Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WT
BuyPremium GrowerWisdomTree, Inc. · Financial Services · United States · $3.7B · 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% | 609.7M | 700.6M | 772.6M | 25.1% |
| EPS | 0.31 | 0.66 | 0.34 | 0.77 | 35.4% | 0.55 | 1.08 | 1.19 | 24.2% |
| Shares | 146.5M | 150.3M | 146.1M | 140.7M | -4.0% | 151.5M | — | — | — |
| Debt | 322.7M | 275.5M | 512.9M | 956.6M | 43.7% | 1.1B | — | — | — |
| Equity | 305.6M | 409.1M | 400.0M | 413.7M | 10.6% | — | — | — | — |
| Op CF | 55.1M | 85.6M | 113.5M | 147.9M | 39.0% | 196.2M | — | — | — |
| 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) | $3.7B | 70 | Buy |
| AAMI | Acadian Asset Management Inc. | $3.4B | 68 | Buy |
| DNP | DNP Select Income Fund Inc. | $4.1B | 68 | Buy |
| ADX | Adams Diversified Equity Fund, Inc. | $3.2B | 65 | Buy |
| GQG.AX | GQG Partners Inc. | $2.8B | 75 | Buy |
| CSQ | Calamos Strategic Total Return Fund | $3.4B | 57 | Hold |
| BSTZ | BlackRock Science and Technology Term Trust | $2.2B | 75 | Buy |
| HTGC | Hercules Capital, Inc. | $3.3B | 84 | Strong Buy |
| TY | Tri-Continental Corporation | $1.9B | 67 | Buy |
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund | $2.2B | 64 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%