📊 WT Key Takeaways
Is WisdomTree, Inc. (WT) a Good Investment?
WisdomTree demonstrates exceptional operational profitability and cash generation with 35.3% operating margins and $147.7M in free cash flow (29.9% FCF margin), delivering 26.4% ROE on a fortress balance sheet. However, revenue and net income growth remain stagnant (0-0.7% YoY), indicating a mature asset management business facing competitive or cyclical headwinds that warrant monitoring.
Why Buy WisdomTree, Inc. Stock? WT Key Strengths
- Exceptional profitability margins (35.3% operating, 22.1% net) with strong operational efficiency
- Outstanding free cash flow generation ($147.7M annually, 29.9% FCF margin) with minimal capex requirements
- Superior returns on capital (26.4% ROE, 7.2% ROA) demonstrating effective capital deployment
- Fortress balance sheet with conservative leverage (0.66x debt/equity) and exceptional interest coverage (97.8x)
- Strong liquidity position (1.75x current ratio) providing financial stability
WT Stock Risks: WisdomTree, Inc. Investment Risks
- Revenue stagnation (0% YoY) indicates potential market saturation or structural headwinds in asset management industry
- Net income growth essentially flat (0.7% YoY) despite strong margins suggests operational challenges
- Low absolute cash position ($38.9M) relative to $1.5B total assets may limit strategic flexibility and M&A capacity
- Asset management business model highly sensitive to market conditions, investor flows, and asset valuations
- Share buyback-driven EPS growth (127% increase) may mask underlying operational challenges and sustainability concerns
Key Metrics to Watch
- Revenue and AUM trends - critical to determine if stagnation reflects cyclical trough or structural industry shift
- Operating cash flow consistency - monitor whether FCF generation remains robust under various market conditions
- Fee margin trends - assess pricing power and competitive positioning in asset management
- Capital allocation strategy - monitor if buyback pace is sustainable given zero organic growth environment
WisdomTree, Inc. (WT) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 29.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.
WT Profit Margin, ROE & Profitability Analysis
WT vs Finance Sector: How WisdomTree, Inc. Compares
How WisdomTree, Inc. compares to Finance sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is WisdomTree, Inc. Stock Overvalued? WT Valuation Analysis 2026
Based on fundamental analysis, WisdomTree, Inc. appears fundamentally strong relative to the Finance sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
WisdomTree, Inc. Balance Sheet: WT Debt, Cash & Liquidity
WT Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: WisdomTree, Inc.'s revenue has grown significantly by 118% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.64 reflects profitable operations.
WT Revenue Growth, EPS Growth & YoY Performance
WT Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $113.2M | -$4.5M | $-0.13 |
| Q2 2025 | $107.0M | $21.8M | $0.13 |
| Q2 2024 | $159.6M | $21.8M | $0.13 |
| Q1 2019 | $58.5M | $8.8M | $0.05 |
| Q3 2018 | $57.3M | $8.0M | $0.06 |
| Q2 2018 | $55.9M | $12.1M | $0.09 |
| Q1 2018 | $58.8M | $6.9M | $0.05 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
WisdomTree, Inc. Dividends, Buybacks & Capital Allocation
WT SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for WisdomTree, Inc. (CIK: 0000880631)
📋 Recent SEC Filings
❓ Frequently Asked Questions about WT
What is the AI rating for WT?
WisdomTree, Inc. (WT) has an AI rating of BUY with 68% confidence, based on fundamental analysis of SEC EDGAR filings.
What are WT's key strengths?
Claude: Exceptional profitability margins (35.3% operating, 22.1% net) with strong operational efficiency. Outstanding free cash flow generation ($147.7M annually, 29.9% FCF margin) with minimal capex requirements.
What are the risks of investing in WT?
Claude: Revenue stagnation (0% YoY) indicates potential market saturation or structural headwinds in asset management industry. Net income growth essentially flat (0.7% YoY) despite strong margins suggests operational challenges.
What is WT's revenue and growth?
WisdomTree, Inc. reported revenue of $493.8M.
Does WT pay dividends?
WisdomTree, Inc. pays dividends, with $17.3M distributed to shareholders in the trailing twelve months.
Where can I find WT SEC filings?
Official SEC filings for WisdomTree, Inc. (CIK: 0000880631) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is WT's EPS?
WisdomTree, Inc. has a diluted EPS of $0.75.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is WT a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, WisdomTree, Inc. has a BUY rating with 68% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is WT stock overvalued or undervalued?
Valuation metrics for WT: ROE of 26.4% (sector avg: 12%), net margin of 22.1% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.
Should I buy WT stock in 2026?
Our dual AI analysis gives WisdomTree, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is WT's free cash flow?
WisdomTree, Inc.'s operating cash flow is $147.9M, with capital expenditures of $215.0K. FCF margin is 29.9%.
How does WT compare to other Finance stocks?
Vs Finance sector averages: Net margin 22.1% (avg: 25%), ROE 26.4% (avg: 12%), current ratio 1.75 (avg: 1.2).
Why is WT's return on equity (ROE) so high?
WisdomTree, Inc. has a return on equity of 26.4%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 22.1% net margin.