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WT Stock Analysis: Top Mid-Cap Hold (Score 57.0/100) | Blank Capital Research | Blank Capital Research
WT
WisdomTree, Inc.
$15.84
-0.01 (-0.06%)
Score57.0
Data as of Apr 6, 2026
WT
WisdomTree, Inc.
FinancialsTrading
$15.84
-0.01 (-0.06%)
Open $15.90High $15.94Low $15.70Prev $15.85Vol ---52W: $7.47 – $17.68
Hold
Composite score
01234567890123456789.0123456789
Global rank
#930
Percentile
Top 21%
Business quality
75th
percentile
Exceptional capital efficiency and structural profitability. This enterprise generates superior returns on invested capital compared to industry peers.
Relative valuation derived from Financials sector median benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Multiples adjusted for extreme outliers and non-recurring volatility.
Auditing capital efficiency...
Quality Profile Audit
Score: 74.8GRADE B+
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation.
Return on Equity
Profit generated per dollar of shareholder equity
15.6%
Sector: 8.5%
Dividend Analysis audit
GROWTH
0.86%
Trailing Yield
$0.86
Per $100 Invested
Modest dividend — capital prioritized for reinvestment.
Est. Payout Ratio
29%SAFE
Analyst Projections
Analyst Consensus
Unlock Valuation Tools
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Based on our 6-factor quantitative model, WisdomTree, Inc. (WT) receives a "Hold" rating with a composite score of 57.0/100, ranked #930 out of 4446 stocks. Key factor scores: Quality 75/100, Value 68/100, Momentum 63/100. This is quantitative analysis only — not investment advice.
WisdomTree, Inc. (WT) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does WisdomTree, Inc. Do?
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York. WisdomTree, Inc. (WT) is classified as a mid-cap stock in the Financials sector, specifically within the Trading industry. The company is led by CEO Jonathan L. Steinberg and employs approximately 270 people, headquartered in NEW YORK, New York. With a market capitalization of $2.0B, WT is one of the notable companies in the Financials sector.
WisdomTree, Inc. (WT) Stock Rating — Hold (April 2026)
As of April 2026, WisdomTree, Inc. receives a Hold rating with a composite score of 57.0/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.WT ranks #930 out of 4,446 stocks in our coverage universe. Within the Financials sector, WisdomTree, Inc. ranks #286 of 891 stocks, placing it in the upper half of its Financials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
WT Stock Price and 52-Week Range
WisdomTree, Inc. (WT) currently trades at $15.84. The stock lost $0.01 (0.1%) in the most recent trading session. The 52-week high for WT is $17.68, which means the stock is currently trading -10.4% from its annual peak. The 52-week low is $7.47, putting the stock 112.0% above its annual trough. Recent trading volume was 2.0M shares, reflecting moderate market activity.
Is WT Overvalued or Undervalued? — Valuation Analysis
WisdomTree, Inc. (WT) carries a value factor score of 68/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 34.10x, compared to the Financials sector average of 14.88x — a premium of 129%. The price-to-book ratio stands at 5.33x, versus the sector average of 1.22x. The price-to-sales ratio is 5.15x, compared to 0.90x for the average Financials stock. On an enterprise value basis, WT trades at 17.71x EV/EBITDA, versus 3.26x for the sector.
Overall, WT's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
WisdomTree, Inc. Profitability — ROE, Margins, and Quality Score
WisdomTree, Inc. (WT) earns a quality factor score of 75/100, reflecting elite profitability and capital efficiency that places it among the highest-quality businesses in the market. The return on equity (ROE) is 15.6%, compared to the Financials sector average of 8.5%, which is within a healthy range. Return on assets (ROA) comes in at 4.3% versus the sector average of 1.2%.
On a margin basis, WisdomTree, Inc. reports gross margins of 0.0%. The operating margin is 32.9% (sector: 21.8%). Net profit margin stands at 13.7%, versus 17.7% for the average Financials stock. Revenue growth is running at 25.2% on a trailing basis, compared to 9.4% for the sector. These metrics collectively paint a picture of a highly profitable business with durable competitive advantages.
WT Debt, Balance Sheet, and Financial Health
WisdomTree, Inc. has a debt-to-equity ratio of 266.0%, compared to the Financials sector average of 121.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 1.75x, suggesting adequate working capital coverage. Total debt on the balance sheet is $1.01B. Cash and equivalents stand at $556M.
