WisdomTree, Inc.

Fundamentals7.0
Price Action7.0
News Sentiment7.0
AI Rating
6.8

Key Drivers

  • Strong margins
  • Cash conversion
  • Leverage risk

AI
AI Summary

6.8

WT now looks like a genuine operating-momentum story—backed by record AUM, strong cash conversion, and improving margins—but with the stock already rerated, the key investment question is whether inflows and acquisitions can keep outpacing structural fee compression, leverage, and a premium valuation.

Momentum
Valuation
AUM‍

Price Chart

Loading chart...

Financial Metrics

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

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

7.0

Key Financial Insights:

  • Strong margins
  • Cash conversion
  • Leverage risk

WT is delivering strong margins, cash generation, and liquidity, but elevated leverage, heavy intangibles, and a premium valuation temper the investment case.

Profitability
HighLeverage

Price Behavior

7.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Higher-high trend
  • $22 support flip
  • Near-term pause

WT has been in a strong uptrend over the last month, making higher highs and higher lows and holding above $22, but the sharp run toward $22.8-$22.9 leaves it vulnerable to a near-term consolidation or pullback.

uptrend
pullback
Support Level: $21.20-$21.50
Resistance Level: $22.80-$22.90

Fast recent advance raises short-term pullback risk

Sentiment & News

7.0

Key News Insights:

  • Earnings beat
  • Record AUM
  • Flow momentum

WisdomTree's outlook is improving operationally, with an earnings beat, record AUM, and strong inflows offsetting near-term valuation pressure and geopolitical market चिंता.

EarningsBeat
ValuationRisk

The news is modestly positive for WT, as stronger fundamentals and institutional buying support the stock despite lingering valuation and macro risks