Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.256
Buy
RSI(14)
62.617
Neutral
STOCH(KDJ)(9,3,3)
77.346
Sell
ATR(14)
0.263
Low Volatility
CCI(14)
81.695
Neutral
Williams %R
28.571
Buy
TRIX(12,20)
0.354
Sell
StochRSI(14)
0.000
Sell
WisdomTree Inc
WT12.395USD
-0.155-1.24%
Close 12/26, 16:00（ET）Quotes delayed by 15 min
1.74BMarket Cap
18.65P/E TTM
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: 2025-12-26Key Insights
WisdomTree Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 9/116 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 15.12.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its 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
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
7
analysts
Buy
Current Rating
15.125
Target Price
+30.16%
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 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 41.94% 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 4.66, 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 Murray Stahl
Star Investor Murray Stahl holds 201.04K 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: 2025-12-26The current financial score of WisdomTree Inc is 7.63, ranking 26/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. 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
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
6.74
Operational Efficiency
5.41
Growth Potential
7.46
Shareholder Returns
8.57
WisdomTree Inc's Company Valuation
Currency: USD Updated: 2025-12-26The current valuation score of WisdomTree Inc is 5.62, ranking 106/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 18.65, which is 103.61% below the recent high of 37.98 and 55.01% above the recent low of 8.39.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 9/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-26The current earnings forecast score of WisdomTree Inc is 8.00, ranking 20/116 in the Investment Banking & Investment Services industry. The average price target for WisdomTree Inc is 15.50, with a high of 17.00 and a low of 13.25.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
7
analysts
Buy
Current Rating
15.125
Target Price
+30.16%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
WisdomTree Inc
WT
7
Blackstone Inc
BX
24
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
Ares Management Corp
ARES
18
1
2
3
...
14
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: 2025-12-26The current price momentum score of WisdomTree Inc is 9.40, ranking 20/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 13.17 and the support level at 11.22, making it suitable for range-bound swing trading.
Score
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.
Moving Average
Indicators
Value
Direction
MA5
12.538
Sell
MA10
12.175
Buy
MA20
11.770
Buy
MA50
11.765
Buy
MA100
12.699
Sell
MA200
11.431
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-26The current institutional shareholding score of WisdomTree Inc is 10.00, ranking 1/116 in the Investment Banking & Investment Services industry. 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 3.07% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
Wellington Management Company, LLP
Steinberg (Jonathan Lawrence)
Azora Capital LP
State Street Investment Management (US)
ETFS Capital Ltd
Simcoe Capital Management, LLC
1
2
Risk Assessment
Currency: USD Updated: 2025-12-26The current risk assessment score of WisdomTree Inc is 7.36, ranking 62/116 in the Investment Banking & Investment Services industry. The company's beta value is 1.09. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.09
VaR
+2.99%
240-Day Maximum Drawdown
+26.86%
240-Day Volatility
+35.38%
Return
Best Daily Return
60 days
+3.28%
120 days
+4.63%
5 years
+10.43%
Worst Daily Return
60 days
-2.72%
120 days
-6.93%
5 years
-8.12%
Sharpe Ratio
60 days
-1.72
120 days
+0.23
5 years
+0.67
Risk Assessment
Maximum Drawdown
240 days
+26.86%
3 years
+37.13%
5 years
+37.13%
Return-to-Drawdown Ratio
240 days
+1.25
3 years
+0.91
5 years
+0.59
Skewness
240 days
+0.15
3 years
+0.11
5 years
+0.14
Volatility
Realised Volatility
240 days
+35.38%
5 years
+35.68%
Standardised True Range
240 days
+2.49%
5 years
+1.84%
Downside Risk-Adjusted Return
120 days
+36.41%
240 days
+36.41%
Maximum Daily Upside Volatility
60 days
+18.27%
Maximum Daily Downside Volatility
60 days
+17.59%
Liquidity
Average Turnover Rate
60 days
+2.14%
120 days
+1.59%
5 years
--
Turnover Deviation
20 days
+165.04%
60 days
+96.54%
120 days
+45.91%
Peer Comparison
Investment Banking & Investment Services
WisdomTree Inc
WT
7.97 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.82 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of WisdomTree Inc?
The TradingKey Stock Score provides a comprehensive assessment of WisdomTree Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of WisdomTree Inc’s performance and outlook.
How do we generate the financial health score of WisdomTree Inc?
To generate the financial health score of WisdomTree Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects WisdomTree Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of WisdomTree Inc.
How do we generate the company valuation score of WisdomTree Inc?
To generate the company valuation score of WisdomTree Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare WisdomTree Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of WisdomTree Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of WisdomTree Inc.
How do we generate the earnings forecast score of WisdomTree Inc?
To calculate the earnings forecast score of WisdomTree Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on WisdomTree Inc’s future.
How do we generate the price momentum score of WisdomTree Inc?
When generating the price momentum score for WisdomTree Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of WisdomTree Inc’s prices. A higher score indicates a more stable short-term price trend for WisdomTree Inc.
How do we generate the institutional confidence score of WisdomTree Inc?
To generate the institutional confidence score of WisdomTree Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about WisdomTree Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of WisdomTree Inc.
How do we generate the risk management score of WisdomTree Inc?
To assess the risk management score of WisdomTree Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of WisdomTree Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of WisdomTree Inc.