WT has a beta of 1.22, meaning it is more volatile than the broader market — a $10,000 investment in WT would be expected to move 21.8% more than the S&P 500 on any given day. The stability factor score for WisdomTree, Inc. is 59/100, reflecting average volatility within the normal range for its sector.
WisdomTree, Inc. Revenue and Earnings History — Quarterly Trend
In TTM 2026, WisdomTree, Inc. reported revenue of $428M and earnings per share (EPS) of $0.77. Net income for the quarter was $65M. Gross margin was 0.0%. Operating income came in at $194M.
In FY 2025, WisdomTree, Inc. reported revenue of $494M and earnings per share (EPS) of $0.77. Net income for the quarter was $109M. Revenue grew 25.7% year-over-year compared to FY 2024. Operating income came in at $174M.
In Q3 2025, WisdomTree, Inc. reported revenue of $126M and earnings per share (EPS) of $0.14. Net income for the quarter was $20M. Revenue grew 54.4% year-over-year compared to Q3 2024. Operating income came in at $46M.
In Q2 2025, WisdomTree, Inc. reported revenue of $113M and earnings per share (EPS) of $0.17. Net income for the quarter was $25M. Revenue grew 12.2% year-over-year compared to Q2 2024. Operating income came in at $35M.
Over the past 8 quarters, WisdomTree, Inc. has demonstrated a growth trajectory, with revenue expanding from $100M to $428M. Investors analyzing WT stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
WT Dividend Yield and Income Analysis
WisdomTree, Inc. (WT) currently pays a dividend yield of 0.9%. At this yield, a $10,000 investment in WT stock would generate approximately $$86.00 in annual dividend income. This compares to the Financials sector average dividend yield of 2.5%, meaning WT yields less than the typical sector peer. The net margin of 13.7% provides reasonable coverage for the dividend, though investors should monitor payout sustainability.
WT Momentum and Technical Analysis Profile
WisdomTree, Inc. (WT) has a momentum factor score of 63/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 25/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 2/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
WT vs Competitors — Financials Sector Ranking and Peer Comparison
Comparing WT against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full WT vs S&P 500 (SPY) comparison to assess how WisdomTree, Inc. stacks up against the broader market across all factor dimensions.
WT Next Earnings Date
No upcoming earnings date has been announced for WisdomTree, Inc. (WT) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy WT? — Investment Thesis Summary
WisdomTree, Inc. presents a balanced picture with arguments on both sides. The quality score of 75/100 indicates above-average profitability and business fundamentals. The value score of 68/100 suggests attractive pricing relative to fundamentals. Price momentum is positive at 63/100, suggesting the trend favors buyers.
In summary, WisdomTree, Inc. (WT) earns a Hold rating with a composite score of 57.0/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on WT stock.
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Institutional Research Dossier
WisdomTree, Inc. (WT) Deep Dive Analysis
Published on March 24, 2026
Action RatingHold
Sections
Executive Summary
WisdomTree (WT) is assigned a Hold rating, reflecting a balanced view of its growth potential and inherent risks. The company's strong revenue growth and profitability metrics are tempered by a high debt load and negative free cash flow, creating uncertainty about its long-term financial stability. While WisdomTree operates in a growing ETF market and has demonstrated an ability to innovate with its product offerings, the competitive landscape and its capital allocation decisions warrant a cautious approach.
The most critical takeaway is that WisdomTree's future performance hinges on its ability to effectively manage its debt, generate positive free cash flow, and maintain its competitive edge in the ETF market. The company's valuation appears fair relative to its sector, but the high debt and negative free cash flow introduce a level of risk that necessitates a Hold rating until these issues are addressed.
Business Strategy & Overview
WisdomTree operates primarily as an ETF sponsor and asset manager, generating revenue through management fees charged on its ETF products. The company differentiates itself through its fundamentally weighted index methodology, which aims to provide investors with exposure to specific investment themes and strategies. WisdomTree offers a diverse range of ETFs across equities, currency, fixed income, and alternatives asset classes, catering to a broad spectrum of investor preferences.
A key aspect of WisdomTree's strategy involves licensing its indexes to third parties, creating an additional revenue stream and expanding its brand recognition. The company also focuses on promoting the use of its ETFs in 401(k) plans, targeting the retirement savings market. This strategy aims to tap into a large and relatively stable pool of assets, providing a long-term growth opportunity.
WisdomTree's strategic positioning within the ETF industry is characterized by its focus on innovation and differentiation. The company continuously develops new ETF products and strategies to meet evolving investor demands. This proactive approach helps WisdomTree maintain its competitive edge and attract new assets under management (AUM). However, the ETF market is highly competitive, with numerous established players and new entrants vying for market share.
