WISDOMTREE INC (WT) Fundamental Analysis & Valuation

NYSE:WT • US97717P1049

16.62 USD
-0.49 (-2.86%)
At close: Mar 6, 2026
16.62 USD
0 (0%)
After Hours: 3/6/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This WT fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

6

Taking everything into account, WT scores 6 out of 10 in our fundamental rating. WT was compared to 242 industry peers in the Capital Markets industry. WT scores excellent on profitability, but there are some minor concerns on its financial health. WT is growing strongly while it is still valued neutral. This is a good combination! These ratings could make WT a good candidate for growth investing.


Dividend Valuation Growth Profitability Health

7

1. WT Profitability Analysis

1.1 Basic Checks

  • In the past year WT was profitable.
  • In the past year WT had a positive cash flow from operations.
  • WT had positive earnings in each of the past 5 years.
  • In the past 5 years WT always reported a positive cash flow from operatings.
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 2025 0 50M 100M 150M

1.2 Ratios

  • With a decent Return On Assets value of 7.16%, WT is doing good in the industry, outperforming 76.03% of the companies in the same industry.
  • With an excellent Return On Equity value of 26.20%, WT belongs to the best of the industry, outperforming 90.50% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 9.50%, WT belongs to the top of the industry, outperforming 84.71% of the companies in the same industry.
  • WT had an Average Return On Invested Capital over the past 3 years of 9.34%. This is above the industry average of 7.12%.
  • The last Return On Invested Capital (9.50%) for WT is above the 3 year average (9.34%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 7.16%
ROE 26.2%
ROIC 9.5%
ROA(3y)7.35%
ROA(5y)6.13%
ROE(3y)18.74%
ROE(5y)15.5%
ROIC(3y)9.34%
ROIC(5y)7.97%
WT Yearly ROA, ROE, ROICWT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20

1.3 Margins

  • The Profit Margin of WT (21.95%) is comparable to the rest of the industry.
  • WT's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 36.23%, WT is in the better half of the industry, outperforming 67.36% of the companies in the same industry.
  • WT's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 36.23%
PM (TTM) 21.95%
GM N/A
OM growth 3Y22.03%
OM growth 5Y10.28%
PM growth 3Y13.73%
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 2025 0 10 -10 20 30

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5

2. WT Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for WT has been reduced compared to 1 year ago.
  • Compared to 5 years ago, WT has less shares outstanding
  • Compared to 1 year ago, WT has a worse debt to assets ratio.
WT Yearly Shares OutstandingWT Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 500M 1B 1.5B

2.2 Solvency

  • WT has an Altman-Z score of 2.37. 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 better Altman-Z score (2.37) than 72.73% of its industry peers.
  • WT has a debt to FCF ratio of 6.69. This is a slightly negative value and a sign of low solvency as WT would need 6.69 years to pay back of all of its debts.
  • The Debt to FCF ratio of WT (6.69) is better than 64.88% of its industry peers.
  • A Debt/Equity ratio of 2.31 is on the high side and indicates that WT has dependencies on debt financing.
  • With a Debt to Equity ratio value of 2.31, WT is not doing good in the industry: 80.17% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 2.31
Debt/FCF 6.69
Altman-Z 2.37
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 2025 200M 400M 600M 800M

2.3 Liquidity

  • WT has a Current Ratio of 1.75. This is a normal value and indicates that WT is financially healthy and should not expect problems in meeting its short term obligations.
  • WT's Current ratio of 1.75 is fine compared to the rest of the industry. WT outperforms 72.31% of its industry peers.
  • WT has a Quick Ratio of 1.75. This is a normal value and indicates that WT is financially healthy and should not expect problems in meeting its short term obligations.
  • WT has a better Quick ratio (1.75) than 72.31% of its industry peers.
Industry RankSector Rank
Current Ratio 1.75
Quick Ratio 1.75
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 2025 100M 200M 300M 400M

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

7

3. WT Growth Analysis

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.
  • Looking at the last year, WT shows a quite strong growth in Revenue. The Revenue has grown by 15.43% in the last year.
  • WT shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 14.59% yearly.
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
Revenue 1Y (TTM)15.43%
Revenue growth 3Y17.89%
Revenue growth 5Y14.59%
Sales Q2Q%33.19%

3.2 Future

  • The Earnings Per Share is expected to grow by 15.90% on average over the next years. This is quite good.
  • WT is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 13.07% yearly.
EPS Next Y34.74%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue Next Year30.43%
Revenue Next 2Y18.35%
Revenue Next 3Y13.07%
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.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last 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 2028 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 2028 0.2 0.4 0.6 0.8 1

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5

4. WT Valuation Analysis

4.1 Price/Earnings Ratio

  • WT is valuated rather expensively with a Price/Earnings ratio of 19.33.
  • 62.81% of the companies in the same industry are cheaper than WT, based on the Price/Earnings ratio.
  • WT is valuated rather cheaply when we compare the Price/Earnings ratio to 26.29, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 14.34 indicates a correct valuation of WT.
  • WT's Price/Forward Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Forward Earnings ratio is at 24.60. WT is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.33
Fwd PE 14.34
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 77.69% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than the industry average as 66.94% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 16.26
EV/EBITDA 14.48
WT Per share dataWT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 -2

4.3 Compensation for Growth

  • The 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.
  • WT's earnings are expected to grow with 15.90% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.56
PEG (5Y)0.69
EPS Next 2Y20.48%
EPS Next 3Y15.9%

