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WisdomTree, Inc.NYSE:WT Stock Report

Market Cap US$2.0b
Share Price
US$14.33
My Fair Value
US$14
0.1% undervalued intrinsic discount
1Y50.1%
7D6.7%
Portfolio Value
​
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WisdomTree, Inc.

NYSE:WT Stock Report

Market Cap: US$2.0b

WisdomTree (WT) Stock Overview

Through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. More details

WT fundamental analysis
Snowflake Score
Valuation1/6
Future Growth4/6
Past Performance1/6
Financial Health3/6
Dividends2/6

Rewards

Earnings are forecast to grow 39.95% per year

Risk Analysis

Has a high level of debt

Large one-off items impacting financial results


WT Community Fair Values

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WisdomTree

Acquisition And Digital Finance Adoption Will Shape Future Markets

Key Takeaways Growth is driven by expansion into private assets, international markets, digital finance, and alternative investment products, supporting revenue diversification and margin improvement. Innovative offerings in blockchain, tokenized assets, and wealth management position the company to capture emerging opportunities and deepen distribution channels.
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US$14.35
FV
0.1% undervalued intrinsic discount
10.56%
Revenue growth p.a.
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3users have followed this narrative
2 days ago author updated this narrative
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WisdomTree

Low-fee Platforms And Strict Regulations Will Weigh On Performance

Key Takeaways Rising competition from low-cost investment options and large asset managers is constraining WisdomTree's revenue growth and capacity to maintain premium pricing. Expansion into digital assets and niche acquisitions adds significant risk and volatility to earnings, especially under tightening regulatory conditions.
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US$12.25
FV
17.0% overvalued intrinsic discount
9.89%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
2 days ago author updated this narrative
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WisdomTree

Passive Investing And Blockchain Adoption Will Drive Long-Term Market Momentum

Key Takeaways Early digital infrastructure, regulatory leadership, and unique asset acquisitions position WisdomTree for outsized revenue growth and resilient earnings amid evolving global investment trends. Embedded optionality in farmland assets offers substantial upside potential, enhancing long-term performance fees and asset value beyond current market expectations.
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US$16.00
FV
10.4% undervalued intrinsic discount
11.82%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
2 days ago author updated this narrative
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WisdomTree, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for WisdomTree
Historical stock prices
Current Share PriceUS$14.33
52 Week HighUS$14.37
52 Week LowUS$7.47
Beta1.18
1 Month Change5.37%
3 Month Change42.45%
1 Year Change50.05%
3 Year Change188.33%
5 Year Change317.78%
Change since IPO616.50%

Recent News & Updates

WisdomTree: Recent Initiatives Strengthen The Bull Case

Aug 22

WisdomTree (NYSE:WT) Has Announced A Dividend Of $0.03

Aug 04
WisdomTree (NYSE:WT) Has Announced A Dividend Of $0.03

Recent updates

WisdomTree: Recent Initiatives Strengthen The Bull Case

Aug 22

WisdomTree (NYSE:WT) Has Announced A Dividend Of $0.03

Aug 04
WisdomTree (NYSE:WT) Has Announced A Dividend Of $0.03

Investors Appear Satisfied With WisdomTree, Inc.'s (NYSE:WT) Prospects As Shares Rocket 29%

Jul 03
Investors Appear Satisfied With WisdomTree, Inc.'s (NYSE:WT) Prospects As Shares Rocket 29%

WisdomTree (NYSE:WT) Is Due To Pay A Dividend Of $0.03

May 05
WisdomTree (NYSE:WT) Is Due To Pay A Dividend Of $0.03

Investors Still Waiting For A Pull Back In WisdomTree, Inc. (NYSE:WT)

Apr 08
Investors Still Waiting For A Pull Back In WisdomTree, Inc. (NYSE:WT)

WisdomTree: An Undervalued Growth Play

Mar 18

WisdomTree (NYSE:WT) Has Affirmed Its Dividend Of $0.03

Feb 03
WisdomTree (NYSE:WT) Has Affirmed Its Dividend Of $0.03

WisdomTree's Digital Ambitions: Stellar 2024 Gains, But Is Momentum Slowing?