The company's recent financial performance indicates a strong growth trajectory, with revenue increasing significantly in FY2025 compared to previous years. This growth is driven by increased AUM and higher management fees. However, the company's free cash flow has been negative in recent periods, raising concerns about its ability to fund its operations and investments. WisdomTree's management team will need to address this issue to ensure the company's long-term financial sustainability.
Execution Benchmarks audit
Revenue Growth
YOY expansion rate
25.2%
Sector: 9.4%
+168% VS SCTR
Economic Moat Analysis
WisdomTree's economic moat can be classified as Narrow. While the company has established a brand name and reputation within the ETF industry, its competitive advantages are not insurmountable. The ETF market is characterized by intense competition, with numerous providers offering similar products and strategies. This makes it difficult for any single company to establish a dominant market position.
One potential source of competitive advantage for WisdomTree is its fundamentally weighted index methodology. This approach differentiates its ETFs from those that track traditional market-cap-weighted indexes. However, the effectiveness of this methodology is subject to debate, and investors may not always perceive it as a significant advantage. Furthermore, other ETF providers can develop their own unique indexing strategies, mitigating WisdomTree's differentiation.
Switching costs for ETF investors are relatively low, as they can easily move their assets from one ETF to another. This lack of stickiness makes it challenging for WisdomTree to retain its existing AUM and attract new investors. The company must continuously innovate and provide superior investment performance to maintain its competitive edge.
WisdomTree's intangible assets, such as its brand name and intellectual property, contribute to its narrow moat. However, these assets are not as strong as those of larger, more established ETF providers. The company's brand recognition is still relatively limited compared to industry giants like BlackRock and Vanguard. While WisdomTree has developed some proprietary indexes, these are not necessarily unique or difficult to replicate.
Overall, WisdomTree's narrow moat is based on a combination of brand recognition, differentiated indexing strategies, and a focus on innovation. However, the company's competitive advantages are not strong enough to warrant a Wide moat rating. The ETF market is highly competitive, and WisdomTree must continuously adapt and improve its offerings to maintain its position.
Financial Health & Profitability
WisdomTree's financial health presents a mixed picture. The company has demonstrated strong revenue growth, with revenue increasing from $334.04 million in FY2023 to $493.75 million in FY2025. This represents a significant growth rate, indicating that WisdomTree is successfully attracting new assets and generating higher management fees. The company's operating margin is also relatively high, at 32.9% for the trailing twelve months (TTM), compared to the sector average of 22.0%. This suggests that WisdomTree is efficiently managing its expenses and generating strong profits from its operations.
However, WisdomTree's net margin is lower than the sector average, at 13.7% compared to 17.8%. This discrepancy may be due to higher interest expenses or other non-operating costs. The company's return on equity (ROE) is relatively high, at 15.6%, compared to the sector average of 8.5%. This indicates that WisdomTree is effectively utilizing its equity to generate profits. However, the company's high debt-to-equity ratio of 266.00 compared to the sector average of 115.00 raises concerns about its financial leverage.
A significant concern is WisdomTree's negative free cash flow (FCF) of -$411.42 million for the TTM period. This indicates that the company is spending more cash than it is generating from its operations. This negative FCF may be due to investments in new products, acquisitions, or other strategic initiatives. However, it raises questions about the company's ability to fund its operations and investments in the long term. The quarterly financial history shows fluctuating FCF, with some positive quarters but overall negative trends.
WisdomTree's balance sheet shows a significant amount of debt, with total debt of $1.01 billion compared to total cash of $555.85 million. This high debt load increases the company's financial risk and could limit its ability to invest in growth opportunities. The company's current ratio of 1.75 indicates that it has sufficient current assets to cover its current liabilities. However, the high debt and negative FCF warrant close monitoring.
In summary, WisdomTree's financial health is characterized by strong revenue growth and profitability, but also by high debt and negative free cash flow. The company needs to address its debt load and improve its cash flow generation to ensure its long-term financial sustainability. The high debt-to-equity ratio is a significant concern that needs to be addressed.
Valuation Assessment
WisdomTree's valuation appears to be relatively fair based on its current financial metrics. The company's price-to-earnings (P/E) ratio is 17.2x, which is slightly higher than the sector average of 15.5x. This suggests that investors are willing to pay a premium for WisdomTree's earnings, likely due to its strong revenue growth and profitability. However, the higher P/E ratio also reflects the market's expectations for future growth.
