WisdomTree, Inc.
WT
NYSE·Financial Services·Asset Management·Mkt cap $3.8B
$24.89
▲ +0.08%
P/E
44.45
Mkt Cap
$3.8B
52-Wk Range
$10.69–$25.91
52-Week Range
$10.69 - $25.91
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 83.0% 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 2.0x 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 2.0x vs Asset Management peers. Elevated but may be justified by growth trajectory.
Momentum
Hot
+41.5% over 3m
Quality
Excellent
High-growth business (42% revenue growth, 72% gross margin). Profitable with strong growth momentum.
Dividend
Token
0.48% 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: Oct 30, 2026
JUL 31, 2026
Reported EPS of $0.31 vs $0.26 consensus (+17.3% surprise). Revenue of $177.2M vs $170.6M expected (+3.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+17.3%
Revenue trend · last 8Q
—
+21%
+11%
+4%
+8%
+40%
+55%
+57%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$108.1M
$105.1M
$102.6M
$112.6M
$125.6M
$147.4M
$159.5M
$177.2M
Margins · last 8Q
Gross
75.3%
Operating
40.5%
Profit
25.0%
Wall Street consensus
4 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Raymond James · Aug 27, 2026
vs Industry
How WT stacks vs Asset Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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