WisdomTree, Inc.
WisdomTree, Inc.
Your view on WT
Overview
What the company does, where it operates, and who runs it.
About WisdomTree, Inc.
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Jonathan Laurence Steinberg
- Headquarters
- 245 Park Avenue, New York City, NY, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Jonathan Laurence Steinberg
- Headquarters
- 245 Park Avenue, New York City, NY, US
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.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for WisdomTree, Inc., and the rating behind it. WT last traded at $23.93, 42.8× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for WisdomTree, Inc.. Starting points for WisdomTree, Inc.: P/E 42.8, EPS $0.56, beta 1.20 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for WisdomTree, Inc.. WisdomTree, Inc. paid $0.12 per share over the last year — a 0.5% yield at the current $23.93 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for WisdomTree, Inc.. Trailing twelve-month EPS for WisdomTree, Inc. stands at $0.56. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for WisdomTree, Inc.. WisdomTree, Inc. has reported as a listed company since 1993. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
WisdomTree, Inc. valued side by side against its closest peers. WisdomTree, Inc. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold WisdomTree, Inc., and how their positions are changing. At a $3.66B market value, institutional positions materially move WisdomTree, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by WisdomTree, Inc. executives and directors. Shares of WisdomTree, Inc. have traded between $7.47 and $14.96 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming WisdomTree, Inc.. WisdomTree, Inc. is a $3.66B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming WisdomTree, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for WisdomTree, Inc.. Coverage tracks WisdomTree, Inc. within Asset Management (Financial Services). Press releases and market coverage, newest first.