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WisdomTree (WT) Competitors

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$24.35 +0.02 (+0.08%)
Closing price 09/25/2026 03:59 PM Eastern
Extended Trading
$24.35 +0.00 (+0.00%)
As of 09/25/2026 07:30 PM Eastern
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WT vs. ARCC, IVZ, SEIC, GLXY, and AMG

Should you buy WisdomTree stock or one of its competitors? WisdomTree's main competitors and comparable companies include Ares Capital (ARCC), Invesco (IVZ), SEI Investments (SEIC), Galaxy Digital (GLXY), and Affiliated Managers Group (AMG). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does WisdomTree compare to Ares Capital?

Ares Capital (NASDAQ:ARCC) and WisdomTree (NYSE:WT) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their media sentiment, valuation, profitability, institutional ownership, earnings, dividends, risk and analyst recommendations.

Ares Capital has a beta of 0.57, indicating that its share price is 43% less volatile than the broader market. Comparatively, WisdomTree has a beta of 1.2, indicating that its share price is 20% more volatile than the broader market.

In the previous week, Ares Capital had 5 more articles in the media than WisdomTree. MarketBeat recorded 9 mentions for Ares Capital and 4 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.96 beat Ares Capital's score of 0.24 indicating that WisdomTree is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ares Capital
1 Very Positive mention(s)
4 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral
WisdomTree
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

27.4% of Ares Capital shares are owned by institutional investors. Comparatively, 78.6% of WisdomTree shares are owned by institutional investors. 0.5% of Ares Capital shares are owned by company insiders. Comparatively, 10.1% of WisdomTree shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.0%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.5%. Ares Capital pays out 142.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. WisdomTree pays out 23.1% of its earnings in the form of a dividend.

Ares Capital presently has a consensus target price of $20.60, suggesting a potential upside of 7.29%. WisdomTree has a consensus target price of $24.86, suggesting a potential upside of 2.10%. Given Ares Capital's stronger consensus rating and higher possible upside, equities research analysts plainly believe Ares Capital is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57

Ares Capital has a net margin of 30.91% compared to WisdomTree's net margin of 13.27%. WisdomTree's return on equity of 39.12% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital30.91% 9.80% 4.50%
WisdomTree 13.27%39.12%10.29%

Ares Capital has higher revenue and earnings than WisdomTree. Ares Capital is trading at a lower price-to-earnings ratio than WisdomTree, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Capital$3.05B4.52$1.30B$1.3514.22
WisdomTree$493.75M7.47$109.13M$0.5246.83

Summary

Ares Capital and WisdomTree tied by winning 9 of the 18 factors compared between the two stocks.

How does WisdomTree compare to Invesco?

WisdomTree (NYSE:WT) and Invesco (NYSE:IVZ) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, media sentiment, dividends, institutional ownership, valuation and risk.

78.6% of WisdomTree shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 10.1% of WisdomTree shares are owned by company insiders. Comparatively, 1.4% of Invesco shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.5%. Invesco pays an annual dividend of $0.86 per share and has a dividend yield of 2.8%. WisdomTree pays out 23.1% of its earnings in the form of a dividend. Invesco pays out -126.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Invesco has increased its dividend for 5 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

WisdomTree currently has a consensus target price of $24.86, indicating a potential upside of 2.10%. Invesco has a consensus target price of $31.54, indicating a potential upside of 1.82%. Given WisdomTree's stronger consensus rating and higher possible upside, analysts clearly believe WisdomTree is more favorable than Invesco.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57
Invesco
0 Sell rating(s)
12 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.25

WisdomTree has higher earnings, but lower revenue than Invesco. Invesco is trading at a lower price-to-earnings ratio than WisdomTree, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
WisdomTree$493.75M7.47$109.13M$0.5246.83
Invesco$6.38B2.15-$281.70M-$0.68N/A

WisdomTree has a net margin of 13.27% compared to Invesco's net margin of -0.93%. WisdomTree's return on equity of 39.12% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
WisdomTree13.27% 39.12% 10.29%
Invesco -0.93%12.83%5.03%

WisdomTree has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market. Comparatively, Invesco has a beta of 1.63, suggesting that its stock price is 63% more volatile than the broader market.

