Wisdomtree Stock Performance
| WT Stock | 13.93 0.56 4.19% |
WisdomTree has a performance score of 6 on a scale of 0 to 100. The firm maintains a market beta of 1.12, which attests to a somewhat significant risk relative to the market. WisdomTree returns are very sensitive to returns on the market. As the market goes up or down, WisdomTree is expected to follow. WisdomTree right now maintains a risk of 1.85%. Please check out WisdomTree value at risk, kurtosis, price action indicator, as well as the relationship between the semi variance and rate of daily change , to decide if WisdomTree will be following its historical returns.
Risk-Adjusted Performance
Mild
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent basic indicators, WisdomTree may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more
Actual Historical Performance (%)
One Day Return 4.19 | Five Day Return 6.09 | Year To Date Return 11.35 | Ten Year Return 16.67 | All Time Return 364.33 |
Forward Dividend Yield 0.009 | Payout Ratio | Forward Dividend Rate 0.12 | Dividend Date 2025-11-26 | Ex Dividend Date 2025-11-12 |
1 | WisdomTree, Inc. Reports Q3 Earnings What Key Metrics Have to Say | 10/31/2025 |
2 | Why WisdomTree Global High Dividend Fund stock is trending on social media - Weekly Trend Summary Weekly Top Gainers Alerts - newser.com | 11/19/2025 |
| WisdomTree dividend paid on 26th of November 2025 | 11/26/2025 |
3 | Disposition of 23236 shares by Marci Frankenthaler of WisdomTree subject to Rule 16b-3 | 11/28/2025 |
4 | RIA Acquirer Asset Growth Laps Non-Acquirers | 12/09/2025 |
5 | Is WisdomTree U.S. SmallCap ETF a Strong ETF Right Now | 12/22/2025 |
6 | WisdomTree U.S. Quality Dividend Growth Fund ETF declares 0.2327 dividend | 12/26/2025 |
7 | Aug Breakouts How WisdomTree Equity Premium Income Fund stock gains from tech spending - July 2025 Recap AI Driven Price Predictions - moha.gov.vn | 01/02/2026 |
8 | Disposition of 133046 shares by Jonathan Steinberg of WisdomTree subject to Rule 16b-3 | 01/07/2026 |
9 | Spot Bitcoin ETFs Bleed 1.1B in 3 Days, Nearly Wiping Out 2026 Gains | 01/09/2026 |
10 | Bank of New York Mellon Q4 Earnings Call Highlights | 01/13/2026 |
| Begin Period Cash Flow | 129.3 M | |
| Total Cashflows From Investing Activities | -23.9 M |
WisdomTree | Build AI portfolio with WisdomTree Stock |
WisdomTree Relative Risk vs. Return Landscape
If you would invest 1,290 in WisdomTree on October 17, 2025 and sell it today you would earn a total of 103.00 from holding WisdomTree or generate 7.98% return on investment over 90 days. WisdomTree is generating 0.1428% of daily returns and assumes 1.852% volatility on return distribution over the 90 days horizon. Put differently, 16% of stocks are less risky than WisdomTree on the basis of their historical return distribution, and some 98% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
WisdomTree Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WisdomTree, and traders can use it to determine the average amount a WisdomTree's 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 = 0.0771
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Based on monthly moving average WisdomTree is performing at about 6% of its full potential. 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 by adding it to a well-diversified portfolio.
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 | 0.26 | ||||
| Return On Asset | 0.078 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.38 % | ||||
| Current Valuation | 2.21 B | ||||
| Shares Outstanding | 140.72 M | ||||
| Price To Book | 5.12 X | ||||
| Price To Sales | 4.30 X | ||||
| Revenue | 427.74 M | ||||
| Gross Profit | 225.07 M | ||||
| EBITDA | 117.37 M | ||||
| Net Income | 66.69 M | ||||
| Cash And Equivalents | 181.19 M | ||||
| Total Debt | 512.91 M | ||||
| Book Value Per Share | 2.74 X | ||||
| Cash Flow From Operations | 113.46 M | ||||
| Earnings Per Share | 0.64 X | ||||
| Market Capitalization | 1.97 B | ||||
| Total Asset | 1.03 B | ||||
| Retained Earnings | 129.82 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 | 0.18 | |
| Return On Capital Employed | 0.13 | 0.14 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.15 | 0.16 |
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.| Over 90.0% of the company outstanding shares are owned by institutional investors | |
| On 26th of November 2025 WisdomTree paid 0.03 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Oxford Lane Capital Corp. to Issue Dividend Increase 0.40 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.