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WisdomTree (WT) Company Overview

Profile

Full Name:

WisdomTree, Inc.

Sector:

Financial Services

Industry:

Asset Management

Country:

United States

IPO:

March 4, 1993

Indexes:

Not included

Website:

http://www.wisdomtree.com

Description:

WisdomTree (WT) is a financial services company that specializes in exchange-traded funds (ETFs) and asset management. It offers investment products designed to help investors achieve their financial goals, focusing on innovative strategies and smart beta approaches to enhance returns and manage risk.

Key Details

Price

$8.85

Market Cap

$1.30 B(Small cap)

Last Dividend

$0.03

TTM Dividend Yield

1.36%

Annual Revenue

$427.74 M(+22.55% YoY)

Annual EPS

$0.33(-48.44% YoY)

PE Ratio

28.55

Annual ROE

16.49%

Annual Debt To Equity

1.28

Beta

1.14

Events Calendar

Earnings

Next earnings date:

Apr 25, 2025

Recent quarterly earnings:

Jan 31, 2025

Recent annual earnings:

Jan 31, 2025
Dividend

Next ex-dividend date:

N/A

Recent ex-dividend date:

Feb 12, 2025
Splits

Next split:

N/A

Recent split:

N/A

Analyst ratings

Recent major analysts updates

Jan 14, 25 Keefe, Bruyette & Woods
Market Perform
Oct 22, 24 UBS
Buy
Jul 29, 24 Oppenheimer
Outperform
Jul 29, 24 Northland Capital Markets
Outperform
Jul 29, 24 Keefe, Bruyette & Woods
Market Perform
Jul 29, 24 Craig-Hallum
Buy
Jul 12, 24 Keefe, Bruyette & Woods
Market Perform
Apr 29, 24 Oppenheimer
Outperform
Apr 22, 24 Oppenheimer
Outperform
Apr 17, 24 Morgan Stanley
Equal-Weight

Screeners with WT included

US stocks
High Piotroski score stocks
Stocks with high beta
Stocks below SMA 200
Most recommended stocks
Stocks with low RSI
Best performing stocks last 5 years
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All stocks
Financial services sector

Market Data

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Price

Current Price

$8.85
WT price is $8.85

Price All-time High

$26.07
WT price is currently -66.05% below its historical high of $26.07

Price Analysts Target

$13.50
WT price is currently -34.44% lower than the consensus analysts' forecast

Price Most Recent Change

0%
WT {parameterFullLabel} has remained unchanged on Mar 5, 2025

Price YTD Change

-16.13%
WT price is down -16.13% since January 1st

Price 3-Year Change

+70.19%
WT price is up +70.19% over the past 3 years

Market cap

Market Cap

$1.30 B
WT market capitalization is $1.30 billion

Market Cap 3-Year Change

+70.73%
WT market capitalization is up +70.73% over the past 3 years

Market Cap All-time High

$3.60 B
WT market capitalization is currently -63.84% below its historical high of $3.60 billion

Market Cap Sector Rank

61.5%
WT market capitalization is higher than 61.5% of companies in Financial Services sector

Technical

Beta

1.14
WT beta is 1.14

200-day SMA

$10.19
WT price is currently -13.14% below its 200-day simple moving average

14-day RSI

28.73
WT 14-day relative strength index is 28.73

30-day Relative Volume

0.66
WT 30-day relative volume is 0.66

Dividend

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Events

Last Paid Dividend

$0.03
WT last dividend was $0.03 per share, with an ex-dividend date of February 12, 2025

Next Dividend

-
WT next dividend has not yet been announced

Dividend per share

Annual Dividend Per Share

$0.12
WT annual dividend per share is $0.12

Annual Dividend Per Share Sector Rank

2.86%
WT annual dividend per share is higher than 2.86% of companies in Financial Services sector

Annual Dividend Per Share 1-Year Change

0%
WT {parameterFullLabel} has remained unchanged year-on-year

Annual Dividend Per Share 3-Year Change

0%
WT {parameterFullLabel} has remained unchanged over the past 3 years

Dividend yield

Annual Dividend Yield

1.36%
WT annual dividend yield is 1.36%

Annual Dividend Yield Sector Rank

11.15%
WT annual dividend yield is higher than 11.15% of companies in Financial Services sector

Other

Annual Payout Ratio

28.49%
WT annual payout ratio is 28.49%

Annual Dividends Paid

$19.00 M
WT annual dividends paid is $19.00 million

Annual FCF

$110.98 M
WT annual free cash flow is $110.98 million

Profitability

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Revenue

Annual Revenue

$427.74 M
WT annual revenue is $427.74 million

Annual Revenue Analysts Estimate

$451.46 M
WT annual revenue is currently -5.26% lower than the consensus analysts' forecast

Annual Revenue 1-Year Change

+22.55%
WT annual revenue is up +22.55% year-on-year

Annual Revenue Sector Rank

67.12%
WT annual revenue is higher than 67.12% of companies in Financial Services sector

Profit

Annual Gross Profit

$222.49 M
WT annual gross profit is $222.49 million

Annual Gross Margin

52.02%
WT annual gross profit margin is 52.02%

Annual Operating Profit

$137.29 M
WT annual operating income is $137.29 million

Annual Operating Margin

32.10%
WT annual operating profit margin is 32.10%

Annual Net Income

$66.69 M
WT annual net profit is $66.69 million

Annual Net Margin

15.59%
WT annual net profit margin is 15.59%

EPS

Annual EPS

$0.33
WT annual earnings per share is $0.33

Annual EPS Analysts Estimate

$0.70
WT annual earnings per share is currently -52.99% lower than the consensus analysts' forecast

Annual EPS 1-Year Change

-48.44%
WT annual earnings per share is down -48.44% year-on-year

Annual EPS Sector Rank

31.99%
WT annual earnings per share is higher than 31.99% of companies in Financial Services sector

ROA & ROE

Annual ROA

6.74%
WT annual return on assets is 6.74%

Annual ROE

16.49%
WT annual return on equity is 16.49%

EBIT & EBITDA

Annual EBIT

$114.31 M
WT annual earnings before interest & taxes is $114.31 million

Annual EBITDA

$117.37 M
WT annual EBITDA is $117.37 million

Valuation

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PE Ratio

PE Ratio

28.55
WT price to earnings ratio is 28.55

PE Ratio Sector Rank

79.74%
WT price to earnings ratio is higher than 79.74% of companies in Financial Services sector

PB Ratio

PB Ratio

3.25
WT price to book ratio is 3.25

PB Ratio Sector Rank

85.3%
WT price to book ratio is higher than 85.3% of companies in Financial Services sector

PS Ratio

PS Ratio

3.04
WT price to sales ratio is 3.04

PS Ratio Sector Rank

52.24%
WT price to sales ratio is higher than 52.24% of companies in Financial Services sector

Enterprise value

Enterprise Value

$1.63 B
WT enterprise value is $1.63 billion

Enterprise Value Sector Rank

62.12%
WT enterprise value is higher than 62.12% of companies in Financial Services sector

EV/EBITDA

EV/EBITDA

13.91
WT EV/EBITDA is 13.91

EV/EBITDA Sector Rank

81.84%
WT EV/EBITDA is higher than 81.84% of companies in Financial Services sector

Financial Health

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Liquidity

Annual Current Ratio

2.92
WT annual current ratio is 2.92

Annual Quick Ratio

-
WT annual quick ratio value is unknown

Leverage

Annual Debt To Equity

1.28
WT annual debt to equity ratio is 1.28

Annual Interest Coverage Ratio

6.04
WT annual interest coverage ratio is 6.04

Risk & Stability

Piotroski F-Score

8
WT piotroski f-score is 8

Altman Z-Score

2.43
WT altman z-score is 2.43

Balance Sheet

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Assets

Annual Total Assets

$1.03 B
WT annual total assets is $1.03 billion

Annual Non Current Assets

$715.16 M
WT annual long term assets is $715.16 million

Annual Current Assets

$318.38 M
WT annual total current assets is $318.38 million

Annual Cash & Cash Equivalents

$181.19 M
WT annual cash & cash equivalents is $181.19 million

Equity

Annual Book Value

$399.98 M
WT annual book value is $399.98 million

Annual Working Capital

$209.18 M
WT annual working capital is $209.18 million

Liabilities

Annual Total Liabilities

$633.56 M
WT annual total liabilities is $633.56 million

Annual Total Long Term Liabilities

$524.36 M
WT annual total long term liabilities is $524.36 million

Annual Current Liabilities

$109.20 M
WT annual total current liabilities is $109.20 million

Annual Accounts Payable

$22.12 M
WT annual accounts payable is $22.12 million

Debt

Annual Total Debt

$512.91 M
WT annual total debt is $512.91 million

Annual Total Debt 1-Year Change

+86.2%
WT annual total debt is up +86.2% year-on-year

Annual Long Term Debt

$512.20 M
WT annual long term debt is $512.20 million

Annual Short Term Debt

$709.00 K
WT annual short term debt is $709.00 thousand

Expenses

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Annual Total Expenses

$290.44 M
WT annual total expenses is $290.44 million

Annual Operating Expenses

$85.20 M
WT annual total operating expenses is $85.20 million

Annual Cost Of Goods Sold

$205.24 M
WT annual cost of goods sold is $205.24 million

Annual SGA

$61.79 M
WT annual SGA is $61.79 million

Annual D&A

$3.06 M
WT annual depreciation & amortization is $3.06 million

Annual Interest Expense

$18.91 M
WT annual interest expense is $18.91 million

Cash Flow

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Cashflow Activities

Annual CFO

$113.46 M
WT annual cash flow from operations is $113.46 million

Annual CFO 1-Year Change

+32.55%
WT annual cash flow from operations is up +32.55% year-on-year

Annual CFI

-$23.88 M
WT annual cash flow from investing activities is -$23.88 million

Annual CFI 1-Year Change

-129.1%
WT annual cash flow from investing activities is down -129.1% year-on-year

Annual CFF

-$36.00 M
WT annual cash flow from financing activities is -$36.00 million

Annual CFF 1-Year Change

+79.03%
WT annual cash flow from financing activities is up +79.03% year-on-year

Free CashFlow

Annual FCF

$110.98 M
WT annual free cash flow is $110.98 million

Annual FCF 1-Year Change

+33.17%
WT annual free cash flow is up +33.17% year-on-year

CAPEX

Annual CAPEX

$2.48 M
WT annual capital expenditures is $2.48 million

Annual CAPEX 1-Year Change

+9.5%
WT annual capital expenditures is up +9.5% year-on-year

Institutional Ownership

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FAQ

  • What is the ticker symbol for WisdomTree?
  • Does WisdomTree pay dividends?
  • What sector is WisdomTree in?
  • What industry is WisdomTree in?
  • What country is WisdomTree based in?
  • When did WisdomTree go public?
  • Is WisdomTree in the S&P 500?
  • Is WisdomTree in the NASDAQ 100?
  • Is WisdomTree in the Dow Jones?
  • When was WisdomTree's last earnings report?
  • When does WisdomTree report earnings?
  • Should I buy WisdomTree stock now?

What is the ticker symbol for WisdomTree?

The ticker symbol for WisdomTree is NYSE:WT

Does WisdomTree pay dividends?

Yes, WisdomTree pays dividends. The last payment was $0.03, with an ex-dividend date on February 12, 2025

What sector is WisdomTree in?

WisdomTree is in the Financial Services sector

What industry is WisdomTree in?

WisdomTree is in the Asset Management industry

What country is WisdomTree based in?

WisdomTree is headquartered in United States

When did WisdomTree go public?

WisdomTree's initial public offering (IPO) was on March 4, 1993

Is WisdomTree in the S&P 500?

No, WisdomTree is not included in the S&P 500 index

Is WisdomTree in the NASDAQ 100?

No, WisdomTree is not included in the NASDAQ 100 index

Is WisdomTree in the Dow Jones?

No, WisdomTree is not included in the Dow Jones index

When was WisdomTree's last earnings report?

WisdomTree's most recent earnings report was on Jan 31, 2025

When does WisdomTree report earnings?

The next expected earnings date for WisdomTree is Apr 25, 2025

Should I buy WisdomTree stock now?

As of today, analysts generally recommend a 'Buy' rating. However, it's important to do your own research and consider your financial situation before making any investment decisions