WisdomTree Inc WT

Morningstar Rating
$10.08 +0.06 (0.60%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

WT is trading at a 389% premium.
Price
$10.03
Fair Value
$53.79
Uncertainty
High
1-Star Price
$48.65
5-Star Price
$3.76
Economic Moat
Rfwln
Capital Allocation

News

Trading Information

Previous Close Price
$10.02
Day Range
$9.9410.18
52-Week Range
$6.0612.02
Bid/Ask
$9.81 / $10.32
Market Cap
$1.53 Bil
Volume/Avg
795,896 / 1.6 Mil

Key Statistics

Price/Earnings (Normalized)
20.60
Price/Sales
4.47
Dividend Yield (Trailing)
1.19%
Dividend Yield (Forward)
1.19%
Total Yield
1.70%

Company Profile

WisdomTree Inc is a financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, and solutions. It offers a broad range of ETFs and exchange-traded products (ETPs). The firm also engages in developing next-generation digital products and structures, including digital funds and tokenized assets, as well as its blockchain-native digital wallet, WisdomTree Prime.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Core
Total Number of Employees
279

Comparables

Valuation

Metric
WT
RPL
01973
Price/Earnings (Normalized)
20.6010.49
Price/Book Value
3.441.510.27
Price/Sales
4.475.3087.07
Price/Cash Flow
31.04
Price/Earnings
WT
RPL
01973

Financial Strength

Metric
WT
RPL
01973
Quick Ratio
2.733.27
Current Ratio
3.013.27
Interest Coverage
7.20−12.80
Quick Ratio
WT
RPL
01973

Profitability

Metric
WT
RPL
01973
Return on Assets (Normalized)
8.09%8.76%−0.46%
Return on Equity (Normalized)
17.34%10.32%−1.09%
Return on Invested Capital (Normalized)
11.79%−0.18%
Return on Assets
WT
RPL
01973

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
VwjchjgycWsnk$140.0 Bil
Blackstone Inc
BX
YhxqfwshhZdzzrx$118.6 Bil
KKR & Co Inc Ordinary Shares
KKR
JngrbrvcWsvbq$117.3 Bil
Ameriprise Financial Inc
AMP
LxrpvlgggLkfcwg$46.0 Bil
State Street Corp
STT
WnhwhztYvhp$26.3 Bil
Raymond James Financial Inc
RJF
XxljkwndqSxmwdz$25.2 Bil
T. Rowe Price Group Inc
TROW
WqkgkztgxlFnvncs$24.4 Bil
Northern Trust Corp
NTRS
FdpzvhtvrsLjnr$18.2 Bil
The Carlyle Group Inc
CG
LfqhctyssWtxsdx$15.5 Bil
Franklin Resources Inc
BEN
RltgbrnkGgnst$10.9 Bil

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