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WisdomTree Inc

11.850USD

+0.130+1.11%

Close 11/11, 16:00（ET）Quotes delayed by 15 min

1.66BMarket Cap

17.58P/E TTM



WisdomTree Inc

11.850

+0.130+1.11%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

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: 2025-11-11

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a weak stock market performance, 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

32 / 116

Overall Ranking

121 / 4608

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 7 analysts

Buy

Current Rating

15.375

Target Price

+31.19%

Upside Space

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

WisdomTree Inc Highlights

StrengthsRisks

WisdomTree, Inc is a global financial company. The Company is offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. The Company is also engaged in developing next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds (Digital Funds) and tokenized assets, as well as its blockchain - native digital wallet, WisdomTree Prime. WisdomTree Prime is a blockchain-native wallet developed for saving, spending, and investing in both native crypto assets and tokenized versions of mainstream financial assets. The Company's ETPs cover equity, commodities, fixed income, leveraged-and-inverse, currency, alternatives, and cryptocurrencies. It operates as an ETP sponsor and asset manager, providing investment advisory services globally through its subsidiaries in the United States and Europe.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 41.94% 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 4.45, at a high 3-year percentile range.

Institutional Buying

The latest institutional holdings are 152.15M shares, increasing 1.78% quarter-over-quarter.

Held by Ken Fisher

Star Investor Ken Fisher holds 111.64K shares of this stock.

Higher Market Activity

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

Financial Health

Currency: USD Updated: 2025-11-11

The company's current financial score is 8.37, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 125.62M, representing a year-over-year increase of 11.00%, while its net profit experienced a year-over-year increase of 204.35%.

Score

Industry at a Glance

Previous score

8.37

Change



Financials

9.06

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

8.35

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

8.65

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

6.61

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

9.20

Key Metrics

Free cash flow

No Data

WisdomTree Inc's Company Valuation

Currency: USD Updated: 2025-11-11

The company’s current valuation score is 5.62, which is lower than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 17.83, which is 113.06% below the recent high of 37.98 and 52.93% 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 32/116

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-11

The company’s current earnings forecast score is 8.00, which is higher than the Investment Banking & Investment Services industry's average of 7.33. The average price target for WisdomTree Inc is 15.50, with a high of 17.00 and a low of 13.50.

Score

Industry at a Glance

Previous score

8.00

Change

Support & Resistance

No Data

Analyst Rating

Based on 7 analysts

Buy

Current Rating

15.375

Target Price

+31.19%

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

Carlyle Group Inc

Ares Management Corp

ARES

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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: 2025-11-11

The company’s current price momentum score is 6.96, which is lower than the Investment Banking & Investment Services industry's average of 7.73. Sideways: Currently, the stock price is trading between the resistance level at 13.09 and the support level at 11.05, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.81

Change

0.15

Support & Resistance

No Data

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)

0.014

Neutral

RSI(14)

38.722

Neutral

STOCH(KDJ)(9,3,3)

32.874

Buy

ATR(14)

0.373

High Vlolatility

CCI(14)

-51.520

Neutral

Williams %R

66.820

Sell

TRIX(12,20)

-0.592

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

11.738

Buy

MA10

11.773

Buy

MA20

12.199

Sell

MA50

13.177

Sell

MA100

12.996

Sell

MA200

11.088

Buy

Institutional Confidence

Currency: USD Updated: 2025-11-11

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 5.92. The latest institutional shareholding proportion is 108.13%, representing a quarter-over-quarter decrease of 0.14%. The largest institutional shareholder is The Vanguard, holding a total of 14.53M shares, representing 10.32% of shares outstanding, with 0.93% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

15.83M

-6.87%

Fidelity Management & Research Company LLC

15.16M

+1292.87%

The Vanguard Group, Inc.

Star Investors

14.65M

-0.52%

Steinberg (Jonathan Lawrence)

9.48M

Azora Capital LP

7.07M

-22.05%

Millennium Management LLC

5.61M

+31.53%

State Street Investment Management (US)

5.29M

-5.52%

ETFS Capital Ltd

5.25M

-43.24%

Simcoe Capital Management, LLC

4.92M

+23.45%

ArrowMark Colorado Holdings, LLC

4.34M

-6.45%

Risk Assessment

Currency: USD Updated: 2025-11-11

The company’s current risk assessment score is 7.21, which is higher than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.13. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.