WisdomTree (WT) Stock Price, News & Analysis

Company Overview

WisdomTree Investments, Inc. (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.

WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets. Its ETF lineup includes dividend-focused U.S. and international equity funds, currency-hedged offerings, municipal and corporate bond funds, as well as commodity-linked ETPs. In recent years, WisdomTree has expanded into digital asset investing, launching physically backed Bitcoin and Ether ETPs in select European markets. Alongside its flagship funds, the firm provides model portfolio solutions, separately managed accounts and advisory services for financial intermediaries and institutional clients.

The firm serves a global client base through offices in North America, Europe and Asia. Key hubs include New York, London and Tokyo, where teams of portfolio managers, researchers and sales professionals support distribution to wealth managers, pension plans, endowments and sovereign wealth funds. WisdomTree’s research team, led by Global Chief Investment Officer Jeremy Schwartz, publishes market commentary and investment white papers that underpin its thematic and factor-driven strategies.

WisdomTree’s leadership emphasizes innovation, transparency and cost efficiency. Under the guidance of Founder and Executive Chairman Jonathan Steinberg, the company has grown from its initial dividend-focused ETF into one of the largest independent ETF providers. By blending quantitative research with active management insights, WisdomTree continues to develop products tailored to evolving market demands and investor preferences worldwide.

Key Stats

• Today's Range: $13.43 to $13.71
• 50-Day Range: $11.11 to $13.70
• 52-Week Range: $7.47 to $13.79
• Volume: 2.62 million shs
• Average Volume: 3.96 million shs
• Market Capitalization: $1.99 billion
• P/E Ratio: 34.63
• Dividend Yield: 0.89%
• Price Target: $13.56
• Consensus Rating: Moderate Buy

WisdomTree Stock Analysis - MarketRank™

WisdomTree scored higher than 65% of companies evaluated by MarketBeat, and ranked 516th out of 928 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

WisdomTree has received a consensus rating of Moderate Buy. The company's average rating score is 2.57, and is based on 4 buy ratings, 3 hold ratings, and no sell ratings.

Amount of Analyst Coverage

WisdomTree has been the subject of 5 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 9.72%

Earnings Growth

Earnings for WisdomTree are expected to grow by 9.72% in the coming year, from $0.72 to $0.79 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of WisdomTree is 34.63, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 269.50.

Price to Earnings Ratio vs. Sector

The P/E ratio of WisdomTree is 34.63, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 228.93.

Price to Book Value per Share Ratio

WisdomTree has a P/B Ratio of 4.46. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 1.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

21.29% of the float of WisdomTree has been sold short.

Short Interest Ratio / Days to Cover

WisdomTree has a short interest ratio ("days to cover") of 9.2.

Change versus previous month

Short interest in WisdomTree has recently increased by 23.45%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

WisdomTree has a dividend yield of 0.88%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

WisdomTree does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of WisdomTree is 30.77%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, WisdomTree will have a dividend payout ratio of 15.19% next year. This indicates that WisdomTree will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

21.29% of the float of WisdomTree has been sold short.

Short Interest Ratio / Days to Cover

WisdomTree has a short interest ratio ("days to cover") of 9.2.

Change versus previous month

Short interest in WisdomTree has recently increased by 23.45%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.6 / 5
• News Sentiment: 1.41

News Sentiment

WisdomTree has a news sentiment score of 1.41. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 1.07 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 7 news articles for WisdomTree this week, compared to 6 articles on an average week.

MarketBeat Follows

3 people have added WisdomTree to their MarketBeat watchlist in the last 30 days. This is an increase of 50% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, WisdomTree insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $498,375.00 in company stock.

Percentage Held by Insiders

Only 9.30% of the stock of WisdomTree is held by insiders.

Percentage Held by Institutions

78.64% of the stock of WisdomTree is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

WT Stock Analysis - Frequently Asked Questions

How have WT shares performed this year?

WisdomTree's stock was trading at $10.50 on January 1st, 2025. Since then, WT shares have increased by 28.6% and is now trading at $13.5050.

How were WisdomTree's earnings last quarter?

WisdomTree, Inc. (NYSE:WT) released its quarterly earnings results on Thursday, July, 31st. The company reported $0.18 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.18. The company's revenue was up 5.2% compared to the same quarter last year.
Read the conference call transcript.

Who are WisdomTree's major shareholders?

Top institutional investors of WisdomTree include Azora Capital LP (4.81%), Simcoe Capital Management LLC (3.35%), Invesco Ltd. (2.25%) and Geode Capital Management LLC (1.86%). Insiders that own company stock include Etfs Capital Limited, Jonathan L Steinberg, R Jarrett Lilien, Peter M Ziemba and Alexis Marinof.
View institutional ownership trends.

How do I buy shares of WisdomTree?

Shares of WT stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of WisdomTree own?

Based on aggregate information from My MarketBeat watchlists, some other companies that WisdomTree investors own include Invesco QQQ (QQQ), SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF Trust (DIA), NVIDIA (NVDA), Meta Platforms (META), Tesla (TSLA) and Visa (V).

Company Calendar

• Last Earnings: 7/31/2025
• Record date for 8/27 Dividend: 8/13/2025
• Ex-Dividend for 8/27 Dividend: 8/13/2025
• Dividend Payable: 8/27/2025
• Today: 9/03/2025
• Next Earnings (Estimated): 10/24/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - MISC SVCS
• Sub-Industry: Trading
• Current Symbol: NYSE:WT
• CIK: 880631
• Web: www.wisdomtree.com
• Phone: (212) 801-2080
• Fax: 212-697-1847
• Employees: 270
• Year Founded: N/A

Price Target and Rating

• Average Price Target for WisdomTree: $13.56
• High Price Target: $16.00
• Low Price Target: $10.50
• Potential Upside/Downside: +0.4%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.57
• Research Coverage: 7 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.39
• Trailing P/E Ratio: 34.63
• Forward P/E Ratio: 18.76
• P/E Growth: N/A
• Net Income: $66.69 million
• Net Margins: 16.25%
• Pretax Margin: 22.56%
• Return on Equity: 25.17%
• Return on Assets: 9.94%

Debt

• Debt-to-Equity Ratio: 0.82
• Current Ratio: 1.44
• Quick Ratio: 1.04

Sales & Book Value

• Annual Sales: $427.74 million
• Price / Sales: 4.64
• Cash Flow: $0.72 per share
• Price / Cash Flow: 18.70
• Book Value: $3.03 per share
• Price / Book: 4.46

Miscellaneous

• Outstanding Shares: 147,110,000
• Free Float: 133,426,000
• Market Cap: $1.99 billion
• Optionable: Optionable
• Beta: 1.19