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WisdomTree stock price, quote, forecast and news

WT
US97717P1049
A0F61X

Price

9.25
Today +/-
-0.20
Today %
-2.35 %
P

WisdomTree stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the WisdomTree stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the WisdomTree stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the WisdomTree stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze WisdomTree's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

WisdomTree Stock Price History

DateWisdomTree Price
9/6/20249.25 undefined
9/5/20249.47 undefined
9/4/20249.66 undefined
9/3/20249.74 undefined
8/30/202410.14 undefined
8/29/202410.09 undefined
8/28/202410.11 undefined
8/27/202410.36 undefined
8/26/202410.24 undefined
8/23/202410.23 undefined
8/22/20249.83 undefined
8/21/20249.71 undefined
8/20/20249.75 undefined
8/19/202410.11 undefined
8/16/20249.74 undefined
8/15/20249.98 undefined
8/14/20249.73 undefined
8/13/202410.04 undefined
8/12/20249.83 undefined

WisdomTree Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into WisdomTree, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by WisdomTree from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects WisdomTree’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of WisdomTree. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into WisdomTree’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing WisdomTree’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on WisdomTree’s growth potential.

WisdomTree Revenue, EBIT and net profit per share

DateWisdomTree RevenueWisdomTree EBITWisdomTree Net Income
2026e508.57 M undefined168.65 M undefined116.79 M undefined
2025e474.37 M undefined157.23 M undefined105.69 M undefined
2024e437.23 M undefined146.01 M undefined96.31 M undefined
2023349.04 M undefined87.49 M undefined95.06 M undefined
2022301.3 M undefined60.1 M undefined45 M undefined
2021304.3 M undefined89.1 M undefined44.3 M undefined
2020249.9 M undefined55.5 M undefined-37.9 M undefined
2019266.5 M undefined54.4 M undefined-12.6 M undefined
2018274.1 M undefined72.7 M undefined36.6 M undefined
2017228.3 M undefined53.9 M undefined27.2 M undefined
2016218.9 M undefined63.4 M undefined26.2 M undefined
2015298.9 M undefined139.4 M undefined80.1 M undefined
2014183.8 M undefined73.5 M undefined61.1 M undefined
2013149.5 M undefined51.5 M undefined51.5 M undefined
201284.8 M undefined14.4 M undefined11 M undefined
201165.2 M undefined3.3 M undefined3.1 M undefined
201041.6 M undefined-7.5 M undefined-7.5 M undefined
200922.1 M undefined-21.2 M undefined-21.2 M undefined
200822.1 M undefined-28.6 M undefined-27 M undefined
200718.2 M undefined-27.8 M undefined-25.1 M undefined
20061.7 M undefined-19.9 M undefined-19.3 M undefined
20050 undefined-4.5 M undefined-4.1 M undefined
20040 undefined-1.1 M undefined-1 M undefined

WisdomTree Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)EBIT (M)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
19891990199119921993199419951996199719981999200020012002200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e
00014613121415171600001182222416584149183298218228274266249304301349437474508
----300.0050.00116.67-7.6916.677.1413.33-5.88-----1,700.0022.22-86.3658.5429.2377.3822.8262.84-26.854.5920.18-2.92-6.3922.09-0.9915.9525.218.477.17
----50.0066.6761.5441.6735.7126.6729.4143.75-----100.00--------------------
0000248554570000-100000000000000000000
-1-10-1-1-11-3-5-8-8-6-3-1-1-4-19-27-28-21-731451731396353725455896087146157168
----100.00-25.00-16.677.69-25.00-35.71-53.33-47.06-37.50-----1,900.00-150.00-127.27-95.45-17.074.6216.6734.2339.8946.6428.9023.2526.2820.3022.0929.2819.9324.9333.4133.1233.07
-1-1-1-1-1-12-3-5-8-4-3-50-1-4-19-25-27-21-7311516180262736-12-3744459596105116
-------300.00-250.0066.6760.00-50.00-25.0066.67--300.00375.0031.588.00-22.22-66.67-142.86266.67363.6419.6131.15-67.503.8533.33-133.33208.33-218.922.27111.111.059.3810.48
-------------------------------------
-------------------------------------
0.50.60.72.52.74.36.16.26.57.99.310.48.97.920.975.378.598.5100.2103.4112135.5138139.8138.6138.8135.5136158.4151.8148.7161.3158.9170.41000
-------------------------------------
Details

