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WisdomTree (WT) Competitors

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$18.71 +0.22 (+1.21%)
Closing price 07/8/2026 03:59 PM Eastern
Extended Trading
$18.96 +0.25 (+1.34%)
As of 04:35 AM Eastern
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WT vs. JEF, LINE, BRX, AHR, and CTRE

Should you buy WisdomTree stock or one of its competitors? MarketBeat compares WisdomTree with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with WisdomTree include Jefferies Financial Group (JEF), Lineage (LINE), Brixmor Property Group (BRX), American Healthcare REIT (AHR), and CareTrust REIT (CTRE). 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 superior business? We will contrast the two businesses based on the strength of their valuation, media sentiment, profitability, analyst recommendations, institutional ownership, earnings, dividends and risk.

In the previous week, Jefferies Financial Group had 19 more articles in the media than WisdomTree. MarketBeat recorded 28 mentions for Jefferies Financial Group and 9 mentions for WisdomTree. Jefferies Financial Group's average media sentiment score of 1.03 beat WisdomTree's score of 0.32 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
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Jefferies Financial Group
14 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

WisdomTree has a net margin of 11.26% compared to Jefferies Financial Group's net margin of 7.58%. 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 7.58%9.23%1.34%

WisdomTree has a beta of 1.18, meaning that its stock price is 18% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, meaning that its stock price is 54% more volatile than the broader market.

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$493.75M5.80$109.13M$0.4145.64
Jefferies Financial Group$10.82B0.97$710.47M$3.5814.30

78.6% of WisdomTree shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 10.1% of WisdomTree shares are held by company insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

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 3.1%. WisdomTree pays out 29.3% of its earnings in the form of a dividend. Jefferies Financial Group pays out 44.7% 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 increased 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 currently has a consensus target price of $20.06, suggesting a potential upside of 7.19%. Jefferies Financial Group has a consensus target price of $62.63, suggesting a potential upside of 22.30%. Given Jefferies Financial Group's higher probable 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)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
Jefferies Financial Group
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14

Summary

WisdomTree and Jefferies Financial Group tied by winning 10 of the 20 factors compared between the two stocks.

How does WisdomTree compare to Lineage?

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

Lineage pays an annual dividend of $2.13 per share and has a dividend yield of 4.9%. 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.

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$5.36B1.84-$100M-$0.62N/A
WisdomTree$493.75M5.80$109.13M$0.4145.64

78.6% of WisdomTree shares are held by institutional investors. 71.6% of Lineage shares are held by insiders. Comparatively, 10.1% of WisdomTree shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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% -1.56% -0.76%
WisdomTree 11.26%33.31%9.79%

Lineage presently has a consensus target price of $41.63, suggesting a potential downside of 3.85%. WisdomTree has a consensus target price of $20.06, suggesting a potential upside of 7.19%. Given WisdomTree's stronger consensus rating and higher possible upside, analysts clearly believe WisdomTree is more favorable than Lineage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lineage
4 Sell rating(s)
10 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.00
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71

Lineage has a beta of 0.85, indicating that its stock price is 15% less 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.

In the previous week, Lineage had 4 more articles in the media than WisdomTree. MarketBeat recorded 13 mentions for Lineage and 9 mentions for WisdomTree. WisdomTree's average media sentiment score of 0.32 beat Lineage's score of 0.02 indicating that WisdomTree is being referred to more favorably in the news media.

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

Summary

WisdomTree beats Lineage on 13 of the 19 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 superior stock? We will compare the two businesses based on the strength of their analyst recommendations, valuation, media sentiment, profitability, institutional ownership, risk, dividends and earnings.

Brixmor Property Group pays an annual dividend of $1.23 per share and has a dividend yield of 4.0%. 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 0.98, meaning that its stock price is 2% less volatile than the broader market. Comparatively, WisdomTree has a beta of 1.18, meaning that its stock price is 18% more volatile than the broader market.

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$1.37B6.90$386.23M$1.4421.41
WisdomTree$493.75M5.80$109.13M$0.4145.64

98.4% of Brixmor Property Group shares are owned by institutional investors. Comparatively, 78.6% of WisdomTree shares are owned by institutional investors. 0.9% of Brixmor Property 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 stock is poised for long-term growth.

In the previous week, WisdomTree had 8 more articles in the media than Brixmor Property Group. MarketBeat recorded 9 mentions for WisdomTree and 1 mentions for Brixmor Property Group. Brixmor Property Group's average media sentiment score of 0.58 beat WisdomTree's score of 0.32 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
WisdomTree
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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%

Brixmor Property Group presently has a consensus target price of $33.00, suggesting a potential upside of 7.02%. WisdomTree has a consensus target price of $20.06, suggesting a potential upside of 7.19%. Given WisdomTree's higher possible upside, analysts plainly believe WisdomTree is more favorable than Brixmor Property Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brixmor Property Group
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
3.00
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71

Summary

Brixmor Property Group beats WisdomTree on 12 of the 20 factors compared between the two stocks.

How does WisdomTree compare to American Healthcare REIT?

