WISDOMTREE INC (WT) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:WT • US97717P1049

15.945 USD
+0.21 (+1.3%)
Last: Feb 9, 2026, 12:49 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to WT. WT was compared to 238 industry peers in the Capital Markets industry. WT has an average financial health and profitability rating. WT has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • In the past year WT was profitable.
  • WT had a positive operating cash flow in the past year.
  • WT had positive earnings in 4 of the past 5 years.
  • Of the past 5 years WT 4 years had a positive operating cash flow.
WT Yearly Net Income VS EBIT VS OCF VS FCFWT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 6.54%, WT is in the better half of the industry, outperforming 77.73% of the companies in the same industry.
  • WT has a better Return On Equity (25.32%) than 90.34% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 10.07%, WT belongs to the top of the industry, outperforming 85.29% of the companies in the same industry.
  • WT had an Average Return On Invested Capital over the past 3 years of 8.34%. This is in line with the industry average of 7.27%.
  • The 3 year average ROIC (8.34%) for WT is below the current ROIC(10.07%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.54%
ROE 25.32%
ROIC 10.07%
ROA(3y)6.41%
ROA(5y)3.86%
ROE(3y)13.43%
ROE(5y)8.36%
ROIC(3y)8.34%
ROIC(5y)7.51%
WT Yearly ROA, ROE, ROICWT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20

1.3 Margins

  • The Profit Margin of WT (20.69%) is comparable to the rest of the industry.
  • WT's Profit Margin has declined in the last couple of years.
  • WT has a better Operating Margin (33.67%) than 64.29% of its industry peers.
  • WT's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 33.67%
PM (TTM) 20.69%
GM N/A
OM growth 3Y3.13%
OM growth 5Y9.46%
PM growth 3Y-7.1%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
WT Yearly Profit, Operating, Gross MarginsWT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 30

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5

2. Health

2.1 Basic Checks

  • There is no outstanding debt for WT. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
WT Yearly Shares OutstandingWT Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M
WT Yearly Total Debt VS Total AssetsWT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

2.2 Solvency

  • WT has an Altman-Z score of 2.47. This is not the best score and indicates that WT is in the grey zone with still only limited risk for bankruptcy at the moment.
  • WT has a Altman-Z score of 2.47. This is in the better half of the industry: WT outperforms 72.27% of its industry peers.
  • The Debt to FCF ratio of WT is 7.73, which is on the high side as it means it would take WT, 7.73 years of fcf income to pay off all of its debts.
  • WT has a better Debt to FCF ratio (7.73) than 63.87% of its industry peers.
  • WT has a Debt/Equity ratio of 2.19. This is a high value indicating a heavy dependency on external financing.
  • WT has a worse Debt to Equity ratio (2.19) than 79.41% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.19
Debt/FCF 7.73
Altman-Z 2.47
ROIC/WACCN/A
WACCN/A
WT Yearly LT Debt VS Equity VS FCFWT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

2.3 Liquidity

  • WT has a Current Ratio of 2.82. This indicates that WT is financially healthy and has no problem in meeting its short term obligations.
  • WT's Current ratio of 2.82 is amongst the best of the industry. WT outperforms 80.67% of its industry peers.
  • A Quick Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
  • WT's Quick ratio of 2.82 is amongst the best of the industry. WT outperforms 81.09% of its industry peers.
Industry RankSector Rank
Current Ratio 2.82
Quick Ratio 2.82
WT Yearly Current Assets VS Current LiabilitesWT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 36.51% over the past year.
  • WT shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 28.03% yearly.
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%33.19%

3.2 Future

  • WT is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 15.61% yearly.
  • The Revenue is expected to grow by 16.35% on average over the next years. This is quite good.
EPS Next Y28.95%
EPS Next 2Y15.61%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year27.75%
Revenue Next 2Y16.35%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
WT Yearly Revenue VS EstimatesWT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M
WT Yearly EPS VS EstimatesWT Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0.2 0.4 0.6 0.8 1

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5

4. Valuation

4.1 Price/Earnings Ratio

  • WT is valuated rather expensively with a Price/Earnings ratio of 18.54.
  • WT's Price/Earnings is on the same level as the industry average.
  • When comparing the Price/Earnings ratio of WT to the average of the S&P500 Index (27.93), we can say WT is valued slightly cheaper.
  • A Price/Forward Earnings ratio of 14.38 indicates a correct valuation of WT.
  • The rest of the industry has a similar Price/Forward Earnings ratio as WT.
  • WT's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.77.
Industry RankSector Rank
PE 18.54
Fwd PE 14.38
WT Price Earnings VS Forward Price EarningsWT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, WT is valued a bit cheaper than 78.57% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of WT indicates a somewhat cheap valuation: WT is cheaper than 65.55% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 17.65
EV/EBITDA 15.59
WT Per share dataWT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 2 -2 3

4.3 Compensation for Growth

  • WT's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of WT may justify a higher PE ratio.
  • A more expensive valuation may be justified as WT's earnings are expected to grow with 15.61% in the coming years.
PEG (NY)0.64
PEG (5Y)0.66
EPS Next 2Y15.61%
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. Dividend

5.1 Amount

  • WT has a yearly dividend return of 0.89%, which is pretty low.
  • Compared to an average industry Dividend Yield of 6.13, WT is paying slightly less dividend.
  • Compared to an average S&P500 Dividend Yield of 1.81, WT's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.89%

5.2 History

  • The dividend of WT decreases each year by -0.61%.
  • WT has been paying a dividend for at least 10 years, so it has a reliable track record.
  • WT has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)-0.61%
Div Incr Years0
Div Non Decr Years6
WT Yearly Dividends per shareWT Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.1 0.2 0.3

