Kmg Fiduciary Partners 13F: Exits WisdomTree (WT) Stake
Kmg Fiduciary Partners sold all its shares in WisdomTree, Inc. in the third quarter of 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kmg Fiduciary Partners sold its entire stake of 11,179 shares in WisdomTree, Inc. ($WT), according to a 13F filing with the SEC dated October 14, 2026.
Since the filing, $WT is up 1.5% to date (from the $21.08 close on Oct 14, 2026).
Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR
WT
WisdomTree, Inc.
Key Points
- Kmg Fiduciary Partners sold its entire stake in WisdomTree, Inc., amounting to 11,179 shares, as reported in the latest 13F filing.
- WisdomTree, Inc. has a market cap of about $3.59 billion and a P/E ratio of 43.13, with a 52-week range between $10.69 and $25.91.
- The company offers a dividend yield of 0.51% and has a 'buy' consensus among analysts with a target mean price of $24.33.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated WisdomTree, Inc. alert may contain errors. Disclosures
Kmg Fiduciary Partners has completely exited its position in WisdomTree, Inc. (NYSE:WT), selling all 11,179 shares it previously held. This move is part of the firm's 13F filing for the third quarter of 2026 with the SEC.
Kmg Fiduciary Partners vs. the S&P 500
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What Changed in Kmg Fiduciary Partners' WisdomTree, Inc. Position
Kmg Fiduciary Partners sold out of its entire stake in WisdomTree, Inc., removing all 11,179 shares from its portfolio. Previously, the firm held these shares, but the latest filing indicates a complete exit from the position.
WisdomTree, Inc. Stock Down 2.9%
Shares of WisdomTree, Inc. were trading with a market cap of approximately $3.59 billion. The company has a P/E ratio of 43.13 and a forward P/E of 17.87, suggesting expectations of future earnings growth. WisdomTree's stock has experienced a 52-week low of $10.69 and a high of $25.91. Its 50-day moving average is $22.13, and the 200-day moving average is $17.59, indicating recent strong performance. The company maintains a current ratio of 2.995 and a quick ratio of 2.885, with a debt-to-equity ratio of 257.672.
Recent Earnings
WisdomTree, Inc. reported revenue of $609.68 million, reflecting a growth rate of 57.3%. The company achieved a net margin of 13.27% and a return on equity of 18.73%. Earnings per share stood at $0.55. The company is expected to announce its next earnings on October 30, 2026.
Dividend
WisdomTree offers an annual dividend rate of $0.12, resulting in a dividend yield of 0.51%. The company's dividend payout ratio is 21.82%, indicating a conservative approach to its dividend policy.
About WisdomTree, Inc.
WisdomTree, Inc. is a financial services firm based in New York, NY. It operates primarily as an asset manager and is known for its exchange-traded funds (ETFs). The company provides a variety of ETFs covering equities, currency, fixed income, and alternative asset classes. WisdomTree also licenses its indexes for proprietary products and promotes its ETFs in 401(k) plans. Founded in 1985, the company is led by CEO Jonathan Laurence Steinberg and employs around 414 people.
Bottom Line
Kmg Fiduciary Partners' decision to sell its entire stake in WisdomTree, Inc. might interest investors tracking institutional moves. It's important to note that 13F filings are backward-looking and may not represent current positions. WisdomTree continues to show strong financial metrics, including revenue growth and a stable dividend, which could appeal to investors.
Related Filing Alerts
Source: Kmg Fiduciary Partners's 13F filing on $WT (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts