WisdomTree Inc WT
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if WT is a good fit for your portfolio.
News
-
WisdomTree Schedules Earnings Conference Call for Q1 on April 26, 2024 at 11:00 a.m. ET
-
WisdomTree Reports Monthly Metrics for March 2024
-
WisdomTree Floating Rate Treasury Fund (USFR) Celebrates 10-Year Anniversary
-
WisdomTree Granted Trust Company Charter by New York State Department of Financial Services (DFS), WisdomTree Prime™ Set to Launch in New York
-
ETFS Capital Releases Letter to Fellow WisdomTree Stockholders
-
WisdomTree Extends Limited Duration Stockholder Rights Plan
-
WisdomTree Announces Launch of 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) Funds
-
WisdomTree Reports Monthly Metrics for February 2024
Trading Information
- Previous Close Price
- $8.78
- Day Range
- $8.77–8.85
- 52-Week Range
- $6.07–9.69
- Bid/Ask
- $8.85 / $8.86
- Market Cap
- $1.34 Bil
- Volume/Avg
- 47,250 / 1.2 Mil
Key Statistics
- Price/Earnings (Normalized)
- 23.82
- Price/Sales
- 4.29
- Dividend Yield (Trailing)
- 1.37%
- Dividend Yield (Forward)
- 1.37%
- Total Yield
- 1.64%
Company Profile
WisdomTree Inc is a financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, and solutions. It offers a broad range of ETFs and exchange-traded products (ETPs). The firm also engages in developing next-generation digital products and structures, including digital funds and tokenized assets, as well as its blockchain-native digital wallet, WisdomTree Prime.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Core
- Total Number of Employees
- 303
- Website
- https://www.wisdomtree.com
Comparables
Valuation
|
Metric
|
WT
|
PX
|
ALTI
|
|---|---|---|---|
Price/Earnings (Normalized) | 23.82 | 41.36 | — |
Price/Book Value | 3.23 | 2.23 | 0.88 |
Price/Sales | 4.29 | 3.56 | 1.13 |
Price/Cash Flow | 41.95 | 13.47 | — |
Price/Earnings
WT
PX
ALTI
Financial Strength
|
Metric
|
WT
|
PX
|
ALTI
|
|---|---|---|---|
Quick Ratio | 2.17 | 0.85 | 1.77 |
Current Ratio | 2.23 | 0.86 | 2.71 |
Interest Coverage | 8.54 | 0.86 | −20.81 |
Quick Ratio
WT
PX
ALTI
Profitability
|
Metric
|
WT
|
PX
|
ALTI
|
|---|---|---|---|
Return on Assets (Normalized) | 5.54% | 12.34% | −0.73% |
Return on Equity (Normalized) | 13.79% | 26.15% | −2.49% |
Return on Invested Capital (Normalized) | 9.25% | 16.33% | 0.68% |
Return on Assets
WT
PX
ALTI
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
BLK
| BlackRock Inc | Gkyqnybw | Fyf | $111.2 Bil | |
BX
| Blackstone Inc | Dkchlych | Pzgmj | $91.3 Bil | |
KKR
| KKR & Co Inc Ordinary Shares | Cvzshxtr | Sngky | $82.6 Bil | |
AMP
| Ameriprise Financial Inc | Lpvsmgjn | Cbzdq | $41.3 Bil | |
BK
| Bank of New York Mellon Corp | Vwyfqbtq | Mfmdg | $41.3 Bil | |
TROW
| T. Rowe Price Group Inc | Whqrydyfb | Zxv | $24.3 Bil | |
STT
| State Street Corporation | Zfrzblhbf | Bbc | $22.0 Bil | |
NTRS
| Northern Trust Corp | Bytzvhpgv | Fcsj | $16.7 Bil | |
CG
| The Carlyle Group Inc | Fygndfd | Xyjncsp | $15.7 Bil | |
BEN
| Franklin Resources Inc | Dvqmbgtp | Yczfrj | $13.2 Bil |