Keystats

ⓘ

Revenue and Growth

The WisdomTree Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the WisdomTree is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (k)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (B)
199019911992199319941995199619971998199920002001200220042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                                 
03.41.21.726.31.53.85.66.44.71.30.57.89.657.728.117.914.115.525.641.2104.3165.3210.1151.6120.586.792.3108.3267.9258.3188.03
0.10.10.40.60.81.52.632.431.80.30000.521.52.94.85.69.317.618.227.617.721.325.826.829.531.930.535.47
0000000000000000000000000071.200000
000000000000000000000000000000000
00.10.50.80.20.20.44.20.70.910.20.10.10.10.51.40.910.61.61.31.31.72.97.85.64.63.94.14.35.16.29
0.13.62.13.1384.5118.710.37.51.80.67.99.758.731.520.31820.932.851.8123.2185.2240.6177.1154.4118.3123141.9304.1293.9229.79
000.10.10.30.40.70.60.61.71.50.20.1000.10.91.310.80.60.56.310.41211.710.79.126.323.91.120.99
00000.56.54.9002.62.70003019.413.26.77.39.11111.71423.738.555.548.328.18.614.5369.91
0000000000000000000000000018.763.660.32721.91.40
00000000000000000000000001012.1603.2603.3601.2601.2603.6605.08
0.20.10.50.40.10000000000000000001.71.71.81.885.985.985.985.985.986.84
00000.61.51.10.61.31.611.20.6000.10.50.10.10.10.100.69.614.810.61.89.28.48.29.211.111.52
0.20.10.60.51.58.46.71.21.95.95.21.40.7030.220.814.67.88.29.811.518.635.752.272.6100.6819.3812.3754.8733.8740714.34
000000.020.010.010.010.020.01000.010.010.060.050.030.030.030.040.060.140.220.290.250.260.940.940.91.041.030.94
                                                                 
011000.10.10.10.10.10.10.10.10.70.8101.11.11.21.21.31.31.41.41.41.4134.1134.2134.1134.1134.1134.07
0.65.45.989.715.613.519.527.434.234.434.234.24357.9112.10134.4149.5158.2163.7177.8184.2209.2258224.7216363.7352.7317.1289.7291.8312.44
-2.8-3.8-5.6-6.7-8.1-5.2-8.4-13.3-21.9-26.3-29.9-35.4-34.5-36.2-40.4-59.70-113.4-134.6-142.2-139.1-128-76.5-26.2-24.7-24.7-24.7-7.3-17.7-53.4-22.413.795.74
00000000-0.1-0.3000-0.4-7039.3000000-0.1-0.100.30.50.91.10.7-1.4-0.55
000000000000000000000000000000000
-2.22.61.31.31.610.55.26.35.57.74.6-1.1-0.27.111.353.439.322.11617.225.851.1109184.3234.6201.4193491470.1398.9402.1438.2541.71
0.30.30.60.61.32.52.12.12.232.51.10.40.20.75.201.21.62.32.43.34.45.155.88.28.48.910.29.39.115.77
0000000.70.80.50.70.50.30.20003.522.63.64.22.214.314.328.114.728.118.530.225.93325.238.69
0.10000000.30.11.521.10.20.50.50.48.995.15.7106.910.4101623.1213639.937.941.454.948.76
70000000000000000000000000000000000
0.10.60000000000000000000000000000059.20
1.20.90.60.61.32.52.83.22.85.252.50.80.71.25.612.412.29.311.616.612.429.129.449.143.657.362.9797483.7148.4103.22
100000000000000000000000000194.6176166.6318.6262274.89
000000000000000000000000000000000
0.30.30.91.71.73.43.32.72.23.43.11.70.60.10.100.60.60.40.30.203.779.14.94.7189.2210.2257.2233.6185.224.33
1.30.30.91.71.73.43.32.72.23.43.11.70.60.10.100.60.60.40.30.203.779.14.94.7383.8386.2423.8552.2447.2299.22
2.51.21.52.335.96.15.958.68.14.21.40.81.35.61312.89.711.916.812.432.836.458.248.562446.7465.2497.8635.9595.6402.43
000000.020.010.010.010.020.01000.010.010.060.050.030.030.030.040.060.140.220.290.250.260.940.940.91.041.030.94
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of WisdomTree provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand WisdomTree's financial health and stability.

