WISDOMTREE INC (WT) Stock Fundamental Analysis

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

15.855 USD
-0.37 (-2.31%)
Last: Feb 5, 2026, 11:02 AM
Fundamental Rating

5

WT gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 238 industry peers in the Capital Markets industry. WT has only an average score on both its financial health and profitability. WT is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • WT had positive earnings in the past year.
  • WT had a positive operating cash flow in the past year.
  • Of the past 5 years WT 4 years were profitable.
  • 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.
  • The Return On Equity of WT (25.32%) is better than 90.34% of its industry peers.
  • WT has a Return On Invested Capital of 10.07%. This is amongst the best in the industry. WT outperforms 85.29% of its industry peers.
  • 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 7.28%.
  • 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.
  • In the last couple of years the Profit Margin of WT has declined.
  • With a decent Operating Margin value of 33.67%, WT is doing good in the industry, outperforming 64.29% of the companies in the same industry.
  • 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 2.51. 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 2.51. This is in the better half of the industry: WT outperforms 72.27% 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.
  • With a decent Debt to FCF ratio value of 7.73, WT is doing good in the industry, outperforming 63.45% of the companies in the same industry.
  • WT has a Debt/Equity ratio of 2.19. This is a high value indicating a heavy dependency on external financing.
  • WT's Debt to Equity ratio of 2.19 is on the low side compared to the rest of the industry. WT is outperformed by 79.83% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.19
Debt/FCF 7.73
Altman-Z 2.51
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.
  • With an excellent Current ratio value of 2.82, WT belongs to the best of the industry, outperforming 80.67% of the companies in the same industry.
  • A Quick Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
  • The Quick ratio of WT (2.82) is better 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

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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.
  • 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

  • Based on estimates for the next years, WT will show a quite strong growth in Earnings Per Share. The EPS will grow by 15.61% on average per year.
  • WT is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 16.35% yearly.
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

  • The Price/Earnings ratio is 18.44, which indicates a rather expensive current valuation of WT.
  • WT's Price/Earnings ratio is in line with the industry average.
  • WT's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.25.
  • The Price/Forward Earnings ratio is 14.30, which indicates a correct valuation of WT.
  • WT's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.50, WT is valued a bit cheaper.
Industry RankSector Rank
PE 18.44
Fwd PE 14.3
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 78.15% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than 65.13% of the companies in the same industry.
Industry RankSector Rank
P/FCF 17.55
EV/EBITDA 16.03
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

  • The 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 6.02, 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 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

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WISDOMTREE INC

NYSE:WT (2/5/2026, 11:02:06 AM)

15.855

-0.37 (-2.31%)

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 Cap2.23B
Revenue(TTM)N/A
Net Income(TTM)94.57M
Analysts82.67
Price Target17.93 (13.09%)
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 18.44
Fwd PE 14.3
P/S 4.88
P/FCF 17.55
P/OCF 17.45
P/B 5.97
P/tB N/A
EV/EBITDA 16.03
EPS(TTM)0.86
EY5.42%
EPS(NY)1.11
Fwd EY6.99%
FCF(TTM)0.9
FCFY5.7%
OCF(TTM)0.91
OCFY5.73%
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 2.51
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%.