WT WisdomTree, Inc.
XNYS
21.76
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WT
$21.76
—
Key stats
$21.76
- 52-Week Range
- $10.69 – $25.91
- YTD
- +73.94%
- IV Rank (30D)
- 38.71
- Straddle Price
- $2.42
- P/C Vol Ratio
- 0.76
- Market Cap
- $3.3B
- Open
- $22.05
- Day Range
- $21.63 – $22.05
- Volume
- 2,114,046
- Prev Close
- $21.61
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.02 |
| Cost of Equity (CAPM) | 10.78% (VRP-adj) |
| WACC | 9.20% |
| Volatility Risk Premium | +40.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 34.7% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 19.1% |
| Book / Price | 13.1% |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 32.1% |
| Debt / Equity | 2.53 |
| Quality Score | 5/6 — high quality (12y DCF) |
| Market-Implied Growth | +6.8% (reverse-DCF on current price) |
| SMA 50 | $23.33 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $22.96 |
| Bollinger Width / SMA20 | 94.4% (drives anchor stability) |
| Net Debt | $0.8B |
| Market Cap | $3B |
Peers used for multiples: CBOE, ENVA, GLXY, IBKR, ICE, JPM, NDAQ, VCTR
Blended Fair Value
$59.01
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $111.41 | 44% | |
| DDM (Gordon) | $2.18 | 0% | |
| Peer P/E | $13.10 | 20% | median 22.1× · 7 peers |
| Peer EV/EBITDA | $22.27 | 20% | median 14.7× · 8 peers |
| Peer P/B | $8.57 | 4% | median 3.0× · 8 peers |
| Peer P/S | $23.49 | 13% | median 5.1× · 8 peers |
| Market Anchor (SMA50) | $23.33 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $22.47 | 0% | 7 strikes · skew -0.63 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SECURITY BROKERS, DEALERS & FLOTATION COMPANIES (6211) · industry map
- Exchange
- XNYS
- Market Cap
- $3.3B
- Employees
- 360
- List Date
- 1992-06-15
- CIK
- 0000880631
- Next Earnings
- 2026-10-30 (Pre-Market)
- EPS Forecast
- $0.30 (5 est.)
- Headquarters
- New York, NY
- Homepage
- https://www.wisdomtree.com
WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment a…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|
| Jan | -- | 4.54% | 0.00% | -3.17% | 29.50% | 7.72% |
| Feb | -- | 3.11% | 19.23% | -7.03% | 6.54% | 5.46% |
| Mar | -- | -2.33% | 14.30% | -1.55% | -16.89% | -1.62% |
| Apr | -- | 7.03% | -1.98% | -4.40% | 17.48% | 4.53% |
| May | -- | 11.29% | 11.40% | 8.13% | 14.62% | 11.36% |
| Jun | -- | -0.44% | -0.20% | 21.41% | -11.54% | 2.31% |
| Jul | -- | 2.05% | 20.12% | 15.49% | 10.18% | 11.96% |
| Aug | -- | 5.95% | -12.89% | 10.20% | 14.63% | 4.47% |
| Sep | -- | -4.63% | 2.57% | 2.89% | -0.70% | 0.03% |
| Oct | -- | -11.43% | 3.71% | -11.86% | -9.45%* | -7.26% |
| Nov | 6.50% | 3.83% | 16.47% | -8.00% | -- | 4.70% |
| Dec | -0.73% | 5.16% | -10.18% | 10.92% | -- | 1.29% |
| Total | 5.72% | 24.50% | 72.93% | 31.01% | 55.11% | 37.86% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $22.96
SMA 50: $23.33
SMA 200: $18.79
Current: $21.76
EMA 12: $22.09
EMA 26: $22.64
MACD: -0.5416 | Signal: -0.1931
BEARISH
ADX (14): 26.08
TREND
+DI: 17.30
−DI: 27.92
Momentum Oscillators
RSI (14): 40.09
NEUTRAL
Stoch %K: 29.03
Stoch %D: 27.35
Williams %R: -67.01
Volume & Volatility
BB Upper: $25.45
BB Lower: $20.48
NEUTRAL
OBV: 123,977,792
Vol SMA 20: 2,396,422
Vol ROC: 8.46%
ATR: $0.84
True Range: $0.44
HV 20: 26.6%
HV 30: 31.4%
HV 60: 41.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
Here is my comprehensive stock analysis report:
Executive Summary
BULLISH/BEARISH/NEUTRAL: BULLISH (Confidence Level: 8/10)
Key Drivers: Recent positive news headlines, strong technical momentum signals, and moderate institutional interest.
