Stocktoria
WisdomTree, Inc. WT
WisdomTree, Inc. (WT) earns a Piotroski F-score of 5/9 (mixed financial health), with an Altman Z″ in the grey zone. It pays a dividend yielding 0.61% (safety: safe). FY2025 revenue was $493.8M at a 22.1% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-06-26 | Morgan Stanley | Equal-Weight (main) |
| 2026-04-29 | Oppenheimer | Outperform (main) |
| 2026-04-01 | Morgan Stanley | Equal-Weight (main) |
| 2026-03-26 | Oppenheimer | Outperform (main) |
| 2026-02-03 | Oppenheimer | Outperform (main) |
| 2026-02-02 | Goldman Sachs | Neutral (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 5/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″ components · grey zone
| Component | Value |
|---|---|
| Working capital / assets | 0.139 |
| Retained earnings / assets | 0.146 |
| EBIT / assets | 0.115 |
| Equity / liabilities | 0.376 |
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| WT | WisdomTree, Inc. | 5/9 | 2.56 | 25.9 | +15.4% |
| BULL | Webull Corp | 4/9 | — | 146.4 | +46.3% |
| COHN | Cohen & Co Inc. | 5/9 | — | 2.3 | +246.2% |
| MKTX | MARKETAXESS HOLDINGS INC | 4/9 | — | 16.2 | +3.6% |
| DOMH | Dominari Holdings Inc. | 4/9 | — | — | +487% |
| SIEB | SIEBERT FINANCIAL CORP | 2/9 | 0.96 | — | +12.3% |
| AXG | Solowin Holdings, Ltd. | 3/9 | — | — | — |
All Finance, Insurance & Real Estate companies →
About WisdomTree, Inc.
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
FAQ
Is WT financially healthy?
WisdomTree, Inc.'s Piotroski F-score is 5/9 (8–9 is excellent, 0–3 weak), and its Altman Z″ distress score is in the grey zone.
Does WT pay a dividend, and is it safe?
Yes. WisdomTree, Inc. pays a dividend yielding about 0.61% with a 15.9% payout ratio, rated “safe” for safety.
How profitable is WT?
In FY2025, WisdomTree, Inc. had a net margin of 22.1% and a return on equity of 26.4%.
Is WT overvalued or undervalued?
WisdomTree, Inc. trades at about 30.3× trailing earnings — near its 10-year norm (10-year range 10.6×–58.0×, median 29.1×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for WT?
The average Wall-Street price target for WisdomTree, Inc. is $20.64, about 9.2% below the recent price, from 7 analysts (consensus: buy).
Is WT a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on WisdomTree, Inc.: a Piotroski F-score of 5/9, an Altman Z″ in the grey zone, a P/E of about 25.9×, a dividend yield of 0.61%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.