Assets

WisdomTree's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that WisdomTree must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of WisdomTree after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into WisdomTree's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (k)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
1989199019911992199319941995199619971998199920002001200220042005200620072008200920102011201220132014201520162017201820192020202120222023
-1-1-1-1-1-12-3-5-8-4-3-51-1-4-19-25-27-21-7311516180262736-10-354950102
00000000000000000000000001,0001,0001,0001,0001,0001,000000
000000000000000000000000000000-20-10
00000010000-11000341-403-710-110-12104733514249
0000000000-3-20-201611910171414133074443223162-16-26-51
000000000000000000000000000058791210
00000000000000000000000001153314101081216
000-1003-3-5-8-7-6-2-10-2-10-9-15-152131170821555448375747755585
0000000000-1000000000000-6-4-2-1-200000-2
00000-1-411134000-1212-3213800-2-7-5-12-89-37-181-1710-99-3782
00000-1-411255000-1212-3214800-200-9-88-34-181-1711-99-3784
0000000000000000000000000000000000
0000000000000000000000000000200-21-31500-54
0040115-267500087550050-160-5-19-39-7-2-2-30-33-3-43
0040115-267500087550050-160-15-98-82-51169-43-6092-22-171
-----------------------------8.00--5.00-4.00--53.00
000000000000000000000000-10-78-43-43-19-20-20-19-19-20
003-2004-4211-1-307-757-42-1-121115636044-117-3823-2-167-8-2
-0.6-0.5-0.7-1.5-0.6-0.73.4-4.4-5.2-8.5-8.7-7.2-3.2-1-0.8-2.6-10.2-10.5-16.3-15.3213.61163.977.7152.553.846.137.457.546.67554.983.34
0000000000000000000000000000000000

WisdomTree stock margins

The WisdomTree margin analysis displays the gross margin, EBIT margin, as well as the profit margin of WisdomTree. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for WisdomTree.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the WisdomTree's sales revenue. A higher gross margin percentage indicates that the WisdomTree retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the WisdomTree's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the WisdomTree's total revenue generated. When comparing the revenue margin year over year, investors can gauge the WisdomTree's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the WisdomTree. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the WisdomTree's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

WisdomTree Margin History

WisdomTree Gross marginWisdomTree Profit marginWisdomTree EBIT marginWisdomTree Profit margin
2026e-105.88 %33.16 %22.96 %
2025e-105.88 %33.15 %22.28 %
2024e-105.88 %33.39 %22.03 %
2023-105.88 %25.07 %27.24 %
2022-105.88 %19.95 %14.94 %
2021-105.88 %29.28 %14.56 %
2020-105.88 %22.21 %-15.17 %
2019-105.88 %20.41 %-4.73 %
2018-105.88 %26.52 %13.35 %
2017-105.88 %23.61 %11.91 %
2016-105.88 %28.96 %11.97 %
2015-105.88 %46.64 %26.8 %
2014-105.88 %39.99 %33.24 %
2013-105.88 %34.45 %34.45 %
2012-105.88 %16.98 %12.97 %
2011-105.88 %5.06 %4.75 %
2010-105.88 %-18.03 %-18.03 %
2009-105.88 %-95.93 %-95.93 %
2008-105.88 %-129.41 %-122.17 %
2007-105.88 %-152.75 %-137.91 %
2006-105.88 %-1,170.59 %-1,135.29 %
2005-105.88 %0 %0 %
2004-105.88 %0 %0 %