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

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
WisdomTree11.26% 33.31% 9.79%
American Healthcare REIT 4.23%3.33%1.98%

WisdomTree has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market. Comparatively, American Healthcare REIT has a beta of 0.77, suggesting that its stock price is 23% less volatile than the broader market.

78.6% of WisdomTree shares are held by institutional investors. Comparatively, 16.7% of American Healthcare REIT shares are held by institutional investors. 10.1% of WisdomTree shares are held by insiders. Comparatively, 0.8% of American Healthcare REIT shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

In the previous week, WisdomTree had 3 more articles in the media than American Healthcare REIT. MarketBeat recorded 9 mentions for WisdomTree and 6 mentions for American Healthcare REIT. American Healthcare REIT's average media sentiment score of 0.69 beat WisdomTree's score of 0.32 indicating that American Healthcare REIT is being referred to more favorably in the news media.

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

WisdomTree currently has a consensus target price of $20.06, indicating a potential upside of 7.19%. American Healthcare REIT has a consensus target price of $56.00, indicating a potential upside of 2.50%. Given WisdomTree's higher probable upside, equities research analysts plainly believe WisdomTree is more favorable than American Healthcare REIT.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WisdomTree
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
American Healthcare REIT
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93

WisdomTree has higher earnings, but lower revenue 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
WisdomTree$493.75M5.80$109.13M$0.4145.64
American Healthcare REIT$2.26B4.66$69.81M$0.5894.19

WisdomTree pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. American Healthcare REIT pays an annual dividend of $1.00 per share and has a dividend yield of 1.8%. WisdomTree pays out 29.3% of its earnings in the form of a dividend. American Healthcare REIT pays out 172.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

WisdomTree beats American Healthcare REIT on 11 of the 18 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 investment? We will contrast the two companies based on the strength of their valuation, profitability, earnings, risk, analyst recommendations, institutional ownership, media sentiment and dividends.

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%8.65%6.66%

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$493.75M5.80$109.13M$0.4145.64
CareTrust REIT$476.39M20.52$320.54M$1.5626.52

WisdomTree has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market. Comparatively, CareTrust REIT has a beta of 0.76, suggesting that its stock price is 24% less volatile than the broader market.

WisdomTree currently has a consensus price target of $20.06, indicating a potential upside of 7.19%. CareTrust REIT has a consensus price target of $44.82, indicating a potential upside of 8.33%. Given CareTrust REIT's stronger consensus rating and higher probable 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)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
CareTrust REIT
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.00

78.6% of WisdomTree shares are held by institutional investors. Comparatively, 87.8% of CareTrust REIT shares are held by institutional investors. 10.1% of WisdomTree shares are held by insiders. Comparatively, 0.7% of CareTrust REIT shares are held by 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 pays an annual dividend of $0.12 per share and has a dividend yield of 0.6%. CareTrust REIT pays an annual dividend of $1.56 per share and has a dividend yield of 3.8%. WisdomTree pays out 29.3% of its earnings in the form of a dividend. CareTrust REIT pays out 100.0% 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.

In the previous week, WisdomTree had 9 more articles in the media than CareTrust REIT. MarketBeat recorded 9 mentions for WisdomTree and 0 mentions for CareTrust REIT. CareTrust REIT's average media sentiment score of 1.00 beat WisdomTree's score of 0.32 indicating that CareTrust REIT is being referred to more favorably in the news media.

Company Overall Sentiment
WisdomTree Neutral
CareTrust REIT Positive

Summary

CareTrust REIT beats WisdomTree on 12 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

MetricWisdomTreeFIN IndustryFinance SectorNYSE Exchange
Market Cap$2.83B$7.10B$14.19B$23.55B
Dividend Yield0.65%5.00%5.69%4.01%
P/E Ratio45.6516.8020.3730.81
Price / Sales5.8010.6544.4021.17
Price / Cash19.5350.2719.3825.14
Price / Book6.373.282.244.74
Net Income$109.13M$300.93M$1.13B$1.07B
7 Day Performance3.94%-1.76%-0.97%-1.02%
1 Month Performance9.07%-2.50%0.92%0.91%
1 Year Performance49.47%-3.18%10.94%15.73%

WisdomTree Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WT
WisdomTree
3.7395 of 5 stars
$18.71
+1.2%
$20.06
+7.2%
+53.0%$2.83B$493.75M45.65270
JEF
Jefferies Financial Group
4.9766 of 5 stars
$48.90
-0.4%
$62.63
+28.1%
-6.4%$10.04B$11.85B13.667,787
LINE
Lineage
1.45 of 5 stars
$45.10
+2.5%
$44.12
-2.2%
-0.5%$10.01B$5.36BN/A24,000
BRX
Brixmor Property Group
3.2649 of 5 stars
$32.18
-0.8%
$33.00
+2.6%
+20.9%$9.96B$1.37B22.34500
AHR
American Healthcare REIT
2.6396 of 5 stars
$51.83
+1.6%
$54.91
+5.9%
+52.9%$9.83B$2.26B89.37110

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