Wisdomtree Stock Analysis
| WT Stock | 13.43 0.09 0.67% |
WisdomTree is fairly valued with Real Value of 12.91 and Target Price of 11.35. The main objective of WisdomTree stock analysis is to determine its intrinsic value, which is an estimate of what WisdomTree is worth, separate from its market price. There are two main types of WisdomTree's stock analysis: fundamental analysis and technical analysis.
The WisdomTree stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. WisdomTree is usually not traded on Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day. WisdomTree Stock trading window is adjusted to America/New York timezone.
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WisdomTree Stock Analysis Notes
About 13.0% of the company outstanding shares are owned by insiders. The book value of WisdomTree was at this time reported as 2.91. The company last dividend was issued on the 14th of May 2025. For more information please call Jonathan Steinberg at 212-801-2080 or visit https://www.wisdomtree.com.WisdomTree Quarterly Total Revenue |
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WisdomTree Investment Alerts
| WisdomTree is showing solid risk-adjusted performance over 90 days | |
| Over 96.0% of the company outstanding shares are owned by institutional investors | |
| On 28th of May 2025 WisdomTree paid 0.03 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Are You Looking for a Top Momentum Pick Why WisdomTree, Inc. is a Great Choice |
WisdomTree Upcoming and Recent Events
| 2nd of February 2024 Upcoming Quarterly Report | View | |
| 26th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 2nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
WisdomTree Largest EPS Surprises
Earnings surprises can significantly impact WisdomTree's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2011-04-27 | 2011-03-31 | 0.01 | 0.0012 | -0.0088 | 88 | ||
2024-02-02 | 2023-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2023-07-28 | 2023-06-30 | 0.08 | 0.09 | 0.01 | 12 |
WisdomTree Environmental, Social, and Governance (ESG) Scores
WisdomTree's ESG score is a quantitative measure that evaluates WisdomTree's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of WisdomTree's operations that may have significant financial implications and affect WisdomTree's stock price as well as guide investors towards more socially responsible investments.
WisdomTree Thematic Classifications
In addition to having WisdomTree stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | TradingUSA Equities from Trading industry as classified by Fama & French |
WisdomTree Stock Institutional Investors
Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Principal Financial Group Inc | 2025-03-31 | 743.7 K |
WisdomTree Market Capitalization
The company currently falls under 'Mid-Cap' category with a market capitalization of 1.9 B.WisdomTree Profitablity
The company has Net Profit Margin (PM) of 0.16 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.32 %, which signifies that for every $100 of sales, it has a net operating income of $0.32.Management Efficiency
WisdomTree has Return on Asset (ROA) of 0.0918 % which means that for every $100 of assets, it generated a profit of $0.0918. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1425 %, which means that it produced $0.1425 on every 100 dollars invested by current stockholders. WisdomTree's management efficiency ratios could be used to measure how well WisdomTree manages its routine affairs as well as how well it operates its assets and liabilities.Understanding the operational decisions made by WisdomTree management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Technical Drivers
As of the 23rd of July, WisdomTree maintains the Mean Deviation of 1.27, downside deviation of 1.42, and Market Risk Adjusted Performance of 0.6546. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of WisdomTree, as well as the relationship between them.WisdomTree Price Movement Analysis
The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to WisdomTree price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator.
WisdomTree Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WisdomTree insiders, such as employees or executives, is commonly permitted as long as it does not rely on WisdomTree's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WisdomTree insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
WisdomTree Outstanding Bonds
WisdomTree issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WisdomTree uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WisdomTree bonds can be classified according to their maturity, which is the date when WisdomTree has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
WisdomTree Predictive Daily Indicators
WisdomTree intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WisdomTree stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
WisdomTree Corporate Filings
8K | 20th of June 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 18th of June 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 15th of May 2025 Other Reports | ViewVerify | |
10Q | 9th of May 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 2nd of May 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 30th of April 2025 Other Reports | ViewVerify | |
| 29th of April 2025 Other Reports | ViewVerify | |
| 8th of April 2025 Other Reports | ViewVerify |
WisdomTree Forecast Models
WisdomTree's time-series forecasting models are one of many WisdomTree's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WisdomTree's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Current WisdomTree Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. WisdomTree analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. WisdomTree analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
| Target Price | Advice | # of Analysts | |
| 11.35 | Buy | 6 | Odds |
Most WisdomTree analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand WisdomTree stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of WisdomTree, talking to its executives and customers, or listening to WisdomTree conference calls.
WisdomTree Stock Analysis Indicators
WisdomTree stock analysis indicators help investors evaluate how WisdomTree stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading WisdomTree shares will generate the highest return on investment. By understating and applying WisdomTree stock analysis, traders can identify WisdomTree position entry and exit signals to maximize returns.
| Begin Period Cash Flow | 129.3 M | |
| Long Term Debt | 512 M | |
| Common Stock Shares Outstanding | 149.3 M | |
| Total Stockholder Equity | 400 M | |
| Total Cashflows From Investing Activities | -23.9 M | |
| Tax Provision | 28.7 M | |
| Quarterly Earnings Growth Y O Y | 0.259 | |
| Property Plant And Equipment Net | 1.2 M | |
| Cash And Short Term Investments | 181.2 M | |
| Cash | 181.2 M | |
| Accounts Payable | 22.1 M | |
| Net Debt | 331.7 M | |
| 50 Day M A | 10.6126 | |
| Total Current Liabilities | 109.2 M | |
| Other Operating Expenses | 290.4 M | |
| Non Current Assets Total | 715.2 M | |
| Forward Price Earnings | 18.7266 | |
| Non Currrent Assets Other | 631 K | |
| Stock Based Compensation | 20.7 M |
Additional Tools for WisdomTree Stock Analysis
When running WisdomTree's price analysis, check to measure WisdomTree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.