WisdomTree, Inc (WT) Fair Value & Analysis
Financial Services · US · Market cap $2.7B
WisdomTree, Inc
WT · US
Fair value as of: Jun 26, 2026
From 26 valuation models · updated 7 days ago
Share price −4.8% over the past month.
Price vs Fair Value (12 months)
12‑month range $10.30 – $19.01 · fair‑value band $2.84 – $4.73 · the $17.31 price screens above the $3.79 fair value. As of Jun 26, 2026.
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WisdomTree, Inc (WT) currently trades at $17.31, while our model-based Fair Value estimate is $3.79 — implying the stock looks roughly 78.1% overvalued today. We read business quality at 72/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, WisdomTree, Inc generated revenue of $545M at a net margin of 11.3%. Revenue grew 47.5% year over year. It earns a return on equity of 13.8%. Net debt stands at $645M. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
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.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
WisdomTree, Inc reported revenue of $494M in FY2025 versus $304M in FY2021, a compound +12.9%/yr. Reported net income was $109M in FY2025, compounding +21.7%/yr from FY2021.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.