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Upturn AI SWOT - About
WisdomTree Inc. (WT)
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Upturn Advisory Summary
08/14/2025: WT (4-star) is a STRONG-BUY. BUY since 68 days. Profits (44.92%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $13.95
1 Year Target Price $13.95
| 3 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 94.2% | Avg. Invested days 58 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.99B USD | Price to earnings Ratio 33.05 | 1Y Target Price 13.95 |
Price to earnings Ratio 33.05 | 1Y Target Price 13.95 | ||
Volume (30-day avg) 6 | Beta 1.16 | 52 Weeks Range 7.47 - 13.76 | Updated Date 08/15/2025 |
52 Weeks Range 7.47 - 13.76 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 0.88% | Basic EPS (TTM) 0.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-01 | When Before Market | Estimate 0.18 | Actual 0.18 |
Profitability
Profit Margin 16.25% | Operating Margin (TTM) 32.5% |
Management Effectiveness
Return on Assets (TTM) 9.02% | Return on Equity (TTM) 14.12% |
Valuation
Trailing PE 33.05 | Forward PE 18.55 | Enterprise Value 2217255489 | Price to Sales(TTM) 4.48 |
Enterprise Value 2217255489 | Price to Sales(TTM) 4.48 | ||
Enterprise Value to Revenue 4.99 | Enterprise Value to EBITDA 17.7 | Shares Outstanding 147107008 | Shares Floating 111156374 |
Shares Outstanding 147107008 | Shares Floating 111156374 | ||
Percent Insiders 12.82 | Percent Institutions 96.05 |
Upturn AI SWOT
WisdomTree Inc.
Company Overview
History and Background
WisdomTree Inc. was founded in 2006 and is headquartered in New York. It is an asset management firm focused on exchange-traded funds (ETFs). Initially known for its dividend-weighted ETFs, it has expanded its product offerings to include various investment strategies.
Core Business Areas
- ETFs: WisdomTree's core business is managing and sponsoring exchange-traded funds (ETFs) across various asset classes, including equities, fixed income, currencies, and commodities. They are known for their fundamentally weighted indexes.
- Model Portfolios: WisdomTree offers model portfolios designed for financial advisors, providing pre-built investment strategies.
- Digital Assets: WisdomTree also has a presence in digital asset products offering exposure to Bitcoin and other cryptocurrencies.
Leadership and Structure
Jonathan Steinberg serves as the CEO. The organizational structure includes departments for investment management, distribution, marketing, and technology.
Top Products and Market Share
Key Offerings
- WisdomTree U.S. Total Dividend Fund (DTD): This ETF focuses on dividend-paying U.S. companies. Its market share, while not explicitly available, is part of the broader dividend ETF market, where it competes with Vanguard, Schwab, and BlackRock. Revenue is estimated in the millions based on AUM.
- WisdomTree International Hedged Equity Fund (HEDJ): This ETF hedges currency risk in international equities. Market share data is within the international hedged equity ETF segment. Competitors include iShares and Xtrackers.
- WisdomTree Bitcoin Fund (BTCW): This fund provides exposure to Bitcoin, competing with other spot Bitcoin ETFs. Competitors include BlackRock, Fidelity, and ARK Invest.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing demand for passive investment strategies like ETFs. Fintech innovation and digital asset adoption are significant trends.
Positioning
WisdomTree is a mid-sized player known for its innovative ETF strategies and expanding into digital assets. Its competitive advantage lies in its differentiated product offerings and focus on dividend-weighted and currency-hedged strategies.
Total Addressable Market (TAM)
The global ETF market is estimated to be in the trillions of dollars. WisdomTree is positioned to capture a portion of this TAM through its existing product line and continued innovation in new areas like digital assets. It is competing with industry giants.
Upturn SWOT Analysis
Strengths
- Innovative ETF product development
- Strong brand recognition in dividend-weighted ETFs
- Expanding into digital assets
- Model portfolio offerings for advisors
Weaknesses
- Smaller AUM compared to industry giants
- Reliance on specific investment strategies
- Vulnerability to market volatility
- Higher expense ratios compared to some competitors
Opportunities
- Growth in ETF adoption
- Expansion into new asset classes
- Partnerships with fintech platforms
- Increased demand for sustainable investing
Threats
- Intense competition from larger asset managers
- Regulatory changes affecting ETFs and digital assets
- Market downturns impacting AUM
- Fee compression in the ETF industry
Competitors and Market Share
Key Competitors
- BLK
- Vanguard
- Schwab
Competitive Landscape
WisdomTree competes with larger, more established asset managers. Its advantages include specialized product offerings and innovation, but it faces challenges related to scale and brand recognition compared to giants like BlackRock and Vanguard.
Major Acquisitions
Boost ETP
- Year: 2018
- Acquisition Price (USD millions): 4.5
- Strategic Rationale: Expanded WisdomTree's presence in the European ETF market, particularly in the area of short and leveraged ETPs.
Growth Trajectory and Initiatives
Historical Growth: WisdomTree has experienced growth in AUM over time, but growth rates have varied due to market conditions and competition.
Future Projections: Analyst estimates suggest continued growth in AUM and revenue, driven by ETF adoption and expansion into new areas like digital assets. However, projections are subject to market risks.
Recent Initiatives: Recent strategic initiatives include launching new ETFs, expanding model portfolio offerings, and developing digital asset products.
Summary
WisdomTree is a mid-sized asset manager with innovative ETF products, particularly in dividend-weighted strategies and currency-hedged equities. They are expanding into digital assets, which could be a growth driver. However, they face stiff competition from larger players and are exposed to market volatility. Strategic expansion into digital assets and continued ETF innovation is vital for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Investor Relations, Industry Reports, Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and analyst estimates, which are subject to change. The information provided is not financial advice and should not be considered a recommendation to buy or sell any securities. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Inc.
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1993-03-04 | Founder, CEO & Director Mr. Jonathan Laurence Steinberg | ||
Sector Financial Services | Industry Asset Management | Full time employees 321 | Website https://www.wisdomtree.com |
Full time employees 321 | Website https://www.wisdomtree.com | ||
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
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