WisdomTree (WT) AI Stock Analysis

• Market Cap: $1.64B
• Dividend Yield: 1.01%
• Average Volume (3M): 2.75M
• Price to Earnings (P/E): 18.2
• Beta (1Y): 1.04
• Revenue Growth: 12.05%
• EPS Growth: 120.13%
• Country: US
• Employees: 315
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.23
• Shares Outstanding: 140,715,070
• 10 Day Avg. Volume: 3,008,650
• 30 Day Avg. Volume: 2,751,732
• PEG Ratio: -0.47
• Price to Book (P/B): 3.80
• Price to Sales (P/S): 3.55
• P/FCF Ratio: 13.40
• Enterprise Value/Market Cap: 1.52
• Enterprise Value/Revenue: 5.46
• Enterprise Value/Gross Profit: 8.35
• Enterprise Value/Ebitda: 16.97
• 1Y Price Target: $14.75
• Price Target Upside: 24.68% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): 0.78
• Revenue Forecast (FY): $485.57M

• Rating: 71 Outperform
• Price Target: $13.00 ▲(9.89% Upside)

WisdomTree's overall stock score reflects strong financial performance and strategic growth initiatives, such as the acquisition of Ceres Partners. However, technical indicators suggest potential bearish momentum, and high leverage poses a financial risk. The valuation is moderate, and recent corporate actions are favorable.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective product offerings, supporting long-term business expansion.

Strategic Acquisitions

Acquiring Ceres Partners enhances diversification and market presence, positioning WisdomTree for sustained growth in new asset classes.

Cash Generation

Strong cash generation enhances financial flexibility, enabling strategic investments and debt reduction, supporting long-term stability.

Negative Factors

High Leverage

High leverage can strain financial resources and limit strategic options, posing a risk to long-term financial health.

Increased Interest Expense

Rising interest expenses reduce net income and cash flow, potentially impacting future profitability and financial flexibility.

Post-Quarter Outflows

Significant outflows post-quarter could indicate investor concerns or market shifts, affecting future revenue and growth prospects.

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 generates revenue primarily through management fees charged on the assets under management (AUM) in its ETFs and other investment products. These fees are typically calculated as a percentage of AUM and are collected on an ongoing basis. Additionally, the company may earn performance fees from certain investment strategies that exceed predetermined benchmarks. WisdomTree also engages in securities lending, where it lends out securities held in its funds to generate additional income. Significant partnerships with financial institutions and distribution agreements enhance its market reach and contribute to its overall earnings by facilitating the sale and distribution of its products.

WisdomTree Financial Statement Overview

Summary

WisdomTree demonstrates strong financial performance with consistent revenue growth and profitability. The company effectively manages its cash flows, although high leverage remains a concern. Continued focus on reducing debt could enhance financial stability and investor confidence.

Income Statement

WisdomTree's income statement shows a solid performance with a consistent revenue growth rate of 2.8% in the TTM period. The gross profit margin is strong at 74.57%, indicating efficient cost management. The net profit margin has improved to 21.10%, reflecting enhanced profitability. However, the EBIT margin has slightly decreased compared to the previous year, which could indicate rising operational costs.

Balance Sheet

The balance sheet highlights a high debt-to-equity ratio of 2.56, suggesting significant leverage, which could pose financial risk. However, the return on equity is robust at 23.60%, indicating effective use of equity to generate profits. The equity ratio is relatively low, which may affect financial stability in the long term.

Cash Flow

Cash flow analysis reveals a substantial free cash flow growth rate of 76.3% in the TTM period, showcasing strong cash generation capabilities. The operating cash flow to net income ratio is moderate at 0.50, suggesting a balanced conversion of income to cash. The free cash flow to net income ratio is nearly 1, indicating efficient cash management.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	457.02M	427.74M	349.04M	301.35M	304.32M	249.91M
Gross Profit	298.86M	306.46M	168.16M	138.69M	157.24M	118.51M
EBITDA	147.02M	117.37M	136.41M	56.11M	71.69M	-21.35M
Net Income	96.42M	66.69M	102.55M	50.68M	49.80M	-35.66M
Balance Sheet
Total Assets	1.45B	1.03B	944.14M	1.03B	1.04B	896.69M
Cash, Cash Equivalents and Short-Term Investments	555.85M	266.63M	188.03M	258.34M	267.88M	108.32M
Total Debt	956.23M	512.91M	275.47M	322.68M	319.16M	187.22M
Total Liabilities	1.07B	633.56M	402.43M	728.21M	768.44M	630.43M
Stockholders Equity	373.42M	399.98M	541.71M	305.61M	269.42M	266.26M
Cash Flow
Free Cash Flow	127.12M	113.32M	83.34M	54.87M	75.03M	46.66M
Operating Cash Flow	127.83M	113.46M	85.60M	55.09M	75.32M	47.14M
Investing Cash Flow	-43.15M	-23.88M	82.05M	-37.66M	-99.63M	10.64M
Financing Cash Flow	292.24M	-36.00M	-171.64M	-22.78M	92.55M	-60.18M

WisdomTree Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 11.83
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WT, the sentiment is Neutral. The current price of 11.83 is above the 20-day moving average (MA) of 11.22, below the 50-day MA of 11.97, and above the 200-day MA of 11.23, indicating a neutral trend. The MACD of -0.04 indicates Negative momentum. The RSI at 57.77 is Neutral, neither overbought nor oversold. The STOCH value of 87.76 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WT.

WisdomTree Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
PAX	74 Outperform	$2.58B	23.77	20.03%	3.71%	22.09%	58.98%
BBT	74 Outperform	$2.27B	24.54	1.46%	3.19%	21.37%	17.19%
WT	71 Outperform	$1.64B	18.23	25.27%	1.01%	12.05%	120.13%
VRTS	69 Neutral	$1.14B	8.64	15.07%	5.41%	-3.07%	18.00%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
AAMI	66 Neutral	$1.72B	20.29	7024.00%	0.08%	21.53%	42.18%
GCMG	60 Neutral	$2.34B	41.43	―	3.85%	18.33%	109.57%

WisdomTree Corporate Events

WisdomTree Declares Dividend and Expands Buyback Program

On October 27, 2025, WisdomTree‘s Board of Directors declared a quarterly cash dividend of $0.03 per share, payable on November 26, 2025. The Board also increased the company’s share repurchase program by $190 million, totaling $250 million, set to expire in April 2028. The third quarter of 2025 saw WisdomTree achieve record assets under management (AUM) of $137.2 billion, driven by $2.2 billion in net inflows and strong performance across its business lines. The company reported a net income of $19.7 million, despite a $13 million loss from the repurchase of convertible notes. WisdomTree’s strategic initiatives, including the acquisition of Ceres Partners and leadership in tokenization, position it for sustained growth.

WisdomTree Completes Acquisition of Ceres Partners

On October 2, 2025, WisdomTree completed its acquisition of Ceres Partners, a leading U.S.-based alternative asset manager specializing in farmland investments. This acquisition marks WisdomTree’s strategic entry into private asset markets, expanding its offerings beyond exchange-traded products. The move is seen as transformative, providing investors with access to a resilient asset class and enhancing WisdomTree’s growth strategy. The acquisition was funded with $275 million in cash and includes potential earnout considerations contingent on future revenue growth. Ceres Partners’ expertise in farmland and related opportunities is expected to drive growth and diversification for WisdomTree.