WISDOMTREE INC (WT) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:WT • US97717P1049

16.27 USD
+0.06 (+0.37%)
Last: Feb 11, 2026, 09:41 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to WT. WT was compared to 238 industry peers in the Capital Markets industry. Both the profitability and the financial health of WT get a neutral evaluation. Nothing too spectacular is happening here. WT has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • WT had positive earnings in the past year.
  • WT had a positive operating cash flow in the past year.
  • Of the past 5 years WT 4 years were profitable.
  • WT had a positive operating cash flow in 4 of the past 5 years.
WT Yearly Net Income VS EBIT VS OCF VS FCFWT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 6.54%, WT is in the better half of the industry, outperforming 77.73% of the companies in the same industry.
  • With an excellent Return On Equity value of 25.32%, WT belongs to the best of the industry, outperforming 89.92% of the companies in the same industry.
  • WT's Return On Invested Capital of 10.07% is amongst the best of the industry. WT outperforms 85.71% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for WT is in line with the industry average of 7.26%.
  • The 3 year average ROIC (8.34%) for WT is below the current ROIC(10.07%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.54%
ROE 25.32%
ROIC 10.07%
ROA(3y)6.41%
ROA(5y)3.86%
ROE(3y)13.43%
ROE(5y)8.36%
ROIC(3y)8.34%
ROIC(5y)7.51%
WT Yearly ROA, ROE, ROICWT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 20.69%, WT is in line with its industry, outperforming 55.04% of the companies in the same industry.
  • In the last couple of years the Profit Margin of WT has declined.
  • WT has a better Operating Margin (33.67%) than 64.29% of its industry peers.
  • WT's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 33.67%
PM (TTM) 20.69%
GM N/A
OM growth 3Y3.13%
OM growth 5Y9.46%
PM growth 3Y-7.1%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
WT Yearly Profit, Operating, Gross MarginsWT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 30

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • There is no outstanding debt for WT. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
WT Yearly Shares OutstandingWT Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M
WT Yearly Total Debt VS Total AssetsWT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

2.2 Solvency

  • An Altman-Z score of 2.51 indicates that WT is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 2.51, WT is in the better half of the industry, outperforming 73.53% of the companies in the same industry.
  • The Debt to FCF ratio of WT is 7.73, which is on the high side as it means it would take WT, 7.73 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 7.73, WT is in the better half of the industry, outperforming 64.29% of the companies in the same industry.
  • WT has a Debt/Equity ratio of 2.19. This is a high value indicating a heavy dependency on external financing.
  • Looking at the Debt to Equity ratio, with a value of 2.19, WT is doing worse than 79.41% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 2.19
Debt/FCF 7.73
Altman-Z 2.51
ROIC/WACCN/A
WACCN/A
WT Yearly LT Debt VS Equity VS FCFWT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

2.3 Liquidity

  • A Current Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
  • The Current ratio of WT (2.82) is better than 81.09% of its industry peers.
  • A Quick Ratio of 2.82 indicates that WT has no problem at all paying its short term obligations.
  • The Quick ratio of WT (2.82) is better than 81.51% of its industry peers.
Industry RankSector Rank
Current Ratio 2.82
Quick Ratio 2.82
WT Yearly Current Assets VS Current LiabilitesWT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • WT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 36.51%, which is quite impressive.
  • The Earnings Per Share has been growing by 28.03% on average over the past years. This is a very strong growth
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%33.19%

3.2 Future

  • The Earnings Per Share is expected to grow by 15.61% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 16.35% on average over the next years. This is quite good.
EPS Next Y28.95%
EPS Next 2Y15.61%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year27.75%
Revenue Next 2Y16.35%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
WT Yearly Revenue VS EstimatesWT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M
WT Yearly EPS VS EstimatesWT Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0.2 0.4 0.6 0.8 1

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 18.92, the valuation of WT can be described as rather expensive.
  • The rest of the industry has a similar Price/Earnings ratio as WT.
  • The average S&P500 Price/Earnings ratio is at 28.03. WT is valued slightly cheaper when compared to this.
  • With a Price/Forward Earnings ratio of 14.67, WT is valued correctly.
  • The rest of the industry has a similar Price/Forward Earnings ratio as WT.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.97, WT is valued a bit cheaper.
Industry RankSector Rank
PE 18.92
Fwd PE 14.67
WT Price Earnings VS Forward Price EarningsWT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 78.57% of the companies in the same industry are more expensive than WT, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, WT is valued a bit cheaper than the industry average as 65.13% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 18.01
EV/EBITDA 16.04
WT Per share dataWT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 2 -2 3

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of WT may justify a higher PE ratio.
  • A more expensive valuation may be justified as WT's earnings are expected to grow with 15.61% in the coming years.
PEG (NY)0.65
PEG (5Y)0.67
EPS Next 2Y15.61%
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. Dividend

5.1 Amount

  • WT has a yearly dividend return of 0.89%, which is pretty low.
  • WT's Dividend Yield is slightly below the industry average, which is at 6.12.
  • Compared to an average S&P500 Dividend Yield of 1.80, WT's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.89%

5.2 History

  • The dividend of WT decreases each year by -0.61%.
  • WT has paid a dividend for at least 10 years, which is a reliable track record.
  • As WT did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)-0.61%
Div Incr Years0
Div Non Decr Years6
WT Yearly Dividends per shareWT Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.1 0.2 0.3

5.3 Sustainability

  • WT pays out 18.48% of its income as dividend. This is a sustainable payout ratio.
DP18.48%
EPS Next 2Y15.61%
EPS Next 3YN/A
WT Yearly Income VS Free CF VS DividendWT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M
WT Dividend Payout.WT Dividend Payout, showing the Payout Ratio.WT Dividend Payout.PayoutRetained Earnings

