WisdomTree Net Worth
WisdomTree Net Worth Breakdown | WT |
WisdomTree Net Worth Analysis
WisdomTree's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including WisdomTree's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of WisdomTree's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform WisdomTree's net worth analysis. One common approach is to calculate WisdomTree's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares WisdomTree's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing WisdomTree's net worth. This approach calculates the present value of WisdomTree's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of WisdomTree's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate WisdomTree's net worth. This involves comparing WisdomTree's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into WisdomTree's net worth relative to its peers.
Enterprise Value |
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To determine if WisdomTree is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding WisdomTree's net worth research are outlined below:
| WisdomTree generated a negative expected return over the last 90 days | |
| WisdomTree is unlikely to experience financial distress in the next 2 years | |
| WisdomTree has a strong financial position based on the latest SEC filings | |
| Over 95.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from cryptoglobe.com: XRPs Market Cap Surpasses that of Wall Street Giant Goldman Sachs After Rising to 7-Year High |
WisdomTree Quarterly Good Will |
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WisdomTree uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in WisdomTree. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to WisdomTree's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 2nd of February 2024 Upcoming Quarterly Report | View | |
| 26th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 2nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
WisdomTree Target Price Consensus
WisdomTree target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. WisdomTree's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 8 | Buy |
Most WisdomTree analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand WisdomTree stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of WisdomTree, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationWisdomTree Target Price Projection
WisdomTree's current and average target prices are 9.62 and 13.04, respectively. The current price of WisdomTree is the price at which WisdomTree is currently trading. On the other hand, WisdomTree's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Target Price
Analyst Consensus On WisdomTree Target Price
Know WisdomTree's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as WisdomTree is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WisdomTree backward and forwards among themselves. WisdomTree's institutional investor refers to the entity that pools money to purchase WisdomTree's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bank Of New York Mellon Corp | 2024-09-30 | 2.6 M | Victory Capital Management Inc. | 2024-09-30 | 2.3 M | Hhg Plc | 2024-09-30 | 2 M | Macquarie Group Ltd | 2024-09-30 | 1.8 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1.7 M | Renaissance Technologies Corp | 2024-09-30 | 1.5 M | Northern Trust Corp | 2024-09-30 | 1.4 M | Two Sigma Investments Llc | 2024-09-30 | 1.4 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.2 M | Blackrock Inc | 2024-09-30 | 19.1 M | Vanguard Group Inc | 2024-09-30 | 15.6 M |
Follow WisdomTree's market capitalization trends
The company currently falls under 'Mid-Cap' category with a market capitalization of 1.4 B.Market Cap |
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Project WisdomTree's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.37 | 0.38 | |
| Return On Capital Employed | 0.09 | 0.10 | |
| Return On Assets | 0.10 | 0.10 | |
| Return On Equity | 0.17 | 0.18 |
When accessing WisdomTree's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures WisdomTree's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of WisdomTree's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in WisdomTree's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of WisdomTree. Check WisdomTree's Beneish M Score to see the likelihood of WisdomTree's management manipulating its earnings.