WisdomTree Stock Sales Revenue, EBIT, Earnings per Share

The WisdomTree earnings per share therefore indicates how much revenue WisdomTree has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue WisdomTree earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates WisdomTree's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of WisdomTree’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating WisdomTree's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

WisdomTree Revenue, EBIT and net profit per share

DateWisdomTree Sales per ShareWisdomTree EBIT per shareWisdomTree Earnings per Share
2026e3.35 undefined0 undefined0.77 undefined
2025e3.12 undefined0 undefined0.7 undefined
2024e2.88 undefined0 undefined0.63 undefined
20232.05 undefined0.51 undefined0.56 undefined
20221.9 undefined0.38 undefined0.28 undefined
20211.89 undefined0.55 undefined0.27 undefined
20201.68 undefined0.37 undefined-0.25 undefined
20191.76 undefined0.36 undefined-0.08 undefined
20181.73 undefined0.46 undefined0.23 undefined
20171.68 undefined0.4 undefined0.2 undefined
20161.62 undefined0.47 undefined0.19 undefined
20152.15 undefined1 undefined0.58 undefined
20141.33 undefined0.53 undefined0.44 undefined
20131.07 undefined0.37 undefined0.37 undefined
20120.61 undefined0.1 undefined0.08 undefined
20110.48 undefined0.02 undefined0.02 undefined
20100.37 undefined-0.07 undefined-0.07 undefined
20090.21 undefined-0.21 undefined-0.21 undefined
20080.22 undefined-0.29 undefined-0.27 undefined
20070.18 undefined-0.28 undefined-0.25 undefined
20060.02 undefined-0.25 undefined-0.25 undefined
20050 undefined-0.06 undefined-0.05 undefined
20040 undefined-0.05 undefined-0.05 undefined

WisdomTree business model

Wisdom Tree Investments Inc. is a US company founded in 1988 with its headquarters in New York City. The company is listed on NASDAQ and employs around 200 employees worldwide. WisdomTree is one of the most popular companies on Eulerpool.com.

WisdomTree SWOT Analysis

Strengths

Wisdom Tree Investments Inc has a strong brand reputation in the financial industry, built on its innovative and unique approach to investing.

The company offers a wide range of exchange-traded funds (ETFs) and investment services, catering to different investor needs and preferences.

Wisdom Tree Investments Inc has a diverse and experienced management team, providing strategic guidance and expertise in the ever-changing investment landscape.

Weaknesses

The company's heavy reliance on ETFs makes it vulnerable to market fluctuations and investor sentiment.

Wisdom Tree Investments Inc may face challenges in expanding its market share, as it operates in a highly competitive industry with established players.

The company's profitability may be impacted by increasing regulatory requirements and compliance costs.

Opportunities

The growing demand for passive investment strategies presents an opportunity for Wisdom Tree Investments Inc to attract more investors seeking low-cost, index-based solutions.

Expansion into new geographical markets, such as emerging economies, can help the company diversify its revenue streams and reduce concentration risks.

Wisdom Tree Investments Inc can leverage technological advancements to enhance its digital platforms, providing investors with convenient and user-friendly investment tools.

Threats

The company faces the risk of potential market downturns, which could lead to a decrease in investment activity and decline in assets under management.

Changing regulatory landscape and government policies may pose challenges for Wisdom Tree Investments Inc's operations and product offerings.

Increased competition from both traditional asset managers and new fintech startups could potentially erode Wisdom Tree Investments Inc's market share.

WisdomTree Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

WisdomTree historical P/E ratio, EBIT, and P/S ratio.

