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Company Analysis

WisdomTree, Inc. WT

A comprehensive view of key metrics, scores, and financial health for WisdomTree, Inc.

Overview of WisdomTree, Inc.

WT NYQ
Financial Services Asset Management Mid Cap
WisdomTree, Inc. (WT), is a Mid Cap company, in the Asset Management industry, last closed at $15.26, about 82.3% overvalued vs fair value, +79.7% 1Y return, ranked 399/1004 in sector.
$15.26
0.79%
As of March 13, 2026
Previous close • Vol 90d: 35.2%
52-Week Range
Market Cap
$2.35B
Enterprise Value
$3.00B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.wisdomtree.com
HQ New York, NY
Employees 360
Fiscal year Dec 31

Next Events

Earnings May 1 Estimated

Fair Value Snapshot

Bear Base Bull
$2
$3
$5
Current: $15.26 -82% vs base

Engine Room Money Flow™

Mid Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$6.8M
65.4%%
Interest Expense
$30.4M
Net Interest Income
$-12.1M
-8.9%%
Total Revenue
$493.8M
15.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
12.5%
Good

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$120.0M
240.7% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating WisdomTree, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
55
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
52
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing WT's balance between Growth (37.4%), Profitability (26.7%), and Safety (35.8%). Growth 37% Safety 36% Profitability 27%

Click axes to expand details. Marker shows current allocation.

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Growth

71th percentile vs peers
71
Key Signals
Rev Growth YoY 15.4% 62p Revenue CAGR 3Y 17.9% 65p EPS Growth YoY 79.3% 77p EPS CAGR 3Y 33.1% 91p TSR 17.3% 69p
Strengths
  • Eps Cagr 3Y in top 20% of peers (33.1%, 91th percentile)
  • D/E Ratio in top 20% of peers (2.31, 94th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

50th percentile vs peers
51
Key Signals
Strengths
Risks
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Safety

68th percentile vs peers
68
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for WisdomTree, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
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Bear
-
- - -
- upside
-
Base
$2.70
- - -
-82.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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