The company's enterprise value-to-EBITDA (EV/EBITDA) ratio is 2.6x, which is lower than the sector average of 3.5x. This indicates that WisdomTree may be undervalued relative to its earnings before interest, taxes, depreciation, and amortization. The lower EV/EBITDA ratio could be due to the market's concerns about the company's high debt load and negative free cash flow.
Given the negative free cash flow, a traditional discounted cash flow (DCF) analysis is challenging. However, relative valuation metrics provide some insight. Considering the company's strong revenue growth and profitability, a P/E ratio slightly above the sector average may be justified. However, the high debt and negative free cash flow introduce a level of risk that should be factored into the valuation.
Compared to its historical valuation, WisdomTree's current P/E ratio is within a reasonable range. However, the company's historical free cash flow has been more volatile, making it difficult to establish a clear trend. The recent negative FCF is a cause for concern and could put downward pressure on the company's valuation if it persists.
Overall, WisdomTree's valuation appears to be fair, but not significantly undervalued. The company's strong revenue growth and profitability are offset by its high debt and negative free cash flow. Investors should carefully consider these factors when evaluating the company's stock. A significant improvement in free cash flow generation could lead to a higher valuation, while continued negative FCF could result in a lower valuation.
Risk & Uncertainty
WisdomTree faces several specific risks and uncertainties that could impact its business and financial performance. One of the most significant risks is the intense competition in the ETF market. The market is crowded with numerous providers offering similar products and strategies, making it difficult for WisdomTree to differentiate itself and attract new assets. Increased competition could lead to lower management fees and reduced profitability.
Another risk is the company's high debt load. WisdomTree has a significant amount of debt on its balance sheet, which increases its financial risk and could limit its ability to invest in growth opportunities. High debt levels also make the company more vulnerable to economic downturns and rising interest rates. The company's ability to service its debt obligations is dependent on its ability to generate sufficient cash flow.
The negative free cash flow is a major concern. WisdomTree has been generating negative free cash flow in recent periods, which indicates that it is spending more cash than it is generating from its operations. This negative FCF could be due to investments in new products, acquisitions, or other strategic initiatives. However, it raises questions about the company's ability to fund its operations and investments in the long term. Continued negative FCF could force the company to raise additional capital, which could dilute existing shareholders.
Regulatory changes in the financial industry could also pose a risk to WisdomTree. New regulations could increase compliance costs, limit the types of products that the company can offer, or otherwise impact its business operations. The company must stay abreast of regulatory developments and adapt its business practices accordingly.
Finally, WisdomTree's reliance on its fundamentally weighted index methodology could be a risk. If investors lose confidence in this methodology, it could lead to a decline in AUM and reduced revenue. The company must continuously monitor the performance of its indexes and adapt its strategies to meet evolving investor demands.
Bulls Say / Bears Say
The Bull Case
BULL VIEWWisdomTree's innovative fundamentally weighted ETF strategies will continue to attract assets, driving strong revenue growth and market share gains in the expanding ETF market.
BULL VIEWThe company's high operating margins and ROE demonstrate efficient capital allocation and strong profitability, justifying a premium valuation compared to its peers.
The Bear Case
BEAR VIEWWisdomTree's high debt load and negative free cash flow pose a significant threat to its long-term financial stability, potentially leading to a liquidity crisis or dilutive capital raises.
BEAR VIEWThe ETF market is becoming increasingly commoditized, making it difficult for WisdomTree to maintain its competitive advantage and justify its current valuation.
About the Author
Marques Blank
Founder & Chief Investment Officer, Blank Capital
Marques brings 15 years of institutional finance and investing experience, having overseen financial planning for a $1.6B defense business unit. He developed the proprietary 6-factor quantitative model used to score WT and 4,400+ other equities.
WisdomTree, Inc. exhibits a 345% valuation premium relative to institutional benchmarks. This represents a potential valuation overextension based on current multiples.
Return on Assets
Efficiency of asset utilization
4.3%
Sector: 1.2%
Gross Margin
Pricing power and cost efficiency
0.0%
Sector: 0.0%
Operating Margin
Core business profitability
32.9%
Sector: 21.8%
Net Margin
Bottom-line profitability
13.7%
Sector: 17.7%
Factor Methodology
The Quality factor evaluates the persistence and magnitude of cash flows. Companies with scores >70 exhibit superior competitive moats and financial resilience through economic cycles.
Sector Avg Yield2.48%
Yield Delta-65%
Income Projection audit
A $10,000 investment would generate approximately $86 annually in dividends at the current trailing rate.
