Wisdomtree Stock Performance
| WT Stock | 17.11 0.26 1.50% |
On a scale of 0 to 100, WisdomTree holds a performance score of 28. The firm maintains a market beta of 0.64, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree is expected to be smaller as well. Please check WisdomTree's kurtosis, market facilitation index, and the relationship between the semi variance and rate of daily change , to make a quick decision on whether WisdomTree's historical returns will revert.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, WisdomTree unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (1.47) | Five Day Return 4.78 | Year To Date Return 36.77 | Ten Year Return 38.32 | All Time Return 470.33 |
Forward Dividend Yield 0.007 | Payout Ratio | Forward Dividend Rate 0.12 | Dividend Date 2026-02-25 | Ex Dividend Date 2026-02-11 |
1 | Is WisdomTree Japan Hedged Equity ETF a Strong ETF Right Now | 12/08/2025 |
2 | WisdomTree U.S. Quality Dividend Growth Fund ETF declares 0.2327 dividend | 12/26/2025 |
3 | Short Interest in WisdomTree U.S. SmallCap Fund Expands By 441.5 | 01/14/2026 |
4 | Acquisition by David Yates of 37997 shares of WisdomTree subject to Rule 16b-3 | 01/29/2026 |
5 | WisdomTree, Inc. to Issue Quarterly Dividend of 0.03 | 01/30/2026 |
6 | Acquisition by Marci Frankenthaler of 16146 shares of WisdomTree subject to Rule 16b-3 | 02/04/2026 |
7 | Acquisition by Marci Frankenthaler of 43998 shares of WisdomTree subject to Rule 16b-3 | 02/06/2026 |
8 | WisdomTree U.S. SmallCap Fund Sets New 52-Week High Whats Next | 02/10/2026 |
9 | Danske Bank Opens Crypto ETPs As New Fee And Retention Lever | 02/13/2026 |
10 | Futures Fall As AI Selloff Resumes | 02/17/2026 |
11 | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Plans Dividend Increase 0.07 Per Share | 02/24/2026 |
| WisdomTree dividend paid on 25th of February 2026 | 02/25/2026 |
| Begin Period Cash Flow | 181.2 M | |
| Total Cashflows From Investing Activities | -313 M |
WisdomTree | Build AI portfolio with WisdomTree Stock |
WisdomTree Relative Risk vs. Return Landscape
If you would invest 1,091 in WisdomTree on December 2, 2025 and sell it today you would earn a total of 620.00 from holding WisdomTree or generate 56.83% return on investment over 90 days. WisdomTree is generating 0.7496% of daily returns and assumes 2.0825% volatility on return distribution over the 90 days horizon. Put differently, 18% of stocks are less risky than WisdomTree on the basis of their historical return distribution, and some 85% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
WisdomTree Target Price Odds to finish over Current Price
The tendency of WisdomTree Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.11 | 90 days | 17.11 | about 8.06 |
Based on a normal probability distribution, the odds of WisdomTree to move above the current price in 90 days from now is about 8.06 (This WisdomTree probability density function shows the probability of WisdomTree Stock to fall within a particular range of prices over 90 days) .
WisdomTree Price Density |
| Price |
Predictive Modules for WisdomTree
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as WisdomTree. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of WisdomTree's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
WisdomTree Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. WisdomTree is not an exception. The market had few large corrections towards the WisdomTree's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold WisdomTree, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of WisdomTree within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.64 | |
β | Beta against Dow Jones | 0.64 | |
σ | Overall volatility | 2.22 | |
Ir | Information ratio | 0.30 |
WisdomTree Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of WisdomTree for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for WisdomTree can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| WisdomTree is unlikely to experience financial distress in the next 2 years | |
| Over 90.0% of the company outstanding shares are owned by institutional investors | |
| On 25th of February 2026 WisdomTree paid 0.03 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Plans Dividend Increase 0.07 Per Share |
WisdomTree Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of WisdomTree Stock often depends not only on the future outlook of the current and potential WisdomTree's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. WisdomTree's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 144.9 M | |
| Cash And Short Term Investments | 418.8 M |
WisdomTree Fundamentals Growth
WisdomTree Stock prices reflect investors' perceptions of the future prospects and financial health of WisdomTree, and WisdomTree 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 | 0.27 | ||||
| Return On Asset | 0.0878 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.41 % | ||||
| Current Valuation | 2.95 B | ||||
| Shares Outstanding | 140.71 M | ||||
| Price To Book | 5.82 X | ||||
| Price To Sales | 4.88 X | ||||
| Revenue | 493.75 M | ||||
| Gross Profit | 250.98 M | ||||
| EBITDA | 177.97 M | ||||
| Net Income | 109.13 M | ||||
| Cash And Equivalents | 181.19 M | ||||
| Total Debt | 956.59 M | ||||
| Book Value Per Share | 3.02 X | ||||
| Cash Flow From Operations | 149.46 M | ||||
| Earnings Per Share | 0.75 X | ||||
| Market Capitalization | 2.41 B | ||||
| Total Asset | 1.51 B | ||||
| Retained Earnings | 220.79 M | ||||
| Working Capital | 209.18 M | ||||
About WisdomTree Performance
Assessing WisdomTree's fundamental ratios provides investors with valuable insights into WisdomTree's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (12.20) | (11.59) | |
| Return On Tangible Assets | 0.20 | 0.21 | |
| Return On Capital Employed | 0.14 | 0.15 | |
| Return On Assets | 0.07 | 0.08 | |
| Return On Equity | 0.26 | 0.28 |
Things to note about WisdomTree performance evaluation
Checking the ongoing alerts about WisdomTree for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WisdomTree help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| WisdomTree is unlikely to experience financial distress in the next 2 years | |
| Over 90.0% of the company outstanding shares are owned by institutional investors | |
| On 25th of February 2026 WisdomTree paid 0.03 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Plans Dividend Increase 0.07 Per Share |
- Analyzing WisdomTree's 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's stock is overvalued or undervalued compared to its peers.
- Examining WisdomTree's 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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WisdomTree's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WisdomTree's stock. These opinions can provide insight into WisdomTree's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for WisdomTree Stock Analysis
When running WisdomTree's price analysis, check to measure WisdomTree's 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 is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.