(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
Additional Sources for WT Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
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
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% |