📊 WT Key Takeaways
Is WisdomTree, Inc. (WT) a Good Investment?
WisdomTree is currently unprofitable with -$23.1M net income and negative returns (ROE: -4.9%, ROA: -1.3%) despite solid operating income of $59.4M. While net losses are improving dramatically YoY (+117.4%) and the company generates positive free cash flow of $17.9M, persistent revenue stagnation (0.0% growth) and a critically low cash position of $40K relative to $1.8B in assets signal fundamental financial stress.
Why Buy WisdomTree, Inc. Stock? WT Key Strengths
- Operating income of $59.4M with healthy 37.2% operating margin demonstrating core business viability
- Strong liquidity metrics with 4.57x current ratio and exceptional 252.6x interest coverage ratio
- Positive free cash flow of $17.9M and significant net loss improvement trend of +117.4% YoY
WT Stock Risks: WisdomTree, Inc. Investment Risks
- Currently unprofitable with -$23.1M net income and negative shareholder returns (ROE -4.9%, ROA -1.3%)
- Dangerously low cash reserves of only $40K against $1.8B asset base and $274.5M long-term debt obligations
- Stalled revenue growth at 0.0% YoY indicating business stagnation and lack of asset flow growth in competitive asset management sector
Key Metrics to Watch
- Quarterly path to sustainable net profitability and positive earnings per share
- Revenue growth inflection and total assets under management trends
- Cash position restoration and debt-to-equity ratio management
WisdomTree, Inc. (WT) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Strong liquidity with a 4.57x current ratio provides a solid financial cushion.
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. has mixed fundamental signals 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 |
|---|---|---|---|
| Q1 2026 | $108.1M | -$23.1M | $0.17 |
| 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 SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.
What are WT's key strengths?
Claude: Operating income of $59.4M with healthy 37.2% operating margin demonstrating core business viability. Strong liquidity metrics with 4.57x current ratio and exceptional 252.6x interest coverage ratio.
What are the risks of investing in WT?
Claude: Currently unprofitable with -$23.1M net income and negative shareholder returns (ROE -4.9%, ROA -1.3%). Dangerously low cash reserves of only $40K against $1.8B asset base and $274.5M long-term debt obligations.
What is WT's revenue and growth?
WisdomTree, Inc. reported revenue of $159.5M.
Does WT pay dividends?
WisdomTree, Inc. pays dividends, with $4.7M 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 $-0.17.
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 May 2026, WisdomTree, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is WT stock overvalued or undervalued?
Valuation metrics for WT: ROE of -4.9% (sector avg: 12%), net margin of -14.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.
Should I buy WT stock in 2026?
Our dual AI analysis gives WisdomTree, Inc. a combined SELL 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 $18.0M, with capital expenditures of $28.0K. FCF margin is 11.2%.
How does WT compare to other Finance stocks?
Vs Finance sector averages: Net margin -14.5% (avg: 25%), ROE -4.9% (avg: 12%), current ratio 4.57 (avg: 1.2).