WisdomTree Inc. (WT) fair value: what the stock is really worth
As of Oct 1, 2026: fair value of WisdomTree Inc. $12.97, price $24.03, upside -46.0%, quality 62 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Oct 1, 2026.
How to read this chart
60‑month range $4.51 – $25.04 · fair‑value band $7.02 – $21.06 · the $24.03 price screens above the $12.97 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Oct 1, 2026.
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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.
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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.
Stock analysis
WisdomTree Inc. (WT) currently trades at $24.03, while our model-based Fair Value estimate is $12.97, 46.0% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of $13.74 per share, and 1 of the 13 models we run sit above the $24.03 price.
Bear case: the Dividend Discount group reads lowest at $1.73, and 12 of the 13 models stay below the price. Evidence for this calculation is high.
Scenario range: $7.02 (bear) to $21.06 (bull), the price of $24.03 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 62/100 (solid quality), in the Financial Services sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
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.
Key figures
Market cap $3.7B · P/E ratio 43.7 · P/S ratio 9.66 · EPS (TTM) $0.5500 · Dividend yield 0.5% · Net margin 22.1% · Return on equity 18.7% · Return on assets (EBIT) 9.7%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 48 out of 100 (medium confidence).
What moves the price
The share trades about 4% below its 52-week high and 124% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −15% fair-value upside, at −46%, WT screens richer than that median.
Fair Value models
Bear $7.02Fair Value $12.97Bull $21.06
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then ($0.3240 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.92/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+15.4%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+17.9%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+14.6%
Start year 2020 (pandemic). Over 10 years: +5.1% a year
Revenue growth 29 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+13.3%
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What shareholders gained per year (last 5 years) (mathematically smoothed) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip.
+17.5%
Earnings growth per share plus dividend.
Earnings per share, growth per year+17.0%
Dividend (yield on the price)0.5%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.17.0% vs 5.5%, picking up
Profit margin 2018 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.22% → 35%
2025 sits 69% above its own trend. The rate follows the median trend of the last 5 years, not that single year.
Start year 2020 (pandemic)
Growth Forecast
Price in line with expectations
The price assumes about as much growth as the company has delivered so far and about what analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+17.5%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+15.0%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +14.8% a year for the price and +12.3% for the forecasts.
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Asset Management · 652 stocks
Beats the industry median on 5/14 measures
Overall it trails its industry peers.
Valuation
Quality Score60 · Above median
Fair Value upside−46.0% · Bottom 25%
Profitability
Return on equity (TTM)18.7% · Top 25%
Return on assets11.2% · Top 25%
Net margin (TTM)13.3% · Below median
Operating margin (TTM)41.2% · Above median
Growth and dividend
Revenue growth57.3% · Top 25%
Dividend yield (TTM)0.5% · Bottom 25%
Balance sheet
Debt / equity1.94× · Highest 25%
Valuation Multiplesvs Asset Management median · lower = cheaper
P/E (TTM)43.7× · Priciest 25%
P/B8.97× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
P/S (TTM)6.09× · Pricier than median
P/FCF24.9× · Priciest 25%
EV/EBITDA16.9× · Priciest 25%
PEG1.54× · Pricier than median
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 61
FUTURE (revenue growth)100· sector 35
PAST (return on equity)75· sector 23
HEALTH (low debt)3· sector 95
DIVIDEND (yield)10· sector 84
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "WisdomTree Inc. Fair Value". https://www.fairvalue-calculator.com/stock/WT
Frequently asked questions
Is WisdomTree Inc. (WT) overvalued or undervalued?
As of Oct 1, 2026, our model estimates a fair value of $12.97 versus a price of $24.03, about −46% upside (overvalued).
What is the fair value of WT?
Our model-based fair value for WisdomTree Inc. is $12.97 (as of Oct 1, 2026), built from audited fundamentals. The current price: $24.03.
What is the quality score of WT?
WisdomTree Inc. has a Quality Score of 62/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for WisdomTree Inc. (WT)?
Our model-based price target is the fair value of $12.97 (as of Oct 1, 2026) from 13 valuation models. Cautious scenario $7.02, optimistic scenario $21.06. It is a calculation from audited fundamentals, not an analyst target.
What is the WisdomTree Inc. stock forecast for 2026?
Our models put fair value at $12.97, about −46% upside versus a price of $24.03 (overvalued). Cautious scenario $7.02, optimistic scenario $21.06. The calculation is refreshed regularly with new filings.
What is the revenue of WisdomTree Inc. (WT)?
WisdomTree Inc. reported trailing-twelve-month revenue of about $610M (latest available figure, as of Oct 1, 2026).
Does WisdomTree Inc. pay a dividend?
WisdomTree Inc. currently shows a dividend yield of about 0.50% relative to its recent price (as of Oct 1, 2026).
What growth is priced into WisdomTree Inc. (WT)?
For today's price to be fair in a discounted-cash-flow model, WisdomTree Inc. would have to grow free cash flow by +17.5 % per year for five years (discount rate 10.2 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +14.6 % per year. As of Oct 1, 2026.
What discount rate (WACC) does the fair value of WT use?
Our models discount WisdomTree Inc. at 10.2 %: a base by market capitalisation (mid), damped by beta 1.20, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For WisdomTree Inc. that is +17.5 % per year a year over ten years, using the same discount rate (10.2 %) and the same formula as our fair value.
