WisdomTree Inc WT

Morningstar Rating
$24.03 −0.26 (1.07%)
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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.

Price vs Fair Value

WT is trading at a LOCK|H&PyL^ premium.
Price
$24.03
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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News

Trading Information

Previous Close Price
$24.29
Day Range
$23.39–24.56
52-Week Range
$10.69–25.91
Bid/Ask
$22.73 / $24.42
Shares Outstanding
151.51M
Market Cap
$3.64B
Volume/Avg
3,544 / 3M

Key Statistics

Price/Earnings (Normalized)
21.83
Price/Sales
5.87
Dividend Yield (Trailing)
0.50%
Dividend Yield (Forward)
0.50%
Dividend Payment Schedule
Feb, May, Aug, Nov
Total Yield
4.37%

Company Profile

WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers and online brokers. The majority of the company's revenue is generated from advisory fees earned from ETPs.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Growth
Total Number of Employees
360

Valuation

Metric
WT
Price/Earnings (Normalized)
21.83
Price/Book Value
8.71
Price/Sales
5.87
Price/Cash Flow
30.71
Price/Earnings
WT

Financial Strength

Metric
WT
Quick Ratio
2.88
Current Ratio
3.00
Interest Coverage
3.45
Quick Ratio
WT

Profitability

Metric
WT
Return on Assets (Normalized)
11.02%
Return on Equity (Normalized)
38.67%
Return on Invested Capital (Normalized)
13.58%
Return on Assets
WT

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|!Q%y^Ld$LOCK|Dw%$165B
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LOCK|@&@<QyLOCK|Z&&$90B
KKR & Co Inc Ordinary Shares
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LOCK|>%f>%@zLOCK|ky@@J$82B
Brookfield Asset Management Ltd Ordinary Shares - Class A
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LOCK|L#>!^ZLOCK|RBy&$71B
Apollo Global Management Inc
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LOCK|Kcm%^@lLOCK|t$Zr^$68B
State Street Corp
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LOCK|&X<&SNmLOCK|p<>$48B
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LOCK|>G^cQ&LOCK|jK!x@$44B
Northern Trust Corp
NTRS
LOCK|#BD%XnHLOCK|Y$L$31B
Raymond James Financial Inc
RJF
LOCK|r!DK!%LOCK|XM!Xp$31B
Ares Management Corp Ordinary Shares - Class A
ARES
LOCK|qHy^%HLOCK|Qv!>$27B

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