Dec 23

WisdomTree (NYSE:WT) Will Pay A Dividend Of $0.03

Oct 28
WisdomTree (NYSE:WT) Will Pay A Dividend Of $0.03

Market Cool On WisdomTree, Inc.'s (NYSE:WT) Earnings

Oct 17
Market Cool On WisdomTree, Inc.'s (NYSE:WT) Earnings

WisdomTree: An Attractive Growth Play In The Financial Sector

Oct 14
User avatar

Expanding Into Tokenized Assets And Calculated Advisor Growth Fuels Financial Diversification And Strength

Introduction of tokenized assets and expansion into blockchain finance by WisdomTree aims to enhance revenue growth and market diversification.

WisdomTree (NYSE:WT) Is Due To Pay A Dividend Of $0.03

Aug 06
WisdomTree (NYSE:WT) Is Due To Pay A Dividend Of $0.03

There's No Escaping WisdomTree, Inc.'s (NYSE:WT) Muted Earnings

Jul 15
There's No Escaping WisdomTree, Inc.'s (NYSE:WT) Muted Earnings

WisdomTree: Premium Valuation Seems Unjustified

Jun 29

It Looks Like Shareholders Would Probably Approve WisdomTree, Inc.'s (NYSE:WT) CEO Compensation Package

Jun 05
It Looks Like Shareholders Would Probably Approve WisdomTree, Inc.'s (NYSE:WT) CEO Compensation Package

WisdomTree (NYSE:WT) Has Announced A Dividend Of $0.03

May 02
WisdomTree (NYSE:WT) Has Announced A Dividend Of $0.03

Little Excitement Around WisdomTree, Inc.'s (NYSE:WT) Earnings

Apr 09
Little Excitement Around WisdomTree, Inc.'s (NYSE:WT) Earnings

WisdomTree: Premium Valuation Is Well Deserved

Dec 26

What You Can Learn From WisdomTree, Inc.'s (NYSE:WT) P/E

Dec 22
What You Can Learn From WisdomTree, Inc.'s (NYSE:WT) P/E

WisdomTree (NYSE:WT) Will Pay A Dividend Of $0.03

Oct 30
WisdomTree (NYSE:WT) Will Pay A Dividend Of $0.03

Shareholder Returns

WTUS Capital MarketsUS Market
7D6.7%3.6%1.7%
1Y50.1%35.4%18.5%

Return vs Industry: WT exceeded the US Capital Markets industry which returned 38% over the past year.

Return vs Market: WT exceeded the US Market which returned 19.9% over the past year.

Price Volatility

Is WT's price volatile compared to industry and market?
WT volatility
WT Average Weekly Movement4.3%
Capital Markets Industry Average Movement3.7%
Market Average Movement6.5%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market3.0%

Stable Share Price: WT has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: WT's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1985321Jono Steinbergwww.wisdomtree.com

WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans.

WisdomTree, Inc. Fundamentals Summary

How do WisdomTree's earnings and revenue compare to its market cap?
WT fundamental statistics
Market capUS$2.02b
Earnings (TTM)US$59.56m
Revenue (TTM)US$444.57m
34.4x
P/E Ratio
4.6x
P/S Ratio

Is WT overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WT income statement (TTM)
RevenueUS$444.57m
Cost of RevenueUS$225.22m
Gross ProfitUS$219.35m
Other ExpensesUS$159.79m
EarningsUS$59.56m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.42
Gross Margin49.34%
Net Profit Margin13.40%
Debt/Equity Ratio115.3%

How did WT perform over the long term?

See historical performance and comparison

Dividends

0.8%
Current Dividend Yield
29%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/12 03:50
End of Day Share Price 2025/09/12 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WisdomTree, Inc. is covered by 17 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael CarrierBofA Global Research
George SuttonCraig-Hallum Capital Group LLC
Craig SiegenthalerCredit Suisse