M in net income, and $147.7M in free cash flow against $1.51B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $20.53 (-0.89%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 20/20 (A+) • 29.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY • 56.4% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE+4.1% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WT)Realized 20D OHLCV Swing Band: ±7.5%

Deterministic 5-Pillar Attribution (67/100 Composite)

🔍 WHY WT SCORES 67/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+20/20 pts (30% of score)

SEC XBRL FY 2025 (10-K): 29.9% FCF Margin ($147.7M FCF) & 52% Gross Margin

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B+$21.61+0% Next Q

Q2 (-2Q)

Grade B$21.61-1.8% Next Q

Q3 (-1Q)

Grade B$21.23-2.4% Next Q

Current

Grade C+$20.71+1.6% Hist 90D α

Trajectory: B+ (75) → C+ (67)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WT Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 67/100 (C+) score, WT faces multiple-compression risk if 28.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($23.01) or 200D SMA ($19.13) invalidates the momentum regime and cuts Target Base ($21.55) toward Bear Floor ($16.81).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WT• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “WT Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 67%NO 33%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±7.5%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (WT)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for WT.

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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating WT & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on WT
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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WT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +19.85%▲ ASCENDING CHANNEL

2026-11-03O $21.55H $21.55L $20.71C $20.71VOL 3.28M

RES: $29.17SUP: $19.75SMA50: $23.01SMA200: $19.13

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WT Butterfly Map → + Track WT →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

22.2%/yr Implied 5Y Growth

vs. +15.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WT. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for WT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WT)

Financials Rank #167 of 1096 ⚔️ MIAX vs WT Full Matrix →

1. Head-to-Head Financials Peer Comparison (WT vs. MIAX, CII, BULL, EEFT)

Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, WisdomTree Inc. (WT) ranks #167 by composite RQD confidence (67/100, grade C+) and #354 by equity capitalization ($3.14B). Within this direct 5-issuer industry benchmark cohort, EEFT leads on earnings valuation at 7.5x trailing P/E, while WT leads on capital efficiency and profitability with 33.3% ROIC and — gross margin. WT currently leads its immediate peer cohort in composite quantitative strength at 67/100 (C+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
WT ACTIVE WisdomTree Inc.	C+	67/100	28.9x	—	33.3%	-3.90%	$3.14B	Benchmark Subject
MIAX Miami International Holdings Inc.	D+	53/100	—	—	16.2%	+6.97%	$3.34B	/miax-vs-wt →
CII BlackRock Enhanced Large Cap Core Fund Inc.	D	45/100	—	—	—	-1.42%	$3.50B	/cii-vs-wt →
BULL Webull Corporation (Class A)	D	51/100	116.3x	—	1.5%	-3.00%	$2.80B	/bull-vs-wt →
EEFT Euronet Worldwide Inc.	C	64/100	7.5x	—	32.1%	+1.30%	$2.36B	/eeft-vs-wt →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000880631

In its most recent audited fiscal period (FY2025, filed 2025-12-31), WisdomTree Inc. (WT) reported GAAP revenue of $493.8M (+15.4% vs. FY2024 revenue of $427.7M , and +41.5% cumulative change since FY2023) , GAAP net income of $113.0M, operating cash flow of $147.9M, and free cash flow of $147.7M (+30.4% YoY). On the balance sheet, WT closed FY2025 with $1.51B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$493.8M	$113.0M	$147.9M	$147.7M	$1.51B	—
FY2024 (FY)	2024-12-31	$427.7M	$66.7M	$113.5M	$113.3M	$1.03B	—
FY2023 (FY)	2023-12-31	$349.0M	$102.5M	$85.6M	$85.6M	—	—

3. WT Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does WT compare to MIAX and CII in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for WT?

Where is WT trading relative to its 50-day, 200-day, and 52-week technical levels?

WT last traded at $20.71 (-3.90% on volume of 3,279,100 shares), positioning the stock -10.00% below its 50-day simple moving average ($23.01) and +8.26% above its 200-day simple moving average ($19.13). Across its 52-week range of $10.69 to $25.91, WT sits at the 65.8% percentile with a 14-day RSI of 38.6 (NEUTRAL RANGE) and an implied next-earnings move of ±7.5% ($19.16 to $22.26).

WT Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is WT's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for WT.

