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WisdomTree (WT) Competitors

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$19.11 +0.39 (+2.09%)
Closing price 05/8/2026 03:58 PM Eastern
Extended Trading
$19.24 +0.13 (+0.70%)
As of 05/8/2026 07:59 PM Eastern
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WT vs. JEF, AHR, BRX, CTRE, and LINE

Should you be buying WisdomTree stock or one of its competitors? The main competitors of WisdomTree include Jefferies Financial Group (JEF), American Healthcare REIT (AHR), Brixmor Property Group (BRX), CareTrust REIT (CTRE), and Lineage (LINE). These companies are all part of the "trading" industry.

How does WisdomTree compare to Jefferies Financial Group?

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

WisdomTree presently has a consensus target price of $18.47, indicating a potential downside of 3.37%. Jefferies Financial Group has a consensus target price of $58.14, indicating a potential upside of 9.93%. Given Jefferies Financial Group's higher possible upside, analysts plainly believe Jefferies Financial Group is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63
Jefferies Financial Group
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

Jefferies Financial Group has higher revenue and earnings than WisdomTree. Jefferies Financial 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$493.75M5.92$109.13M$0.4146.61
Jefferies Financial Group$10.82B1.00$710.47M$2.9617.87

In the previous week, Jefferies Financial Group had 3 more articles in the media than WisdomTree. MarketBeat recorded 21 mentions for Jefferies Financial Group and 18 mentions for WisdomTree. Jefferies Financial Group's average media sentiment score of 0.91 beat WisdomTree's score of 0.67 indicating that Jefferies Financial Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
WisdomTree
3 Very Positive mention(s)
6 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
10 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
3 Very Negative mention(s)
Positive

WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.0%. WisdomTree pays out 29.3% of its earnings in the form of a dividend. Jefferies Financial Group pays out 54.1% 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. Jefferies Financial Group has raised its dividend for 2 consecutive years. Jefferies Financial Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

WisdomTree has a beta of 1.13, meaning that its share price is 13% more volatile than the S&P 500. Comparatively, Jefferies Financial Group has a beta of 1.53, meaning that its share price is 53% more volatile than the S&P 500.

78.6% of WisdomTree shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 9.3% of WisdomTree shares are held by insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

WisdomTree has a net margin of 11.26% compared to Jefferies Financial Group's net margin of 6.61%. WisdomTree's return on equity of 33.31% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
WisdomTree11.26% 33.31% 9.79%
Jefferies Financial Group 6.61%7.83%1.15%

Summary

Jefferies Financial Group beats WisdomTree on 10 of the 19 factors compared between the two stocks.

How does WisdomTree compare to American Healthcare REIT?

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

In the previous week, WisdomTree had 8 more articles in the media than American Healthcare REIT. MarketBeat recorded 18 mentions for WisdomTree and 10 mentions for American Healthcare REIT. American Healthcare REIT's average media sentiment score of 0.75 beat WisdomTree's score of 0.67 indicating that American Healthcare REIT is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
American Healthcare REIT
2 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
WisdomTree
3 Very Positive mention(s)
6 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

American Healthcare REIT presently has a consensus price target of $55.18, suggesting a potential upside of 6.57%. WisdomTree has a consensus price target of $18.47, suggesting a potential downside of 3.37%. Given American Healthcare REIT's stronger consensus rating and higher probable upside, analysts clearly believe American Healthcare REIT is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
American Healthcare REIT
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.85
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
American Healthcare REIT$2.26B4.31$69.81M$0.41126.29
WisdomTree$493.75M5.92$109.13M$0.4146.61

American Healthcare REIT pays an annual dividend of $1.00 per share and has a dividend yield of 1.9%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. American Healthcare REIT pays out 243.9% 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 29.3% of its earnings in the form of a dividend.

16.7% of American Healthcare REIT shares are held by institutional investors. Comparatively, 78.6% of WisdomTree shares are held by institutional investors. 0.8% of American Healthcare REIT shares are held by insiders. Comparatively, 9.3% of WisdomTree shares are held by 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 has a net margin of 11.26% compared to American Healthcare REIT's net margin of 4.23%. WisdomTree's return on equity of 33.31% beat American Healthcare REIT's return on equity.

