WisdomTree Investments (Germany) Performance
| 1WT Stock | EUR 9.28 0.01 0.11% |
The firm maintains a market beta of 0.28, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Investments is expected to be smaller as well. At this point, WisdomTree Investments has a negative expected return of -0.23%. Please make sure to check out WisdomTree Investments' jensen alpha, potential upside, rate of daily change, as well as the relationship between the treynor ratio and kurtosis , to decide if WisdomTree Investments performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days WisdomTree Investments has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 140.7 M |
WisdomTree |
WisdomTree Investments Relative Risk vs. Return Landscape
If you would invest 1,078 in WisdomTree Investments on November 20, 2024 and sell it today you would lose (150.00) from holding WisdomTree Investments or give up 13.91% of portfolio value over 90 days. WisdomTree Investments is currently producing negative expected returns and takes up 2.0387% volatility of returns over 90 trading days. Put another way, 18% of traded stocks are less volatile than WisdomTree, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
WisdomTree Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WisdomTree Investments, and traders can use it to determine the average amount a WisdomTree Investments' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1144
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 1WT |
Estimated Market Risk
| 2.04 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree Investments is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WisdomTree Investments by adding WisdomTree Investments to a well-diversified portfolio.
WisdomTree Investments Fundamentals Growth
WisdomTree Stock prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Investments, and WisdomTree Investments fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0363 | |||
| Profit Margin | 0.17 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 814.64 M | |||
| Shares Outstanding | 146.52 M | |||
| Price To Earning | 44.81 X | |||
| Price To Book | 2.34 X | |||
| Price To Sales | 2.38 X | |||
| Revenue | 301.35 M | |||
| EBITDA | 56.11 M | |||
| Cash And Equivalents | 88.71 M | |||
| Cash Per Share | 0.58 X | |||
| Total Debt | 147.02 M | |||
| Debt To Equity | 44.20 % | |||
| Book Value Per Share | 2.13 X | |||
| Cash Flow From Operations | 55.09 M | |||
| Earnings Per Share | 0.31 X | |||
| Total Asset | 1.03 B | |||
About WisdomTree Investments Performance
By analyzing WisdomTree Investments' fundamental ratios, stakeholders can gain valuable insights into WisdomTree Investments' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WisdomTree Investments has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree Investments has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds sponsor and asset manager. The company was founded in 1985 and is based in New York, New York. WISDOMTREE INV operates under Asset Management classification in Germany and is traded on Frankfurt Stock Exchange. It employs 214 people.Things to note about WisdomTree Investments performance evaluation
Checking the ongoing alerts about WisdomTree Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WisdomTree Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| WisdomTree Investments generated a negative expected return over the last 90 days | |
| Over 77.0% of the company shares are owned by institutions such as pension funds |
- Analyzing WisdomTree Investments' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WisdomTree Investments' stock is overvalued or undervalued compared to its peers.
- Examining WisdomTree Investments' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WisdomTree Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of WisdomTree Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WisdomTree Investments' stock. These opinions can provide insight into WisdomTree Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WisdomTree Stock analysis
When running WisdomTree Investments' price analysis, check to measure WisdomTree Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree Investments is operating at the current time. Most of WisdomTree Investments' value examination focuses on studying past and present price action to predict the probability of WisdomTree Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree Investments' price. Additionally, you may evaluate how the addition of WisdomTree Investments to your portfolios can decrease your overall portfolio volatility.
| Stocks Directory Find actively traded stocks across global markets | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |