WisdomTree (WT) AI Stock Analysis

• Market Cap: $1.91B
• Dividend Yield: 0.92%
• Average Volume (3M): 2.91M
• Price to Earnings (P/E): 33.5
• Beta (1Y): 0.98
• Revenue Growth: 15.43%
• EPS Growth: -19.63%
• Country: US
• Employees: 315
• Sector: Financial
• Sector Strength: 67
• Industry: Asset Management
• EPS (TTM): 0.18
• Shares Outstanding: 147,107,120
• 10 Day Avg. Volume: 2,752,652
• 30 Day Avg. Volume: 2,912,925
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: 1.05
• Enterprise Value/Revenue: 4.52
• Enterprise Value/Gross Profit: 6.68
• Enterprise Value/Ebitda: 18.41
• 1Y Price Target: $13.98
• Price Target Upside: 7.29% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 79 Outperform
• Price Target: $14.00 ▲(7.44% Upside)

WisdomTree's overall stock score reflects its solid financial health and strategic growth initiatives, particularly the significant acquisition in private assets. While technical indicators show steady momentum, the valuation suggests caution. The positive earnings call and corporate events further bolster the company's outlook.

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, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.

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 presents a solid financial position with strong profitability and efficient cash flow generation. The company shows strong profitability with a rising EBIT margin and consistent revenue growth. The balance sheet is stable with manageable leverage, but the slowing revenue growth rate and moderate reliance on liabilities warrant 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	444.57M	427.74M	349.04M	301.35M	304.32M	249.91M
Gross Profit	300.69M	222.49M	168.16M	227.70M	235.54M	118.51M
EBITDA	109.18M	117.37M	87.73M	89.08M	93.76M	77.84M
Net Income	72.23M	66.69M	102.55M	50.68M	49.80M	-35.66M
Balance Sheet
Total Assets	1.07B	1.03B	944.14M	1.03B	1.04B	896.69M
Cash, Cash Equivalents and Short-Term Investments	193.67M	181.19M	129.31M	258.34M	267.88M	108.32M
Total Debt	515.38M	512.91M	275.47M	322.68M	319.16M	187.22M
Total Liabilities	621.79M	633.56M	402.43M	728.21M	636.42M	603.41M
Stockholders Equity	445.09M	399.98M	541.71M	305.61M	269.42M	266.26M
Cash Flow
Free Cash Flow	126.16M	113.32M	83.34M	54.87M	75.03M	46.66M
Operating Cash Flow	127.47M	113.46M	85.60M	55.09M	75.32M	47.14M
Investing Cash Flow	-30.89M	-23.88M	82.05M	-37.66M	-99.63M	10.64M
Financing Cash Flow	-41.81M	-36.00M	-171.64M	-22.78M	92.55M	-60.18M

WisdomTree Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 13.03
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

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 13.03 is below the 20-day moving average (MA) of 13.06, above the 50-day MA of 11.64, and above the 200-day MA of 10.21, indicating a neutral trend. The MACD of 0.34 indicates Positive momentum. The RSI at 58.26 is Neutral, neither overbought nor oversold. The STOCH value of 61.48 is Neutral, 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
WT	79 Outperform	$1.91B	33.51	11.22%	0.92%	15.43%	-19.63%
PX	76 Outperform	$1.36B	78.84	5.24%	1.18%	18.92%	―
GSBD	71 Outperform	$1.32B	25.98	3.27%	15.84%	-28.04%	-69.52%
VRTS	68 Neutral	$1.32B	9.27	16.46%	4.81%	0.66%	36.96%
AMTD	68 Neutral	$1.12B	1.37	11.11%	―	―	―
Sector *	67 Neutral	$17.03B	11.50	9.79%	3.95%	10.63%	1.98%
NMFC	65 Neutral	$1.08B	13.45	6.18%	12.84%	-3.55%	-20.43%

WisdomTree Corporate Events

WisdomTree Acquires Ceres Partners to Expand Market Reach

On July 31, 2025, WisdomTree, Inc. announced its acquisition of Ceres Partners, LLC, a leading U.S.-based alternative asset manager specializing in farmland investments. This strategic acquisition marks WisdomTree’s entry into the private asset markets, particularly focusing on the $3.5 trillion U.S. farmland market and related sectors such as solar and AI data infrastructure. The transaction, expected to close in the fourth quarter of 2025, aims to provide WisdomTree with immediate scale and long-term growth potential, enhancing its position as a leader in innovative investment solutions. The acquisition is anticipated to drive significant growth opportunities for WisdomTree, offering differentiated access to income-generating, inflation-hedged private investments, and positioning the company to capitalize on structural growth opportunities in wealth and asset management.

The most recent analyst rating on (WT) stock is a Buy with a $15.00 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.

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.