(WT) WisdomTree - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US97717P1049

WT: ETFs, Indexes, Investment Services, Asset Management

WisdomTree, Inc. (NYSE:WT) is a leading global financial innovator, specializing in exchange-traded funds (ETFs) and asset management solutions. Founded in 1985 as Financial Engineering Associates, the company rebranded as WisdomTree in 2006 and has since become a pioneer in the ETF industry. It offers a diverse range of ETFs across equities, currencies, fixed income, and alternative asset classes. WisdomTree is known for its fundamentally weighted index methodology, which emphasizes factors like dividends rather than market capitalization. The company also licenses its indexes to third-party financial institutions and provides a platform to facilitate the inclusion of its ETFs in 401(k) retirement plans. Headquartered in New York, WisdomTree operates globally with a significant presence in Europe and Asia. The company provides investment advisory services and has established itself as a key player in the ETF market, known for innovation and transparency.

3-Month Forecast

Based on and , WisdomTree, Inc. (NYSE:WT) is expected to face headwinds in the near term due to its current price trending below the 200-day SMA of 9.91, suggesting bearish momentum. However, the forward P/E of 12.25 indicates potential upside as earnings growth materializes. Support may emerge near the 50-day SMA of 8.66, while resistance is likely at the 200-day SMA. The relatively low ATR of 0.35 signals reduced volatility, which could limit sharp price movements. With a return on equity (RoE) of 16.67% and a P/S ratio of 2.98, the stock is positioned for stability, though the high P/B ratio of 3.19 may deter value-focused investors. Overall, the stock is likely to remain range-bound with a slight bullish bias in the medium term.

Additional Sources for WT Stock

WT Stock Overview

Market Cap in USD 1,342m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1993-03-04

WT Stock Ratings

Growth Rating 61.3
Fundamental 62.5
Dividend Rating 30.6
Rel. Strength -17.8
Analysts 3.83/5
Fair Price Momentum 9.92 USD
Fair Price DCF 17.37 USD

WT Dividends

Dividend Yield 12m 0.94%
Yield on Cost 5y 3.33%
Annual Growth 5y 0.00%
Payout Consistency 79.5%

WT Growth Ratios

Growth Correlation 3m -44.3%
Growth Correlation 12m -38.4%
Growth Correlation 5y 84.5%
CAGR 5y 28.25%
CAGR/Max DD 5y 0.76
Sharpe Ratio 12m 0.63
Alpha -10.03
Beta 0.998
Volatility 29.08%
Current Volume 1463.3k
Average Volume 20d 1426.2k
What is the price of WT stocks?
As of May 09, 2025, the stock is trading at USD 9.38 with a total of 1,463,335 shares traded.
Over the past week, the price has changed by +7.45%, over one month by +22.29%, over three months by -3.10% and over the past year by +0.60%.
Is WisdomTree a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, WisdomTree (NYSE:WT) is currently (May 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 62.48 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WT as of May 2025 is 9.92. This means that WT is currently overvalued and has a potential downside of 5.76%.
Is WT a buy, sell or hold?
WisdomTree has received a consensus analysts rating of 3.83. Therefor, it is recommend to buy WT.
  • Strong Buy: 3
  • Buy: 0
  • Hold: 2
  • Sell: 1
  • Strong Sell: 0
What are the forecast for WT stock price target?
According to ValueRays Forecast Model, WT WisdomTree will be worth about 11 in May 2026. The stock is currently trading at 9.38. This means that the stock has a potential upside of +16.74%.
Issuer Forecast Upside
Wallstreet Target Price 11.3 20.5%
Analysts Target Price 11.8 25.3%
ValueRay Target Price 11 16.7%