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WT 
WisdomTree Inc. (WT)
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Upturn Advisory Summary
12/08/2025: 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 $14.79
1 Year Target Price $14.79
| 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 12/08/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.71B USD | Price to earnings Ratio 18.16 | 1Y Target Price 14.79 |
Price to earnings Ratio 18.16 | 1Y Target Price 14.79 | ||
Volume (30-day avg) 6 | Beta 1.14 | 52 Weeks Range 7.47 - 14.96 | Updated Date 12/9/2025 |
52 Weeks Range 7.47 - 14.96 | Updated Date 12/9/2025 | ||
Dividends yield (FY) 1.04% | Basic EPS (TTM) 0.64 |
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 21.1% | Operating Margin (TTM) 38.26% |
Management Effectiveness
Return on Assets (TTM) 7.8% | Return on Equity (TTM) 25.77% |
Valuation
Trailing PE 18.16 | Forward PE 16.08 | Enterprise Value 1912914269 | Price to Sales(TTM) 3.74 |
Enterprise Value 1912914269 | Price to Sales(TTM) 3.74 | ||
Enterprise Value to Revenue 4.19 | Enterprise Value to EBITDA 12.38 | Shares Outstanding 140715080 | Shares Floating 123189694 |
Shares Outstanding 140715080 | Shares Floating 123189694 | ||
Percent Insiders 9.66 | Percent Institutions 116.28 |
Upturn AI SWOT
WisdomTree Inc.
Company Overview
History and Background
WisdomTree Inc. was founded in 2006 and is headquartered in New York City. It began as a traditional research firm and evolved into an asset management company focusing on ETFs and other investment products. A key milestone was their focus on dividend-weighted ETFs and fundamentally weighted strategies.
Core Business Areas
- ETF Management: WisdomTree is primarily an ETF issuer, creating and managing a range of ETFs across equities, fixed income, currencies, and alternatives. These ETFs often utilize a fundamental weighting methodology rather than traditional market-cap weighting.
- UCITS ETFs: WisdomTree offers UCITS ETFs for European Investors.
- Model Portfolios: WisdomTree provides model portfolios for financial advisors to leverage their ETF offerings within a structured asset allocation framework.
- Digital Assets: WisdomTree offers digital asset investments, including Bitcoin, and solutions within the crypto space.
Leadership and Structure
Jonathan Steinberg is the Founder and CEO of WisdomTree Inc. The organizational structure involves various departments including investment management, sales and distribution, marketing, technology, and legal/compliance.
Top Products and Market Share
Key Offerings
- WisdomTree Bitcoin Fund (BTCW): This fund invests directly in Bitcoin, providing a regulated method for investors to access digital assets. Competitors are Blackrock (IBIT), Fidelity (FBTC), Ark Invest (ARKB). The fund has about $179M in AUM.
- WisdomTree International Quality Dividend Growth Fund (IQDG): Competitors include Vanguard FTSE Developed Markets ETF (VEA) and iShares Core MSCI EAFE ETF (IEFA)
- WisdomTree U.S. Quality Dividend Growth Fund (DGRW): A flagship equity ETF focusing on dividend-paying companies with strong quality characteristics and growth potential. Competitors include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG).
Market Dynamics
Industry Overview
The ETF industry is characterized by rapid growth, increasing competition, and innovation. Investors are increasingly using ETFs for diversification, asset allocation, and cost-effective investment strategies. The digital asset space is growing quickly, attracting interest from traditional financial institutions.
Positioning
WisdomTree differentiates itself through its focus on fundamentally weighted ETFs and dividend-focused strategies. They are also positioning themselves as an innovator in the digital asset space. Their competitive advantage lies in their specialized investment strategies and strong brand recognition within certain segments of the ETF market.
Total Addressable Market (TAM)
The total addressable market for ETFs is estimated to be in the trillions of dollars globally. WisdomTree's TAM also includes the growing digital asset market. The company is positioned to capture a larger share of these markets through product innovation and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in dividend-focused ETFs
- Innovative product development (e.g., digital asset ETFs)
- Experienced management team
- Established distribution network
Weaknesses
- Smaller AUM compared to larger ETF providers
- Reliance on a specific investment strategy (fundamental weighting)
- Vulnerability to market fluctuations and investor sentiment
- Higher expense ratios on some ETFs
Opportunities
- Expanding into new asset classes and investment strategies
- Growing demand for ESG and thematic ETFs
- Increasing adoption of digital assets by institutional investors
- Strategic acquisitions and partnerships
Threats
- Intense competition from larger ETF providers with lower fees
- Regulatory changes impacting the ETF industry and digital assets
- Market downturns and economic uncertainty
- Changing investor preferences and investment trends
Competitors and Market Share
Key Competitors
- BLK
- IVV
- SCHW
- VANG
Competitive Landscape
WisdomTree faces intense competition from larger ETF providers like BlackRock, Vanguard, and State Street. These competitors have significantly larger AUM and lower expense ratios. WisdomTree's advantage lies in its specialized investment strategies and brand recognition within certain niche segments of the ETF market, particularly dividend and fundamental weighting.
Major Acquisitions
Boost ETP
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquired Boost ETP for its European presence and capabilities
Growth Trajectory and Initiatives
Historical Growth: WisdomTree has experienced periods of rapid growth, driven by the popularity of its ETFs and the expansion of the ETF market. However, growth has slowed in recent years due to increased competition and market headwinds.
Future Projections: Analyst estimates suggest moderate growth for WisdomTree in the coming years, driven by continued demand for ETFs and the company's expansion into new markets and asset classes. The digital asset space is expected to be a key growth driver.
Recent Initiatives: Recent initiatives include the launch of new ETFs, strategic partnerships with other financial institutions, and investments in technology and infrastructure to support future growth. The focus on digital assets is a key strategic priority.
Summary
WisdomTree is a specialized ETF provider with a strong focus on dividend-focused and fundamentally weighted strategies. The company is smaller than its main competitors, and its financial performance can be variable. The digital asset space could be a strong future growth area, but it needs to address its relatively small AUM and keep an eye on market fluctuations and intense competition from firms with lower fees.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Financial Statements
- Analyst Reports
- ETF.com
- Bloomberg
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Consult with a qualified financial advisor before making any investment decisions.
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 338 | Website https://www.wisdomtree.com |
Full time employees 338 | 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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