Primary Risks: High volatility, potential for a pullback if IV rank decreases, and market sentiment divergence from technical signals.
Investment Thesis: WisdomTree's recent collaborations and product launches have driven the stock price higher. As long as these catalysts remain in play, I expect WT to continue trending upward.
Recent News Sentiment Impact: The positive news headlines have contributed to the stock's upward momentum, with a sentiment score of 70% over the last week.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Uptrend; Medium-term (1-3 months): Uptrend; Long-term (3-12 months): Trending sideways.
Support/Resistance Levels:
- SMA 20: $20.78 (support)
- EMA 12: $21.71 (support)
- Bollinger Bands Upper: $23.65 (resistance)
Momentum Signals:
- RSI: Neutral (69.00), suggesting a potential consolidation phase.
- MACD: Bullish (1.00 / Signal: 0.22 / Histogram: 0.78), indicating a strong upward momentum.
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines highlight WisdomTree's collaborations and product launches, which have contributed to the stock's upward momentum.
Sentiment Assessment: Positive sentiment dominates (70%), with two positive and one neutral headline.
Catalyst Identification: Upcoming earnings dates for WisdomTree can be considered a potential catalyst.
Risk & Volatility Assessment
Beta Interpretation: High risk relative to market (beta >1.5).
Volatility Regime: Current volatility is high, with a historical volatility of 51.1% over the last 20 days.
Options Market Signals:
- IV Rank: Low (22.6%), indicating historically low volatility.
- Put/Call Volume Ratio: Bearish sentiment dominates (2.07).
Market Context & Positioning
Sector Performance: WisdomTree's sector is performing well, with a relative strength of 0.85.
Institutional Activity: Moderate institutional interest signals are present, with a volume flow ratio of 30 calls vs 62 puts.
Correlation Analysis: WT has a moderate correlation with the market (R-squared: 0.51), indicating some independence from broader market trends.
Key Levels & Action Items
- Critical Price Levels:
- Support: SMA 20 ($20.78)
- Resistance: Bollinger Bands Upper ($23.65)
- Breakout/Breakdown Levels:
- Uptrend continuation: $24.00
- Downtrend reversal: $18.50
- Time-Sensitive Catalysts: WisdomTree's upcoming earnings dates
Risk Management: Consider implementing stop-loss levels at the SMA 20 support and adjusting position sizing based on IV rank and options market signals.
Please note that this analysis is for informational purposes only and should not be considered as investment advice.
Generated
News
All WT news →
With high-dividend sectors under interest-rate pressure, the WisdomTree U.S. Quality Dividend Growth Fund is a preferred ETF for dividend stocks.
Aneeka Gupta, WisdomTree Director of Macroeconomic Research, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss expectations for higher and prolonged uncertainty reflected in the bond market. (Source: Bloomberg)
Earnings History
14 of 14 under expected move
Avg Expected Move
12.03%
Avg Actual Move
2.70%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2023-02-03 | Pre-Market | 7.61% | 1.35% | 0.18x | Within |
| 2023-07-28 | Pre-Market | 10.74% | 3.30% | 0.31x | Within |
| 2023-10-27 | Pre-Market | 15.98% | 5.48% | 0.34x | Within |
| 2024-02-02 | Pre-Market | 12.72% | 0.74% | 0.06x | Within |
| 2024-04-26 | Pre-Market | 19.16% | 1.37% | 0.07x | Within |
| 2024-07-26 | Pre-Market | 10.53% | 6.41% | 0.61x | Within |
| 2024-10-25 | Pre-Market | 7.71% | 0.87% | 0.11x | Within |
| 2025-01-31 | Pre-Market | 11.71% | 0.31% | 0.03x | Within |
| 2025-05-02 | Pre-Market | 17.18% | 4.58% | 0.27x | Within |
| 2025-07-31 | After-Close | 9.61% | 6.93% | 0.72x | Within |
| 2025-10-31 | After-Close | 12.75% | 0.33% | 0.03x | Within |
| 2026-01-30 | After-Close | 10.65% | 0.86% | 0.08x | Within |
| 2026-05-01 | Pre-Market | 7.65% | 2.24% | 0.29x | Within |
| 2026-07-31 | Pre-Market | 14.36% | 3.03% | 0.21x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
WT Options Activity & IV Rank
WT IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 49.3%
7-DTE IV: —
Expected Move: $2.42
7-DTE Move: $2.42
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 131
Put Volume: 100
P/C Volume: 0.763
NEUTRAL
Call OI: 1,209
Put OI: 143
P/C OI: 0.118
Total OI: 1,352
ATM Options Pricing
ATM Call: $0.80
ATM Put: $1.62
Call %: 3.7%
Put %: 7.5%
Chain Summary
Chain Volume: 538
Chain OI: 26,901
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 86th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
86%
vs own history
GEX tilt
+0.94
OI-weighted, today
Vanna tilt
-0.35
δ-sensitivity to IV
Charm tilt
+0.17
δ-decay vs time
Vanna tilt -0.35: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
? What is this?
