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Upturn AI SWOT - About
WT 
WisdomTree Inc. (WT)
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Upturn Advisory Summary
10/17/2025: WT (4-star) is currently NOT-A-BUY. Pass it for now.
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 $15.38
1 Year Target Price $15.38
| 3 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 86.89% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.90B USD | Price to earnings Ratio 31.46 | 1Y Target Price 15.38 |
Price to earnings Ratio 31.46 | 1Y Target Price 15.38 | ||
Volume (30-day avg) 6 | Beta 1.13 | 52 Weeks Range 7.47 - 14.96 | Updated Date 10/19/2025 |
52 Weeks Range 7.47 - 14.96 | Updated Date 10/19/2025 | ||
Dividends yield (FY) 0.93% | 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 - | When - | Estimate - | Actual - |
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 31.46 | Forward PE 16.08 | Enterprise Value 2186362994 | Price to Sales(TTM) 4.27 |
Enterprise Value 2186362994 | Price to Sales(TTM) 4.27 | ||
Enterprise Value to Revenue 4.92 | Enterprise Value to EBITDA 17.45 | Shares Outstanding 147107121 | Shares Floating 129513037 |
Shares Outstanding 147107121 | Shares Floating 129513037 | ||
Percent Insiders 9.27 | Percent Institutions 102.71 |
Upturn AI SWOT
WisdomTree Inc.
Company Overview
History and Background
WisdomTree Inc. was founded in 2006 and is headquartered in New York, NY. It is an asset management firm primarily focused on exchange-traded funds (ETFs). It has grown from a startup to a significant player in the ETF industry.
Core Business Areas
- Exchange-Traded Funds (ETFs): WisdomTree's core business is the creation, sponsorship, and management of ETFs. These ETFs cover a wide range of asset classes, including equities, fixed income, currency, and alternatives.
- Model Portfolios: WisdomTree also offers model portfolios to financial advisors, which are pre-built investment strategies that utilize WisdomTree ETFs.
- Digital Assets: WisdomTree provides services related to digital assets, including ETFs and other investment products.
Leadership and Structure
Jonathan Steinberg is the Chairman and CEO. The organizational structure includes departments for investment management, sales, marketing, technology, and operations.
Top Products and Market Share
Key Offerings
- WisdomTree U.S. Quality Dividend Growth Fund (DGRW): This ETF focuses on U.S. companies with high dividend yields and growth potential. It competes with other dividend-focused ETFs from Vanguard (VIG), Schwab (SCHD), and iShares (DVY). Market share and revenue data are proprietary, but DGRW is a significant revenue generator for WisdomTree.
- WisdomTree International Quality Dividend Growth Fund (IQDG): This ETF focuses on international companies with high dividend yields and growth potential. It competes with other international dividend ETFs. Market share and revenue data are proprietary, but IQDG contributes significantly to WisdomTree's overall revenue. Key competitors are Vanguard FTSE Developed Markets ETF (VEA) and iShares Core MSCI EAFE ETF (IEFA).
- WisdomTree Japan Hedged Equity Fund (DXJ): This ETF provides exposure to Japanese equities while hedging against currency fluctuations. It competes with other Japan-focused ETFs and currency-hedged products. Market share and revenue data are proprietary, but DXJ is a significant and well-known product. Competitors include iShares MSCI Japan ETF (EWJ) and other currency-hedged Japan ETFs.
Market Dynamics
Industry Overview
The ETF industry is experiencing strong growth, driven by increasing demand for low-cost, transparent, and flexible investment vehicles. The industry is highly competitive, with numerous providers offering a wide array of products.
Positioning
WisdomTree differentiates itself through its focus on fundamentally weighted indexes and innovative ETF products. They aim to provide investors with enhanced returns through smart beta strategies and expanding into digital assets. The competition in the ETF business is fierce from leaders like Blackrock and Vanguard.
Total Addressable Market (TAM)
The global ETF market is estimated to be worth trillions of dollars, with continued growth expected. WisdomTree is positioned to capture a share of this growing market through its innovative products and distribution network. The TAM could be between $10-15 Trillion.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong brand recognition in the smart beta ETF space
- Experienced management team
- Established distribution network
Weaknesses
- Smaller asset base compared to industry giants like BlackRock and Vanguard
- Reliance on a limited number of key ETFs for revenue
- Vulnerability to market fluctuations
- High expense ratios in some ETFs compared to peers
Opportunities
- Expansion into new asset classes and geographies
- Increased adoption of ETFs by retail and institutional investors
- Growth in the smart beta and thematic investing segments
- Development of digital asset investment products
Threats
- Intense competition in the ETF industry
- Fee compression and pressure on profit margins
- Regulatory changes and increased scrutiny
- Market downturns and economic uncertainty
Competitors and Market Share
Key Competitors
- IVV
- VOO
- SCHD
- QQQ
- ARKK
Competitive Landscape
WisdomTree faces intense competition from larger ETF providers with greater resources and brand recognition. WisdomTree's advantages include its focus on fundamentally weighted indexes, innovative product development, and smart beta strategies.
Major Acquisitions
Boost ETP
- Year: 2018
- Acquisition Price (USD millions): 4.5
- Strategic Rationale: Expanded WisdomTree's presence in the European ETF market and added leveraged and inverse ETPs to its product lineup.
Growth Trajectory and Initiatives
Historical Growth: WisdomTree has experienced growth in AUM and revenue over the past years, driven by product innovation and market demand for ETFs.
Future Projections: Future growth projections depend on analyst estimates and market conditions. Expansion into new markets and product offerings is expected to contribute to future growth.
Recent Initiatives: Recent initiatives include launching new ETFs, expanding into digital assets, and partnering with financial advisors to promote model portfolios.
Summary
WisdomTree is a relatively small but innovative player in the ETF industry, with strengths in smart beta strategies and digital assets. They face intense competition from larger providers and market fluctuations. The company is working on expanding into new asset classes but needs to watch out for regulatory changes and market risks. They have seen strong growth the last few years rebounding from the challenges in the bear market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Inc. Investor Relations
- SEC Filings
- Yahoo Finance
- Bloomberg
- ETF.com
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and financial information are subject to change. Investment decisions should be based on individual research and consultation with a financial advisor.
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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