WT

Based on WisdomTree, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

What does WisdomTree do?

WisdomTree sponsors and manages a range of exchange-traded funds across equities, fixed income, currencies, and alternatives. The company also licenses its fundamentally weighted indexes to third parties and runs a platform to distribute its ETFs through 401(k) retirement plans. Investment advisory services are an additional part of the business.

Does WT pay dividends?

Yes, WisdomTree pays a regular dividend. The company's asset-light, fee-based model supports returning a portion of earnings to shareholders. Income-oriented investors should review the current yield and payout history on WisdomTree's investor relations page, keeping in mind the Weak Risk pillar rating.

When does WT report earnings?

WisdomTree reports on a standard quarterly cadence. Specific dates are not covered by our data source. For upcoming earnings dates and recent results, check WisdomTree's investor relations page or a financial calendar service.

Is WT a good stock to buy?

UQS Score rates WT as Good overall. The Strong Quality and Growth pillars are positives, but the Weak Moat and Weak Risk pillars introduce meaningful uncertainty. Whether WT fits a particular portfolio depends on individual risk tolerance and investment goals — the full pillar breakdown is available to Pro members.

Is WT overvalued?

The UQS Valuation pillar for WT is rated Good, suggesting the stock is not trading at an extreme premium relative to its fundamentals. That said, valuation is one of five pillars — investors should weigh it alongside the Weak Moat and Risk ratings for a complete picture.

How does WT compare to its competitors?

WisdomTree's ETF sponsorship and index licensing model differs meaningfully from peers like Oaktree, which focuses on credit strategies, and Brookfield Business Corporation, which operates as a private equity vehicle. WisdomTree's retail-facing ETF distribution gives it a distinct revenue profile among this group.

What is WT's market cap bracket?

WisdomTree is classified as a mid-cap company. This places it in a tier that typically offers more growth potential than large-caps but with greater volatility and less financial scale than the largest asset managers in the sector.

Who founded WisdomTree?

WisdomTree was founded in 1993. Detailed founding history, including the names of founders, is widely available through public sources and the company's own corporate history disclosures.

Is WT a long-term quality investment?

From a long-term quality standpoint, WT's Strong Quality and Strong Growth pillars are encouraging signals. However, the Weak Moat rating raises questions about durable competitive advantage over a multi-year horizon. Long-term investors should weigh these factors carefully — the full UQS analysis is available to Pro members.

What is the main competitive advantage of WisdomTree?

WisdomTree's primary differentiator is its fundamentally weighted index methodology, which underpins both its own ETFs and its third-party licensing business. However, the UQS Moat pillar rates this advantage as Weak, reflecting the intense competition from larger, lower-cost ETF providers in the industry.

What sector does WT belong to?

WisdomTree operates in the Financial Services sector, specifically within the asset management and ETF sponsorship industry. Investors comparing WT to sector peers should note that its ETF-centric model differs from traditional active fund managers or diversified financial conglomerates.

Is WT a growth stock or value stock?

Based on its UQS pillar profile, WT leans toward a growth-oriented classification — the Growth pillar is rated Strong. The Valuation pillar is rated Good rather than Attractive, suggesting the market already prices in some of that growth without reaching deep-value territory.

WisdomTree, Inc. shows solid profitability with healthy returns on capital and reasonable margins.

WisdomTree, Inc. is growing rapidly with strong revenue and earnings expansion.

WisdomTree, Inc. has some risk factors including moderate leverage or solvency concerns.

WisdomTree, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.

WisdomTree, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for WT.

The UQS (Unified Quality Score) for WisdomTree, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses WisdomTree, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether WisdomTree, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.