Lumida
/WT
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WisdomTree Inc

WisdomTree Inc

WT
$20.05USD↓-0.55%-0.11 today

MARKET CAP

3.1B

P/E (TTM)

20.7x

FWD P/E

15.8x

DAY RANGE

$19 – $20

52W RANGE

$11
$20

AI Summary

Stalk
Buy NowHigh

WT is in a Stage 2 advancing phase with active Lockout Rally dynamics driving forced buying above rising EMAs. Price is extended and at breakout resistance, but the active Lockout Rally override supports aggressive participation. Medium-term bias remains bullish under our Momentum + EPS strategy, so we Buy Now for continuation participation above the recent highs with close tracking of the rising EMAs.

  • ↑AUM reached record $164.3B, an 8% QoQ increase.
  • ↑$5.9B net inflows drove a 17% organic growth rate.
  • ↓Negative profitability margins highlight struggles to generate returns.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

WisdomTree Inc. (NASDAQ: WETF) is a leading asset management firm specializing in exchange-traded funds (ETFs) and digital asset solutions, with operations spanning multiple asset classes including equities, commodities, and cryptocurrencies. The company has gained significant traction with a focus on innovative product offerings and strategic acquisitions, particularly in the growing markets of digital assets and private investments, setting itself apart as a robust player amidst increasing regulatory scrutiny and market volatility.

Bull says

  • ↑AUM reached record $164.3B, an 8% QoQ increase.
  • ↑$5.9B net inflows drove a 17% organic growth rate.
  • ↑Acquired Cirrus Partners, adding ~$4B AUM and boosting yield.
  • ↑Digital assets AUM grew ~26% to $870M on tokenized platform.
  • ↑High balance sheet quality and strong liquidity underpin stability.
  • ↑Positive momentum and rate-sensitivity factors support potential upside.

Bear says

  • ↓Negative profitability margins highlight struggles to generate returns.
  • ↓Leverage elevated with $53M forecast interest expense impact.
  • ↓Net inflow sustainability threatened by market volatility risk.
  • ↓Flat compensation-to-revenue ratio signals rising operational costs.
  • ↓Negative growth and analyst revisions point to weakening outlook.
  • ↓Elevated short interest reflects investor skepticism on performance.

Investment themes with WT

Capital Markets↓ -0.02%

Debt and equity trading fueling economic growth

SNEX · AAMI · PWP

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-02-2026neutral

Transcript signals

Bull points

  • Our first fund was closing. So the closure of that fund did accelerate some flow into this particular quarter to get where investors wanted to get some money in before that fund closed.
  • Fund 2 is on its way, and that'll be launched in the next couple months. That is when the WisdomTree distribution team gets involved. Already, without having the fund to market, we've got strong interest, a strong pipeline of live leads, so we're pretty optimistic on, you know, that good track record of flows continuing.
  • we generated nearly $6 billion of net inflows in the quarter and including 2.6 billion in March, making this our strongest quarter since Q1 of 2023.

Bear points

  • Interest expenses forecasted to be approximately 53 million for the year, reflecting our current capital structure and the anticipated retirement of our remaining 2026 and 2029 notes this summer.
  • This refinancing reflects a proactive repositioning of our capital structure, replacing lower conversion price instruments with new convertible notes at a 4.5% coupon and $21.58 per share conversion price, providing meaningful headroom and reducing potential dilution.
  • Our compensation to revenue ratio of 26 to 28% remains unchanged, and we expect to trend toward the upper half of the range, reflecting the addition of Atlantic House, which is accretive to our operating margins and earnings, but carries a modestly higher compensation ratio.
Read full transcript analysis ›