· 7 ATM contracts, 11k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 46.3% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)38.7MediumOct 21
Straddle Price (30 DTE)$2.42Oct 21
Beta Analysis
Risk Metrics
Beta: 1.5816
Alpha: 37.70%
Correlation: 0.4973
R-Squared: 24.7%
Stock Volatility: 40.4%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own WT
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $6.2M | #1921 of 3716 | -73.4% | 13F | |
| Point72 Hedge fund Steve Cohen | $4.5M | #1012 of 1945 | +39.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $4.2M | #2231 of 6285 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $123K | #2869 of 4729 | +180.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WT Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 146,333,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
12 filers$57.04M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $13.90M | 24.36% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $13.67M | 23.97% | 2026-06-30 |
| 3 | Caption Management, LLC | $9.66M | 16.93% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $4.12M | 7.23% | 2026-06-30 |
| 5 | TUDOR INVESTMENT CORP ET AL | $4.03M | 7.07% | 2026-06-30 |
| 6 | J. Goldman & Co LP | $3.88M | 6.81% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $3.09M | 5.43% | 2026-06-30 |
| 8 | IMC-Chicago, LLC Custodian | $1.96M | 3.43% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $1.26M | 2.22% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $1.05M | 1.84% | 2026-06-30 |
| 11 | Walleye Capital LLC | $406.56K | 0.71% | 2026-06-30 |
| 12 | Walleye Trading LLC | $3.39K | <0.01% | 2026-06-30 |
7 filers$7.27M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Intrinsic Edge Capital Management LLC | $6.78M | 93.16% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $237.16K | 3.26% | 2026-06-30 |
| 3 | Walleye Capital LLC | $125.36K | 1.72% | 2026-06-30 |
| 4 | Walleye Trading LLC | $94.86K | 1.30% | 2026-06-30 |
| 5 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | $30.00K | 0.41% | 2025-12-31 |
| 6 | GROUP ONE TRADING LLC Custodian | $8.47K | 0.12% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $1.69K | 0.02% | 2026-06-30 |
WT Insider Trading (Form 4)
Latest: 2026-09-10Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-10 | R Jarrett Lilien | President and COO | Sell (S) | −30,000 | $24.56 | -$736.8K | EDGAR |
| 2026-06-22 | Frank Salerno | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-06-18 | Shamla Naidoo | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-06-18 | Rilla S Delorier | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-06-18 | Tonia L Pankopf | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-06-18 | Anthony Bossone | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-06-18 | Daniela Mielke | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-06-18 | Lynn S. Blake | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-06-18 | Smita Conjeevaram | Director | Award (A) | +5,509 | — | EDGAR | |
| 2026-05-21 | R Jarrett Lilien | President and COO | Sell (S) | −30,000 | $18.99 | -$569.7K | EDGAR |
| 2026-05-20 | Peter M Ziemba | Chief Administrative Officer | Sell (S) | −100,000 | $19.31 | -$1.93M | EDGAR |
| 2026-05-06 | David M Yates | Chief Information Officer | Sell (S) | −15,000 | $18.06 | -$270.9K | EDGAR |
| 2026-03-09 | Tonia L Pankopf | Director | Buy (P) | +277 | $11.80 | $3.3K | EDGAR |
| 2026-02-26 | R Jarrett Lilien | President and COO | Sell (S) | −30,000 | $16.84 | -$505.2K | EDGAR |
| 2026-02-25 | Jonathan L Steinberg | Chief Executive Officer | Grant (A) | +42,880 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WT Insider Holdings
18 insiders · @ $21.76
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | ETFS Capital Limited. | 12,250,000 | $266.56M | -$68.04M | 1 | 2024-12-04 | |
