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WisdomTree (WT) AI Stock Analysis
WisdomTree
(NYSE:WT)
WT scores well overall primarily due to strong financial quality (profitable, cash-generative, multi-year revenue growth) and a very constructive earnings-call backdrop (record AUM/inflows and expanding operating margins). Offsetting these positives are elevated balance-sheet leverage, soft near-term technical momentum, and a high P/E with a low dividend yield.
WisdomTree Key Performance Indicators (KPIs)
Assets Under ManagementMeasures the total market value of assets WisdomTree manages. AUM is the main driver of fee revenue for an asset manager — higher AUM usually means more stable, recurring income, scale advantages, and pricing power, while declines from market drops or investor outflows hit revenue and profitability quickly. Watch growth trends, net flows versus market moves, product concentration, and average fee levels to judge sustainability and earnings sensitivity.
WisdomTree’s AUM has shifted into a clear, accelerating uptrend driven by sustained, broad-based net inflows, market appreciation and accretive M&A (Atlantic House, Ceres), which is directly funding recent revenue and margin expansion. That AUM momentum should continue to lift fee revenue and yield per dollar, but near-term earnings and operating leverage may be modestly offset by higher compensation ratios from the acquisition, temporary share‑count/interest effects from convertible financing, and lumpy transactional/performance fees.
The FlyWisdomTree (WT) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $3.07B
- Dividend Yield
- 0.59%
- Average Volume (3M)
- 2.56M
- Price to Earnings (P/E)
- 27.0
- Beta (1Y)
- 1.38
- Revenue Growth
- 45.17%
- EPS Growth
- 13.41%
- Country
- US
- 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...
How the Company Makes Money
WisdomTree primarily makes money by earning management fees on assets under management (AUM) in its sponsored investment products. The largest recurring revenue stream is advisory/management fee revenue generated by its ETFs and other exchange-traded...
WisdomTree Earnings Call Summary
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.
Q3-2026 Updates
Positive Updates
Negative Updates
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 Financial Statement Overview
Summary
Fundamentals are solid but not without risk. Income statement strength comes from a multi-year revenue uptrend (to $663M TTM) and strong gross margin (~72%), while cash flow is a notable positive with FCF about 99% of net income and rising to ~$209M TTM. The main drag is balance-sheet risk: debt rose sharply to ~$1.06B TTM and leverage increased to ~2.58x debt/equity, reducing flexibility if profitability softens (net margin down versus 2025).
Income Statement
78PositiveBalance Sheet
54NeutralCash Flow
74Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 663.44M | 493.75M | 427.74M | 349.04M | 301.35M | 304.32M |
| Gross Profit | 512.06M | 356.07M | 306.46M | 168.16M | 138.69M | 157.24M |
| EBITDA | 220.99M | 184.19M | 117.37M | 136.41M | 56.11M | 71.69M |
| Net Income | 110.39M | 109.13M | 66.69M | 102.55M | 50.68M | 49.80M |
Balance Sheet | ||||||
| Total Assets | 1.65B | 1.51B | 1.03B | 944.14M | 1.03B | 1.04B |
| Cash, Cash Equivalents and Short-Term Investments | 340.75M | 418.85M | 266.63M | 188.03M | 258.34M | 267.88M |
| Total Debt | 1.06B | 956.59M | 512.91M | 275.47M | 322.68M | 319.16M |
| Total Liabilities | 1.20B | 1.10B | 633.56M | 402.43M | 728.21M | 768.44M |
| Stockholders Equity | 445.74M | 413.67M | 399.98M | 541.71M | 305.61M | 269.42M |
Cash Flow | ||||||
| Free Cash Flow | 207.81M | 149.24M | 113.32M | 83.34M | 54.87M | 75.03M |
| Operating Cash Flow | 209.80M | 149.46M | 113.46M | 85.60M | 55.09M | 75.32M |
| Investing Cash Flow | -413.66M | -313.03M | -23.88M | 82.05M | -37.66M | -99.63M |
| Financing Cash Flow | -49.83M | 288.28M | -36.00M | -171.64M | -22.78M | 92.55M |
WisdomTree Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WT, the sentiment is Negative. The current price of 20.28 is below the 20-day moving average (MA) of 21.70, below the 50-day MA of 23.04, and above the 200-day MA of 19.06, indicating a neutral trend. The MACD of -0.63 indicates Positive momentum. The RSI at 31.47 is Neutral, neither overbought nor oversold. The STOCH value of 44.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WT.
WisdomTree Risk Analysis
WisdomTree disclosed 63 risk factors in its most recent earnings report. WisdomTree reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksWisdomTree Peers Comparison
Overall Rating
FHI79Outperform
BLK69Neutral
BEN68Neutral- WT68Neutral
IVZ60Neutral
VRTS59Neutral
Financial Indicators
| 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% |
| WT | 68Neutral | $3.14B | 27.00 | 25.19% | 0.59% | 45.17% | 13.41% |
| 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
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WT | Wisdomtree, Inc. | 20.25 | 8.64 | 74.36% | |
| 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% |
WisdomTree Corporate Events
WisdomTree Reports Record Q3 Assets and Earnings Growth
PositiveOn October 30, 2026, WisdomTree reported third-quarter 2026 results marked by record assets under management of $171.0 billion, driven by $4.6 billion in net inflows largely into fixed income, commodity, and U.S. equity products. The company generate...
WisdomTree Reports Record AUM and Strong Q2 Results
PositiveOn July 31, 2026, WisdomTree reported second-quarter 2026 results showing record assets under management of $162.9 billion, driven by $3.1 billion in net inflows, market appreciation and the acquisition of Atlantic House Holdings. Operating revenues...
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.
Date of analysis: Oct 30, 2026