Stock Evaluator: WisdomTree, Inc. (WT)

WisdomTree, Inc. WT

$19.37 0.57 3.03%
July 31, 2026 4:00:02 PM EST November 10, 2021 Volume: 3,275,413
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
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COMPANY SUMMARY
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. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.

Commentary & Analysis


Financial Summary

Share Statistics WT Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $2,877.5 $2,836.7 59%
Shares Out (Mil) 138.0 74.1 69%
Institutional Ownership 92.2% 79.1% 61%
Float (Mil) 135.5 69.7 67%
Beta na 0.94 na
Avg Daily Volume (000s) 2,207 445 84%
Price Change
(52-week)
45.0% 72.7% 78%
Growth WT Industry
Median
Percentile
(All Stocks)
Sales (5yr) 14.6% 7.7% 72%
Net Income (5yr) 38.3% 8.9% 90%
EPS (5yr) 37.6% 9.6% 87
Dividends (5yr) 0.0% 1.3% 57%
Cash Flow (5yr) 148.6% 0.9% 100%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 7 2 7
Current EPS $0.264 $1.140 $1.283
Month Ago EPS $0.264 $1.157 $1.304
# Rev Up 0 0 1
# Rev Down 1 1 0
Three Months Ago EPS $0.256 $1.092 $1.210
Year/Year Chg (257.1%) 52.4% 88.5%
Financials WT Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $545 $871 42%
Net Income (TTM) (Mil) $61 $85 57%
EPS (TTM) $0.435 $1.000 52%
Operating Cash Flow (TTM) (Mil) $160 $64 57%
Net Cash Flow (TTM) (Mil) $455 $25 90%
Long-Term Debt (Q1) (Mil) $1,126 $209 68%
Enterprise Value (Q1) (Mil) $3,515 $1,297 57%
Valuation WT Industry
Median
Percentile
(All Stocks)
P/B 6.09 2.69 82%
P/E 45.6 19.1 82%
Dividend Yield 0.6% 0.9% 63%
PEG (5yr hist) 1.2 1.4 51%
Ratios WT Industry
Median
Percentile
(All Stocks)
Gross Margin 53.3% 75.0% 65%
Net Margin 13.3% 15.8% 70%
ROA 4.4% 2.1% 69%
ROE 13.8% 13.4% 68%
Liabilities to Assets 73.4% 59.1% 69%
F-Score 7 5 84%

WisdomTree, Inc. did not pass any screens on 7/31/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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