| 2 | Jonathan L Steinberg | Chief Executive Officer | 9,764,116 | $212.47M | $2.92M | 15 | 2026-02-25 |
| 3 | R Jarrett Lilien | President and COO | 1,080,245 | $23.51M | -$2.74M | 20 | 2026-09-10 |
| 4 | Peter M Ziemba | Chief Administrative Officer | 885,686 | $19.27M | -$3.77M | 18 | 2026-05-20 |
| 5 | Anthony Bossone | Director | 650,898 | $14.16M | $0 | 4 | 2026-06-18 |
| 6 | Marci Frankenthaler | Chief Legal Officer | 315,272 | $6.86M | $0 | 13 | 2026-02-25 |
| 7 | Bryan Edmiston | Chief Financial Officer | 294,555 | $6.41M | $0 | 11 | 2026-02-25 |
| 8 | William Bradley Peck | Head of Digital Assets | 264,540 | $5.76M | $0 | 12 | 2026-02-25 |
| 9 | Alexis Marinof | CEO, Europe | 256,272 | $5.58M | -$897.9K | 14 | 2026-02-25 |
| 10 | Frank Salerno | Director | 228,345 | $4.97M | $0 | 1 | 2026-06-22 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WT Board & Officers
As of SEC filings through Sep 10, 2026Directors 10
- Anthony Bossone · since Jul 25, 2011
- Frank Salerno · since Jul 25, 2011
- Jonathan L Steinberg · since Jul 25, 2011
- Win J Neuger · since Jul 24, 2013
- Smita Conjeevaram · since Jan 25, 2021
- Lynn S. Blake · since May 25, 2022
- Daniela Mielke · since Sep 21, 2022
- Shamla Naidoo · since Jun 22, 2023
- Tonia L Pankopf · since Jun 22, 2023
- Rilla S Delorier · since Aug 18, 2023
Officers 9
- Jonathan L Steinberg · Chief Executive Officer · since Jul 25, 2011
- Alexis Marinof · CEO, Europe · listed since Jan 2026
- R Jarrett Lilien · President and COO · listed since Jan 2022
- Bryan Edmiston · Chief Financial Officer · listed since Jan 2022
- Peter M Ziemba · Chief Administrative Officer · listed since Jan 2018
- Marci Frankenthaler · Chief Legal Officer · since Apr 1, 2019
- David M Yates · Chief Information Officer · since Mar 1, 2022
- Radev Petranka lvanova Badova · Chief Accounting Officer · since Jan 28, 2026
- William Bradley Peck · Head of Digital Assets · listed since Jan 2022
Changes in the last 10 years (41)
| Jan 28, 2026 | Radev Petranka lvanova Badova became Chief Accounting Officer |
| Jan 27, 2026 | Alexis Marinof listed as CEO, Europe (previously Head of Europe) in SEC filings |
| Dec 4, 2024 | Graham Tuckwell reported in an SEC filing no longer being a 10% owner |
| Dec 4, 2024 | Graham Tuckwell reported in an SEC filing no longer being Chairman |
| Dec 4, 2024 | ETFS Capital Limited. reported in an SEC filing no longer being a 10% owner |
| Nov 2, 2023 | The company announced the departure of Harold Singleton III from the board in an SEC filing |
| Aug 18, 2023 | Rilla S Delorier became a director |
| Jun 22, 2023 | Tonia L Pankopf became a director |
| Jun 22, 2023 | Shamla Naidoo became a director |
| Jan 27, 2023 | Alexis Marinof listed as Head of Europe (previously Head of WisdomTree Europe) in SEC filings |
| Sep 21, 2022 | Daniela Mielke became a director |
| Aug 19, 2022 | The company announced the departure of Susan J Cosgrove from the board in an SEC filing |
| May 25, 2022 | Lynn S. Blake became a director |
| May 25, 2022 | Deborah Fuhr became a director |
| Mar 1, 2022 | David M Yates became Chief Information Officer |
| Jan 27, 2022 | William Bradley Peck listed as Head of Digital Assets (previously Head of Strategy/Emerging Tech) in SEC filings |
| Jan 27, 2022 | R Jarrett Lilien listed as President and COO (previously President) in SEC filings |
| Jan 27, 2022 | Bryan Edmiston listed as Chief Financial Officer (previously Chief Accounting Officer) in SEC filings |
| Jan 21, 2022 | Harold Singleton III became a director |
| Jan 12, 2022 | The company announced the departure of Bruce I Lavine from the board in an SEC filing |
| Jan 12, 2022 | The company announced the departure of Bruce I Lavine from the board in an SEC filing |
| Jan 25, 2021 | Smita Conjeevaram became a director |