5.3 Sustainability

  • WT pays out 18.48% of its income as dividend. This is a sustainable payout ratio.
DP18.48%
EPS Next 2Y15.61%
EPS Next 3YN/A
WT Yearly Income VS Free CF VS DividendWT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M
WT Dividend Payout.WT Dividend Payout, showing the Payout Ratio.WT Dividend Payout.PayoutRetained Earnings

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WISDOMTREE INC

NYSE:WT (2/9/2026, 12:49:10 PM)

15.945

+0.21 (+1.3%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-30
Earnings (Next)04-30
Inst Owners116.55%
Inst Owner ChangeN/A
Ins Owners9.53%
Ins Owner Change1.97%
Market Cap2.24B
Revenue(TTM)N/A
Net Income(TTM)94.57M
Analysts82.67
Price Target17.93 (12.45%)
Short Float %17.52%
Short Ratio5.72
Dividend
Industry RankSector Rank
Dividend Yield 0.89%
Yearly Dividend0.13
Dividend Growth(5Y)-0.61%
DP18.48%
Div Incr Years0
Div Non Decr Years6
Ex-Date02-11
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)3.1%
Min EPS beat(2)-0.14%
Max EPS beat(2)6.33%
EPS beat(4)2
Avg EPS beat(4)-0.51%
Min EPS beat(4)-9.56%
Max EPS beat(4)6.33%
EPS beat(8)6
Avg EPS beat(8)3.18%
EPS beat(12)8
Avg EPS beat(12)4.31%
EPS beat(16)10
Avg EPS beat(16)4.03%
Revenue beat(2)0
Avg Revenue beat(2)-1.84%
Min Revenue beat(2)-3.08%
Max Revenue beat(2)-0.6%
Revenue beat(4)0
Avg Revenue beat(4)-2.6%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)-0.6%
Revenue beat(8)1
Avg Revenue beat(8)-1.45%
Revenue beat(12)2
Avg Revenue beat(12)-1.29%
Revenue beat(16)2
Avg Revenue beat(16)-1.65%
PT rev (1m)14.67%
PT rev (3m)14.36%
EPS NQ rev (1m)1.44%
EPS NQ rev (3m)11.02%
EPS NY rev (1m)0.21%
EPS NY rev (3m)5.97%
Revenue NQ rev (1m)0.66%
Revenue NQ rev (3m)9.46%
Revenue NY rev (1m)0.19%
Revenue NY rev (3m)3.31%
Valuation
Industry RankSector Rank
PE 18.54
Fwd PE 14.38
P/S 4.91
P/FCF 17.65
P/OCF 17.55
P/B 6.01
P/tB N/A
EV/EBITDA 15.59
EPS(TTM)0.86
EY5.39%
EPS(NY)1.11
Fwd EY6.95%
FCF(TTM)0.9
FCFY5.67%
OCF(TTM)0.91
OCFY5.7%
SpS3.25
BVpS2.65
TBVpS-2.27
PEG (NY)0.64
PEG (5Y)0.66
Graham Number7.17
Profitability
Industry RankSector Rank
ROA 6.54%
ROE 25.32%
ROCE 12.9%
ROIC 10.07%
ROICexc 22.55%
ROICexgc N/A
OM 33.67%
PM (TTM) 20.69%
GM N/A
FCFM 27.82%
ROA(3y)6.41%
ROA(5y)3.86%
ROE(3y)13.43%
ROE(5y)8.36%
ROIC(3y)8.34%
ROIC(5y)7.51%
ROICexc(3y)11.41%
ROICexc(5y)10.08%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)10.68%
ROCE(5y)9.62%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y17.17%
ROICexc growth 5Y23.98%
OM growth 3Y3.13%
OM growth 5Y9.46%
PM growth 3Y-7.1%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.32
Health
Industry RankSector Rank
Debt/Equity 2.19
Debt/FCF 7.73
Debt/EBITDA 5.24
Cap/Depr 31.84%
Cap/Sales 0.16%
Interest Coverage 8.72
Cash Conversion 81.89%
Profit Quality 134.42%
Current Ratio 2.82
Quick Ratio 2.82
Altman-Z 2.47
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)161.59%
Cap/Depr(5y)114.14%
Cap/Sales(3y)0.43%
Cap/Sales(5y)0.32%
Profit Quality(3y)144.09%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
EPS Next Y28.95%
EPS Next 2Y15.61%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%33.19%
Revenue Next Year27.75%
Revenue Next 2Y16.35%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y19.94%
EBIT growth 3Y15.52%
EBIT growth 5Y20.32%
EBIT Next Year26.84%
EBIT Next 3Y20.03%
EBIT Next 5YN/A
FCF growth 1Y111.08%
FCF growth 3Y13.94%
FCF growth 5Y14.08%
OCF growth 1Y111.91%
OCF growth 3Y14.63%
OCF growth 5Y14.57%

WISDOMTREE INC / WT FAQ

What is the ChartMill fundamental rating of WISDOMTREE INC (WT) stock?

ChartMill assigns a fundamental rating of 5 / 10 to WT.


What is the valuation status for WT stock?

ChartMill assigns a valuation rating of 5 / 10 to WISDOMTREE INC (WT). This can be considered as Fairly Valued.


How profitable is WISDOMTREE INC (WT) stock?

WISDOMTREE INC (WT) has a profitability rating of 6 / 10.


How financially healthy is WISDOMTREE INC?

The financial health rating of WISDOMTREE INC (WT) is 5 / 10.


Can you provide the dividend sustainability for WT stock?

The dividend rating of WISDOMTREE INC (WT) is 3 / 10 and the dividend payout ratio is 18.48%.