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WisdomTree, Inc.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US97717P1049
USD
11.28
0.11 (0.98%)

Dec 04

NYS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

11.1411.33

52 Week

7.4714.96
Valuation
Technical
Day's Volume

CASH

3.12 M

Shareholding (Mar 2025)

FII

8.77%

Held by 108 FIIs

DII

46.91%

Held by 60 DIIs

Promoter

0.01%

How big is WisdomTree, Inc.?

22-Jun-2025

As of Jun 18, WisdomTree, Inc. has a market capitalization of 1,489.43 million, with net sales of 438.98 million and a net profit of 52.31 million over the latest four quarters.

Market Cap: As of Jun 18, WisdomTree, Inc. has a market capitalization of 1,489.43 million, classifying it as a Micro Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, WisdomTree, Inc. reported net sales of 438.98 million and a net profit of 52.31 million.<BR><BR>Balance Sheet Snapshot: As of Dec'24, WisdomTree, Inc. has shareholder's funds amounting to 399.98 million and total assets of 1,034.05 million.

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What does WisdomTree, Inc. do?

22-Jun-2025

WisdomTree, Inc. is an asset management company specializing in exchange-traded funds (ETFs) in the micro-cap market. As of March 2025, it reported net sales of $108 million and a net profit of $25 million, with a market cap of approximately $1.49 billion.

Overview: <BR>WisdomTree, Inc. is an asset management company that focuses on exchange-traded funds (ETFs) within the Capital Markets industry and operates in the micro-cap market segment.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 108 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 25 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 1,489.43 Million (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 18.00 <BR>Dividend Yield: 1.18% <BR>Debt Equity: -0.41 <BR>Return on Equity: 19.96% <BR>Price to Book: 3.58<BR><BR>Contact Details: <BR>Address: 245 Park Ave Fl 35, NEW YORK NY: 10167-0002 <BR>Tel: ['1 212 8012080', '1 917 2673858'] <BR>Fax: 1 800 2535177 <BR>Website: https://www.wisdomtree.com/

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Who are in the management team of WisdomTree, Inc.?

22-Jun-2025

As of March 2022, the management team of WisdomTree, Inc. includes Frank Salerno (Independent Chairman), Jonathan Steinberg (CEO), and several Independent Directors: Anthony Bossone, Susan Cosgrove, Bruce Lavine, and Win Neuger. They are responsible for the company's strategic direction and governance.

As of March 2022, the management team of WisdomTree, Inc. includes the following individuals:<BR><BR>- Mr. Frank Salerno, Independent Chairman of the Board<BR>- Mr. Jonathan Steinberg, Chief Executive Officer and Director<BR>- Mr. Anthony Bossone, Independent Director<BR>- Ms. Susan Cosgrove, Independent Director<BR>- Mr. Bruce Lavine, Independent Director<BR>- Mr. Win Neuger, Independent Director<BR><BR>This team plays a crucial role in guiding the company's strategic direction and governance.

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Is WisdomTree, Inc. overvalued or undervalued?

20-Sep-2025

As of September 3, 2025, WisdomTree, Inc. is considered very expensive and overvalued with a P/E ratio of 18, an EV to EBITDA ratio of 8.77, and a Price to Book Value of 3.51, significantly higher than its peers, despite outperforming the S&P 500 with a year-to-date return of 37.81%.

As of 3 September 2025, the valuation grade for WisdomTree, Inc. has moved from expensive to very expensive, indicating a significant shift in its perceived value. Based on the current metrics, the company appears overvalued. The P/E ratio stands at 18, while its EV to EBITDA ratio is 8.77, and the Price to Book Value is 3.51, all suggesting a premium valuation compared to its peers.<BR><BR>In comparison to its industry, WisdomTree's P/E ratio of 22.34 is notably higher than that of peers like Blackstone Secured Lending Fund at 10.85 and Viper Energy, Inc. at 8.34, both of which are categorized as very attractive. Additionally, the company's recent performance has outpaced the S&P 500, with a year-to-date return of 37.81% compared to the index's 12.22%, reinforcing the notion of its current overvaluation.

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Is WisdomTree, Inc. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, WisdomTree, Inc. shows a mildly bullish trend with positive MACD and moving averages, though caution is advised due to a mildly bearish KST, while outperforming the S&P 500 year-to-date and over the past year.

As of 3 October 2025, the technical trend for WisdomTree, Inc. has changed from bullish to mildly bullish. The weekly and monthly MACD indicators are bullish, while the daily moving averages also indicate a bullish stance. However, the KST is mildly bearish on both weekly and monthly timeframes, which adds some caution. The Bollinger Bands and OBV are mildly bullish, suggesting some upward momentum. Overall, the stock has outperformed the S&P 500 year-to-date with a return of 32.00% compared to 14.18%, and over the past year with a return of 40.14% versus 17.82%.

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iScoreScore
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Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with a 44.77% CAGR growth in Operating Profits

 
2

The company has declared positive results in Mar'2025 after 2 consecutive negative quarters

3

With ROE of 19.96%, it has a expensive valuation with a 3.51 Price to Book Value

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 2,001 Million (Small Cap)

stock-summary
P/E

18.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.88%

stock-summary
Debt Equity

-0.44

stock-summary
Return on Equity

20.12%

stock-summary
Price to Book

4.50

Revenue and Profits:
Net Sales:
113 Million
(Quarterly Results - Jun 2025)
Net Profit:
25 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-17.9%
0%
-17.9%
6 Months
15.69%
0%
15.69%
1 Year
-1.91%
0%
-1.91%
2 Years
68.86%
0%
68.86%
3 Years
106.97%
0%
106.97%
4 Years
86.45%
0%
86.45%
5 Years
120.74%
0%
120.74%

WisdomTree, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
WisdomTree, Inc. Experiences Revision in Stock Evaluation Amid Competitive Market Landscape

WisdomTree, Inc. Experiences Revision in Stock Evaluation Amid Competitive Market Landscape

WisdomTree, Inc. has recently adjusted its valuation, with its current price at $11.96. The company has achieved a 15.56% return over the past year, trailing the S&P 500. Key metrics include a P/E ratio of 18 and a strong ROCE of 58.51%, indicating competitive positioning in the market.

