WisdomTree, Inc.

Fundamentals5.5
Price Action6.0
News Sentiment6.5
AI Rating
5.8

Key Drivers

  • Cash generation
  • Margin collapse
  • Debt burden

AI
AI Summary

5.8

WT is evolving from a commoditized ETF manager into a broader financial platform with promising niches like thematic products, tokenization, and Atlantic House, but the latest quarterly loss and rising leverage make it a show-me story where execution and sustained cash generation must validate the growth premium.

PlatformShift
ExecutionRisk
Liquidity‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

5.5

Key Financial Insights:

  • Cash generation
  • Margin collapse
  • Debt burden

WT delivered strong FY2025 profitability and cash flow with solid dividend coverage, but the latest quarter swung to a loss amid rising debt, making execution risk higher and the valuation look stretched.

CashFlow
Risk

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Higher highs
  • Support holding
  • Near resistance

WT has turned into a constructive short-term uptrend over the last month, with buyers defending $18.7 while price tests $19.8-$20.0, though the rally looks a bit stretched.

bullish
watchlist
Support Level: $18.7
Resistance Level: $19.8-$20.0

Fast rally from the 2026-04-29 low to a new short-term high on 2026-05-14, followed by a mild pullback

Sentiment & News

6.5

Key News Insights:

  • Earnings Beat
  • ETF Expansion
  • Tokenized Treasury

WisdomTree is showing solid earnings momentum and aggressive expansion through acquisitions, new thematic ETF launches, and tokenized treasury initiatives.

Earnings
Expansion

The news points to constructive operational growth and product diversification, though valuation concerns may temper near-term upside