Orgel Wealth Management 13F: Exits WisdomTree (WT) Stake

Orgel Wealth Management has fully exited its position in WisdomTree, Inc. WT, according to a Form 13F filing with the SEC disclosed on October 14, 2026. The institutional holdings report shows what the fund owned at the time, though it may not reflect current trades made since then.

Inside Orgel Wealth Management's WisdomTree Trade

Orgel Wealth Management completely closed out its holding in WisdomTree during the period, selling off all 3,156 of its shares. The fund held 3,156 shares before the move, bringing its ending share count to zero. Because this was a complete exit, the firm wiped out its entire investment in the asset manager.

Other Institutional Activity in WisdomTree

Other large money managers made substantial adjustments to their WisdomTree holdings around recent reporting dates. 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 cut 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. That puts the stock below its 50-day moving average of $23.35, but above its 200-day moving average of $18.61. The shares sit roughly 19.0% below their 52-week high of $25.91 and well above their 52-week low of $10.69.

Recent Earnings

WisdomTree pulled in $609,680,000 in trailing-twelve-month revenue, alongside trailing-twelve-month earnings of $0.55 per share. The company reported a net profit margin of 13.3% and a return on equity of 18.7%. Investors are looking ahead to the company's next earnings report, scheduled for October 30, 2026.

Dividend

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

Insider Buying and Selling at WisdomTree, Inc.

Company insiders made notable stock acquisitions earlier in the year. On June 17, 2026, insider Rilla Delorier picked up 5,509 shares. On the same day, insider Shamla Naidoo acquired 5,509 shares, insider Smita Conjeevaram added 5,509 shares, and insider Daniela Mielke bought 5,509 shares.

Analysts Set New Price Targets

Wall Street analysts have updated their views on the stock ahead of upcoming results. On August 19, 2026, Northland Capital Markets maintained an Outperform rating with a $26.00 price target. Oppenheimer followed on August 26, 2026, keeping an Outperform rating while raising its target to $27.00. Morgan Stanley kept an Equal-Weight rating on September 25, 2026, moving its target to $27.00. Craig-Hallum maintained a Buy rating on October 2, 2026, lifting its target to $29.00, while Goldman Sachs kept a Neutral rating with a $21.30 target on the same day. Overall, the stock carries a consensus buy rating with a mean target price of $26.29 across 7 analyst opinions.

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 New York-based firm also licenses its fundamentally weighted indexes to third parties and provides digital platform solutions. Institutional adjustments like Orgel's exit arrive as the firm navigates shifting market conditions within the asset management space.

Bottom Line

Orgel Wealth Management's complete exit reflects one fund's portfolio shift, though quarterly 13F filings look backward and may not capture subsequent trades. Investors will get a clearer look at WisdomTree's financial trajectory when the company reports its next set of earnings on October 30, 2026. 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.