WisdomTree (0LY1) Stock Overview
Through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 5/6 |
| Past Performance | 5/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
0LY1 Community Fair Values
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WisdomTree, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$11.07 |
| 52 Week High | US$14.81 |
| 52 Week Low | US$7.57 |
| Beta | 1.13 |
| 1 Month Change | -7.58% |
| 3 Month Change | -19.31% |
| 1 Year Change | -7.48% |
| 3 Year Change | 106.92% |
| 5 Year Change | 152.74% |
| Change since IPO | -10.22% |
Recent News & Updates
Recent updates
Shareholder Returns
| 0LY1 | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 2.8% | 2.9% | 2.0% |
| 1Y | -7.5% | -5.8% | 16.1% |
Return vs Industry: 0LY1 underperformed the UK Capital Markets industry which returned -5.8% over the past year.
Return vs Market: 0LY1 underperformed the UK Market which returned 16.1% over the past year.
Price Volatility
| 0LY1 volatility | |
|---|---|
| 0LY1 Average Weekly Movement | 3.8% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in GB Market | 10.6% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: 0LY1 has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: 0LY1's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1985 | 338 | Jono Steinberg | www.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
| 0LY1 fundamental statistics | |
|---|---|
| Market cap | US$1.50b |
| Earnings (TTM) | US$94.57m |
| Revenue (TTM) | US$457.02m |
Is 0LY1 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 0LY1 income statement (TTM) | |
|---|---|
| Revenue | US$457.02m |
| Cost of Revenue | US$231.95m |
| Gross Profit | US$225.07m |
| Other Expenses | US$130.50m |
| Earnings | US$94.57m |
Last Reported Earnings
Sep 30, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.69 |
| Gross Margin | 49.25% |
| Net Profit Margin | 20.69% |
| Debt/Equity Ratio | 255.6% |
How did 0LY1 perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/11/28 07:15 |
| End of Day Share Price | 2025/11/26 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2024/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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 14 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.
| Analyst | Institution |
|---|---|
| Michael Carrier | BofA Global Research |
| George Sutton | Craig-Hallum Capital Group LLC |
| Brian Bedell | Deutsche Bank |