WT Stock Overview
Through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
My Notes
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WisdomTree, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$10.65 |
| 52 Week High | US$12.45 |
| 52 Week Low | US$6.57 |
| Beta | 1.46 |
| 1 Month Change | -11.25% |
| 3 Month Change | 3.40% |
| 1 Year Change | 59.19% |
| 3 Year Change | 72.89% |
| 5 Year Change | 122.80% |
| Change since IPO | 432.50% |
Recent News & Updates
Recent updates
WisdomTree (NYSE:WT) Will Pay A Dividend Of $0.03
Oct 28
Market Cool On WisdomTree, Inc.'s (NYSE:WT) Earnings
Oct 17WisdomTree: An Attractive Growth Play In The Financial Sector
Oct 14WisdomTree (NYSE:WT) Is Due To Pay A Dividend Of $0.03
Aug 06There's No Escaping WisdomTree, Inc.'s (NYSE:WT) Muted Earnings
Jul 15WisdomTree: Premium Valuation Seems Unjustified
Jun 29It Looks Like Shareholders Would Probably Approve WisdomTree, Inc.'s (NYSE:WT) CEO Compensation Package
Jun 05WisdomTree (NYSE:WT) Has Announced A Dividend Of $0.03
May 02Little Excitement Around WisdomTree, Inc.'s (NYSE:WT) Earnings
Apr 09WisdomTree: Premium Valuation Is Well Deserved
Dec 26What You Can Learn From WisdomTree, Inc.'s (NYSE:WT) P/E
Dec 22WisdomTree (NYSE:WT) Will Pay A Dividend Of $0.03
Oct 30WisdomTree: Growth Continues But Company Might Be Undersized
Oct 16Should You Be Adding WisdomTree (NYSE:WT) To Your Watchlist Today?
Sep 27WisdomTree (NYSE:WT) Has Affirmed Its Dividend Of $0.03
Jul 31Here's Why We Think WisdomTree (NYSE:WT) Is Well Worth Watching
Jun 20WisdomTree's (NYSE:WT) Dividend Will Be $0.03
May 07Shareholder Returns
| WT | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -7.5% | -4.3% | -2.7% |
| 1Y | 59.2% | 32.4% | 23.4% |
Return vs Industry: WT exceeded the US Capital Markets industry which returned 32.4% over the past year.
Return vs Market: WT exceeded the US Market which returned 23.4% over the past year.
Price Volatility
| WT volatility | |
|---|---|
| WT Average Weekly Movement | 4.3% |
| Capital Markets Industry Average Movement | 4.1% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.2% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1985 | 314 | 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
| WT fundamental statistics | |
|---|---|
| Market cap | US$1.50b |
| Earnings (TTM) | US$46.76m |
| Revenue (TTM) | US$407.88m |
32.2x
P/E Ratio3.7x
P/S RatioIs WT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WT income statement (TTM) | |
|---|---|
| Revenue | US$407.88m |
| Cost of Revenue | US$209.19m |
| Gross Profit | US$198.70m |
| Other Expenses | US$151.94m |
| Earnings | US$46.76m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.33 |
| Gross Margin | 48.71% |
| Net Profit Margin | 11.46% |
| Debt/Equity Ratio | 136.4% |
How did WT perform over the long term?
See historical performance and comparisonDividends
1.1%
Current Dividend Yield37%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/23 10:51 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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 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.
| Analyst | Institution |
|---|---|
| Michael Carrier | BofA Global Research |
| George Sutton | Craig-Hallum Capital Group LLC |
| Craig Siegenthaler | Credit Suisse |