WisdomTree shares outstanding

The number of shares was WisdomTree in 2023 — This indicates how many shares 170.413 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue WisdomTree earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates WisdomTree's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of WisdomTree’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating WisdomTree's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

WisdomTree dividend history and estimates

In 2023, WisdomTree paid a dividend amounting to 0.12 USD. Dividend means that WisdomTree distributes a portion of its profits to its owners.

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Dividend

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Dividend Overview

The dividend per year chart for WisdomTree provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify WisdomTree’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating WisdomTree's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

WisdomTree Dividend History

DateWisdomTree Dividend
2026e0.13 undefined
2025e0.13 undefined
2024e0.13 undefined
20230.12 undefined
20220.12 undefined
20210.12 undefined
20200.12 undefined
20190.12 undefined
20180.12 undefined
20170.32 undefined
20160.32 undefined
20150.49 undefined
20140.08 undefined

WisdomTree dividend payout ratio

In 2023, WisdomTree had a payout ratio of 46.49%. The payout ratio indicates the percentage of the company's profits that WisdomTree distributes as dividends.

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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for WisdomTree represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for WisdomTree could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate WisdomTree's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

WisdomTree Payout Ratio History

DateWisdomTree Payout ratio
2026e45.25 %
2025e44.65 %
2024e44.6 %
202346.49 %
202242.86 %
202144.44 %
2020-48 %
2019-150 %
201852.17 %
2017160 %
2016168.42 %
201584.48 %
201418.18 %
201346.49 %
201246.49 %
201146.49 %
201046.49 %
200946.49 %
200846.49 %
200746.49 %
200646.49 %
200546.49 %
200446.49 %
Unfortunately, there are currently no price targets and forecasts available for WisdomTree.

WisdomTree latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240.14 0.16  (10.96 %)2024 Q2
3/31/20240.11 0.12  (8.4 %)2024 Q1
12/31/20230.11 0.11  (3.87 %)2023 Q4
9/30/20230.1 0.1  (-2.34 %)2023 Q3
6/30/20230.09 0.09  (3.09 %)2023 Q2
3/31/20230.05 0.07  (31.09 %)2023 Q1
12/31/20220.04 0.04  (-5.66 %)2022 Q4
9/30/20220.06 0.06  (-1.32 %)2022 Q3
6/30/20220.07 0.07  (-3.58 %)2022 Q2
3/31/20220.09 0.09  (5.14 %)2022 Q1
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Eulerpool ESG Scorecard© for the WisdomTree stock

Eulerpool World ESG Rating (EESG©)

46/ 100

🌱 Environment

23

👫 Social

80

🏛️ Governance

36

Environment

Scope 1 - Direct Emissions
—
Scope 2 - Indirect emissions from purchased energy
—
Scope 3 - Indirect emissions within the value chain
—
Total CO₂ emissions
—
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
❌
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
❌

Social

Percentage of female employees—
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content❌
Alcohol❌
Weapons—
Firearms
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Gambling❌
Military contracts❌
Human rights concept✅
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement❌
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

WisdomTree list of shareholders

%
Name
Stocks
Change
Date
9.60 % The Vanguard Group, Inc.14,582,267-240,09512/31/2023
8.89 % ArrowMark Colorado Holdings, LLC13,495,079-794,76012/31/2023
6.04 % Steinberg (Jonathan Lawrence)9,173,636303,7812/13/2024
5.13 % Azora Capital LP7,793,321268,27712/31/2023
3.43 % Steinhardt (Michael H)5,206,144-3,763,29712/31/2023
3.29 % State Street Global Advisors (US)4,988,915-99,00512/31/2023
3.27 % MFS Investment Management4,966,5514,16212/31/2023
2.63 % Dimensional Fund Advisors, L.P.3,998,260294,06012/31/2023
2.57 % Wellington Management Company, LLP3,897,242141,35412/31/2023
11.31 % BlackRock Institutional Trust Company, N.A.17,180,298137,02812/31/2023
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WisdomTree Executives and Management Board

