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WisdomTree, Inc. (WT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

WisdomTree, Inc.

WTMarket cap $3.45BPrice $23.4

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

WisdomTree builds and manages exchange-traded funds, turning niche strategies like commodities, currencies, and crypto-linked products into tradeable tickers. It was among the first to push spot Bitcoin ETFs, proving old-school asset managers can still out-innovate Silicon Valley.

In Bastion Portfolios?

52W Return+82%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+18%9

Revenue Forecast

Rev CAGR (1y)+42%10

Rev CAGR (3y)+20%9

Rev CAGR (5y)+13%8

Earnings Forecast

EPS Growth Y+1+65%10

EPS Growth Y+2+12%7

EPS Growth Y+3+14%7

Quality

Margins

EBIT Margin40%9

Net Income Margin13%7

Free Cash Flow Margin32%9

Debt

Net Debt/EBITDA2.93

Efficiency

ROE19%8

ROA6%7

Earnings Stability88

GEAR+VERY STRONG87

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)185

P/E Ratio (Forward 3y)145

P/BV8.22

EV Multiples

EV/EBITDA Fwd135

EV/EBIT Fwd145

Yield

Free Cash Flow Yield0.0%2

Dividend Yield0.5%2

Momentum

Short term

1 month return-4%5

3 month return+25%10

YTD return+93%10

Mid term

Price vs 52wHigh90%8

1 year return+72%10

Long term

3 year return+244%9

5 year return+352%10

Risk Shield

Price Risk

Beta1.42

Volatility40%4

Free Cash Flow

Free Cash Flow Margin32%9

Free Cash Flow Yield0.0%2

Quality

ROCE21%7

Earnings Stability88

Net Debt/EBITDA2.93

02Growth

Is it actually growing, and how fast?

WTWisdomTree

Revenue FY25$494M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+42%10

Revenue, next 3Y, CAGR+20%9

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+65%10

EPS growth, FY27E+12%7

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 20%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 18%/yr over the last 3 years and is set to keep growing around 20%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

WATCH

Earnings are set to grow slower than sales (EPS about 14%/yr vs revenue 20%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG94 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return+25%10

YTD return+93%10

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+72%10

3-year return+244%9

5-year return+352%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +244% over three years and +352% over five, ahead of 90% of the market.

It's up 72% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+25%) and so far this year (+93%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on WisdomTree, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

WTWisdomTree

Revenue FY25$494M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+42%10

Revenue, next 3Y, CAGR+20%9

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+65%10

EPS growth, FY27E+12%7

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 20%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 18%/yr over the last 3 years and is set to keep growing around 20%/yr.

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

WATCH

Earnings are set to grow slower than sales (EPS about 14%/yr vs revenue 20%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG94 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return+25%10

YTD return+93%10

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+72%10

3-year return+244%9

5-year return+352%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +244% over three years and +352% over five, ahead of 90% of the market.

It's up 72% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+25%) and so far this year (+93%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on WisdomTree, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community