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WisdomTree, Inc.

WT

Last
$22.61
Day
-0.3%
1y
+70.3%
5y
+333.7%
52w
-12.5%
SPY YTD
+13.3%
XLF
-1.3%
Earnings
2026-10-3020d
EMA 21
23.61
EMA 50
22.90
EMA 200
19.02
20d high
-9.4%
5y high
-12.5%
5y range
85th
Website · 414 employees · United States

Positions held

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Score
9
Hold
watch
Signal
Neutral
Target
$25.21
Stop
$21.41
Stop distance
5.3%
Target vs last
+11.5%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • WisdomTree, Inc. is well-positioned in the asset management industry, leveraging innovative investment strategies to attract a diverse client base.
  • Revenue increased by 11% in the latest quarter, reaching $177 million compared to $159 million in the prior quarter.
  • Gross margin improved to 58.3%, up from 54.6% in the previous quarter.
Bear case
  • The company's high debt-to-equity ratio of 257.67 raises concerns about financial stability and risk management.
  • Net income was negative at -$23.131 million in the first quarter of 2026, indicating potential profitability issues.
  • The trailing P/E ratio stands at 43.96, suggesting that the stock may be overvalued compared to its earnings.

Fundamentals

Market cap$3.44BEnterprise value$4.09BTrailing P/E41.24Forward P/E16.76
PEG1.54Price / book8.01Beta1.17Dividend yield0.53%
Revenue growth57.3%Earnings growth64.7%Gross margin53.3%Operating margin41.2%
Profit margin13.3%ROE18.7%ROA11.2%Debt / equity2.58
Current ratio3.00Free cash flow$156.60MAnalyst recommendationbuyMean target$26.33
52w high$25.9152w low$10.69

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q2
Revenue$177M$159M$147M$126M$113M
Op margin41.2%38.4%40.7%38.3%32.5%
Net income$44.3M-$23.1M$40.0M$19.7M$24.8M
Gross margin58.3%54.6%57.9%55.3%52.0%
Gross profit$103M$87.1M$85.3M$69.5M$58.5M
Operating income$72.9M$61.3M$60.1M$48.1M$36.6M
  • Revenue +11% vs prior quarter ($177M vs $159M).
  • Gross margin 58.3% (was 54.6% prior quarter).
  • Operating margin expanded to 41.2%.

Yearly (6y)

2025202420232022
Revenue$494M$428M$349M$301M
Op margin36.2%32.1%26.8%25.6%
Net income$109M$66.7M$103M$50.7M
Gross margin54.1%52.0%48.2%46.0%
Gross profit$267M$222M$168M$139M
Operating income$179M$137M$93.6M$77.2M
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

WT · daily-4.4% over 13 sessions
Close EMA21 EMA50 EMA200
22.4523.1223.8024.4825.152026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
-$23M$27M$77M$127M$177M0%29%58%2025-Q22025-Q32025-Q42026-Q12026-Q2