WETF Share Price | WisdomTree, Inc. Stock Analysis & Recommendation

Q: How big is WisdomTree, Inc.?

Market Cap: As of Jun 18, WisdomTree, Inc. has a market capitalization of 1,489.43 million, classifying it as a Micro Cap company.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.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.

Q: What does WisdomTree, Inc. do?

Overview: 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.Financial Snapshot: Most recent Net Sales: 108 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 25 Million (Quarterly Results - Mar 2025) Market-cap: USD 1,489.43 Million (Micro Cap)Key Metrics: P/E: 18.00 Dividend Yield: 1.18% Debt Equity: -0.41 Return on Equity: 19.96% Price to Book: 3.58Contact Details: Address: 245 Park Ave Fl 35, NEW YORK NY: 10167-0002 Tel: ['1 212 8012080', '1 917 2673858'] Fax: 1 800 2535177 Website: https://www.wisdomtree.com/

Q: Is WisdomTree, Inc. overvalued or undervalued?

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.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.

Q: 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 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%.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

971.74 k

Shareholding (Dec 2025)

FII

8.62%

Held by 113 FIIs

DII

37.89%

Held by 72 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.

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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.

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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.

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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%.

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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.

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Compare WisdomTree, Inc. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

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

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

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

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 2,102 Million (Small Cap)

P/E

17.00

Industry P/E

Dividend Yield

0.83%

Debt Equity

-0.76

Return on Equity

29.52%

Price to Book

5.10

Revenue and Profits:

Net Sales:

147 Million

(Quarterly Results - Dec 2025)

Net Profit:

40 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

19.52%

6 Months

4.53%

1 Year

65.75%

2 Years

70.07%

3 Years

158.18%

4 Years

168.82%

5 Years

156.85%

WisdomTree, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

14.25%

EBIT Growth (5y)

186.46%

EBIT to Interest (avg)

5.66

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

0.91

Tax Ratio

29.35%

Dividend Payout Ratio

16.00%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

29.35%

ROE (avg)

13.12%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

5.10

EV to EBIT

10.01

EV to EBITDA

9.75

EV to Capital Employed

17.80

EV to Sales

3.62

PEG Ratio

0.28

Dividend Yield

0.83%

ROCE (Latest)

177.94%

ROE (Latest)

29.52%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Sideways

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Bullish

Dow Theory

No Trend

Mildly Bullish

OBV

No Trend

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 65 Schemes (53.38%)

Foreign Institutions

Held by 113 Foreign Institutions (8.62%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "val1": "11.00",
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          "chgp": "60.85%",
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          "chgp": "37.25%",
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Quarterly Results Snapshot (Consolidated) - Dec'25 - QoQ

Dec'25

Sep'25

Change(%)

Net Sales

147.40

125.60

17.36%

Operating Profit (PBDIT) excl Other Income

62.60

49.00

27.76%

Interest

11.00

8.50

29.41%

Exceptional Items

-1.90

-15.40

87.66%

Consolidate Net Profit

40.00

19.00

110.53%

Operating Profit Margin (Excl OI)

407.40%

382.60%

2.48%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Dec 2025 is 17.36% vs 11.55% in Sep 2025

Consolidated Net Profit

QoQ Growth in quarter ended Dec 2025 is 110.53% vs -23.39% in Sep 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

493.80

427.70

15.45%

Operating Profit (PBDIT) excl Other Income

184.20

140.30

31.29%

Interest

30.40

18.90

60.85%

Exceptional Items

-19.20

-30.60

37.25%

Consolidate Net Profit

108.40

49.90

117.23%

Operating Profit Margin (Excl OI)

362.30%

321.00%

4.13%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 15.45% vs 22.55% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 117.23% vs -47.53% in Dec 2024

All Annual Results

Company CV

About WisdomTree, Inc.

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

Company Details

245 Park Ave Fl 35 , NEW YORK NY : 10167-0002

Tel: 1 212 80120801 917 2673858

https://www.wisdomtree.com/

Registrar Details