| Aug 11, 2020 | Graham Tuckwell became a 10% owner |
| Aug 11, 2020 | Graham Tuckwell became Chairman |
| Aug 11, 2020 | ETFS Capital Limited. became a 10% owner |
| Jun 18, 2020 | William Bradley Peck became Head of Strategy/Emerging Tech |
| Dec 13, 2019 | Stuart Bell listed as Executive Vice President (previously Chief Operating Officer) in SEC filings |
| Oct 30, 2019 | R Jarrett Lilien listed as President (previously Executive Vice President) in SEC filings |
| Aug 1, 2019 | Alexis Marinof became Head of WisdomTree Europe |
| Jun 18, 2019 | Julie Silcox became Chief Marketing Officer |
| Apr 24, 2019 | Susan J Cosgrove became a director |
| Apr 1, 2019 | Marci Frankenthaler became Chief Legal Officer |
| Nov 1, 2018 | Jeremy Schwartz became Global Head of Research |
| Apr 24, 2018 | Bryan Edmiston became Chief Accounting Officer |
| Apr 24, 2018 | Brian T Shea became a director |
| Jan 2, 2018 | Peter M Ziemba listed as Chief Administrative Officer (previously Chief Legal Officer) in SEC filings |
| Jan 2, 2018 | Gregory E Barton listed as Chief Legal Officer (previously Chief Operating Officer) in SEC filings |
| Jan 1, 2018 | Stuart Bell became Chief Operating Officer |
| Jan 1, 2018 | David J. Abner became Head of WisdomTree Europe |
| Dec 12, 2017 | R Jarrett Lilien no longer listed as a director in SEC filings |
| Dec 12, 2017 | R Jarrett Lilien first listed as Executive Vice President in an SEC filing |
Not reported recently (12)
- Deborah Fuhr · Last reported as a director in an SEC filing dated Jul 26, 2022
- Amit Muni · Last reported as Chief Financial Officer in an SEC filing dated Jan 27, 2021
- Jeremy Schwartz · Last reported as Global Head of Research in an SEC filing dated Mar 13, 2020
- Stuart Bell · Last reported as Executive Vice President in an SEC filing dated Jan 28, 2020
- Julie Silcox · Last reported as Chief Marketing Officer in an SEC filing dated Jun 21, 2019
- Michael H Steinhardt · Last reported as a director in an SEC filing dated Jun 20, 2019
- Gregory E Barton · Last reported as Chief Legal Officer in an SEC filing dated Jan 29, 2019
- Kurt MacAlpine · Last reported as Head of Global Distribution in an SEC filing dated Jan 29, 2019
- David J. Abner · Last reported as Head of WisdomTree Europe in an SEC filing dated Jan 29, 2019
- Luciano Siracusano III · Last reported as Chief Investment Strategist in an SEC filing dated Sep 18, 2018
- Steven L Begleiter · Last reported as a director in an SEC filing dated Jun 20, 2018
- Brian T Shea · Last reported as a director in an SEC filing dated Jun 20, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WT Proposed Insider Sales (Form 144)
Latest: 2026-09-09
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $737K notice value
· 1 unique filer
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Lilien R Jarrett (1, $737K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-09 | Lilien R Jarrett | Officer | 30,000 | $736.8K | 2026-09-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-20 | Lilien R Jarrett | Officer | 30,000 | $569.7K | 2026-05-20 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-19 | Ziemba Peter M | Officer | 100,000 | $1.93M | 2026-05-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-05 | Yates David M | Officer | 15,000 | $270.9K | 2026-05-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-25 | Lilien R Jarrett | Officer | 30,000 | $505.2K | 2026-02-25 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-12-02 | Yates David M | Officer | 6,820 | $75.9K | 2025-12-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-11-25 | Lilien R Jarrett | Officer | 12,500 | $137.6K | 2025-11-25 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-11-12 | Lilien R Jarrett | Officer | 25,000 | $294.2K | 2025-11-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-08-26 | Lilien R Jarrett | Officer | 12,500 | $165.1K | 2025-08-26 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-08-12 | Lilien R Jarrett | Officer | 25,000 | $333.2K | 2025-08-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
