WisdomTree Inc WT

Morningstar Rating
$18.18 −0.79 (4.16%)
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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 145% premium.
Price
$18.18
Fair Value
$31.16
Uncertainty
High
1-Star Price
$61.68
5-Star Price
$63.65
Economic Moat
Klvqp
Capital Allocation

News

Trading Information

Previous Close Price
$18.97
Day Range
$17.9518.94
52-Week Range
$9.8719.85
Bid/Ask
$17.76 / $18.42
Shares Outstanding
152.94M
Market Cap
$2.78B
Volume/Avg
2M / 3M

Key Statistics

Price/Earnings (Normalized)
18.73
Price/Sales
4.76
Dividend Yield (Trailing)
0.66%
Dividend Yield (Forward)
0.66%
Total Yield
4.80%

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)
18.73
Price/Book Value
5.83
Price/Sales
4.76
Price/Cash Flow
28.45
Price/Earnings
WT

Financial Strength

Metric
WT
Quick Ratio
4.51
Current Ratio
4.57
Interest Coverage
3.38
Quick Ratio
WT

Profitability

Metric
WT
Return on Assets (Normalized)
9.53%
Return on Equity (Normalized)
30.67%
Return on Invested Capital (Normalized)
11.61%
Return on Assets
WT

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