WisdomTree, Inc. WT
- Market cap
- $3.6B
- P/E
- 43.4×
Follow WT
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8.00 | 7.87 | 6.15 | 4.55 | 1.87 | 5.08 | 4.60 | 5.42 | 6.57 | 7.47 |
Analyst estimates 2026–2028 Powerpack |
Low Price
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| 15.63 | 12.68 | 13.41 | 8.04 | 5.60 | 7.38 | 6.60 | 7.55 | 12.45 | 14.96 |
High Price
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| 209 | 204 | 228 | 208 | 217 | 241 | 273 | 303 | 313 | 360 |
Employees
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| 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
Revenue/Emp
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| 219 | 228 | 274 | 267 | 250 | 304 | 301 | 349 | 428 | 494 |
Revenue
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|||
| 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
Gross Margin
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| 56 | 58 | 51 | 0 | (35) | 57 | 40 | 119 | 95 | 142 |
EBT
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| 25.38% | 25.49% | 18.62% | 0.05% | (14.09%) | 18.62% | 13.26% | 34.10% | 22.30% | 28.80% |
EBT Margin
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| 26 | 27 | 37 | (10) | (36) | 50 | 51 | 103 | 67 | 109 |
Net Income
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| 3 | 1 | 21 | 38 | 30 | 21 | 4 | 4 | 5 | 9 |
Depreciation
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| 1.63 | 1.70 | 1.87 | 1.76 | 1.68 | 2.12 | 2.11 | 2.41 | 2.96 | 3.52 |
Revenue/Sh
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| 0.19 | 0.20 | 0.23 | 0.12 | (0.25) | 0.31 | 0.31 | 0.66 | 0.34 | 0.77 |
Earnings/Sh
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| 0.41 | 0.36 | 0.26 | 0.38 | 0.32 | 0.52 | 0.39 | 0.59 | 0.78 | 1.05 |
Cash Flow/Sh
|
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| (0.01) | (0.02) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | (0.02) | (0.02) | (0.02) |
Capex/Sh
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| 0.40 | 0.34 | 0.26 | 0.38 | 0.31 | 0.52 | 0.38 | 0.58 | 0.77 | 1.03 |
Free CF/Sh
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| 1.50 | 1.43 | 3.35 | 3.10 | 2.68 | 2.79 | 3.06 | 3.74 | 2.77 | 2.95 |
Book Value/Sh
|
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| 134 | 135 | 147 | 152 | 149 | 144 | 143 | 145 | 145 | 140 |
Shares
|
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| 59.45 | 61.10 | 30.23 | 0.00 | 0.00 | 19.74 | 20.41 | 10.42 | 24.49 | 15.83 |
PE Ratio
|
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| 7.30 | 7.21 | 3.56 | 2.76 | 3.18 | 2.89 | 2.62 | 2.81 | 3.55 | 3.47 |
PS Ratio
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| 7.94 | 8.53 | 2.72 | 2.18 | 2.99 | 3.27 | 2.58 | 2.39 | 3.80 | 4.14 |
PB Ratio
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| 6.86 | 6.96 | 3.98 | 3.15 | 3.57 | 3.48 | 3.24 | 3.23 | 4.33 | 4.77 |
EV/Sales
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| 27.88 | 32.97 | 29.20 | 14.61 | 19.11 | 14.11 | 17.81 | 13.51 | 16.67 | 16.26 |
EV/FCF
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| 55 | 49 | 37 | 57 | 47 | 75 | 55 | 86 | 113 | 148 |
Op' Cash Flow
|
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| (1) | (2) | 0 | 0 | 0 | 0 | 0 | (2) | (2) | (3) |
Capex
|
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| 54 | 46 | 37 | 57 | 47 | 75 | 55 | 83 | 111 | 145 |
FCF
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| 134 | 97 | 55 | 44 | 68 | 220 | 146 | 127 | 209 | 210 |
Working Cap'
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| — | — | 195 | 180 | 170 | 319 | 321 | 275 | 512 | 954 |
Total Debt
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| (97) | (55) | 117 | 105 | 96 | 178 | 189 | 146 | 331 | 642 |
Net Debt
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| 201 | 193 | 491 | 470 | 399 | 402 | 438 | 542 | 400 | 414 |
Sh' Equity
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| 9.36% | 10.50% | 5.64% | (1.34%) | (4.13%) | 4.57% | 4.34% | 9.61% | 5.04% | 8.51% |
ROA
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| 37.90% | 22.27% | 6.30% | 5.82% | 6.95% | 9.60% | 5.99% | 7.96% | 11.74% | 10.31% |
ROIC
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| 11.65% | 13.44% | 12.20% | (3.62%) | (12.55%) | 16.52% | 15.64% | 26.60% | 12.32% | 26.64% |
ROE
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WisdomTree, Inc. peers in Asset Management
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| CNS Cohen & Steers Inc | $3.9B | 22.7× | Compare |
| AAMI Acadian Asset Management Inc. | $3.3B | 33.1× | Compare |
| AB AllianceBernstein Holding L.P. | $3.3B | 10.6× | Compare |
| GBDC Golub Capital BDC, Inc. | $3.2B | 19.2× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| SII Sprott Inc. | $3.2B | 30.5× | Compare |
| HTGC Hercules Capital, Inc. | $3.1B | 8.1× | Compare |
| FHI Federated Hermes, Inc. | $4.3B | 10.7× | Compare |
| FSK FS KKR Capital Corp. | $3.1B | 0.0× | Compare |
WisdomTree, Inc. (WT) key facts
- WisdomTree, Inc. (WT) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
- WisdomTree, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $493.8 million, up 15.4% from fiscal 2024.