How much growth has WisdomTree Inc. (WT) delivered so far?
Over the past 5 years revenue at WisdomTree Inc. grew +14.6 % a year. The price currently implies +17.5 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of WisdomTree Inc. (WT) growing?
The median revenue growth in the sector is +9.4 % a year. That is the yardstick for the growth priced into WisdomTree Inc. (+17.5 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of WisdomTree Inc. (WT)?
The free-cash-flow yield on the price is 4.02 %: that much free cash flow WisdomTree Inc. produces per unit of market value. When it exceeds the discount rate of our models (10.2 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of WisdomTree Inc. (WT)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For WisdomTree Inc. it is $12.97 per share (as of Oct 1, 2026), against a price of $24.03. It is the blended result of 13 valuation models (cash flow, earnings, asset, dividend).
Is WisdomTree Inc. stock overvalued or undervalued in 2026?
As of Oct 1, 2026, WT trades above its calculated fair value: price $24.03, fair value $12.97, a gap of about −46% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of WT?
No. The price is what the market pays today ($24.03); the fair value is what the company's own numbers justify ($12.97). For WisdomTree Inc. the two are $11.06 per share apart. That gap is exactly why we show both numbers side by side.
How much is WisdomTree Inc. worth?
The market values WisdomTree Inc. at about $3.7B (market capitalisation, as of Oct 1, 2026). Per share that is $24.03; our models calculate a fair value of $12.97 per share.
What do the bullish and bearish scenarios say about WT?
Our models span a range for WisdomTree Inc.: cautious scenario $7.02, base $12.97, optimistic $21.06 per share (as of Oct 1, 2026, price $24.03). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of WT?
WisdomTree Inc. trades at a price-to-earnings ratio of 43.7 (as of Oct 1, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $12.97 is built from several models across several years. Excluding one-off items of fiscal year 2025 it is 27.9 (reported for FY2025: 30.4). Other multiples: PEG 1.5, P/B 9.0, P/S 6.1, EV/EBITDA 16.9.
What is the PEG ratio of WT?
The PEG ratio of WisdomTree Inc. is 1.54 (P/E divided by earnings growth, as of Oct 1, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of WisdomTree Inc. (WT)?
Balance-sheet figures for WisdomTree Inc. (as of Oct 1, 2026): return on equity 18.7%, debt of 1.94 per unit of equity. They feed the Quality Score of 62/100, which measures business quality independently of the share price.
How far is WT from its 52-week high?
WisdomTree Inc. trades at $24.03, about 4% below its 52-week high of $25.04 and 124% above the low of $10.73 (as of Oct 1, 2026). Distance from the high says nothing about value: that is what the fair value of $12.97 is for.
Which stocks are comparable to WisdomTree Inc.?
From the same area (Financial Services) we also value Blackstone Inc, KKR & Co, Brookfield Corporation, Apollo Global Management, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is WisdomTree Inc. stock attractive at the current price?
The data as of Oct 1, 2026: price $24.03, calculated fair value $12.97 (−46%), Quality Score 62/100, from 13 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of WT calculated?
We run WisdomTree Inc. through 13 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $12.97, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. WisdomTree Inc. itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of WisdomTree Inc. (WT)?
The closing price on Oct 1, 2026 was $24.03. Our model-based fair value is $12.97, about −46% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with WisdomTree Inc. right now?
The price sits above even our optimistic bull case ($21.06). The favourable scenario is already priced in. The model range is unusually wide ($7.02 to $21.06). The outcome hinges heavily on assumptions, so read the point estimate with caution. Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Where does the earnings growth of WisdomTree Inc. (WT) come from?
Earnings per share at WisdomTree Inc. grew +5.0 % a year from 2014 to 2025. Broken into its drivers: revenue per share +6.0 %, EBIT margin −2.5 %, tax rate +2.4 %, residual (interest, one-offs) −0.8 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of WisdomTree Inc.
How large is the market capitalisation of WisdomTree Inc. (WT)?
The market capitalisation of WisdomTree Inc. is $3.7B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of WisdomTree Inc. (WT)?
The price-to-sales ratio of WisdomTree Inc. is 9.66 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of WisdomTree Inc. (WT)?
Earnings per share at WisdomTree Inc. are $0.5500 (price ÷ EPS = P/E 43.7). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of WisdomTree Inc. (WT)?
The dividend yield of WisdomTree Inc. is 0.5% (payout 20.1%, on adjusted earnings, reported 21.8%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of WisdomTree Inc. (WT)?
The net margin of WisdomTree Inc. is 22.1% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of WisdomTree Inc. (WT)?
The return on equity (ROE) of WisdomTree Inc. is 18.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of WisdomTree Inc. (WT)?
On an EBIT basis the return on assets of WisdomTree Inc. is 9.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of WisdomTree Inc. (WT)?
The operating margin of WisdomTree Inc. is 41.2% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at WisdomTree Inc. (WT)?
Revenue at WisdomTree Inc. is growing +57.3% versus a year earlier (3y avg +17.9%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at WisdomTree Inc. (WT)?
Earnings per share at WisdomTree Inc. are growing +64.7% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does WisdomTree Inc. (WT) carry?
The net debt of WisdomTree Inc. is $645M (fiscal year 2025, ≈ 4.3 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Oct 1, 2026