WisdomTree, Inc. (WT) AI Stock Analysis

Established in 1985 and based in New York, WisdomTree, Inc. operates as an asset manager and exchange-traded fund sponsor across equities, fixed income, currencies, and alternative asset classes. The company differentiates its lineup through proprietary indexes that apply fundamentally weighted methodologies based on metrics such as dividends or earnings rather than market capitalization. In addition to managing ETFs, WisdomTree licenses these indexes to third-party financial entities for proprietary products and works to incorporate its ETFs into retirement structures like 401(k) accounts. It has also explored digital currency opportunities by leveraging its ETF and index development capabilities for crypto-related financial products.

Between FY2021 and FY2025, WisdomTree increased annual revenue from $304.3M to $493.8M, representing a 5-year revenue CAGR of 14.6%. Annual revenue expanded 15.4% in FY2025 after climbing 22.5% in FY2024, while gross margin improved from 51.7% in FY2021 to 72.1% in FY2025. Operating margin rose to 35.3% in FY2025, up from 19.9% in FY2022, as net income reached $109.1M with diluted EPS of $0.86. For the trailing twelve months, revenue reached $609.7M with an operating margin of 41.2% and net profit margin of 13.3%. In the quarter ended June 30, 2026, quarterly revenue grew 57.3% year-over-year and quarterly earnings grew 64.7%.

As of June 30, 2026, WisdomTree held $294.8M in cash and short-term investments against total debt of $1.08B, resulting in net debt of $783.6M. Shareholders' equity stood at $418.5M, yielding a debt-to-equity ratio of 2.58, alongside total assets of $1.65B and a current ratio of 3.00. In FY2025, the company delivered $149.5M in operating cash flow and $149.2M in free cash flow against capital expenditures of $215,000. Capital return in FY2025 comprised $102.7M in share buybacks and $17.3M in dividends paid.

WisdomTree trades at a trailing P/E of 38.9x and a forward P/E of 17.3x, both above the median of its US-listed Financial Services peers of 12.1x and 10.8x, respectively. Its enterprise value of $4.34B corresponds to an EV/EBITDA multiple of 24.2x, compared to the peer median of 11.7x, while its price-to-sales of 5.3x exceeds the peer median of 3.2x. Over the past year, WisdomTree delivered a return of 65.8%, outperforming the S&P 500 (SPY) return of 16.8%. Over five years, the stock advanced 297.3% versus 83.0% for the benchmark index.

WisdomTree pays an annual forward dividend of $0.12 per share, which equates to a dividend yield of 0.56% based on a last close of $21.39. Distributed on a quarterly schedule, the dividend has been paid for 13 consecutive years with a payout ratio of 10.9%. Over the past five years, its annualized dividend growth was 0.0%, and its last ex-dividend date was August 12, 2026.

Wall Street coverage consists of 4 Strong Buy, 1 Buy, and 2 Hold ratings, with no Sell or Strong Sell recommendations. The consensus mean price target is $26.29, implying 22.9% upside potential from the last close of $21.39. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $1.20 and revenue of $702.5M. The company beat EPS estimates in each of the last 4 quarters, and its next earnings date is October 30, 2026.

This page is an AI-written research summary of WisdomTree, Inc. (WT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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