- As of September 25, 2026, WT traded at $24.33, a market capitalization of $3.6 billion.
- WisdomTree, Inc. pays an annual dividend of $0.12 per share, a yield of 1.73%, with a payout ratio of 21.4%.
- Return on equity was 26.6% and debt-to-equity 2.57.
WisdomTree, Inc. (WT) Latest News
25 Sep
WisdomTree reports strong core momentum with 5-year revenue growth around 14.5%, operating cash flow north of $90 million, and free cash flow margins above 25%, while ROE nears 19.3%. The ETF sponsor is pivoting toward blockchain-native infrastructure, boosted by a Sept. 17 partnership with MoonPay that embeds WisdomTree's tokenized money market fund, WTGXX, into MoonPay's app and stablecoin framework. The deal grants access to a 35-million-account network and 1,700 partners, creating a major distribution lever for retail and institutions and laying groundwork for future international tokenized funds. Q2 2026 saw record AUM of $162.9B and operating margins at 40.5% as inflows flow through with modest marginal costs. Balance-sheet noise from debt repurchases produced a six-month GAAP loss and higher interest expense, but cash flows remain intact. Risks include regulatory uncertainty around blockchain tech and no principal protection for WTGXX. Stock trades at about 17.3x forward earnings. MoonPay distribution expansion and tokenized fund initiative create a meaningful growth pivot beyond traditional AUM, with upside tempered by execution and regulatory risks.
23 Sep
MoonPay agreed to buy North Capital, a Utah broker with two SEC-registered broker-dealers and the PPEX ATS, to secure US securities licenses and the essential infrastructure for selling tokenized securities in the United States. Terms were undisclosed and the deal awaits regulatory sign-off. North Capital's network provides escrow, transfer agent, investment adviser, and listed platform rails that MoonPay can leverage to tokenize and trade regulated securities, not merely synthetic trackers. MoonPay says the deal is plumbing, including investor verification, clearing, and shareholder records, needed to offer real securities to Americans. The transaction also underpins MoonPay's tokenized-Treasury fund line with WisdomTree, expanding the pathway from tokenization to actual trading in private markets (Reg CF/Reg A+, with Reg D gated). Demand remains uncertain as private-market activity remains thin. Enables tokenization-expansion for WisdomTree with MoonPay's rails, though demand for private-market tokenized securities remains uncertain.
17 Sep
Ex-CFTC chief endorses WisdomTree's $1 Treasury fund integration into crypto wallets, calling it an obvious choice for users seeking yield on digital assets. WisdomTree's $1 Treasury fund entering crypto wallets marks a major expansion into digital asset distribution channels.
6 Sep
Stable Sea launched new tokenized funds that may shift WisdomTree's investment narrative. Stable Sea tokenized funds create competitive pressure that could moderately affect WisdomTree positioning.
5 Sep
WisdomTree launches tokenized funds resulting in assessment that its stock appears fully priced. New tokenized funds introduce product innovation with moderate effects on competitive positioning.
WisdomTree (WT) stock may be 6% overvalued as tokenized funds gain market traction. Tokenized fund adoption creates competitive pressure that can affect WisdomTree valuation and investor views.