Evaluate WisdomTree's management efficiency
WisdomTree has Return on Asset (ROA) of 0.0814 % which means that for every $100 of assets, it generated a profit of $0.0814. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1197 %, which means that it produced $0.1197 on every 100 dollars invested by current stockholders. WisdomTree's management efficiency ratios could be used to measure how well WisdomTree manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.38 in 2025. Return On Capital Employed is likely to gain to 0.1 in 2025. At this time, WisdomTree's Total Current Liabilities is comparatively stable compared to the past year. Liabilities And Stockholders Equity is likely to gain to about 1.1 B in 2025, whereas Non Current Liabilities Other is likely to drop slightly above 1.2 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.37 | 3.54 | |
| Tangible Book Value Per Share | (1.19) | (1.13) | |
| Enterprise Value Over EBITDA | 11.79 | 16.94 | |
| Price Book Value Ratio | 2.13 | 2.02 | |
| Enterprise Value Multiple | 11.79 | 16.94 | |
| Price Fair Value | 2.13 | 2.02 | |
| Enterprise Value | 650.8 K | 618.3 K |
Understanding the operational decisions made by WisdomTree management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Enterprise Value Revenue 4.1042 | Revenue | Quarterly Revenue Growth 0.252 | Revenue Per Share | Return On Equity |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WisdomTree insiders, such as employees or executives, is commonly permitted as long as it does not rely on WisdomTree's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WisdomTree insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Peter Ziemba over a month ago Disposition of 25000 shares by Peter Ziemba of WisdomTree subject to Rule 16b-3 | ||
Etfs Capital Limited. over a month ago Disposition of 3000000 shares by Etfs Capital Limited. of WisdomTree at 11.34 subject to Rule 16b-3 | ||
Jonathan Steinberg over two months ago Acquisition by Jonathan Steinberg of 67869 shares of WisdomTree at 10.8393 subject to Rule 16b-3 | ||
Lilien R Jarrett over six months ago Acquisition by Lilien R Jarrett of 143386 shares of WisdomTree subject to Rule 16b-3 | ||
Peter Ziemba over a year ago Acquisition by Peter Ziemba of 29372 shares of WisdomTree subject to Rule 16b-3 |
WisdomTree Corporate Filings
F4 | 13th of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 21st of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
WisdomTree Earnings Estimation Breakdown
The calculation of WisdomTree's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of WisdomTree is estimated to be 0.16215 with the future projection ranging from a low of 0.16 to a high of 0.165. Please be aware that this consensus of annual earnings estimates for WisdomTree is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
0.16 Lowest | Expected EPS | 0.17 Highest |
WisdomTree Earnings Projection Consensus
Suppose the current estimates of WisdomTree's value are higher than the current market price of the WisdomTree stock. In this case, investors may conclude that WisdomTree is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and WisdomTree's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of December 2024 | Current EPS (TTM) | |
| 8 | 90.6% | 0.18 | 0.16215 | 0.31 |
WisdomTree Earnings per Share Projection vs Actual
Actual Earning per Share of WisdomTree refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering WisdomTree predict the company's earnings will be in the future. The higher the earnings per share of WisdomTree, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.WisdomTree Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as WisdomTree, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of WisdomTree should always be considered in relation to other companies to make a more educated investment decision.WisdomTree Quarterly Analyst Estimates and Surprise Metrics
Earnings surprises can significantly impact WisdomTree's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-10-25 | 2024-09-30 | 0.17 | 0.18 | 0.01 | 5 | ||
