WisdomTree (WT) AI Stock Analysis

• Market Cap: $1.75B
• Dividend Yield: 1%
• Average Volume (3M): 2.96M
• Price to Earnings (P/E): 18.5
• Beta (1Y): 1.05
• Revenue Growth: 12.05%
• EPS Growth: 121.84%
• Country: US
• Employees: 315
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.23
• Shares Outstanding: 147,107,120
• 10 Day Avg. Volume: 3,729,531
• 30 Day Avg. Volume: 2,962,351
• 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: 1.43
• Enterprise Value/Revenue: 5.46
• Enterprise Value/Gross Profit: 7.77
• Enterprise Value/Ebitda: 15.91
• 1Y Price Target: $15.00
• Price Target Upside: 28.64% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): 0.78
• Revenue Forecast (FY): $482.81M

• Rating: 66 Neutral
• Price Target: $13.00 ▲(11.49% Upside)

WisdomTree's overall stock score reflects strong financial performance and positive earnings call insights, offset by bearish technical indicators and fair valuation. The company's strategic initiatives and growth prospects are promising, but technical weakness and high leverage present risks.

Positive Factors

Record Global AUM

Achieving record AUM indicates strong market demand and effective investment strategies, enhancing long-term revenue potential through increased management fees.

Successful Ceres Acquisition

The Ceres acquisition diversifies product offerings and improves margins, strengthening competitive positioning and potential profitability.

Digital Assets Growth

Growth in digital assets aligns with industry trends towards digital finance, positioning WisdomTree to capture emerging market opportunities.

Negative Factors

High Leverage

High leverage can limit financial flexibility and increase risk, potentially affecting long-term financial stability and investment capacity.

Increased Interest Expense

Rising interest expenses reduce net income and cash flow, potentially impacting future investment and growth capabilities.

Outflows Post Quarter

Significant outflows could indicate shifting investor preferences, challenging WisdomTree's asset retention and revenue stability.

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 mutual funds. These fees are typically a percentage of the total AUM and can vary depending on the specific fund's investment strategy and structure. In addition to management fees, the company may also earn performance fees for exceeding certain investment benchmarks. Furthermore, WisdomTree engages in strategic partnerships and collaborations with financial institutions and other market participants to enhance distribution and expand its product offerings, which can contribute to increased AUM and, consequently, higher revenues. The company also benefits from the growing trend of passive investing, as more investors seek low-cost investment options, thereby driving demand for its ETF 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	321.21M	306.46M	266.15M	227.70M	235.54M	183.76M
EBITDA	156.76M	117.37M	151.60M	89.08M	93.76M	2.88M
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	595.64M	636.42M	603.41M
Stockholders Equity	373.42M	399.98M	541.71M	438.18M	401.99M	398.83M
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: Negative
• Last Price: 11.66
• 50DMA: Negative
• 100DMA: Negative
• 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 Negative. The current price of 11.66 is below the 20-day moving average (MA) of 12.42, below the 50-day MA of 13.29, and above the 200-day MA of 11.03, indicating a neutral trend. The MACD of -0.47 indicates Positive momentum. The RSI at 32.82 is Neutral, neither overbought nor oversold. The STOCH value of 21.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WT.

WisdomTree Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BBT	75 Outperform	$2.10B	24.11	1.12%	0.78%	21.37%	9.95%
PAX	74 Outperform	$2.42B	28.03	15.46%	3.95%	26.65%	-1.26%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
WT	66 Neutral	$1.75B	18.46	25.47%	1.00%	12.05%	121.84%
VRTS	66 Neutral	$1.10B	8.33	15.07%	5.62%	-3.07%	18.00%
GCMG	60 Neutral	$2.27B	42.15	―	3.76%	18.33%	109.57%
AAMI	58 Neutral	$1.56B	18.39	7024.00%	0.08%	21.32%	42.19%

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.

The most recent analyst rating on (WT) stock is a Hold with a $13.50 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.

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.

The most recent analyst rating on (WT) stock is a Buy with a $16.00 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.

WisdomTree Issues $475M Convertible Senior Notes

On August 14, 2025, WisdomTree, Inc. issued $475 million in 4.625% Convertible Senior Notes due 2030 through a private offering to qualified institutional buyers, resulting in approximately $464 million in net proceeds. These notes, which are senior unsecured obligations, offer flexibility in conversion and redemption options, potentially impacting the company’s financial strategy and market positioning by providing additional capital for growth and operations.

The most recent analyst rating on (WT) stock is a Buy with a $14.00 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.

WisdomTree Announces $475M Convertible Notes Offering

On August 12, 2025, WisdomTree announced the pricing of an upsized offering of $415 million in convertible senior notes due 2030, with an additional $60 million purchased by initial buyers, totaling $475 million. The proceeds will fund the acquisition of Ceres Partners, repurchase $24 million of 2028 notes, and buy back $90 million in common stock, impacting market positioning and potentially affecting stock prices.

The most recent analyst rating on (WT) stock is a Buy with a $14.00 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.

WisdomTree Announces $400M Convertible Notes Offering

On August 11, 2025, WisdomTree announced a private offering of $400 million in convertible senior notes due 2030, aimed at qualified institutional buyers. The proceeds will primarily fund the acquisition of Ceres Partners, LLC, repurchase outstanding notes, and buy back shares of its common stock. The announcement highlights WisdomTree’s strategic financial maneuvers to strengthen its market position and manage its capital structure effectively.

The most recent analyst rating on (WT) stock is a Buy with a $14.00 price target. To see the full list of analyst forecasts on WisdomTree stock, see the WT Stock Forecast page.

WisdomTree’s Earnings Call: Record AUM & Strategic Moves

The recent earnings call for WisdomTree, Inc. reflected a robust performance, marked by record assets under management (AUM), a strategic acquisition, and notable growth in digital assets. Despite facing challenges such as foreign exchange fluctuations and regulatory hurdles, the company’s positive developments and strategic initiatives were the focal points of the discussion.