WisdomTree (WT) AI Stock Analysis

• Market Cap: $1.83B
• Dividend Yield: 0.96%
• Average Volume (3M): 1.93M
• Price to Earnings (P/E): 37.1
• Beta (1Y): 0.94
• Revenue Growth: 20.66%
• EPS Growth: -47.25%
• Country: US
• Employees: 315
• Sector: Financial
• Sector Strength: 82
• Industry: Asset Management
• EPS (TTM): 0.16
• Shares Outstanding: 147,031,330
• 10 Day Avg. Volume: 3,336,063
• 30 Day Avg. Volume: 1,933,358
• PEG Ratio: -0.27
• Price to Book (P/B): 2.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 15.71
• Enterprise Value/Market Cap: 0.47
• Enterprise Value/Revenue: 0.52
• Enterprise Value/Gross Profit: 2.67
• Enterprise Value/Ebitda: 1.96
• 1Y Price Target: $13.38
• Price Target Upside: 7.21% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5

• Rating: 71 Outperform
• Price Target: $12.50 ▲(0.16%Upside)

WisdomTree's overall stock score reflects strong financial performance and positive earnings call insights, despite some overvaluation concerns. The company's solid cash flow and profitability, coupled with robust AUM growth, are significant strengths. Technical indicators suggest caution due to overbought conditions, but the stock's momentum remains positive.

Positive Factors

Earnings

Gold settlement has boosted earnings and unlocked strategic value for WisdomTree.

Financial Performance

Earnings per share for the fourth quarter are expected to increase by 12.5% due to better expenses and lower share count.

Negative Factors

Expenses

Adjusted EPS for 2026 is down 1% due to higher expenses despite better revenues.

WisdomTree Business Overview & Revenue Model

Company Description

WisdomTree (WT) is a prominent asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). It operates primarily in the financial services sector, offering a diverse portfolio of investment products that cater to both institutional and retail investors. The company's offerings are distinguished by their focus on innovative and strategic investment strategies, including equity, fixed income, commodity, and alternative investment funds designed to help investors achieve their financial goals.

How the Company Makes Money

WisdomTree makes money primarily through the management fees it charges on its range of ETFs and ETPs. These fees are typically a percentage of the assets under management (AUM) and are collected on a regular basis, providing a steady stream of revenue. Additionally, the company may earn revenue through performance fees, which are contingent on the investment products meeting specific performance benchmarks. WisdomTree's earnings are also influenced by its ability to attract new investors and retain existing ones, which is aided by its reputation for innovative investment strategies and its strong distribution network. Partnerships with financial advisors and institutions also play a critical role in expanding its reach and enhancing its product offerings.

WisdomTree Financial Statement Overview

Summary

WisdomTree demonstrates solid profitability with strong cash flow and prudent debt management. While the income statement and cash flow scores are robust, the balance sheet indicates moderate leverage that needs monitoring.

Income Statement

The company shows strong profitability with a rising EBIT margin and consistent revenue growth. The gross profit margin remains healthy, and net profit margin is improving, indicating operational efficiency. However, the revenue growth rate has slowed recently, which could be a concern if it continues.

Balance Sheet

WisdomTree maintains a stable equity position, with a debt-to-equity ratio suggesting manageable leverage. The return on equity is improving, which is positive for shareholders. However, the equity ratio shows moderate reliance on liabilities, requiring careful monitoring of debt levels.

Cash Flow

The company has a strong cash flow position, with significant free cash flow growth and a high operating cash flow to net income ratio, indicating good cash management. The free cash flow to net income ratio further underscores the company's ability to convert income into cash effectively.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	438.98M	427.74M	349.04M	301.35M	304.32M	249.91M
Gross Profit	321.48M	222.49M	168.16M	227.70M	235.54M	118.51M
EBITDA	115.79M	117.37M	87.73M	89.08M	93.76M	77.84M
Net Income	69.21M	66.69M	102.55M	50.68M	49.80M	-35.66M
Balance Sheet
Total Assets	1.03B	1.03B	944.14M	1.03B	1.04B	896.69M
Cash, Cash Equivalents and Short-Term Investments	258.34M	181.19M	129.31M	258.34M	267.88M	108.32M
Total Debt	322.68M	512.91M	275.47M	322.68M	319.16M	187.22M
Total Liabilities	728.21M	633.56M	402.43M	728.21M	636.42M	603.41M
Stockholders Equity	305.61M	399.98M	541.71M	305.61M	269.42M	266.26M
Cash Flow
Free Cash Flow	119.02M	113.32M	83.34M	54.87M	75.03M	46.66M
Operating Cash Flow	120.87M	113.46M	85.60M	55.09M	75.32M	47.14M
Investing Cash Flow	-26.12M	-23.88M	82.05M	-37.66M	-99.63M	10.64M
Financing Cash Flow	-42.39M	-36.00M	-171.64M	-22.78M	92.55M	-60.18M

WisdomTree Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 12.48
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WT, the sentiment is Positive. The current price of 12.48 is above the 20-day moving average (MA) of 10.68, above the 50-day MA of 9.84, and above the 200-day MA of 9.85, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 86.31 is Negative, neither overbought nor oversold. The STOCH value of 95.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WT.

WisdomTree Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
VRTS	73 Outperform	$1.38B	11.81	13.66%	4.52%	0.63%	1.46%
WT	71 Outperform	$1.83B	37.05	10.77%	0.96%	20.66%	-47.25%
GSBD	71 Outperform	$1.35B	26.70	3.27%	16.64%	-28.04%	-69.52%
AMTD	68 Neutral	$1.13B	1.46	11.11%	―	―	―
Sector *	67 Neutral	$17.07B	11.91	9.69%	3.75%	11.66%	-9.47%
NMFC	65 Neutral	$1.15B	10.81	8.11%	11.96%	-3.55%	-20.43%
PX	63 Neutral	$1.21B	69.99	5.24%	1.40%	18.92%	―
PX	63 Neutral	$1.21B	69.99	5.24%	1.40%	18.92%	―

WisdomTree Corporate Events

WisdomTree Stockholders Approve Key Proposals at Annual Meeting

On June 17, 2025, WisdomTree, Inc. held its Annual Meeting of Stockholders where three proposals were voted on, including the election of nine board members, the ratification of Ernst & Young LLP as the independent accounting firm, and an advisory resolution on executive compensation. The stockholders approved all proposals, with a significant majority voting in favor, indicating strong support for the company’s current leadership and strategic direction.

The most recent analyst rating on (WT) stock is a Buy with a $17.00 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.