WisdomTree, Inc.
WTFinancial ServicesNASDAQAsset Management · Last scanned Sep 5, 2026
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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. Valued at $3.77B, WT is a mid-cap name in its sector. It offers ETFs in equities, currency, fixed income, and alternatives asset classes.
Market Cap
$3.77B
Beta
1.20
P/E (TTM)
45.25
P/E (Fwd)
18.77
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
82.9%
Annual Financials
Cash vs Debt
Where WT stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, WT finished 30.58% above its 150-day moving average ($18.18) and 41.39% above its 200-day moving average ($16.79). 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 September 3, 2026 close, WT's RSI(14) was 59.8, in neutral territory (between 30 and 70). 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. Annual free cash flow of $156.6M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. 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. No single metric tells the full story. Reviewing WT's risk profile alongside its fundamentals and technical indicators provides a more complete picture.