In the previous week, Invesco had 1 more articles in the media than WisdomTree. MarketBeat recorded 5 mentions for Invesco and 4 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.96 beat Invesco's score of 0.07 indicating that WisdomTree is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
WisdomTree
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Invesco
0 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral

Summary

WisdomTree beats Invesco on 12 of the 18 factors compared between the two stocks.

How does WisdomTree compare to SEI Investments?

SEI Investments (NASDAQ:SEIC) and WisdomTree (NYSE:WT) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, risk, institutional ownership, profitability, analyst recommendations, valuation and dividends.

SEI Investments has higher revenue and earnings than WisdomTree. SEI Investments is trading at a lower price-to-earnings ratio than WisdomTree, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SEI Investments$2.30B5.52$715.30M$5.6718.63
WisdomTree$493.75M7.47$109.13M$0.5246.83

SEI Investments has a beta of 0.97, indicating that its share price is 3% less volatile than the broader market. Comparatively, WisdomTree has a beta of 1.2, indicating that its share price is 20% more volatile than the broader market.

SEI Investments has a net margin of 28.85% compared to WisdomTree's net margin of 13.27%. WisdomTree's return on equity of 39.12% beat SEI Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
SEI Investments28.85% 29.16% 22.68%
WisdomTree 13.27%39.12%10.29%

SEI Investments pays an annual dividend of $1.04 per share and has a dividend yield of 1.0%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.5%. SEI Investments pays out 18.3% of its earnings in the form of a dividend. WisdomTree pays out 23.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. SEI Investments has raised its dividend for 34 consecutive years. SEI Investments is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

70.6% of SEI Investments shares are owned by institutional investors. Comparatively, 78.6% of WisdomTree shares are owned by institutional investors. 4.8% of SEI Investments shares are owned by insiders. Comparatively, 10.1% of WisdomTree shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

In the previous week, SEI Investments had 4 more articles in the media than WisdomTree. MarketBeat recorded 8 mentions for SEI Investments and 4 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.96 beat SEI Investments' score of 0.68 indicating that WisdomTree is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SEI Investments
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
WisdomTree
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SEI Investments currently has a consensus price target of $122.60, suggesting a potential upside of 16.04%. WisdomTree has a consensus price target of $24.86, suggesting a potential upside of 2.10%. Given SEI Investments' stronger consensus rating and higher probable upside, analysts plainly believe SEI Investments is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SEI Investments
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57

Summary

SEI Investments beats WisdomTree on 12 of the 19 factors compared between the two stocks.

How does WisdomTree compare to Galaxy Digital?

Galaxy Digital (NASDAQ:GLXY) and WisdomTree (NYSE:WT) are both mid-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, media sentiment, earnings, institutional ownership, analyst recommendations, risk, valuation and profitability.

Galaxy Digital has a beta of 5.1, meaning that its share price is 410% more volatile than the broader market. Comparatively, WisdomTree has a beta of 1.2, meaning that its share price is 20% more volatile than the broader market.

WisdomTree has lower revenue, but higher earnings than Galaxy Digital. Galaxy Digital is trading at a lower price-to-earnings ratio than WisdomTree, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Galaxy Digital$61.36B0.15-$241.35M-$0.65N/A
WisdomTree$493.75M7.47$109.13M$0.5246.83

WisdomTree has a net margin of 13.27% compared to Galaxy Digital's net margin of -0.75%. WisdomTree's return on equity of 39.12% beat Galaxy Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Galaxy Digital-0.75% -6.25% -1.67%
WisdomTree 13.27%39.12%10.29%

78.6% of WisdomTree shares are held by institutional investors. 51.5% of Galaxy Digital shares are held by company insiders. Comparatively, 10.1% of WisdomTree shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Galaxy Digital currently has a consensus price target of $39.58, indicating a potential upside of 63.30%. WisdomTree has a consensus price target of $24.86, indicating a potential upside of 2.10%. Given Galaxy Digital's stronger consensus rating and higher possible upside, research analysts plainly believe Galaxy Digital is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Galaxy Digital
1 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.64
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57

In the previous week, Galaxy Digital had 3 more articles in the media than WisdomTree. MarketBeat recorded 7 mentions for Galaxy Digital and 4 mentions for WisdomTree. Galaxy Digital's average media sentiment score of 1.03 beat WisdomTree's score of 0.96 indicating that Galaxy Digital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Galaxy Digital
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
WisdomTree
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Galaxy Digital and WisdomTree tied by winning 8 of the 16 factors compared between the two stocks.