25 Aug
Stable Sea expands collaboration with WisdomTree by adding two new tokenized funds for business cash management. New tokenized funds expand WisdomTree product offerings in digital assets and business cash solutions.
20 Aug
WisdomTree (WT) released Q2 earnings, prompting analysis on buy, sell or hold recommendations based on financial results and outlook. Q2 earnings results and buy/sell/hold analysis may moderately influence WT investor sentiment and short-term performance.
17 Aug
WisdomTree offers three dividend ETFs that pay out monthly but remain unknown to most investors. Increased visibility for WisdomTree monthly dividend ETFs may draw additional assets under management and support revenue growth.
13 Aug
WisdomTree reported strong Q2 earnings alongside solid July inflows, leading to questions on whether the stock is fully priced. Positive earnings and inflows may moderately lift near-term sentiment and performance but are unlikely to reshape long-term trajectory.
9 Aug
WisdomTree’s Q2 earnings call included five analyst questions on company performance, strategy and outlook. Q2 earnings call analyst questions offer moderate insights into operations and expectations.
4 Aug
WisdomTree reported Q2 results driven by diversified asset growth and strategic expansion. Strategic expansion and diversified asset growth signal major moves likely to alter WisdomTree's trajectory and investor sentiment.
1 Aug
WisdomTree Q2 earnings call highlighted revenue figures, assets under management growth, ETF product performance, and management commentary on market conditions and future strategy. Q2 earnings call provides financial results and guidance that moderately shapes near-term investor views on operations and outlook.
31 Jul
WisdomTree reported strong Q2 CY2026 earnings results. Strong quarterly results signal positive momentum for WisdomTree's financial performance and market position.
WisdomTree, Inc. released its Q2 2026 earnings call summary covering financial results and outlook. Earnings call disclosures typically affect near-term stock sentiment without altering long-term strategy.
WisdomTree executive Will Peck states SEC permitted a money market fund to trade like a stablecoin. Regulatory shift enabling stablecoin-like trading for money market funds may boost WisdomTree product positioning.
WisdomTree, Inc. released Q2 earnings with analysis of key financial metrics. Quarterly earnings data directly shapes views on financial health and near-term stock movement.
WisdomTree, Inc. (WT) beat Q2 earnings and revenue estimates. Earnings beat provides moderate positive signal for near-term financial performance and stock sentiment.
WisdomTree, Inc. (WT) announced its second quarter 2026 financial results. Quarterly earnings releases deliver key financial metrics that can shift investor sentiment and near-term stock valuation.
30 Jul
WisdomTree sustains earnings beat streak with potential to shift perceptions around its ETF lineup and digital finance efforts. Earnings consistency may lift sentiment toward core ETF operations and digital initiatives without major structural change.
22 Jul
WisdomTree highlights strong fundamentals in a specific segment of the bond market with potential benefits for its fixed-income ETF offerings. Favorable fundamentals commentary supports WisdomTree's ETF positioning in bonds without indicating major strategic shifts.
15 Jul
WisdomTree launches a space fund on a valuation that already appears full. New space fund launch introduces moderate potential growth in assets under management while valuation concerns may limit upside.
14 Jul
WisdomTree launches new AI Space ETF to advance innovation in its product lineup and asset management strategy. New AI ETF launch may moderately enhance product innovation and competitive positioning.
WisdomTree positioned for potential breakout ahead of Q2 results. Pre-earnings positioning may drive short-term stock moves without altering long-term fundamentals.
10 Jul
WisdomTree posted $8.9B in first-half inflows while assets under management fell to $160.9B at end of June. Mixed H1 inflows and June AUM drop point to moderate effects on near-term performance without major trajectory shift.
9 Jul
WisdomTree launches Space Economy Fund (WSPC). New thematic fund launch expands product lineup and may attract inflows in emerging sector.
30 Jun
WisdomTree launches Asia Defense Fund expanding its international ETF focus. New fund launch expands ETF lineup and international presence with moderate effect on operations.
7 Jun
WisdomTree launches Physical AI and Robotics ETF (WDRN) which may shift the firm's investment narrative and product focus. New AI and robotics ETF launch marks significant product innovation that could alter WisdomTree's asset inflows and market positioning.
3 Jun
WisdomTree CEO states ETFs with private assets mark next phase of industry evolution. CEO comments signal strategic product direction into private-asset ETFs that can materially shift competitive positioning.
WisdomTree CEO identifies ETFs with private assets as next evolution in industry. CEO statement signals potential product innovation in ETFs that could influence competitive positioning.