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WisdomTree (WT) Competitors

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$21.62 +0.19 (+0.86%)
As of 11:29 AM Eastern
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WT vs. IVZ, SEIC, AMG, GLXY, and VCTR

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

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

WisdomTree has a net margin of 16.64% compared to Invesco's net margin of -1.10%. WisdomTree's return on equity of 40.93% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco-1.10% 13.49% 5.23%
WisdomTree 16.64%40.93%10.89%

In the previous week, Invesco had 3 more articles in the media than WisdomTree. MarketBeat recorded 10 mentions for Invesco and 7 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.96 beat Invesco's score of 0.52 indicating that WisdomTree is being referred to more favorably in the news media.

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

WisdomTree has lower revenue, but higher earnings 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
Invesco$7.14B1.78-$281.70M-$0.69N/A
WisdomTree$493.75M6.56$109.13M$0.7130.25

Invesco presently has a consensus target price of $33.79, indicating a potential upside of 17.98%. WisdomTree has a consensus target price of $25.72, indicating a potential upside of 19.75%. 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
Invesco
0 Sell rating(s)
8 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.50
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Invesco has a beta of 1.69, indicating that its share price is 69% more volatile than the broader market. Comparatively, WisdomTree has a beta of 1.18, indicating that its share price is 18% more volatile than the broader market.

Invesco pays an annual dividend of $0.86 per share and has a dividend yield of 3.0%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. Invesco pays out -124.6% of its earnings in the form of a dividend. WisdomTree pays out 16.9% 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 raised its dividend for 5 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

66.1% of Invesco shares are owned by institutional investors. Comparatively, 78.6% of WisdomTree shares are owned by institutional investors. 1.4% of Invesco 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, large money managers and endowments believe a company will outperform the market over the long term.

Summary

WisdomTree beats Invesco on 12 of the 19 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 contrast the two businesses based on the strength of their valuation, media sentiment, earnings, institutional ownership, profitability, risk, dividends and analyst recommendations.

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$2.30B5.69$715.30M$5.7519.17
WisdomTree$493.75M6.56$109.13M$0.7130.25

SEI Investments presently has a consensus target price of $125.50, indicating a potential upside of 13.83%. WisdomTree has a consensus target price of $25.72, indicating a potential upside of 19.75%. Given WisdomTree's higher possible upside, analysts clearly believe WisdomTree is more favorable than SEI Investments.

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)
1 Strong Buy rating(s)
3.00
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

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 company will outperform the market over the long term.

SEI Investments has a net margin of 28.06% compared to WisdomTree's net margin of 16.64%. WisdomTree's return on equity of 40.93% beat SEI Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
SEI Investments28.06% 30.14% 22.75%
WisdomTree 16.64%40.93%10.89%

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 0.6%. SEI Investments pays out 18.1% of its earnings in the form of a dividend. WisdomTree pays out 16.9% 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.

In the previous week, SEI Investments had 3 more articles in the media than WisdomTree. MarketBeat recorded 10 mentions for SEI Investments and 7 mentions for WisdomTree. SEI Investments' average media sentiment score of 1.24 beat WisdomTree's score of 0.96 indicating that SEI Investments is being referred to more favorably in the media.

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

SEI Investments has a beta of 0.97, suggesting that its stock price is 3% less volatile than the broader market. Comparatively, WisdomTree has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market.

Summary

SEI Investments beats WisdomTree on 12 of the 20 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 investment? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, media sentiment, risk, institutional ownership, profitability and analyst recommendations.

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 0.6%. Affiliated Managers Group pays out 0.1% of its earnings in the form of a dividend. WisdomTree pays out 16.9% 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 insiders. Comparatively, 10.1% of WisdomTree shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Affiliated Managers Group has a net margin of 34.96% compared to WisdomTree's net margin of 16.64%. WisdomTree's return on equity of 40.93% beat Affiliated Managers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Affiliated Managers Group34.96% 24.44% 10.27%
WisdomTree 16.64%40.93%10.89%

In the previous week, Affiliated Managers Group had 16 more articles in the media than WisdomTree. MarketBeat recorded 23 mentions for Affiliated Managers Group and 7 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.96 beat Affiliated Managers Group's score of 0.66 indicating that WisdomTree is being referred to more favorably in the news media.

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

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$2.07B4.78$716.60M$28.8713.92
WisdomTree$493.75M6.56$109.13M$0.7130.25

Affiliated Managers Group currently has a consensus price target of $453.25, indicating a potential upside of 12.75%. WisdomTree has a consensus price target of $25.72, indicating a potential upside of 19.75%. Given WisdomTree's higher possible upside, analysts clearly believe WisdomTree is more favorable than Affiliated Managers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Affiliated Managers Group
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.83
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Affiliated Managers Group has a beta of 1.05, suggesting that its stock price is 5% more volatile than the broader market. Comparatively, WisdomTree has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market.

