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WisdomTree LSE:0LY1 Stock Report

Last Price

US$10.79

Market Cap

US$1.5b

7D

-5.2%

1Y

62.3%

Updated

22 Dec, 2024

Data

Company Financials +

0LY1 Stock Overview

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

0LY1 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth5/6
Past Performance1/6
Financial Health3/6
Dividends0/6

My Notes

Capture your thoughts, links and company narrative

WisdomTree, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for WisdomTree
Historical stock prices
Current Share PriceUS$10.79
52 Week HighUS$12.43
52 Week LowUS$6.73
Beta1.46
1 Month Change-10.21%
3 Month Change6.82%
1 Year Change62.29%
3 Year Change69.10%
5 Year Changen/a
Change since IPO-12.50%

Recent News & Updates

Recent updates

Shareholder Returns

0LY1GB Capital MarketsGB Market
7D-5.2%-1.7%-2.6%
1Y62.3%18.8%2.4%

Return vs Industry: 0LY1 exceeded the UK Capital Markets industry which returned 18.8% over the past year.

Return vs Market: 0LY1 exceeded the UK Market which returned 2.4% over the past year.

Price Volatility

Is 0LY1's price volatile compared to industry and market?
0LY1 volatility
0LY1 Average Weekly Movement4.8%
Capital Markets Industry Average Movement3.7%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.6%
10% least volatile stocks in GB Market2.6%

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 (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1985314Jono 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?
0LY1 fundamental statistics
Market capUS$1.50b
Earnings (TTM)US$46.76m
Revenue (TTM)US$407.88m

32.2x

P/E Ratio

3.7x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0LY1 income statement (TTM)
RevenueUS$407.88m
Cost of RevenueUS$209.19m
Gross ProfitUS$198.70m
Other ExpensesUS$151.94m
EarningsUS$46.76m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)0.33
Gross Margin48.71%
Net Profit Margin11.46%
Debt/Equity Ratio136.4%

How did 0LY1 perform over the long term?

See historical performance and comparison

Dividends

1.1%

Current Dividend Yield

37%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 13:47
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

WisdomTree, Inc. is covered by 18 analysts. 8 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