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WisdomTree, Inc. (WT) Stock Analysis

Buy WaitModerate Confidence

Financial Services · Asset Management

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,... Read more

$14.90+7.9% upside
Score 6.9/10Entry $13.46Target $16.19Reward/Risk 0.5:1

TrendMatrix rates WisdomTree, Inc. (WT) as Buy (Wait for Entry) with moderate confidence. The stock trades at $14.90 with +7.9% upside to the $16.19 price target. Overall score: 6.9/10 across 10 analysis dimensions. Reward/risk ratio: 0.5:1.

Passes 3/4 gates (positive momentum, clean insider activity, no SEC red flags). Fails on favorable risk/reward ratio. Suitability: aggressive.

Val7.5Qual7.6Grw10.0Mom5.8Sent6.8Ins4.8Peer4.9Tech6.0Risk4.86.9OVERALL

Investment Thesis

+ V7 quality resilience bonus: +0.2 (Q=7.6 in RISK_OFF)
+ Sector modifier (): +1.2
+ Strong earnings beat streak (3/4)
- Thin upside margin: 7.9%
- Leverage penalty (D/E 2.3): -1.5

Fundamentals

P/E (TTM)18.6
P/E (Fwd)11.5
Mkt Cap$2.0B
EV/EBITDA13.2
Profit Mgn22.1%
ROE26.8%
Rev Growth33.2%
Beta1.05
Dividend0.89%
Analysts15
Frequently Asked Questions
Is WT stock a buy right now?

TrendMatrix rates WisdomTree, Inc. (WT) as Buy (Wait for Entry) with moderate confidence. Score 6.9/10. Entry target: $13.46.

What is the WT stock price target?

Take-profit target: $16.19 (+7.9% upside). Reward/risk ratio: 0.5:1. Stop-loss: $12.80.

What are the risks of investing in WT?

Thin upside margin: 7.9%; Leverage penalty (D/E 2.3): -1.5.

Is WT overvalued or undervalued?

WisdomTree, Inc. trades at a P/E of 18.6 (forward 11.5). TrendMatrix value score: 7.5/10. Verdict: Buy (Wait for Entry).

What do analysts say about WT?

15 analysts cover WT with a consensus score of 4.1/5. Average price target: $19.

What does WisdomTree, Inc. do?WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It...

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.

Related stocks: GDV (Gabelli Dividend & Income Trust) · CLM (Cornerstone Strategic Value Fd) · VCTR (Victory Capital Holdings, Inc. ) · ETG (Eaton Vance Tax-Advantaged Glob) · JHG (Janus Henderson Group plc)
33 NEUTRAL
<20d<50d200dGOLDEN CROSSSupp $13.20Res $17.68

Price Targets

$13
$13
$16
Upside+7.9%
Reward/Risk0.5:1

Position Sizing

ConvictionHIGH
Suggested %0.5%
Max %1%
RegimeRISK_OFF

Risk Alerts

! RISK-OFF: MICRO-cap BUY_NOW needs quality>=8.5 or MoS>=50%
! ASYMMETRY:0.7<2.0
Suitability: Aggressive
Momentum 5.8>=5.0
Insider activity: OK
No SEC red flags
Risk/Reward 0.7<2.0