Direct Sub-Reports: WT RQD Cockpit WT 12M Forecast WT Earnings & Move WT Dividends & DRIP WT Insiders & 13F WT Whale Options WT Profit Sankey WT News & Why

ROARABLE RATING BRIEF • RQD 67/100 (C+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

WT — WisdomTree Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:23:48Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, WT scores 71 out of 100, a letter grade of B-, with the verdict label "Roarable Buy — Sound Institutional Accumulation." The fundamental cash engine pillar is the strongest at 20 / 20, citing ROIC of 33.3% and an FCF yield of 4.52%, which suggests the business converts capital into cash efficiently by the rating's measures. The insider conviction pillar scores 16 / 20 on SEC Form 4 and Congressional PTR cluster flow. The whale 13F flow pillar scores 11 / 20 on institutional accumulation and options positioning, indicating moderate rather than maximal institutional conviction. The macro regime fit pillar scores 12 / 20, reflecting a beta of 1.0 and sector sensitivity, meaning the stock's moves track the broader market at the same magnitude. The forensic balance sheet pillar scores 12 / 20, citing an Altman Z of 2.5, a Piotroski F of 8/9, and Debt/Equity of 0.5. For a prospective investor, the upside drivers are the high return on capital and cash yield; the valuation tradeoff is that the stock trades at a P/E (TTM) of 28.9 and an EV/EBITDA of 18.7 against a forward P/E of 24.3; and the rating's mid-range scores on flow, macro fit, and balance sheet indicate the thesis is not uniformly strong across all dimensions.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
21.55	$3.27B	28.9	24.3	18.7	0.75	0.53%	1.0	$10.69 - $25.91	33.3%

Business

Per the profile, WisdomTree Inc. is a NYSE-listed issuer in the Financials sector, Investment Bankers/Brokers/Service industry. Not available in source data for product detail, customer base, or revenue mechanics beyond the financial figures below.

Recent Catalysts & News Wire Analysis

Earnings reaction (CATALYST, GREEN): A Yahoo Finance headline reports the stock dropped after Q3 earnings flashed record margins.
Q3 EPS beat (MARKET WIRE, YELLOW): A MarketScreener headline reports Q3 adjusted EPS of $0.32 versus a FactSet estimate of $0.30.
Sales miss (MARKET WIRE, YELLOW): A TradingView headline reports sales below analyst estimates in Q3 2026.
Record AUM (CATALYST, GREEN): A Simply Wall St headline reports the stock slipped after Q3 results despite record AUM.
Pre-earnings expectations (MARKET WIRE, YELLOW): A Seeking Alpha headline discusses expected strong 3Q26 earnings.
Renewed attention (MARKET WIRE, YELLOW): A Yahoo Finance headline states WT is back in the spotlight.

Per the Butterfly Supply-Chain Graph, the supply chain is NONE, with no butterfly links and no proprietary signals. Risk watch items per the news wire are the reported sales shortfall versus estimates and the post-earnings price decline.

Open Questions

What are WT's cash and debt balances by period, which would allow a direct check on the Debt/Equity and balance sheet claims?
What drove the reported sales shortfall versus analyst estimates in Q3, and how does it reconcile with the record margins and AUM headlines?
Why is gross margin reported as 0%, and how should that figure be interpreted for this business model?
What is the composition of the institutional and insider flows underlying the 11/20 whale and 16/20 insider pillar scores?
What is the company's product and revenue mix, which would clarify the sensitivity of the Financials-sector profile to market conditions?

WT Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for WisdomTree Inc. (WT) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to WT Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 16h ago

WisdomTree (WT) Stock Drops After Q3 Earnings Flash Record Margins

Yahoo Finance report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 19h ago

WisdomTree Stock: Strong 3Q26 Earnings Expected (NYSE:WT)

Seeking Alpha report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 22h ago

WisdomTree (NYSE:WT) reports sales below analyst estimates in Q3 2026 earnings

TradingView report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Why WisdomTree (WT) Is Back In The Spotlight

Yahoo Finance report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE www.marketscreener.com • 1d ago

Earnings Flash (WT) WisdomTree, Inc. Posts Q3 Adjusted EPS $0.32 per Share, vs. FactSet Est of $0.30

www.marketscreener.com report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Simply Wall St • 1d ago

WisdomTree (WT) Stock Slips After Q3 Results Despite Record AUM

Simply Wall St report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

WisdomTree, Inc. (NYSE:WT) Stock Has Average Price Target of $26.05 According to Analysts

MarketBeat report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Is WisdomTree (WT) Getting Stretched Or Still Reasonable On Earnings?

Yahoo Finance report covering WisdomTree Inc. (WT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WT Bull vs. Bear Conversation Board — What's Your Call at $20.71?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WT 🐻 33% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $25.43 (+18.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is WT (B- • RQD 71/100) a Buy at $21.55?

Welcome to the WT (WisdomTree Inc.) Roar Pit. Current RQD Composite is 71/100 (Roarable Buy — Sound Institutional Accumulation) in Investment Bankers/Brokers/Service. Bulls point to capital efficiency (33.3% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $16.81 (-22.0%)

Spot @ $21.55

Pump the brakes on WT — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on WT, but look at what you are paying: 28.9x trailing P/E with tightening sector spreads. Unless WisdomTree Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

QU QuantViper Verified K Arena Trader 🐂 BULLISH 🎯 Target: $26.94 (+25.0%)

Spot @ $21.55

WT cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on WT, the market is fixating on short-term headline noise in Investment Bankers/Brokers/Service and ignoring the balance sheet and cash flow trajectory. At $21.55 (52-wk range $10.69 - $25.91), any beat on forward guidance forces shorts and underweight funds to chase.