WISDOMTREE INC (WT) Stock Fundamental Analysis

NYSE:WT • US97717P1049

17.51 USD
+0.4 (+2.34%)
Last: Mar 2, 2026, 01:01 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall WT gets a fundamental rating of 5 out of 10. We evaluated WT against 238 industry peers in the Capital Markets industry. Both the profitability and the financial health of WT get a neutral evaluation. Nothing too spectacular is happening here. 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.
  • 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 has a Return On Assets of 6.54%. This is in the better half of the industry: WT outperforms 76.47% 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 89.92% of the companies in the same industry.
  • With an excellent Return On Invested Capital value of 10.07%, WT belongs to the best of the industry, outperforming 84.87% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for WT is in line with the industry average of 7.32%.
  • 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 of 20.69%. This is comparable to the rest of the industry: WT outperforms 54.20% of its industry peers.
  • In the last couple of years the Profit Margin of WT has declined.
  • WT has a better Operating Margin (33.67%) than 63.45% 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

  • WT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the 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 2.57. 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 (2.57) than 74.37% 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 Debt to FCF ratio of 7.73. This is in the better half of the industry: WT outperforms 63.03% of its industry peers.
  • 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 2.57
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

  • A Current Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
  • WT has a better Current ratio (2.82) than 81.09% of its industry peers.
  • A Quick Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
  • Looking at the Quick ratio, with a value of 2.82, WT belongs to the top of the industry, outperforming 81.09% of the companies in the same industry.
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.
  • The Earnings Per Share has been growing by 28.03% on average over the past years. This is a very strong growth
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

  • 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 Y28.95%
EPS Next 2Y15.61%
EPS Next 3Y15.9%
EPS Next 5YN/A
Revenue Next Year30.43%
Revenue Next 2Y16.92%
Revenue Next 3Y13.07%
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 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

More info and screens

Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 20.36, WT is valued on the expensive side.
  • WT's Price/Earnings ratio is a bit more expensive when compared to the industry. WT is more expensive than 61.76% of the companies in the same industry.
  • WT is valuated rather cheaply when we compare the Price/Earnings ratio to 27.07, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 15.79, which indicates a correct valuation of WT.
  • WT's Price/Forward Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.05, WT is valued a bit cheaper.
Industry RankSector Rank
PE 20.36
Fwd PE 15.79
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 the industry average as 74.79% of the companies are valued more expensively.
  • WT's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. WT is cheaper than 63.45% of the companies in the same industry.
Industry RankSector Rank
P/FCF 19.38
EV/EBITDA 16.82
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 15.90% in the coming years.
PEG (NY)0.7
PEG (5Y)0.73
EPS Next 2Y15.61%
EPS Next 3Y15.9%

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.
  • Compared to an average industry Dividend Yield of 6.42, 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 -0.61%.
  • WT has been paying a dividend for at least 10 years, so it has a reliable track record.
  • As WT did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
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 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 0 50M 100M
WT Dividend Payout.WT Dividend Payout, showing the Payout Ratio.WT Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

WISDOMTREE INC

NYSE:WT (3/2/2026, 1:01:50 PM)

17.51

+0.4 (+2.34%)

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 Change2%
Market Cap2.46B
Revenue(TTM)N/A
Net Income(TTM)94.57M
Analysts82.67
Price Target19.42 (10.91%)
Short Float %22.12%
Short Ratio6.96
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)23.18%
PT rev (3m)23.85%
EPS NQ rev (1m)0.72%
EPS NQ rev (3m)3.98%
EPS NY rev (1m)0%
EPS NY rev (3m)4.81%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.4%
Revenue NY rev (1m)0%
Revenue NY rev (3m)2.25%
Valuation
Industry RankSector Rank
PE 20.36
Fwd PE 15.79
P/S 5.39
P/FCF 19.38
P/OCF 19.27
P/B 6.6
P/tB N/A
EV/EBITDA 16.82
EPS(TTM)0.86
EY4.91%
EPS(NY)1.11
Fwd EY6.33%
FCF(TTM)0.9
FCFY5.16%
OCF(TTM)0.91
OCFY5.19%
SpS3.25
BVpS2.65
TBVpS-2.27
PEG (NY)0.7
PEG (5Y)0.73
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 2.57
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 3Y15.9%
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%33.19%
Revenue Next Year30.43%
Revenue Next 2Y16.92%
Revenue Next 3Y13.07%
Revenue Next 5YN/A
EBIT growth 1Y19.94%
EBIT growth 3Y15.52%
EBIT growth 5Y20.32%
EBIT Next Year26.95%
EBIT Next 3Y26.29%
EBIT Next 5Y19.97%
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%.