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WISDOMTREE INC

NYSE:WT (2/11/2026, 9:41:03 AM)

16.27

+0.06 (+0.37%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-30
Earnings (Next)04-30
Inst Owners116.55%
Inst Owner ChangeN/A
Ins Owners9.53%
Ins Owner Change1.97%
Market Cap2.29B
Revenue(TTM)N/A
Net Income(TTM)94.57M
Analysts82.67
Price Target17.93 (10.2%)
Short Float %17.52%
Short Ratio5.72
Dividend
Industry RankSector Rank
Dividend Yield 0.89%
Yearly Dividend0.13
Dividend Growth(5Y)-0.61%
DP18.48%
Div Incr Years0
Div Non Decr Years6
Ex-Date02-11
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)3.1%
Min EPS beat(2)-0.14%
Max EPS beat(2)6.33%
EPS beat(4)2
Avg EPS beat(4)-0.51%
Min EPS beat(4)-9.56%
Max EPS beat(4)6.33%
EPS beat(8)6
Avg EPS beat(8)3.18%
EPS beat(12)8
Avg EPS beat(12)4.31%
EPS beat(16)10
Avg EPS beat(16)4.03%
Revenue beat(2)0
Avg Revenue beat(2)-1.84%
Min Revenue beat(2)-3.08%
Max Revenue beat(2)-0.6%
Revenue beat(4)0
Avg Revenue beat(4)-2.6%
Min Revenue beat(4)-3.78%
Max Revenue beat(4)-0.6%
Revenue beat(8)1
Avg Revenue beat(8)-1.45%
Revenue beat(12)2
Avg Revenue beat(12)-1.29%
Revenue beat(16)2
Avg Revenue beat(16)-1.65%
PT rev (1m)14.67%
PT rev (3m)14.36%
EPS NQ rev (1m)1.44%
EPS NQ rev (3m)11.02%
EPS NY rev (1m)0.21%
EPS NY rev (3m)5.97%
Revenue NQ rev (1m)0.66%
Revenue NQ rev (3m)9.46%
Revenue NY rev (1m)0.19%
Revenue NY rev (3m)3.31%
Valuation
Industry RankSector Rank
PE 18.92
Fwd PE 14.67
P/S 5.01
P/FCF 18.01
P/OCF 17.91
P/B 6.13
P/tB N/A
EV/EBITDA 16.04
EPS(TTM)0.86
EY5.29%
EPS(NY)1.11
Fwd EY6.82%
FCF(TTM)0.9
FCFY5.55%
OCF(TTM)0.91
OCFY5.58%
SpS3.25
BVpS2.65
TBVpS-2.27
PEG (NY)0.65
PEG (5Y)0.67
Graham Number7.17
Profitability
Industry RankSector Rank
ROA 6.54%
ROE 25.32%
ROCE 12.9%
ROIC 10.07%
ROICexc 22.55%
ROICexgc N/A
OM 33.67%
PM (TTM) 20.69%
GM N/A
FCFM 27.82%
ROA(3y)6.41%
ROA(5y)3.86%
ROE(3y)13.43%
ROE(5y)8.36%
ROIC(3y)8.34%
ROIC(5y)7.51%
ROICexc(3y)11.41%
ROICexc(5y)10.08%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)10.68%
ROCE(5y)9.62%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y17.17%
ROICexc growth 5Y23.98%
OM growth 3Y3.13%
OM growth 5Y9.46%
PM growth 3Y-7.1%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.32
Health
Industry RankSector Rank
Debt/Equity 2.19
Debt/FCF 7.73
Debt/EBITDA 5.24
Cap/Depr 31.84%
Cap/Sales 0.16%
Interest Coverage 8.72
Cash Conversion 81.89%
Profit Quality 134.42%
Current Ratio 2.82
Quick Ratio 2.82
Altman-Z 2.51
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)161.59%
Cap/Depr(5y)114.14%
Cap/Sales(3y)0.43%
Cap/Sales(5y)0.32%
Profit Quality(3y)144.09%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)36.51%
EPS 3Y49%
EPS 5Y28.03%
EPS Q2Q%70.59%
EPS Next Y28.95%
EPS Next 2Y15.61%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%33.19%
Revenue Next Year27.75%
Revenue Next 2Y16.35%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y19.94%
EBIT growth 3Y15.52%
EBIT growth 5Y20.32%
EBIT Next Year26.84%
EBIT Next 3Y20.03%
EBIT Next 5YN/A
FCF growth 1Y111.08%
FCF growth 3Y13.94%
FCF growth 5Y14.08%
OCF growth 1Y111.91%
OCF growth 3Y14.63%
OCF growth 5Y14.57%

WISDOMTREE INC / WT FAQ

What is the ChartMill fundamental rating of WISDOMTREE INC (WT) stock?

ChartMill assigns a fundamental rating of 5 / 10 to WT.


What is the valuation status for WT stock?

ChartMill assigns a valuation rating of 5 / 10 to WISDOMTREE INC (WT). This can be considered as Fairly Valued.


How profitable is WISDOMTREE INC (WT) stock?

WISDOMTREE INC (WT) has a profitability rating of 6 / 10.


How financially healthy is WISDOMTREE INC?

The financial health rating of WISDOMTREE INC (WT) is 5 / 10.


Can you provide the dividend sustainability for WT stock?

The dividend rating of WISDOMTREE INC (WT) is 3 / 10 and the dividend payout ratio is 18.48%.