Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WT
HOLDWisdomTree, Inc. · Financial Services · United States · $3.0B · Avg Vol: $61M/d
COMPANY DESCRIPTION
WisdomTree, Inc. is an exchange-traded fund (ETF) sponsor and asset manager, offering a wide array of differentiated ETFs across various asset classes. The company is known for its innovative, fundamentally weighted indexing and targeted niche strategies, providing diversification beyond traditional market-cap weighted indices. WisdomTree is a significant player in the ETF industry, particularly recognized for its smart beta and thematic funds.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 301.3M | 349.0M | 427.7M | 493.8M | 17.9% | 545.1M | 691.4M | 764.3M | 24.4% |
| EPS | 0.31 | 0.66 | 0.34 | 0.77 | 35.4% | 0.41 | 1.03 | 1.15 | 22.3% |
| Shares | 146.5M | 150.3M | 146.1M | 140.7M | -4.0% | 152.9M | — | — | — |
| Debt | 322.7M | 275.5M | 512.9M | 956.6M | 43.7% | 1.2B | — | — | — |
| Equity | 305.6M | 409.1M | 400.0M | 413.7M | 10.6% | — | — | — | — |
| Op CF | 55.1M | 85.6M | 113.5M | 147.9M | 39.0% | 159.5M | — | — | — |
| Inv CF | -37.7M | 82.0M | -23.9M | -313.0M | — | — | — | — | — |
| Fin CF | -22.8M | -171.6M | -36.0M | 289.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of WT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WT | WisdomTree, Inc.(you) | $3.0B | 57 | HOLD |
| UTF | Cohen & Steers Infrastructure Fund, Inc | $3.1B | 60 | HOLD |
| CSQ | Calamos Strategic Total Return Fund | $3.2B | 53 | HOLD |
| GBDC | Golub Capital BDC, Inc. | $3.3B | 53 | HOLD |
| JPC | Nuveen Preferred & Income Opportunities Fund | $2.9B | 51 | HOLD |
| CNS | Cohen & Steers, Inc. | $4.2B | 58 | HOLD |
| NZF | Nuveen Municipal Credit Income Fund | $2.4B | 53 | HOLD |
| AB | AllianceBernstein Holding L.P. | $3.3B | 51 | HOLD |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | $3.4B | 51 | HOLD |
| UTG | Reaves Utility Income Fund | $3.7B | 52 | HOLD |
Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%