Heck Capital Advisors 13F: Exits WisdomTree (WT) Stake

Heck Capital Advisors completely parted ways with WisdomTree, Inc. (NYSE:WT), selling its entire stake during the period covered by a recent SEC filing on October 14, 2026. Institutional 13F filings look backward at holdings as of the end of the reporting quarter, meaning these transactions may not reflect the fund's current stance today. 13F reports do not show exact trade dates, only the snapshot of shares held at the quarter's close.

Inside Heck Capital Advisors's WisdomTree Trade

Heck Capital Advisors closed out its position entirely, selling off 48,109 shares to bring its ending share count down to zero. Because the fund sold out completely, this exit wipes out the holding from its portfolio.

Other Institutional Activity in WisdomTree

Other big institutional players adjusted their holdings in WisdomTree by varying amounts during the period. Blackrock Inc. grew its holdings by 1,617,407 shares, ending with 19,274,687 shares worth about $412,285,543. FMR, LLC grew its holdings by 842,249 shares, ending with 13,565,042 shares worth about $290,156,240. Invesco Ltd. grew its holdings by 4,162,170 shares, ending with 9,975,256 shares worth about $213,370,719. Wellington Management Group, LLP trimmed its holdings by 2,178,524 shares, ending with 8,407,113 shares worth about $179,828,141. Vanguard Portfolio Management LLC grew its holdings by 75,649 shares, ending with 8,123,363 shares worth about $173,758,729.

WisdomTree, Inc. Stock Down 2.9%

WisdomTree shares recently traded around $20.99 as of October 16, 2026. The stock sits below its 50-day moving average of $23.35, though it remains about 12.8% above its 200-day moving average of $18.61. Shares have traded between a 52-week low of $10.69 and a 52-week high of $25.91.

Recent Earnings

WisdomTree reported trailing-twelve-month revenue of $609,680,000 alongside trailing earnings of $0.55 per share. The company posted a net profit margin of 13.3% and a return on equity of 18.7%. Its year-over-year revenue growth reached 57.3%. The company's next earnings report is scheduled for October 30, 2026.

Dividend

WisdomTree pays an annual dividend rate of $0.12 per share, translating to a dividend yield of 0.56%. The company's dividend payout ratio sits at 21.8%.

Insider Buying and Selling at WisdomTree, Inc.

Company insiders participated in share activity before the filing. On June 17, 2026, insider Rilla Delorier acquired 5,509 shares. On the same day, insider Shamla Naidoo picked up 5,509 shares. Insider Smita Conjeevaram also acquired 5,509 shares on June 17, 2026, while Daniela Mielke added 5,509 shares.

Analysts Set New Price Targets

Wall Street analysts have updated their views on the stock across recent months. On August 19, 2026, Northland Capital Markets maintained an Outperform rating with a $26.00 price target. Oppenheimer maintained an Outperform rating and raised its target to $27.00 on August 26, 2026. Morgan Stanley maintained an Equal-Weight rating with a $27.00 target on September 25, 2026. Craig-Hallum maintained a Buy rating and lifted its target to $29.00 on October 2, 2026. Goldman Sachs maintained a Neutral rating with a $21.30 target on October 2, 2026. Overall, the stock carries a consensus buy recommendation with an average price target of $26.29 based on 7 analyst opinions.

About WisdomTree

WisdomTree, Inc. operates as an exchange-traded fund sponsor and asset manager, offering investment products across equities, fixed income, currency, and alternative asset classes. It also licenses its fundamentally weighted index methodologies to third parties and provides digital asset platforms. Institutional filing updates like Heck Capital's exit offer a window into how professional managers rotate capital across asset management firms.

Bottom Line

Investors will look toward WisdomTree's upcoming earnings release on October 30, 2026, for fresh details on financial performance. SEC 13F filings remain retrospective snapshots of prior quarters and do not guarantee current fund positioning. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.