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Upturn AI SWOT - About
WisdomTree Inc. (WT)
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Upturn Advisory Summary
05/20/2025: WT (3-star) is a STRONG-BUY. BUY since 9 days. Profits (4.06%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
6 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $11.35
Year Target Price $11.35
| 3 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 8.78% | Avg. Invested days 41 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 05/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.68B USD | Price to earnings Ratio 30.86 | 1Y Target Price 12.03 |
Price to earnings Ratio 30.86 | 1Y Target Price 12.03 | ||
Volume (30-day avg) - | Beta 1.09 | 52 Weeks Range 7.47 - 12.45 | Updated Date 06/29/2025 |
52 Weeks Range 7.47 - 12.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.05% | Basic EPS (TTM) 0.37 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.77% | Operating Margin (TTM) 31.61% |
Management Effectiveness
Return on Assets (TTM) 9.18% | Return on Equity (TTM) 14.25% |
Valuation
Trailing PE 30.86 | Forward PE 16.56 | Enterprise Value 1936669777 | Price to Sales(TTM) 3.83 |
Enterprise Value 1936669777 | Price to Sales(TTM) 3.83 | ||
Enterprise Value to Revenue 4.41 | Enterprise Value to EBITDA 15.95 | Shares Outstanding 147031008 | Shares Floating 111067303 |
Shares Outstanding 147031008 | Shares Floating 111067303 | ||
Percent Insiders 12.84 | Percent Institutions 95.76 |
Analyst Ratings
Rating 3.83 | Target Price 11.35 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 2 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
WisdomTree Inc.
Company Overview
History and Background
WisdomTree Inc. was founded in 2006 by Jonathan Steinberg and launched its first ETFs in June 2006. The company initially focused on dividend-weighted ETFs and expanded into currency-hedged and fundamentally weighted strategies. Over time, it has evolved to offer a diverse range of ETFs and other investment products.
Core Business Areas
- Exchange-Traded Funds (ETFs): WisdomTree's primary business is designing, marketing, and sponsoring ETFs. These ETFs cover a wide range of asset classes, investment strategies, and geographic regions.
- Model Portfolios: WisdomTree also offers model portfolios built using its ETFs, designed for financial advisors and investors seeking ready-made investment solutions.
- Digital Assets: WisdomTree has expanded into the digital asset space, offering crypto ETPs in Europe and seeking regulatory approval for a spot Bitcoin ETF in the United States.
Leadership and Structure
Jonathan Steinberg is the Founder and CEO. The company has a traditional corporate structure with a Board of Directors and various executive officers responsible for different functions like finance, legal, and investment management.
Top Products and Market Share
Key Offerings
- WisdomTree U.S. Quality Dividend Growth Fund (DGRW): DGRW focuses on high-quality, dividend-paying U.S. companies with growth potential. While exact market share data for DGRW is dynamic, it is a popular dividend ETF with significant AUM. Competitors include SCHD (Schwab U.S. Dividend Equity ETF) and VIG (Vanguard Dividend Appreciation ETF).
- WisdomTree International Hedged Equity Fund (HEDJ): HEDJ is a currency-hedged ETF that invests in dividend-paying companies in developed markets outside the U.S. The goal is to mitigate the impact of currency fluctuations. Competitors include DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) and HEFA (iShares Currency Hedged MSCI EAFE ETF).
- WisdomTree Europe Hedged Equity Fund (HEDJ): Similar to HEDJ but specifically for European equities.Competitors include HEZU (iShares Currency Hedged MSCI Eurozone ETF).
Market Dynamics
Industry Overview
The ETF industry is experiencing substantial growth, driven by increasing investor adoption, product innovation, and lower costs. The industry is highly competitive, with major players like BlackRock, Vanguard, and State Street dominating the market.
Positioning
WisdomTree is positioned as an innovative ETF provider, particularly known for its fundamentally weighted and currency-hedged strategies. It seeks to differentiate itself through unique product offerings and thought leadership.
Total Addressable Market (TAM)
The global ETF market is estimated to be trillions of dollars. WisdomTree's TAM includes a portion of this total, focusing on specific asset classes, investment strategies, and geographic regions where it has a competitive advantage. Specific numbers are dynamic and depend on the segments being considered.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong brand recognition in specific ETF segments
- Experienced management team
- Focus on fundamentally weighted strategies
Weaknesses
- Smaller AUM compared to industry giants
- Reliance on a limited number of key ETFs
- Vulnerability to market volatility
- Higher expense ratios than some competitors
Opportunities
- Expansion into new asset classes and geographies
- Growing demand for ESG and thematic ETFs
- Strategic partnerships and acquisitions
- Increased adoption of model portfolios by financial advisors
Threats
- Intense competition from larger ETF providers
- Regulatory changes impacting the ETF industry
- Market downturns reducing AUM
- Rising interest rates affecting fixed income ETFs
Competitors and Market Share
Key Competitors
- BLK
- V
- SSO
- INVESCO
- CHARLES SCHWAB
Competitive Landscape
WisdomTree faces intense competition from larger players. Its competitive advantage lies in innovative products, fundamentally weighted strategies and expertise in certain ETF sectors.
Major Acquisitions
Boost ETP
- Year: 2018
- Acquisition Price (USD millions): 76
- Strategic Rationale: Acquired Boost ETP to expand its product offerings and presence in the European market.
Growth Trajectory and Initiatives
Historical Growth: WisdomTree's growth has been driven by AUM increases and new product launches.
Future Projections: Analyst estimates vary but generally project continued AUM growth, driven by rising investor interest in ETFs and the company's expansion efforts.
Recent Initiatives: Recent initiatives include expanding into digital assets, launching new thematic ETFs, and focusing on model portfolio growth.
Summary
WisdomTree is a smaller ETF provider with innovative products but faces strong competition. While they have carved out niches with fundamentally weighted and currency-hedged ETFs, they remain vulnerable to market volatility and the dominance of industry giants. Expanding into digital assets and increasing model portfolio adoption are crucial growth strategies. The company needs to continue differentiating its offerings to maintain its competitive edge in the growing ETF market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share percentages are estimates 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 315 | Website https://www.wisdomtree.com |
Full time employees 315 | 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.