Company Net Margins Return on Equity Return on Assets
American Healthcare REIT4.23% 3.52% 2.05%
WisdomTree 11.26%33.31%9.79%

American Healthcare REIT has a beta of 0.94, meaning that its stock price is 6% less volatile than the S&P 500. Comparatively, WisdomTree has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500.

Summary

WisdomTree beats American Healthcare REIT on 10 of the 18 factors compared between the two stocks.

How does WisdomTree compare to Brixmor Property Group?

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

Brixmor Property Group currently has a consensus price target of $32.00, indicating a potential upside of 7.22%. WisdomTree has a consensus price target of $18.47, indicating a potential downside of 3.37%. Given Brixmor Property Group's stronger consensus rating and higher possible upside, equities research analysts plainly believe Brixmor Property Group is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brixmor Property Group
0 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.91
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Brixmor Property Group pays an annual dividend of $1.23 per share and has a dividend yield of 4.1%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. Brixmor Property Group pays out 85.4% 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 29.3% of its earnings in the form of a dividend. Brixmor Property Group has raised its dividend for 5 consecutive years. Brixmor Property Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Brixmor Property Group has a beta of 1, meaning that its share price has a similar volatility profile to the S&P 500.Comparatively, WisdomTree has a beta of 1.13, meaning that its share price is 13% more volatile than the S&P 500.

Brixmor Property Group has higher revenue and earnings than WisdomTree. Brixmor Property 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
Brixmor Property Group$1.37B6.68$386.23M$1.4420.73
WisdomTree$493.75M5.92$109.13M$0.4146.61

In the previous week, WisdomTree had 6 more articles in the media than Brixmor Property Group. MarketBeat recorded 18 mentions for WisdomTree and 12 mentions for Brixmor Property Group. Brixmor Property Group's average media sentiment score of 1.47 beat WisdomTree's score of 0.67 indicating that Brixmor Property Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brixmor Property Group
10 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
WisdomTree
3 Very Positive mention(s)
6 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Brixmor Property Group has a net margin of 31.99% compared to WisdomTree's net margin of 11.26%. WisdomTree's return on equity of 33.31% beat Brixmor Property Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Brixmor Property Group31.99% 14.85% 4.95%
WisdomTree 11.26%33.31%9.79%

98.4% of Brixmor Property Group shares are held by institutional investors. Comparatively, 78.6% of WisdomTree shares are held by institutional investors. 0.9% of Brixmor Property Group shares are held by insiders. Comparatively, 9.3% of WisdomTree shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Summary

Brixmor Property Group beats WisdomTree on 13 of the 20 factors compared between the two stocks.

How does WisdomTree compare to CareTrust REIT?

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

In the previous week, WisdomTree had 6 more articles in the media than CareTrust REIT. MarketBeat recorded 18 mentions for WisdomTree and 12 mentions for CareTrust REIT. WisdomTree's average media sentiment score of 0.67 beat CareTrust REIT's score of 0.66 indicating that WisdomTree is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
WisdomTree
3 Very Positive mention(s)
6 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
CareTrust REIT
6 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

78.6% of WisdomTree shares are held by institutional investors. Comparatively, 87.8% of CareTrust REIT shares are held by institutional investors. 9.3% of WisdomTree shares are held by company insiders. Comparatively, 0.7% of CareTrust REIT shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

WisdomTree has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500. Comparatively, CareTrust REIT has a beta of 0.77, indicating that its share price is 23% less volatile than the S&P 500.

WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. CareTrust REIT pays an annual dividend of $1.34 per share and has a dividend yield of 3.2%. WisdomTree pays out 29.3% of its earnings in the form of a dividend. CareTrust REIT pays out 85.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. CareTrust REIT has increased its dividend for 3 consecutive years. CareTrust REIT is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

WisdomTree presently has a consensus target price of $18.47, suggesting a potential downside of 3.37%. CareTrust REIT has a consensus target price of $42.82, suggesting a potential upside of 3.21%. Given CareTrust REIT's stronger consensus rating and higher possible upside, analysts plainly believe CareTrust REIT is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63
CareTrust REIT
1 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
3 Strong Buy rating(s)
3.00

CareTrust REIT has a net margin of 64.10% compared to WisdomTree's net margin of 11.26%. WisdomTree's return on equity of 33.31% beat CareTrust REIT's return on equity.