2024-07-26 | 2024-06-30 | 0.14 | 0.16 | 0.02 | 14 | ||
2024-04-26 | 2024-03-31 | 0.11 | 0.12 | 0.01 | 9 | ||
2024-02-02 | 2023-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2023-10-27 | 2023-09-30 | 0.1 | 0.1 | 0.0 | 0 | ||
2023-07-28 | 2023-06-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2023-04-28 | 2023-03-31 | 0.05 | 0.07 | 0.02 | 40 | ||
2023-02-03 | 2022-12-31 | 0.04 | 0.04 | 0.0 | 0 | ||
2022-10-28 | 2022-09-30 | 0.06 | 0.06 | 0.0 | 0 | ||
2022-07-29 | 2022-06-30 | 0.07 | 0.07 | 0.0 | 0 | ||
2022-04-29 | 2022-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2022-01-28 | 2021-12-31 | 0.09 | 0.1 | 0.01 | 11 | ||
2021-10-29 | 2021-09-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2021-07-30 | 2021-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2021-04-30 | 2021-03-31 | 0.07 | 0.08 | 0.01 | 14 | ||
2021-01-29 | 2020-12-31 | 0.05 | 0.06 | 0.01 | 20 | ||
2020-10-30 | 2020-09-30 | 0.06 | 0.07 | 0.01 | 16 | ||
2020-07-31 | 2020-06-30 | 0.04 | 0.05 | 0.01 | 25 | ||
2020-05-01 | 2020-03-31 | 0.05 | 0.07 | 0.02 | 40 | ||
2020-01-31 | 2019-12-31 | 0.06 | 0.06 | 0.0 | 0 | ||
2019-10-25 | 2019-09-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2019-07-26 | 2019-06-30 | 0.06 | 0.05 | -0.01 | 16 | ||
2019-04-26 | 2019-03-31 | 0.05 | 0.05 | 0.0 | 0 | ||
2019-02-01 | 2018-12-31 | 0.08 | 0.06 | -0.02 | 25 | ||
2018-10-26 | 2018-09-30 | 0.09 | 0.13 | 0.04 | 44 | ||
2018-07-27 | 2018-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2018-04-27 | 2018-03-31 | 0.07 | 0.07 | 0.0 | 0 | ||
2018-02-02 | 2017-12-31 | 0.07 | 0.04 | -0.03 | 42 | ||
2017-10-27 | 2017-09-30 | 0.06 | 0.06 | 0.0 | 0 | ||
2017-07-28 | 2017-06-30 | 0.07 | 0.06 | -0.01 | 14 | ||
2017-04-28 | 2017-03-31 | 0.04 | 0.05 | 0.01 | 25 | ||
2017-02-03 | 2016-12-31 | 0.06 | 0.03 | -0.03 | 50 | ||
2016-10-28 | 2016-09-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2016-07-29 | 2016-06-30 | 0.03 | 0.03 | 0.0 | 0 | ||
2016-04-29 | 2016-03-31 | 0.09 | 0.09 | 0.0 | 0 | ||
2016-02-05 | 2015-12-31 | 0.15 | 0.15 | 0.0 | 0 | ||
2015-10-30 | 2015-09-30 | 0.17 | 0.17 | 0.0 | 0 | ||
2015-07-31 | 2015-06-30 | 0.16 | 0.18 | 0.02 | 12 | ||
2015-05-01 | 2015-03-31 | 0.1 | 0.1 | 0.0 | 0 | ||
2015-02-06 | 2014-12-31 | 0.09 | 0.08 | -0.01 | 11 | ||
2014-10-31 | 2014-09-30 | 0.09 | 0.09 | 0.0 | 0 | ||
2014-08-01 | 2014-06-30 | 0.07 | 0.08 | 0.01 | 14 | ||
2014-05-02 | 2014-03-31 | 0.11 | 0.12 | 0.01 | 9 | ||
2014-01-31 | 2013-12-31 | 0.12 | 0.12 | 0.0 | 0 | ||
2013-10-25 | 2013-09-30 | 0.09 | 0.11 | 0.02 | 22 | ||
2013-07-26 | 2013-06-30 | 0.09 | 0.09 | 0.0 | 0 | ||
2013-04-26 | 2013-03-31 | 0.06 | 0.06 | 0.0 | 0 | ||
2013-02-01 | 2012-12-31 | 0.04 | 0.04 | 0.0 | 0 | ||
2012-10-26 | 2012-09-30 | 0.02 | 0.03 | 0.01 | 50 | ||
2012-07-27 | 2012-06-30 | 0.02 | 0.02 | 0.0 | 0 | ||
2012-04-27 | 2012-03-31 | 0.01 | 0.01 | 0.0 | 0 | ||
2012-01-30 | 2011-12-31 | 0.01 | 0.01 | 0.0 | 0 | ||
2011-10-27 | 2011-09-30 | 0.01 | 0.01 | 0.0 | 0 | ||
2011-07-28 | 2011-06-30 | 0.01 | 0.01 | 0.0 | 0 | ||
2011-04-27 | 2011-03-31 | 0.01 | 0.0012 | -0.0088 | 88 | ||
1999-11-05 | 1999-09-30 | -0.16 | -0.23 | -0.07 | 43 | ||
1999-08-10 | 1999-06-30 | -0.25 | -0.25 | 0.0 | 0 | ||
1999-05-12 | 1999-03-31 | -0.24 | -0.15 | 0.09 | 37 | ||
1999-03-18 | 1998-12-31 | -0.27 | -0.23 | 0.04 | 14 | ||
1998-11-12 | 1998-09-30 | -0.28 | -0.16 | 0.12 | 42 | ||
1998-08-13 | 1998-06-30 | -0.2 | -0.22 | -0.02 | 10 | ||
1998-05-13 | 1998-03-31 | -0.15 | -0.3 | -0.15 | 100 |
WisdomTree Corporate Management
| Marci Frankenthaler | Chief Secretary | Profile | |
| Alexis Marinof | Head Europe | Profile | |
| Bryan Edmiston | Chief Officer | Profile | |
| Will Abbott | Head Distribution | Profile | |
| Peter JD | Senior Officer | Profile | |
| Bryan CPA | Chief Officer | Profile | |
| Jonathan Steinberg | CEO Founder | Profile |
Already Invested in WisdomTree?
The danger of trading WisdomTree is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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.