









Markets
/
Stocks
/
nasdaq-wt
/

WisdomTree Inc

15.000USD

+1.090+7.84%

Close 03/25, 16:00（ET）Quotes delayed by 15 min

1.82BMarket Cap

19.43P/E TTM



WisdomTree Inc

15.000

+1.090+7.84%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of WisdomTree Inc

Currency: USD Updated: 2026-03-25

Key Insights

WisdomTree Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 15 out of 117 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 19.04.In the medium term, the stock price is expected to trend up.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

WisdomTree Inc's Score

Industry at a Glance

Industry Ranking

15 / 117

Overall Ranking

96 / 4547

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

WisdomTree Inc Highlights

StrengthsRisks

WisdomTree, Inc. is a global financial company. The Company is engaged in offering a diversified suite of exchange-traded products (ETPs), models and solutions, as well as digital asset-related products. The Company is focused on offering digital products and services related to tokenizing real world assets and stablecoins, as well as its blockchain-native digital wallet, WisdomTree Prime and institutional platform, WisdomTree Connect. WisdomTree Prime provides direct-to-consumer access to digital assets, including bitcoin, ether, tokenized gold, United States dollar tokens and 13 Digital Funds, while also enabling spending functionality through a co-branded debit card. The WisdomTree Connect platform offers businesses and institutional users direct access to its Digital Funds using their own self-hosted wallet or a third-party custodial wallet service. The Company also operates in private asset markets, through Ceres Partners, which specializes in farmland investments.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 41.46% year-on-year.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 38.84%.

Overvalued

The company’s latest PB is 5.10, at a high 3-year percentile range.

Held by Ken Fisher

Star Investor Ken Fisher holds 111.67K shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 1.65.

Analyst Rating

Based on 7 analysts

Buy

Current Rating

19.042

Target Price

+41.15%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-03-25

The current financial score of WisdomTree Inc is 8.27, ranking 25 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 147.43M, representing a year-over-year increase of 33.19%, while its net profit experienced a year-over-year increase of 52.74%.

Score

Industry at a Glance

Previous score

8.27

Change



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

7.16

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

7.02

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

8.20

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.96

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

WisdomTree Inc's Company Valuation

Currency: USD Updated: 2026-03-25

The current valuation score of WisdomTree Inc is 5.62, ranking 105 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is 19.43, which is 95.50% below the recent high of 37.98 and 56.81% above the recent low of 8.39.

Score

Industry at a Glance

Previous score

5.62

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 15/117

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-25

The current earnings forecast score of WisdomTree Inc is 8.00, ranking 22 out of 117 in the Investment Banking & Investment Services industry. The average price target is 15.50, with a high of 17.00 and a low of 13.25.

Score

Industry at a Glance

Previous score

8.00

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 7 analysts

Buy

Current Rating

19.042

Target Price

+41.15%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

WisdomTree Inc

Blackstone Inc

KKR & Co Inc

KKR

BlackRock Inc

BLK

Bank of New York Mellon Corp

State Street Corp

STT

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-03-25

The current price momentum score of WisdomTree Inc is 7.39, ranking 22 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 17.39 and the support level at 12.91, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.90

Change

0.49

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(3)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

-0.408

Sell

RSI(14)

47.270

Neutral

STOCH(KDJ)(9,3,3)

46.060

Buy

ATR(14)

0.724

Low Volatility

CCI(14)

-19.180

Neutral

Williams %R

50.685

Neutral

TRIX(12,20)

-0.650

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(2)

Neutral(0)

Buy(4)

Indicators

Value

Direction

MA5

13.900

Buy

MA10

14.405

Buy

MA20

15.645

Sell

MA50

15.866

Sell

MA100

13.863

Buy

MA200

13.359

Buy

Institutional Confidence

Currency: USD Updated: 2026-03-25

The current institutional shareholding score of WisdomTree Inc is 10.00, ranking 1 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 102.37%, representing a quarter-over-quarter decrease of 14.06%. The largest institutional shareholder is The Vanguard, holding a total of 13.97M shares, representing 9.87% of shares outstanding, with 1.49% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

16.41M

+3.66%

The Vanguard Group, Inc.

Star Investors

14.53M

-0.84%

Fidelity Management & Research Company LLC

11.16M

+925.62%

Wellington Management Company, LLP

9.67M

+236.51%

Steinberg (Jonathan Lawrence)

9.48M

Azora Capital LP

5.63M

-20.38%

Simcoe Capital Management, LLC

4.72M

-4.19%

ETFS Capital Ltd

5.25M

-43.24%

State Street Investment Management (US)

5.32M

+0.54%

Dimensional Fund Advisors, L.P.

3.58M

-0.91%

Risk Assessment

Currency: USD Updated: 2026-03-25

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of WisdomTree Inc is 7.70, ranking 60 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 1.12. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. WisdomTree Inc’s latest ESG disclosure leads the Investment Banking & Investment Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.