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 6 out of 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 19.69.In the medium term, the stock price is expected to trend up.The company has been performing strongly 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.
Media Coverage
The current financial score of WisdomTree Inc is 8.27, ranking 25 out of 116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 159.47M, representing a year-over-year increase of 47.55%, while its net profit experienced a year-over-year increase of 194.01%.
Key Metrics
The current valuation score of WisdomTree Inc is 5.62, ranking 104 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 44.22, which is 0.00% below the recent high of 44.22 and 81.02% above the recent low of 8.39.
The current earnings forecast score of WisdomTree Inc is 8.00, ranking 22 out of 116 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.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
The current price momentum score of WisdomTree Inc is 9.72, ranking 2 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 20.37 and the support level at 16.74, making it suitable for range-bound swing trading.
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.
The current institutional shareholding score of WisdomTree Inc is 10.00, ranking 1 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 102.37%, representing a quarter-over-quarter decrease of 10.84%. The largest institutional shareholder is The Vanguard, holding a total of 13.81M shares, representing 9.03% of shares outstanding, with 9.88% decrease in holdings.
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 116 in the Investment Banking & Investment Services industry. The company's beta value is 1.14. 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.