101 ETFs hold WT
25 shown · $795.37M total exposure · 0.18% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.17% | $171.9M | $103.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $107.0M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.10% | $77.3M | $75.1B | 2026-10-20 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.04% | $74.6M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $36.4M | — | 2026-09-30 |
| 6 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.45% | $30.0M | $6.6B | 2026-10-20 |
| 7 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.20% | $27.5M | $13.6B | 2026-10-20 |
| 8 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.35% | $26.7M | $7.6B | 2026-10-20 |
| 9 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.17% | $25.9M | $15.7B | 2026-10-20 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.07% | $25.1M | — | 2026-10-20 |
| 11 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.04% | $24.3M | — | 2026-09-30 |
| 12 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.05% | $20.8M | — | 2026-09-30 |
| 13 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.11% | $19.3M | — | 2026-09-30 |
| 14 | BLOK Amplify Blockchain Technology ETF | Amplify | 2.03% | $19.2M | $944.9M | 2026-10-20 |
| 15 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.35% | $16.3M | $4.6B | 2026-10-20 |
| 16 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.19% | $13.9M | — | 2026-10-20 |
| 17 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $13.7M | — | 2026-10-20 |
| 18 | PSC Principal U.S. Small-Cap ETF | Nport | 0.53% | $12.4M | — | 2026-06-30 |
| 19 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.19% | $11.4M | — | 2026-09-30 |
| 20 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.05% | $10.5M | — | 2026-05-31 |
| 21 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.57% | $7.7M | $1.3B | 2026-10-20 |
| 22 | KCE State Street® SPDR® S&P® Capital Markets ETF | SPDR (State Street) | 1.53% | $6.6M | $432.4M | 2026-10-20 |
| 23 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.21% | $6.5M | $3.1B | 2026-10-20 |
| 24 | VFH Vanguard Financials ETF | Vanguard | 0.04% | $5.4M | — | 2026-09-30 |
| 25 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.01% | $5.0M | — | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
40.30
TTM Diluted EPS
$0.54
TTM Revenue
$609.68M
TTM Net Income
$80.16M
TTM Op. Cash Flow
$196.23M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $177.16M | $44.28M | $0.28 | $75.50M |
| Q1 '26 | 2026-03-31 | $159.47M | $-23.13M | $-0.17 | $17.96M |
| Q4 '25 | 2025-12-31 | $147.43M | $40.02M | $0.30 | $54.69M |
| Q3 '25 | 2025-09-30 | $125.62M | $18.98M | $0.13 | $48.08M |
| Q2 '25 | 2025-06-30 | $112.62M | $24.78M | $0.17 | $38.81M |
| Q1 '25 | 2025-03-31 | $108.08M | $24.63M | $0.17 | $6.37M |
| Q4 '24 | 2024-12-31 | $110.70M | $26.20M | $0.18 | $34.58M |
| Q3 '24 | 2024-09-30 | $113.17M | $-18.19M | $-0.13 | $47.71M |
| Q2 '24 | 2024-06-30 | $107.03M | $21.76M | $0.13 | $32.21M |
| Q1 '24 | 2024-03-31 | $96.84M | $22.11M | $0.13 | $-1.04M |
| Q4 '23 | 2023-12-31 | $90.84M | $23.10M | $0.15 | $37.25M |
| Q3 '23 | 2023-09-30 | $90.42M | $10.79M | $0.07 | $28.32M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
40.30
P/B
7.61
P/S
5.22
EV/EBITDA
15.85
EV/Sales
6.47
ROE
19.2%
ROA
4.9%
Div Yield
0.53%
FCF Yield
6.16%
Debt/Equity
2.53
Current Ratio
—
Market Cap
$3.18B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
15.17M
SI % of Float
11.51%
Days to Cover
4.90
Short Vol Ratio
80.2%
Free Float
131.72M
Float %
86.9%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14