WisdomTree (1WT) AI Stock Analysis

WisdomTree

(Frankfurt:1WT)

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Positive Factors

Record AUM and Broad InflowsRecord assets and broad-based inflows across U.S., European, and onchain products indicate strong distribution and product demand. Because management fees generally rise with AUM, sustained organic growth can support recurring revenue, operating leverage, and stronger competitive positioning over the next several quarters.

Negative Factors

Elevated Balance-Sheet LeverageThe sharp increase in debt has materially reduced financial flexibility relative to earlier periods. Higher leverage can absorb more cash through interest and refinancing needs, leaving fewer resources for growth initiatives or shareholder returns if market levels, AUM, or profitability weaken.

WisdomTree (1WT) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 3.07B
Dividend Yield: 0.53%
Average Volume (3M): 493
Price to Earnings (P/E): 27.0
Beta (1Y): 0.67
Revenue Growth: 38.21%
EPS Growth: 7.81%
Country: Germany
Employees: 414
Sector: Financial
Sector Strength: 68
Industry: Asset Management

WisdomTree Business Overview & Revenue Model

Company Description

WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and...

WisdomTree Earnings Call Summary

Earnings Call Date:Oct 29, 2026(Q3-2026)|% Change Since:0.27%|Next Earnings Date:Jan 28, 2027

Earnings Call SentimentPositive

The call was strongly positive, led by record AUM, broad-based net inflows, substantial revenue and margin growth, capital returns, expanding portfolio solutions, and progress in Atlantic House, Ceres, AI, and onchain initiatives. The main challenges were the onchain business remaining in investment mode, mid-20s operating loss spending guidance for that business, lower European transaction and performance fees, narrowed guidance items, potential share dilution, and the stalled CLARITY Act. Highlights significantly outweighed lowlights.

Positive Updates

Record AUM and Seventh Consecutive Quarter of Records

Assets under management reached a record $171 billion at quarter end, marking the seventh consecutive quarter of record AUM. Assets increased 5% from June 30, driven by strong net inflows and favorable market conditions, with all-time highs across the U.S., European, and onchain businesses.

Negative Updates

Revenue Growth Partly Offset by Lower Fees

Quarterly revenue increased 1% sequentially, but the increase was partly offset by lower transaction fees from European ETPs and lower performance fees.

Company Guidance

Discretionary spending totaled $62.2 million year to date, and full-year guidance is updated to range from $83 million to $87 million; third-party distribution guidance is narrowed to $21 million-$23 million, with $16.5 million recognized year to date; interest income guidance is increased by $1 million to $9 million; fourth quarter diluted shares are expected to range from 154 million to 160 million shares, including incremental shares associated with convertible notes, assuming an average stock price of $21-$24 per share, although actual diluted shares may fall outside this range; all other elements of forward-looking guidance remain unchanged from last quarter, the onchain business is spending sort of the mid-20s from an operating loss standpoint, and third-party distribution fees are roughly 3% of total revenue with no material deviation expected going into next year.

WisdomTree Risk Analysis

WisdomTree disclosed 63 risk factors in its most recent earnings report. WisdomTree reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

WisdomTree Peers Comparison

Overall Rating

UnderperformOutperform

Sector (68)

Financial Indicators

DE:1WT against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FHI	79Outperform	$4.37B	11.17	33.97%	2.30%	13.31%	15.87%
BLK	69Neutral	$186.45B	26.19	11.78%	1.92%	24.24%	13.28%
BEN	68Neutral	$16.08B	21.31	7.42%	4.13%	8.39%	181.11%
Sector *	68Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
IVZ	60Neutral	$12.20B	-40.25	-0.63%	3.06%	16.65%	-147.19%
VRTS	59Neutral	$783.00M	6.81	12.82%	7.95%	-5.17%	-14.45%

* Financial Sector Average

Performance Comparison

DE:1WT and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:1WT	Wisdomtree, Inc.	18.90	8.76	86.32%
BLK	BlackRock Inc.	1167.15	129.42	12.47%
FHI	Federated Hermes, Inc.	62.56	14.28	29.58%
BEN	Franklin Resources	31.97	10.45	48.52%
IVZ	Invesco Ltd.	27.77	5.25	23.29%
VRTS	Virtus Investment Partners	121.43	-28.23	-18.86%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

WisdomTree AI Stock Analysis