Summary

WisdomTree beats Affiliated Managers Group on 9 of the 17 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 valuation, dividends, earnings, media sentiment, risk, institutional ownership, profitability and analyst recommendations.

Galaxy Digital currently has a consensus price target of $33.96, indicating a potential upside of 112.64%. WisdomTree has a consensus price target of $25.72, indicating a potential upside of 19.75%. Given Galaxy Digital's stronger consensus rating and higher possible upside, equities analysts clearly believe Galaxy Digital is more favorable than WisdomTree.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Galaxy Digital
0 Sell rating(s)
3 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.79
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Galaxy Digital has a beta of 5.38, suggesting that its stock price is 438% more volatile than the broader market. Comparatively, WisdomTree has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market.

78.6% of WisdomTree shares are owned by institutional investors. 51.5% of Galaxy Digital 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 company will outperform the market over the long term.

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$61.36B0.10-$241.35M-$1.00N/A
WisdomTree$493.75M6.56$109.13M$0.7130.25

WisdomTree has a net margin of 16.64% compared to Galaxy Digital's net margin of -0.89%. WisdomTree's return on equity of 40.93% beat Galaxy Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Galaxy Digital-0.89% -10.30% -2.73%
WisdomTree 16.64%40.93%10.89%

In the previous week, Galaxy Digital had 13 more articles in the media than WisdomTree. MarketBeat recorded 20 mentions for Galaxy Digital and 7 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.96 beat Galaxy Digital's score of 0.57 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
6 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
WisdomTree
2 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

WisdomTree beats Galaxy Digital on 8 of the 15 factors compared between the two stocks.

How does WisdomTree compare to Victory Capital?

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

Victory Capital has a beta of 1.12, indicating that its stock price is 12% more volatile than the broader market. Comparatively, WisdomTree has a beta of 1.18, indicating that its stock price is 18% more volatile than the broader market.

87.7% of Victory Capital shares are held by institutional investors. Comparatively, 78.6% of WisdomTree shares are held by institutional investors. 9.5% of Victory Capital 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, large money managers and hedge funds believe a stock is poised for long-term growth.

Victory Capital has higher revenue and earnings than WisdomTree. Victory 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
Victory Capital$1.31B5.92$330.06M$5.4423.11
WisdomTree$493.75M6.56$109.13M$0.7130.25

Victory Capital presently has a consensus price target of $119.50, suggesting a potential downside of 4.96%. WisdomTree has a consensus price target of $25.72, suggesting a potential upside of 19.75%. Given WisdomTree's stronger consensus rating and higher probable upside, analysts plainly believe WisdomTree is more favorable than Victory Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Victory Capital
0 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.43
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.63

Victory Capital has a net margin of 28.58% compared to WisdomTree's net margin of 16.64%. WisdomTree's return on equity of 40.93% beat Victory Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Victory Capital28.58% 24.37% 13.90%
WisdomTree 16.64%40.93%10.89%

In the previous week, Victory Capital had 11 more articles in the media than WisdomTree. MarketBeat recorded 18 mentions for Victory Capital and 7 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.96 beat Victory Capital's score of 0.54 indicating that WisdomTree is being referred to more favorably in the news media.

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

Victory Capital pays an annual dividend of $2.00 per share and has a dividend yield of 1.6%. WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. Victory Capital pays out 36.8% of its earnings in the form of a dividend. WisdomTree pays out 16.9% 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. Victory Capital has increased its dividend for 6 consecutive years. Victory Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Victory Capital and WisdomTree tied by winning 10 of the 20 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$3.26B$5.40B$14.14B$23.62B
Dividend Yield0.57%5.53%4.87%3.74%
P/E Ratio30.4524.1520.6430.34
Price / Sales4.928.115.053.16
Price / Cash21.9429.7020.3115.84
Price / Book7.331.821.823.71
Net Income$109.13M$419.50M$1.32B$1.08B
7 Day Performance13.54%0.61%0.23%1.94%
1 Month Performance-2.76%-1.80%-0.44%0.65%
1 Year Performance86.34%-2.01%4.60%6.14%

WisdomTree Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WT
WisdomTree
3.5595 of 5 stars
$21.63
+0.9%
$25.72
+18.9%
+81.3%$3.26B$663.44M30.45360
IVZ
Invesco
4.8281 of 5 stars
$27.76
flat
$33.79
+21.7%
+19.9%$12.71B$6.38BN/A7,500
SEIC
SEI Investments
4.664 of 5 stars
$105.89
+2.4%
$125.50
+18.5%
+32.0%$12.26B$2.53B18.425,029
AMG
Affiliated Managers Group
4.7848 of 5 stars
$369.84
-3.1%
$388.33
+5.0%
+56.4%$10.17B$2.07B12.815,600
GLXY
Galaxy Digital
4.2315 of 5 stars
$14.59
-8.8%
$35.29
+141.9%
-48.0%$7.46B$61.36BN/A700

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This page (NYSE:WT) was last updated on 11/12/2026 by MarketBeat.com Staff.
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