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WisdomTree, Inc.
WT
NYSE·Financial Services·Asset Management·Mkt cap $2.7B
$18.04
▲ +2.44%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$10.69 - $19.85
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 43.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary fundamentally weighted index methodology differentiating from traditional cap-weighted competitors
- Diversified revenue streams from ETF management, index licensing, and advisory services
- Established brand and 39-year track record in index development and asset management
- Specialized 401(k) platform addressing retirement plan market opportunity
Bear Case
2 risks
- Average volatility.
- Growth premium of 1.5x vs Asset Management peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Rising demand for ETFs as low-cost alternatives to actively managed funds
Value
Growth premium of 1.5x vs Asset Management peers. Elevated but may be justified by growth trajectory.
Momentum
Hot
+21.9% over 3m
Quality
Excellent
High-growth business (30% revenue growth, 70% gross margin). Profitable with strong growth momentum.
Dividend
Modest
0.68% yield
Smart-money signal
Who's buying WT right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 24, 2026
MAY 1, 2026
Reported EPS of $0.27 vs $0.25 consensus (+8.0% surprise). Revenue of $159.5M vs $157.0M expected (+1.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+8.0%
Next: Apr 24, 2026
Revenue trend · last 8Q
—
—
+21%
+11%
+4%
+8%
+40%
+55%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$102.9M
$108.1M
$105.1M
$102.6M
$112.6M
$125.6M
$147.4M
$159.5M
Margins · last 8Q
Gross
—
Operating
—
Profit
-14.5%
Wall Street consensus
3 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
67%
Sell
0%
Median Price Target
$19.00
▲ +5.3% vs $18.04
Latest: Northland · $22.00 · Jun 2, 2026
4 analysts covering