Company Net Margins Return on Equity Return on Assets
WisdomTree11.26% 33.31% 9.79%
CareTrust REIT 64.10%8.86%6.75%

CareTrust REIT has lower revenue, but higher earnings than WisdomTree. CareTrust REIT 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$493.75M5.92$109.13M$0.4146.61
CareTrust REIT$369.42M25.07$320.54M$1.5626.59

Summary

CareTrust REIT beats WisdomTree on 11 of the 20 factors compared between the two stocks.

How does WisdomTree compare to Lineage?

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

WisdomTree has a net margin of 11.26% compared to Lineage's net margin of -2.72%. WisdomTree's return on equity of 33.31% beat Lineage's return on equity.

Company Net Margins Return on Equity Return on Assets
Lineage-2.72% -1.55% -0.76%
WisdomTree 11.26%33.31%9.79%

In the previous week, WisdomTree had 4 more articles in the media than Lineage. MarketBeat recorded 18 mentions for WisdomTree and 14 mentions for Lineage. WisdomTree's average media sentiment score of 0.67 beat Lineage's score of 0.26 indicating that WisdomTree is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lineage
2 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral
WisdomTree
3 Very Positive mention(s)
6 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

WisdomTree has lower revenue, but higher earnings than Lineage. Lineage 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
Lineage$5.36B1.69-$100M-$0.62N/A
WisdomTree$493.75M5.92$109.13M$0.4146.61

Lineage has a beta of 0.61, suggesting that its share price is 39% less volatile than the S&P 500. Comparatively, WisdomTree has a beta of 1.13, suggesting that its share price is 13% more volatile than the S&P 500.

78.6% of WisdomTree shares are held by institutional investors. 71.9% of Lineage shares are held by company insiders. Comparatively, 9.3% of WisdomTree shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Lineage pays an annual dividend of $2.13 per share and has a dividend yield of 5.3%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. Lineage pays out -343.5% of its earnings in the form of a dividend. WisdomTree pays out 29.3% 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. Lineage is clearly the better dividend stock, given its higher yield and lower payout ratio.

Lineage presently has a consensus target price of $43.22, indicating a potential upside of 8.16%. WisdomTree has a consensus target price of $18.47, indicating a potential downside of 3.37%. Given Lineage's higher possible upside, equities research analysts clearly believe Lineage is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lineage
5 Sell rating(s)
11 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
1.95
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Summary

WisdomTree beats Lineage on 13 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

MetricWisdomTreeFIN IndustryFinance SectorNYSE Exchange
Market Cap$2.86B$7.16B$13.52B$22.98B
Dividend Yield0.64%5.61%5.75%4.01%
P/E Ratio46.6189.4122.7128.60
Price / Sales5.9211.73184.67110.85
Price / Cash19.7868.2620.3025.08
Price / Book6.153.372.214.62
Net Income$109.13M$303.46M$1.11B$1.07B
7 Day Performance15.31%1.85%0.66%0.46%
1 Month Performance20.60%7.64%2.52%4.10%
1 Year Performance102.66%23.28%13.54%28.49%

WisdomTree Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WT
WisdomTree
3.1201 of 5 stars
$19.11
+2.1%
$18.47
-3.4%
N/A$2.86B$493.75M46.61270
JEF
Jefferies Financial Group
4.7513 of 5 stars
$48.61
-1.4%
$58.14
+19.6%
N/A$10.08B$10.82B16.427,787
AHR
American Healthcare REIT
3.0797 of 5 stars
$50.12
-0.1%
$55.18
+10.1%
N/A$9.43B$2.26B122.25110
BRX
Brixmor Property Group
4.5687 of 5 stars
$29.88
+0.4%
$32.00
+7.1%
N/A$9.13B$1.37B20.75500
CTRE
CareTrust REIT
2.8931 of 5 stars
$39.50
+0.8%
$42.82
+8.4%
N/A$8.75B$476.39M25.4820

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This page (NYSE:WT) was last updated on 5/9/2026 by MarketBeat.com Staff.
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