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

3

5. WT Dividend Analysis

5.1 Amount

  • WT has a yearly dividend return of 0.89%, which is pretty low.
  • Compared to an average industry Dividend Yield of 6.65, WT is paying slightly less dividend.
  • Compared to an average S&P500 Dividend Yield of 1.82, 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 -1.82%.
  • 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)-1.82%
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 15.97% of its income as dividend. This is a sustainable payout ratio.
DP15.97%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
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 2025 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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WT Fundamentals: All Metrics, Ratios and Statistics

WISDOMTREE INC

NYSE:WT (3/6/2026, 8:04:00 PM)

After market: 16.62 0 (0%)

16.62

-0.49 (-2.86%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-30
Earnings (Next)04-30
Inst Owners118.08%
Inst Owner ChangeN/A
Ins Owners9.87%
Ins Owner Change2%
Market Cap2.35B
Revenue(TTM)493.75M
Net Income(TTM)108.39M
Analysts82.67
Price Target19.42 (16.85%)
Short Float %21.7%
Short Ratio6.72
Dividend
Industry RankSector Rank
Dividend Yield 0.89%
Yearly Dividend0.12
Dividend Growth(5Y)-1.82%
DP15.97%
Div Incr Years0
Div Non Decr Years6
Ex-Date02-11
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)13.07%
Min EPS beat(2)6.33%
Max EPS beat(2)19.81%
EPS beat(4)3
Avg EPS beat(4)6.83%
Min EPS beat(4)-0.14%
Max EPS beat(4)19.81%
EPS beat(8)6
Avg EPS beat(8)5.18%
EPS beat(12)9
Avg EPS beat(12)6.43%
EPS beat(16)10
Avg EPS beat(16)4.48%
Revenue beat(2)1
Avg Revenue beat(2)-0.08%
Min Revenue beat(2)-0.6%
Max Revenue beat(2)0.45%
Revenue beat(4)1
Avg Revenue beat(4)-1.76%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)0.45%
Revenue beat(8)2
Avg Revenue beat(8)-1.1%
Revenue beat(12)3
Avg Revenue beat(12)-1.11%
Revenue beat(16)3
Avg Revenue beat(16)-1.53%
PT rev (1m)8.29%
PT rev (3m)25.9%
EPS NQ rev (1m)2.78%
EPS NQ rev (3m)17.46%
EPS NY rev (1m)4.49%
EPS NY rev (3m)22.82%
Revenue NQ rev (1m)1.57%
Revenue NQ rev (3m)8.29%
Revenue NY rev (1m)2.1%
Revenue NY rev (3m)9.43%
Valuation
Industry RankSector Rank
PE 19.33
Fwd PE 14.34
P/S 4.77
P/FCF 16.26
P/OCF 15.91
P/B 5.69
P/tB N/A
EV/EBITDA 14.48
EPS(TTM)0.86
EY5.17%
EPS(NY)1.16
Fwd EY6.97%
FCF(TTM)1.02
FCFY6.15%
OCF(TTM)1.04
OCFY6.29%
SpS3.49
BVpS2.92
TBVpS-3.98
PEG (NY)0.56
PEG (5Y)0.69
Graham Number7.52
Profitability
Industry RankSector Rank
ROA 7.16%
ROE 26.2%
ROCE 14.53%
ROIC 9.5%
ROICexc 13.64%
ROICexgc N/A
OM 36.23%
PM (TTM) 21.95%
GM N/A
FCFM 29.32%
ROA(3y)7.35%
ROA(5y)6.13%
ROE(3y)18.74%
ROE(5y)15.5%
ROIC(3y)9.34%
ROIC(5y)7.97%
ROICexc(3y)12.92%
ROICexc(5y)11.06%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)13.26%
ROCE(5y)11.18%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y24.75%
ROICexc growth 5Y19.08%
OM growth 3Y22.03%
OM growth 5Y10.28%
PM growth 3Y13.73%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.33
Health
Industry RankSector Rank
Debt/Equity 2.31
Debt/FCF 6.69
Debt/EBITDA 5.22
Cap/Depr 84.25%
Cap/Sales 0.64%
Interest Coverage 10.14
Cash Conversion 80.99%
Profit Quality 133.56%
Current Ratio 1.75
Quick Ratio 1.75
Altman-Z 2.37
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)161.68%
Cap/Depr(5y)121.74%
Cap/Sales(3y)0.62%
Cap/Sales(5y)0.41%
Profit Quality(3y)147.94%
Profit Quality(5y)147.07%
High Growth Momentum
Growth
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
EPS Next Y34.74%
EPS Next 2Y20.48%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue 1Y (TTM)15.43%
Revenue growth 3Y17.89%
Revenue growth 5Y14.59%
Sales Q2Q%33.19%
Revenue Next Year30.43%
Revenue Next 2Y18.35%
Revenue Next 3Y13.07%
Revenue Next 5YN/A
EBIT growth 1Y30.3%
EBIT growth 3Y43.86%
EBIT growth 5Y26.37%
EBIT Next Year60.04%
EBIT Next 3Y20.36%
EBIT Next 5YN/A
FCF growth 1Y30.44%
FCF growth 3Y38.18%
FCF growth 5Y25.41%
OCF growth 1Y30.39%
OCF growth 3Y39%
OCF growth 5Y25.7%

WISDOMTREE INC / WT FAQ

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

ChartMill assigns a fundamental rating of 6 / 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 7 / 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 15.97%.