How does WisdomTree compare to Affiliated Managers Group?

WisdomTree (NYSE:WT) and Affiliated Managers Group (NYSE:AMG) are both mid-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, risk, earnings, analyst recommendations, valuation, dividends, media sentiment and institutional ownership.

WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.5%. Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. WisdomTree pays out 23.1% of its earnings in the form of a dividend. Affiliated Managers Group pays out 0.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Affiliated Managers Group has a net margin of 37.72% compared to WisdomTree's net margin of 13.27%. WisdomTree's return on equity of 39.12% beat Affiliated Managers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
WisdomTree13.27% 39.12% 10.29%
Affiliated Managers Group 37.72%21.94%9.72%

WisdomTree presently has a consensus target price of $24.86, indicating a potential upside of 2.10%. Affiliated Managers Group has a consensus target price of $370.86, indicating a potential downside of 0.93%. Given WisdomTree's higher possible upside, equities analysts clearly believe WisdomTree is more favorable than Affiliated Managers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57
Affiliated Managers Group
0 Sell rating(s)
0 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
3.13

In the previous week, WisdomTree and WisdomTree both had 4 articles in the media. WisdomTree's average media sentiment score of 0.96 beat Affiliated Managers Group's score of 0.25 indicating that WisdomTree is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
WisdomTree
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Affiliated Managers Group
1 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

78.6% of WisdomTree shares are owned by institutional investors. Comparatively, 95.3% of Affiliated Managers Group shares are owned by institutional investors. 10.1% of WisdomTree shares are owned by company insiders. Comparatively, 2.9% of Affiliated Managers Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

WisdomTree has a beta of 1.2, indicating that its share price is 20% more volatile than the broader market. Comparatively, Affiliated Managers Group has a beta of 1.1, indicating that its share price is 10% more volatile than the broader market.

Affiliated Managers Group has higher revenue and earnings than WisdomTree. Affiliated Managers Group is trading at a lower price-to-earnings ratio than WisdomTree, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
WisdomTree$493.75M7.47$109.13M$0.5246.83
Affiliated Managers Group$2.07B4.67$716.60M$28.8712.97

Summary

WisdomTree and Affiliated Managers Group tied by winning 9 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WT vs. The Competition

MetricWisdomTreeCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$3.69B$5.27B$13.66B$22.95B
Dividend Yield0.49%7.51%5.99%3.68%
P/E Ratio46.8329.3824.5828.00
Price / Sales7.471,195.46504.0721.80
Price / Cash25.7047.8929.8619.25
Price / Book8.283.502.714.69
Net Income$109.13M$417.69M$1.32B$1.07B
7 Day Performance2.52%-0.79%-0.93%-1.42%
1 Month Performance-0.74%-2.52%-1.86%-4.73%
1 Year Performance75.11%1.70%7.79%7.73%

WisdomTree Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WT
WisdomTree
2.5963 of 5 stars
$24.35
+0.1%
$24.86
+2.1%
+75.1%$3.69B$493.75M46.83360
ARCC
Ares Capital
3.0708 of 5 stars
$19.44
+0.2%
$20.60
+6.0%
-6.2%$13.93B$3.05B14.404,250
IVZ
Invesco
3.6027 of 5 stars
$31.45
+3.0%
$31.46
+0.0%
+36.3%$13.53B$6.38BN/A7,500
SEIC
SEI Investments
4.7879 of 5 stars
$105.38
+0.2%
$122.60
+16.3%
+23.3%$12.63B$2.30B18.595,029
GLXY
Galaxy Digital
3.9128 of 5 stars
$26.07
+5.6%
$39.58
+51.8%
-21.6%$9.65B$61.36BN/A700

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This page (NYSE:WT) was last updated on 9/28/2026 by MarketBeat.com Staff.
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