WisdomTree, Inc. (WT) Stock Analysis
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $17.10, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.5): -1.5.
WisdomTree is an ETP sponsor and asset manager with $144.5 billion in AUM (15th globally) across U.S. ETFs ($88.5B), European ETPs ($53.5B), digital asset products ($0.8B), and private assets via Ceres farmland ($1.9B). Revenue ($493.8M in 2025) comes primarily from advisory... Read more
Hold if already holding. Not a fresh buy at $17.10, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.5): -1.5. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.2/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 50d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-06-10Recent Developments — WisdomTree, Inc.
Latest news
- NEWS Will WisdomTree, Inc. (WT) Beat Estimates Again in Its Next Earnings Report? - Yahoo Finance — Yahoo Finance positive
- NEWS Morgan Stanley raises WisdomTree stock price target on strong flows By Investing.com - Investing.com South Africa — Investing.com South Africa positive
- NEWS Analysts Offer Insights on Financial Companies: Innventure (INV) and WisdomTree (WT) - The Globe and Mail — The Globe and Mail neutral
- NEWS Morgan Stanley raises WisdomTree stock price target on strong flows - Investing.com — Investing.com positive
- NEWS VAL.W Price History for Valaris Ltd WT Stock - Barchart.com — Barchart.com neutral
Generated 2026-06-15T18:11:47Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProducttop 10 WisdomTree ETPs50%10-K Item 1A: '50% of our AUM was concentrated in ten of our WisdomTree ETPs'
- LOWProductgold-backed ETPs17%10-K Item 1A: 'approximately 17% of our AUM were in ETPs backed by gold'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 floor-breaker·1 ceiling hit
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $17.10, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.5): -1.5. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $17.38 (+1.6%), stop $16.36 (−4.5%), A.R:R 0.2:1. Score 6.2/10, moderate confidence.
Take-profit target: $17.38 (+1.6% upside). Target $17.38 (+1.6%), stop $16.36 (−4.5%), A.R:R 0.2:1. Stop-loss: $16.36.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.5): -1.5; Negative momentum.
WisdomTree, Inc. trades at a P/E of 42.9 (forward 13.5). TrendMatrix value score: 6.4/10. Verdict: Hold.
16 analysts cover WT with a consensus score of 4.1/5. Average price target: $20.
What does WisdomTree, Inc. do?WisdomTree is an ETP sponsor and asset manager with $144.5 billion in AUM (15th globally) across U.S. ETFs ($88.5B),...
WisdomTree is an ETP sponsor and asset manager with $144.5 billion in AUM (15th globally) across U.S. ETFs ($88.5B), European ETPs ($53.5B), digital asset products ($0.8B), and private assets via Ceres farmland ($1.9B). Revenue ($493.8M in 2025) comes primarily from advisory fees on AUM. The company also develops tokenized real world assets and stablecoins through its WisdomTree Connect platform.