WISDOMTREE INC (WT) Stock Fundamental Analysis

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

15.74 USD
+0.24 (+1.55%)
At close: Feb 6, 2026
15.74 USD
0 (0%)
After Hours: 2/6/2026, 7:00:00 PM
Fundamental Rating

5

Taking everything into account, WT scores 5 out of 10 in our fundamental rating. WT was compared to 238 industry peers in the Capital Markets industry. WT has only an average score on both its financial health and profitability. WT has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • WT had positive earnings in the past year.
  • In the past year WT had a positive cash flow from operations.
  • WT had positive earnings in 4 of the past 5 years.
  • WT had a positive operating cash flow in 4 of the past 5 years.
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

  • WT's Return On Assets of 6.54% is fine compared to the rest of the industry. WT outperforms 77.73% of its industry peers.
  • Looking at the Return On Equity, with a value of 25.32%, WT belongs to the top of the industry, outperforming 90.34% of the companies in the same industry.
  • WT's Return On Invested Capital of 10.07% is amongst the best of the industry. WT outperforms 85.29% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for WT is in line with the industry average of 7.28%.
  • The last Return On Invested Capital (10.07%) for WT is above the 3 year average (8.34%), which is a sign of increasing profitability.
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

  • WT has a Profit Margin (20.69%) which is comparable to the rest of the industry.
  • WT's Profit Margin has declined in the last couple of years.
  • WT's Operating Margin of 33.67% is fine compared to the rest of the industry. WT outperforms 64.29% of its industry peers.
  • In the last couple of years the Operating Margin of WT has grown nicely.
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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

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

  • An Altman-Z score of 2.45 indicates that WT is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • WT's Altman-Z score of 2.45 is fine compared to the rest of the industry. WT outperforms 72.69% of its industry peers.
  • WT has a debt to FCF ratio of 7.73. This is a slightly negative value and a sign of low solvency as WT would need 7.73 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 7.73, WT is in the better half of the industry, outperforming 63.45% of the companies in the same industry.
  • A Debt/Equity ratio of 2.19 is on the high side and indicates that WT has dependencies on debt financing.
  • With a Debt to Equity ratio value of 2.19, WT is not doing good in the industry: 79.83% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 2.19
Debt/FCF 7.73
Altman-Z 2.45
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 has a better Current ratio (2.82) than 80.67% of its industry peers.
  • WT has a Quick Ratio of 2.82. This indicates that WT is financially healthy and has no problem in meeting its short term obligations.
  • WT has a better Quick ratio (2.82) than 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

More info and screens

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

5

3. Growth

3.1 Past

  • WT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 36.51%, which is quite impressive.
  • 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

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of 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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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 18.30, the valuation of WT can be described as rather expensive.
  • WT's Price/Earnings is on the same level as the industry average.
  • WT's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.92.
  • Based on the Price/Forward Earnings ratio of 14.19, the valuation of WT can be described as correct.
  • WT's Price/Forward Earnings is on the same level as the industry average.
  • When comparing the Price/Forward Earnings ratio of WT to the average of the S&P500 Index (27.78), we can say WT is valued slightly cheaper.
Industry RankSector Rank
PE 18.3
Fwd PE 14.19
WT Price Earnings VS Forward Price EarningsWT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, WT is valued a bit cheaper than the industry average as 78.57% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than the industry average as 65.97% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 17.42
EV/EBITDA 15.37
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.
  • WT has a very decent profitability rating, which 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)0.63
PEG (5Y)0.65
EPS Next 2Y15.61%
EPS Next 3YN/A

More info and screens

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.
  • WT's Dividend Yield is slightly below the industry average, which is at 6.07.
  • With a Dividend Yield of 0.89, WT pays less dividend than the S&P500 average, which is at 1.83.
Industry RankSector Rank
Dividend Yield 0.89%

5.2 History

  • The dividend of WT decreases each year by -0.61%.
  • WT has paid a dividend for at least 10 years, which is 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

  • 18.48% of the earnings are spent on dividend by WT. This is a low number and 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

More info and screens

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WISDOMTREE INC

NYSE:WT (2/6/2026, 7:00:00 PM)

After market: 15.74 0 (0%)

15.74

+0.24 (+1.55%)

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 Change-0.23%
Market Cap2.21B
Revenue(TTM)N/A
Net Income(TTM)94.57M
Analysts82.67
Price Target17.93 (13.91%)
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)0.82%
PT rev (3m)7.4%
EPS NQ rev (1m)0.72%
EPS NQ rev (3m)10.23%
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)3.32%
Valuation
Industry RankSector Rank
PE 18.3
Fwd PE 14.19
P/S 4.85
P/FCF 17.42
P/OCF 17.33
P/B 5.93
P/tB N/A
EV/EBITDA 15.37
EPS(TTM)0.86
EY5.46%
EPS(NY)1.11
Fwd EY7.05%
FCF(TTM)0.9
FCFY5.74%
OCF(TTM)0.91
OCFY5.77%
SpS3.25
BVpS2.65
TBVpS-2.27
PEG (NY)0.63
PEG (5Y)0.65
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 2.45
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%.