Mr. Jonathan Steinberg58
WisdomTree Chief Executive Officer, Director (since 1988)
Compensation 5.45 M
Mr. R. Jarrett Lilien61
WisdomTree President, Chief Operating Officer (since 2008)
Compensation 3.27 M
Mr. Peter Ziemba65
WisdomTree Senior Advisor to the Chief Executive Officer, Chief Administrative Officer (since 1996)
Compensation 1.6 M
Mr. Alexis Marinof48
WisdomTree Head of WisdomTree Europe
Compensation 1.33 M
Mr. Bryan Edmiston47
WisdomTree Chief Financial Officer
Compensation 1.15 M
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Most common questions regarding WisdomTree

What values and corporate philosophy does WisdomTree represent?

Wisdom Tree Investments Inc represents values of innovation, expertise, and client-centricity. As a leading stock investment firm, Wisdom Tree is committed to delivering unique and intelligence-driven strategies that drive client success. Their corporate philosophy revolves around providing innovative investment solutions and superior client service. Wisdom Tree Investments Inc focuses on creating value for their clients by actively managing risks and identifying opportunities to generate consistent returns. Through their commitment to research, technology, and industry expertise, Wisdom Tree Investments Inc aims to empower investors with diverse and efficient investment strategies.

In which countries and regions is WisdomTree primarily present?

Wisdom Tree Investments Inc is primarily present in the United States, with its headquarters in New York City. As a leading global asset management company, it has expanded its footprint across various regions and countries. Wisdom Tree Investments Inc also has significant operations in Canada and Europe, with offices in Toronto and London respectively. With its extensive range of ETFs (Exchange-Traded Funds), Wisdom Tree Investments Inc has gained recognition as a global leader in the investment management industry.

What significant milestones has the company WisdomTree achieved?

Some significant milestones achieved by WisdomTree Investments Inc include the launch of innovative exchange-traded funds (ETFs) like the WisdomTree Japan Hedged Equity Fund, which revolutionized currency hedging in the investment market. The company's financial strength and management expertise have led to increased assets under management, reaching billions of dollars. WisdomTree Investments Inc has also received numerous industry accolades, further highlighting its commitment to excellence. Continuously expanding its product offerings and global reach, WisdomTree Investments Inc has solidified its position as a leader in the investment industry, providing investors with unique and innovative solutions.

What is the history and background of the company WisdomTree?

Wisdom Tree Investments Inc. is a renowned financial firm founded in 1985. Headquartered in New York City, the company focuses on providing innovative investment solutions to investors worldwide. Wisdom Tree is recognized as a pioneer of smart beta investing and has revolutionized the exchange-traded fund (ETF) industry. With a deep understanding of market dynamics, the company offers a wide range of ETFs, spanning various asset classes and investment strategies. Wisdom Tree is committed to delivering value to its clients by combining disciplined investment approaches, comprehensive research, and reliable risk management practices. Over the years, Wisdom Tree Investments Inc. has established a strong reputation as a leader in the investment management industry.

Who are the main competitors of WisdomTree in the market?

Some of the main competitors of Wisdom Tree Investments Inc in the market include BlackRock Inc, State Street Corporation, and Invesco Ltd. These companies are prominent players in the asset management industry and offer a range of investment products and services, just like Wisdom Tree Investments Inc.

In which industries is WisdomTree primarily active?

Wisdom Tree Investments Inc is primarily active in the financial services industry. They specialize in exchange-traded funds (ETFs) and provide investment strategies and services to institutional and individual investors. With a focus on innovative and differentiated products, Wisdom Tree offers ETFs that cover various asset classes, including equities, fixed income, currencies, and alternatives. The company aims to provide investors with efficient access to different market segments and investment strategies. As a leading player in the ETF space, Wisdom Tree Investments Inc continues to redefine the investment landscape and cater to the evolving needs of investors in the financial services industry.

