WisdomTree, Inc. (WT)
Financials · NYQ · US
Price as at 1 Oct 2026, 03:59 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
WisdomTree, Inc. trades at $24.29, close to the $21.17 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 55 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 44.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
WT dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $0.090 | 3 |
| 2025 | $0.120 | 4 |
| 2024 | $0.120 | 4 |
| 2023 | $0.120 | 4 |
| 2022 | $0.120 | 4 |
| 2021 | $0.120 | 4 |
| 2020 | $0.120 | 4 |
| 2019 | $0.120 | 4 |
| 2018 | $0.120 | 4 |
| 2017 | $0.320 | 4 |
| 2016 | $0.320 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
WT earnings and analyst estimates
Recommendation mix, 7 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About WisdomTree, Inc.
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
WT passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$10.95M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.26M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$6.19M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$5.93M · 0.0% of book
- Steve Cohen, Point72 Asset Management, L.P.$4.47M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in WT
Trades in WT disclosed by members of Congress and executive-branch officials, latest first:
- Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 29 Jul 2024 · disclosed 22 Sept 2026
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
WT peers
The largest companies in the same industry (Asset Management), then in the same sector.
- KKR KKR & Co. Inc.
- APO Apollo Global Management, Inc.
- ARES Ares Management Corporation
- CG The Carlyle Group Inc.
- BEN Franklin Templeton Inc.
- BAMGF Brookfield Corporation
- OWL Blue Owl Capital Inc.
- PS Pershing Square Inc.
Every financials company we cover is on the Financials hub.
Common questions
Is WisdomTree, Inc. (WT) undervalued?
Against our fair value estimate of $21.17, WT at $24.29 is 13% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own WT?
10 of the institutions we track reported a position in WT in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is WT's P/E ratio?
WT trades at 44.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does WisdomTree, Inc. (WT) pay a dividend?
Yes. WisdomTree, Inc. yields 0.49% at the current share price. It has paid $0.120 per share over the trailing twelve months. It has paid a dividend in each of the last 12 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
When does WT report earnings next?
WisdomTree, Inc. is scheduled to report on 30 Oct 2026. Companies move earnings dates, so read it as scheduled rather than certain.
Where does SteadyShares get its WT data?
Fundamentals for WT come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 03:59 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for WT, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.