WisdomTree, Inc.
WT Mid CapFinancial Services · Asset Management
Updated: Jun 14, 2026, 22:19 UTC
Price Chart
Key Metrics
Valuation Analysis
About the Company
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
WisdomTree, Inc. Stock at a Glance
WisdomTree, Inc. (WT) is currently trading at $17.97 with a market capitalization of $2.7B. The trailing P/E ratio stands at 43.83x, with a forward P/E of 13.75x. The 52-week range spans from $10.10 to $19.85; the current price is 9.5% below the yearly high. Year-over-year revenue growth stands at +47.5%. The net profit margin stands at 11.26%.
💰 Dividend
WisdomTree, Inc. pays an annual dividend of $0.12 per share, representing a yield of 0.67%. The payout ratio stands at 29.27%.
📊 Analyst Rating
7 analysts rate WisdomTree, Inc. (WT) on consensus: Buy. The average price target is $19.97, implying +11.14% from the current price. Analyst price targets range from $16.80 to $22.00.
WisdomTree, Inc.: The Investment Case in Detail
WisdomTree, Inc. (WT) operates in the Financial Services — specifically Asset Management — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.
The Bull Case
Top-line momentum is unusually strong with revenue expanding 47.5% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. The combination of a 51.69% gross margin and 38.43% operating margin shows the business converts revenue into profit efficiently — a hallmark of competitive moat.
The Bear Case
The debt-to-equity ratio of 253.19% is elevated, meaning the company relies heavily on creditors — refinancing terms will become more important than operational performance in the next economic downturn. Short interest sits at 19.13% of float — a meaningful contingent of professionals is positioned for the share to fall, which deserves attention even if their thesis may turn out to be wrong. Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.
What to Watch Next
- The forward P/E of 13.75x is meaningfully below the trailing 43.83x — analysts expect earnings to step up; the next earnings release is the test.
Investment Thesis: Strengths & Weaknesses
- Strong revenue growth of 47.5% YoY
- High gross margin of 51.69% — indicates pricing power
- Analyst consensus: Buy
- Positive free cash flow
- –Currently flagged as overvalued
- –High leverage (D/E 253.19)
- –High short interest (19.13%)
Technical Snapshot
Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).
Risk Profile
The data points to market-like volatility, elevated short interest (19.13%), higher leverage relative to equity.
Trading Data
💵 Dividend Info
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