What is the business model of WisdomTree?

The business model of Wisdom Tree Investments Inc revolves around providing innovative and specialized exchange-traded funds (ETFs) to investors. As a leading asset management company, Wisdom Tree aims to offer unique investment opportunities through its range of ETFs, targeting various asset classes and markets. With a focus on smart beta and currency strategies, Wisdom Tree leverages its expertise to design ETFs that aim to deliver superior risk-adjusted returns. By combining differentiated investment approaches and a commitment to investor education, Wisdom Tree seeks to empower individuals and institutions with investment solutions that align with their financial goals.

What is the P/E ratio of WisdomTree 2024?

The WisdomTree P/E ratio is 16.37.

What is the P/S ratio of WisdomTree 2024?

The WisdomTree P/S ratio is 3.61.

What is the AlleAktien quality score of WisdomTree?

The AlleAktien quality score for WisdomTree is 7/10.

What is the revenue of WisdomTree 2024?

The expected WisdomTree revenue is 437.23 M USD.

How high is the profit of WisdomTree 2024?

The expected WisdomTree profit is 96.31 M USD.

What is the business model of WisdomTree

Wisdom Tree Investments Inc. is a US-based publicly traded asset manager specializing in the development and management of investment funds. The company was founded in 2006 and is headquartered in New York City. Its business model focuses on offering a variety of investment funds and ETFs that are oriented towards specialized investment strategies such as dividend and currency strategies, as well as investments in emerging markets and alternative investments. The company also provides other products such as investment tools that allow investors to plan and manage their investment strategies. Wisdom Tree specializes in bond fund management, investing in a variety of bonds such as government bonds, corporate bonds, and high-yield bonds. It also offers ETFs tracking various indices and alternative investments like gold, commodity, and real estate ETFs. The company operates globally, offering its investment products in Europe, Asia, and Australia. Overall, Wisdom Tree is a specialist in passive investment strategies and ETFs, providing investors with a wide range of investment instruments.

What is the WisdomTree dividend?

WisdomTree pays a dividend of 0.12 USD distributed over payouts per year.

How often does WisdomTree pay dividends?

The dividend cannot currently be calculated for WisdomTree or the company does not pay out a dividend.

What is the WisdomTree ISIN?

The ISIN of WisdomTree is US97717P1049.

What is the WisdomTree WKN?

The WKN of WisdomTree is A0F61X.

What is the WisdomTree ticker?

The ticker of WisdomTree is WT.

How much dividend does WisdomTree pay?

Over the past 12 months, WisdomTree paid a dividend of 0.12 USD . This corresponds to a dividend yield of about 1.3 %. For the coming 12 months, WisdomTree is expected to pay a dividend of 0.13 USD.

What is the dividend yield of WisdomTree?

The current dividend yield of WisdomTree is 1.3 %.

When does WisdomTree pay dividends?

WisdomTree pays a quarterly dividend. This is distributed in the months of December, March, June, September.

How secure is the dividend of WisdomTree?

WisdomTree paid dividends every year for the past 13 years.

What is the dividend of WisdomTree?

For the upcoming 12 months, dividends amounting to 0.13 USD are expected. This corresponds to a dividend yield of 1.37 %.

In which sector is WisdomTree located?

WisdomTree is assigned to the 'Finance' sector.

Wann musste ich die Aktien von WisdomTree kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of WisdomTree from 8/21/2024 amounting to 0.03 USD, you needed to have the stock in your portfolio before the ex-date on 8/7/2024.

When did WisdomTree pay the last dividend?

The last dividend was paid out on 8/21/2024.

What was the dividend of WisdomTree in the year 2023?

In the year 2023, WisdomTree distributed 0.12 USD as dividends.

In which currency does WisdomTree pay out the dividend?

The dividends of WisdomTree are distributed in USD.

All fundamentals about WisdomTree

Our stock analysis for WisdomTree Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of WisdomTree Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.