WisdomTree, Inc. (WT) — Stock Score Summary

WisdomTree, Inc. (WT) has a MoatMap StockRank of 82/100 based on Quality (70/100), Value (16/100), and Momentum (78/100) factor scores. The current signal is STRONG BUY. WisdomTree, an asset management platform focused on ETFs, is a direct beneficiary of the 'Liquidity Inflow & Risk-On Rebound' macro theme, which posits that markets underprice the extent of capital reallocation to growth assets. It operates an asset-light, high-ROIC business model with strong moats from brand, distribution, and AUM stickiness, aligning perfectly with the Terry Smith and Buffett lenses. Its quality score of 71 is solid, and its growth-at-a-reasonable-price (GARP) characteristics are supported by increasing ETF adoption and market liquidity, creating a clear asymmetric opportunity.

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.

Key Financial Metrics

Price$18.87
Market Cap$2.9B
P/E (TTM)46.93
P/E (Forward)14.64
Price/Book6.34
Return on Equity13.8%
Return on Invested Capital14.0%
Debt/Equity253.19
Gross Margin51.7%
Operating Margin38.4%
Revenue Growth47.5%
Dividend Yield0.6%
Free Cash Flow$128M

WisdomTree, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is WisdomTree, Inc.’s (WT) StockRank?
MoatMap’s StockRank for WisdomTree, Inc. (WT) is 82/100, with a Strong Buy signal. It is a composite of Quality (70), Value (16), and Momentum (78) factor ranks across MoatMap’s 19,000+ stock universe.
Does WisdomTree, Inc. have an economic moat?
WisdomTree, Inc. (WT) has a Quality factor score of 70/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is WisdomTree, Inc. a buy, hold, or sell?
MoatMap’s current signal for WisdomTree, Inc. (WT) is Strong Buy, based on a StockRank of 82/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is WisdomTree, Inc. in?
WisdomTree, Inc. (WT) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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