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WisdomTree (WT) Competitors

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$24.92 +0.03 (+0.12%)
As of 09/4/2026 03:58 PM Eastern

WT vs. IVZ, ARCC, SEIC, AMG, and GLXY

Should you buy WisdomTree stock or one of its competitors? WisdomTree's main competitors and comparable companies include Invesco (IVZ), Ares Capital (ARCC), SEI Investments (SEIC), Affiliated Managers Group (AMG), and Galaxy Digital (GLXY). 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 Invesco?

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

In the previous week, WisdomTree had 4 more articles in the media than Invesco. MarketBeat recorded 9 mentions for WisdomTree and 5 mentions for Invesco. WisdomTree's average media sentiment score of 1.26 beat Invesco's score of 1.00 indicating that WisdomTree is being referred to more favorably in the media.

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

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 company is poised for long-term growth.

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 currently has a consensus price target of $23.66, suggesting a potential downside of 5.06%. Invesco has a consensus price target of $30.88, suggesting a potential downside of 6.78%. Given WisdomTree's stronger consensus rating and higher possible upside, research 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)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
Invesco
0 Sell rating(s)
11 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.33

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$493.75M7.65$109.13M$0.5247.92
Invesco$6.38B2.30-$281.70M-$0.68N/A

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.

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 2.6%. 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.

Summary

WisdomTree beats Invesco on 13 of the 19 factors compared between the two stocks.

How does WisdomTree compare to Ares Capital?

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

In the previous week, Ares Capital had 3 more articles in the media than WisdomTree. MarketBeat recorded 12 mentions for Ares Capital and 9 mentions for WisdomTree. WisdomTree's average media sentiment score of 1.26 beat Ares Capital's score of 0.91 indicating that WisdomTree is being referred to more favorably in the media.

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

WisdomTree currently has a consensus target price of $23.66, suggesting a potential downside of 5.06%. Ares Capital has a consensus target price of $20.60, suggesting a potential upside of 2.79%. Given Ares Capital's stronger consensus rating and higher probable upside, analysts clearly believe Ares Capital is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WisdomTree
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73

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
WisdomTree13.27% 39.12% 10.29%
Ares Capital 30.91%9.80%4.50%

WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.5%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 9.6%. WisdomTree pays out 23.1% of its earnings in the form of a dividend. 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 has a beta of 1.2, indicating that its share price is 20% more volatile than the broader market. Comparatively, Ares Capital has a beta of 0.57, indicating that its share price is 43% less volatile than the broader market.

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
WisdomTree$493.75M7.65$109.13M$0.5247.92
Ares Capital$3.05B4.71$1.30B$1.3514.84

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

Summary

WisdomTree and Ares Capital tied by winning 9 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 better investment? We will contrast the two businesses based on the strength of their profitability, media sentiment, dividends, institutional ownership, risk, valuation, analyst recommendations and earnings.

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

SEI Investments has a beta of 0.97, meaning that its share price is 3% less 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.

SEI Investments currently has a consensus price target of $122.60, indicating a potential upside of 11.06%. WisdomTree has a consensus price target of $23.66, indicating a potential downside of 5.06%. Given SEI Investments' stronger consensus rating and higher probable upside, equities research analysts clearly 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)
6 Buy rating(s)
0 Strong Buy rating(s)
2.86
WisdomTree
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

SEI Investments pays an annual dividend of $1.04 per share and has a dividend yield of 0.9%. 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 increased 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.

In the previous week, WisdomTree had 3 more articles in the media than SEI Investments. MarketBeat recorded 9 mentions for WisdomTree and 6 mentions for SEI Investments. WisdomTree's average media sentiment score of 1.26 beat SEI Investments' score of 1.14 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
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
WisdomTree
7 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.30B5.77$715.30M$5.6719.47
WisdomTree$493.75M7.65$109.13M$0.5247.92

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%

Summary

SEI Investments beats WisdomTree on 11 of the 19 factors compared between the two stocks.

How does WisdomTree compare to Affiliated Managers Group?

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

In the previous week, Affiliated Managers Group and Affiliated Managers Group both had 9 articles in the media. Affiliated Managers Group's average media sentiment score of 1.49 beat WisdomTree's score of 1.26 indicating that Affiliated Managers Group is being referred to more favorably in the media.

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

Affiliated Managers Group has a beta of 1.1, meaning that its share price is 10% 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.

Affiliated Managers Group presently has a consensus target price of $370.86, suggesting a potential upside of 0.01%. WisdomTree has a consensus target price of $23.66, suggesting a potential downside of 5.06%. Given Affiliated Managers Group's stronger consensus rating and higher possible upside, research analysts plainly believe Affiliated Managers Group is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Affiliated Managers Group
0 Sell rating(s)
0 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
3.13
WisdomTree
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

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
Affiliated Managers Group$2.07B4.62$716.60M$28.8712.84
WisdomTree$493.75M7.65$109.13M$0.5247.92

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
Affiliated Managers Group37.72% 21.94% 9.72%
WisdomTree 13.27%39.12%10.29%

Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.5%. Affiliated Managers Group pays out 0.1% 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.

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

Summary

Affiliated Managers Group beats WisdomTree on 11 of the 18 factors compared between the two stocks.

How does WisdomTree compare to Galaxy Digital?

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

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$61.36B0.17-$241.35M-$0.65N/A
WisdomTree$493.75M7.65$109.13M$0.5247.92

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%

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

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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Galaxy Digital presently has a consensus price target of $39.58, indicating a potential upside of 50.34%. WisdomTree has a consensus price target of $23.66, indicating a potential downside of 5.06%. Given Galaxy Digital's stronger consensus rating and higher possible upside, equities research analysts clearly believe Galaxy Digital is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Galaxy Digital
2 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.57
WisdomTree
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

In the previous week, WisdomTree had 4 more articles in the media than Galaxy Digital. MarketBeat recorded 9 mentions for WisdomTree and 5 mentions for Galaxy Digital. WisdomTree's average media sentiment score of 1.26 beat Galaxy Digital's score of 0.84 indicating that WisdomTree is being referred to more favorably in the news media.

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

Summary

WisdomTree beats Galaxy Digital on 10 of the 16 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$3.78B$5.70B$14.20B$23.59B
Dividend Yield0.48%7.42%5.89%3.73%
P/E Ratio47.9231.5926.2429.33
Price / Sales7.651,239.34511.5119.82
Price / Cash26.3048.0730.8419.95
Price / Book8.483.602.804.83
Net Income$109.13M$419.48M$1.32B$1.07B
7 Day Performance3.32%7.33%4.03%0.43%
1 Month Performance17.34%0.27%1.55%-0.78%
1 Year Performance85.61%5.60%11.15%12.82%

WisdomTree Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WT
WisdomTree
2.7572 of 5 stars
$24.92
+0.1%
$23.66
-5.1%
+85.6%$3.78B$493.75M47.92270
IVZ
Invesco
3.8725 of 5 stars
$32.81
-0.2%
$30.88
-5.9%
+50.8%$14.57B$6.38BN/A7,500
ARCC
Ares Capital
2.6852 of 5 stars
$20.07
+0.6%
$20.40
+1.6%
-10.7%$14.32B$3.05B14.872,550
SEIC
SEI Investments
4.8374 of 5 stars
$110.98
-0.6%
$122.60
+10.5%
+26.6%$13.40B$2.30B19.575,029
AMG
Affiliated Managers Group
4.5233 of 5 stars
$368.63
-0.6%
$370.86
+0.6%
+61.2%$9.59B$2.07B12.775,600

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This page (NYSE:WT) was last updated on 9/7/2026 by MarketBeat.com Staff.
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