A+ Stock Grade Summary:
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Rosalio Madrigal
Jenna Brashear
Jenna Brashear
Jenna Brashear
Michael Rose
| Share Statistics | WT | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $3,505.4 | $3,241.5 | 62% |
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| Shares Out (Mil) | 156.3 | 82.4 | 72% |
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| Institutional Ownership | 92.2% | 76.9% | 61% |
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| Float (Mil) | 133.4 | 74.7 | 67% |
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| Beta | 1.18 | 0.94 | 69% |
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| Avg Daily Volume (000s) | 2,564 | 470 | 87% |
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| Price Change (52-week) |
75.7% | 76.5% | 88% |
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| Growth | WT | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 14.6% | 8.4% | 72% |
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| Net Income (5yr) | 38.3% | 8.9% | 90% |
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| EPS (5yr) | 37.6% | 9.0% | 87 |
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| Dividends (5yr) | 0.0% | 1.4% | 57% |
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| Cash Flow (5yr) | 148.6% | 0.1% | 100% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 7 | 6 | 7 | |
| Current EPS | $0.299 | $1.197 | $1.321 | |
| Month Ago EPS | $0.301 | $1.176 | $1.290 | |
| # Rev Up | 0 | 0 | 1 | |
| # Rev Down | 1 | 1 | 0 | |
| Three Months Ago EPS | $0.313 | $1.168 | $1.307 | |
| Year/Year Chg | 6.8% | 60.0% | 95.6% | |
| Financials | WT | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $610 | $1,066 | 43% |
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| Net Income (TTM) (Mil) | $81 | $104 | 59% |
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| EPS (TTM) | $0.570 | $1.000 | 55% |
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| Operating Cash Flow (TTM) (Mil) | $196 | $83 | 59% |
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| Net Cash Flow (TTM) (Mil) | $101 | $18 | 77% |
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| Long-Term Debt (Q1) (Mil) | $1,059 | $206 | 67% |
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| Enterprise Value (Q1) (Mil) | $4,217 | $1,572 | 60% |
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| Valuation | WT | Industry Median |
Percentile (All Stocks) |
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| P/B | 8.39 | 2.75 | 88% |
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| P/E | 43.8 | 19.9 | 82% |
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| Dividend Yield | 0.5% | 0.9% | 62% |
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| PEG (5yr hist) | 1.2 | 1.4 | 51% |
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| Ratios | WT | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 53.3% | 74.4% | 65% |
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| Net Margin | 13.3% | 16.2% | 70% |
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| ROA | 6.0% | 1.8% | 76% |
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| ROE | 18.7% | 13.0% | 77% |
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| Liabilities to Assets | 74.6% | 60.0% | 70% |
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| F-Score | 6 | 5 | 67% |
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WisdomTree, Inc. did not pass any screens on 9/2/2026.
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.
Ⓒ 2026 American Association of Individual Investors