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WisdomTree, Inc. Experiences Evaluation Revision Amid Strong Market Performance and Resilience

WisdomTree, Inc. Experiences Evaluation Revision Amid Strong Market Performance and Resilience

WisdomTree, Inc. has recently revised its evaluation amid current market dynamics, with its stock price showing a slight increase. Over the past year, the company has outperformed the S&P 500, achieving a notable return. Technical indicators present a mixed performance, reflecting both bullish and bearish trends.

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Is WisdomTree, Inc. technically bullish or bearish?

As of 3 October 2025, the technical trend for WisdomTree, Inc. has changed from bullish to mildly bullish. The weekly MACD is bullish, while the daily moving averages also indicate a bullish stance. However, the KST is mildly bearish on both weekly and monthly time frames, suggesting some caution. The Bollinger Bands are mildly bullish, and the OBV shows a mildly bullish trend as well. Overall, the indicators reflect a mildly bullish sentiment despite some mixed signals. In terms of performance, WisdomTree has outperformed the S&P 500 significantly over the longer term, with a year-to-date return of 29.52% compared to the S&P 500's 14.18%, and a one-year return of 40.50% versus 17.82%....

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Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
11.44%
EBIT Growth (5y)
44.77%
EBIT to Interest (avg)
5.66
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0.79
Tax Ratio
29.35%
Dividend Payout Ratio
35.87%
Pledged Shares
0
Institutional Holding
97.03%
ROCE (avg)
29.35%
ROE (avg)
13.12%
Valuation key factors
Factor
Value
P/E Ratio
18
Industry P/E
Price to Book Value
3.51
EV to EBIT
8.97
EV to EBITDA
8.77
EV to Capital Employed
5.25
EV to Sales
2.93
PEG Ratio
NA
Dividend Yield
1.21%
ROCE (Latest)
58.51%
ROE (Latest)
19.96%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 64 Schemes (44.23%)

Foreign Institutions

Held by 108 Foreign Institutions (8.77%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 4.16% vs -2.35% in Mar 2025",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 0.81% vs -6.11% in Mar 2025",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
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          "field": "Net Sales",
          "val1": "112.60",
          "val2": "108.10",
          "chgp": "4.16%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "37.50",
          "val2": "35.00",
          "chgp": "7.14%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "5.50",
          "val2": "5.40",
          "chgp": "1.85%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-2.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "24.80",
          "val2": "24.60",
          "chgp": "0.81%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "325.00%",
          "val2": "316.10%",
          "chgp": "0.89%",
          "chgp_class": "positive"
        }
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    }
  },
  {
    "link": "annual",
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        "prefix": "Net Sales ",
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        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is -47.53% vs 111.33% in Dec 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
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          "val2": "349.00",
          "chgp": "22.55%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "140.30",
          "val2": "151.60",
          "chgp": "-7.45%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "18.90",
          "val2": "15.20",
          "chgp": "24.34%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-30.60",
          "val2": "-17.70",
          "chgp": "-72.88%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "49.90",
          "val2": "95.10",
          "chgp": "-47.53%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "321.00%",
          "val2": "428.20%",
          "chgp": "-10.72%",
          "chgp_class": "negative"
        }
      ]
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  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
112.60
108.10
4.16%
Operating Profit (PBDIT) excl Other Income
37.50
35.00
7.14%
Interest
5.50
5.40
1.85%
Exceptional Items
-2.00
0.00
Consolidate Net Profit
24.80
24.60
0.81%
Operating Profit Margin (Excl OI)
325.00%
316.10%
0.89%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is 4.16% vs -2.35% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 0.81% vs -6.11% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
427.70
349.00
22.55%
Operating Profit (PBDIT) excl Other Income
140.30
151.60
-7.45%
Interest
18.90
15.20
24.34%
Exceptional Items
-30.60
-17.70
-72.88%
Consolidate Net Profit
49.90
95.10
-47.53%
Operating Profit Margin (Excl OI)
321.00%
428.20%
-10.72%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 22.55% vs 15.83% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -47.53% vs 111.33% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About WisdomTree, Inc. stock-summary
stock-summary
WisdomTree, Inc.
Capital Markets
WisdomTree Investments, Inc. is an asset management company that focuses on exchange-traded funds (ETFs). The Company's family of ETFs includes funds that track its own indexes, funds that track third party indexes and actively managed funds. It operates as an exchange traded product sponsor and asset manager providing investment advisory services in the United States, Europe, Canada and Japan. These activities are reported in its U.S. business segment that comprises it’s the United States business and Japan sales office, which primarily engages in selling its United States listed ETFs to Japanese institutions, and International Business segment, that comprises its European business and Canadian business. Its United States listed products include International Hedged Equity ETFs, Equity ETFs, Fixed Income ETFs, Currency ETFs, Alternative Strategy ETFs and Commodity ETFs. Its portfolio of Non-the United States listed products include WisdomTree UCITS ETFs, Boost ETPs.
Company Coordinates stock-summary
Company Details
245 Park Ave Fl 35 , NEW YORK NY : 10167-0002
stock-summary
Tel: 1 212 80120801 917 2673858
stock-summary
https://www.wisdomtree.com/
stock-summary
Registrar Details
Stock List
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