WisdomTree, Inc.

Fundamentals5.0
Price Action6.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • Cash Conversion
  • Leverage Risk
  • Intangible Overhang

AI
AI Summary

6.0

WT should be viewed as a strategic transition play—not a plain ETF manager—where the upside depends on proving that digital assets/tokenization and thematic launches can drive durable AUM and better fees fast enough to offset persistent fee compression, leverage, and volatile earnings.

Transformation‍
FeeCompression
AUMGrowth

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

5.0

Key Financial Insights:

  • Cash Conversion
  • Leverage Risk
  • Intangible Overhang

WT remains fundamentally strong on full-year profitability and cash generation, but the latest quarter showed a net loss amid high leverage and an intangible-heavy balance sheet, tempering the near-term outlook.

CashFlow
Leverage

Price Behavior

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

Key Price Behavior Insights:

  • Higher-low bounce
  • Above short-term average
  • Near resistance

WT has improved over the last month, rebounding sharply from a late-June higher low and moving back above its short-term average, but it still needs to clear the $18.66-$18.97 resistance zone to confirm a stronger uptrend.

rebound
watch
Support Level: $17.00-$16.94
Resistance Level: $18.66-$18.97

Sharp rebound from $16.94 on 2026-06-30 to $18.04 on 2026-07-02 suggests buyers are re-entering

Sentiment & News

7.0

Key News Insights:

  • Upgrade momentum
  • Product innovation
  • Broader ETF reach

WisdomTree's recent news points to improving sentiment, with upgrades, innovation awards, and steady product expansion reinforcing its position in modern asset management and digital finance.

Growth
Innovation

The mix of better earnings expectations, platform recognition, and ongoing product breadth is likely to support a more constructive outlook for WisdomTree