WisdomTree, Inc.
WTFinancial ServicesNASDAQAsset Management · Last scanned Oct 26, 2026
Scan Results
Daily timeframeHeadquartered within the financial services sector, WisdomTree, Inc. focuses on Asset Management services and products. WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. At a $3.21B market cap, WisdomTree, Inc. ranks as a mid-cap company within financial services. It offers ETFs in equities, currency, fixed income, and alternatives asset classes.
Market Cap
$3.21B
Beta
1.17
P/E (TTM)
38.55
P/E (Fwd)
15.94
EPS (TTM)
$0.55
EPS (Fwd)
$1.33
ROE
18.7%
ROA
11.2%
Cash
$332.5M
Total Debt
$1.08B
Free CF
$156.6M
52W Change
73.3%
Annual Financials
Cash vs Debt
Where WT stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, WT finished 8.44% above its 150-day moving average ($19.67) and 14.25% above its 200-day moving average ($18.67). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is WT overbought or oversold?
At the October 20, 2026 close, WT's RSI(14) was 19.9, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $332.5M in cash, though total debt stands at $1.08B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Free cash flow comes in at $156.6M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. Return on equity stands at 18.7%, which is strong for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. Return on assets of 11.2% further supports the picture of efficient asset utilization. Revenue has grown from $304.3M (2021) to $493.8M (2025), reflecting a 62% increase over the period.
As with any equity investment, WT carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing WT.