WT - NYSE

WisdomTree, Inc.

WT·NYSE

$18.62

-2.8%

Financial ServicesAsset Management

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.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$2.85B

EPS0.7800

P/E Ratio23.87

Earnings Date07/30/2026

wt

Retained Earnings

Last Annual Value

220.79M

3-Year CAGR

152%

5-Year CAGR

44%

10-Year CAGR

27%

Adjust for Inflation

WisdomTree, Inc. Competitors Analysis of Retained Earnings

WT · NYSE

Company	Retained Earnings	CAGR 3Y	CAGR 5Y	CAGR 10Y
WisdomTree, Inc. NYSE:WT	220.79M	32.1%	N/A	N/A
Acadian Asset Management NYSE:AAMI	0.00	N/A	N/A	N/A
Sixth Street Specialty Lending, Inc. NYSE:TSLX	81.64M	-6.8%	-2.0%	41.5%
Central Securities Corp. NYSE:CET	1.07B	8.2%	3.6%	121.2%
Northwest Bancshares, Inc. NASDAQ:NWBI	689.21M	0.7%	2.5%	3.7%
PACS Group, Inc. NYSE:PACS	309.58M	47.7%	N/A	N/A
Tri-Continental Corporation NYSE:TY	467.84M	20.1%	-1.3%	68.7%
Oxford Lane Capital Corp. NASDAQ:OXLC	-1.68B	N/A	N/A	N/A
Nicolet Bankshares, Inc. NYSE:NIC	697.80M	15.0%	17.3%	26.1%
General American Investors Company, Inc. NYSE:GAM	1.17B	10.8%	5.9%	N/A

WisdomTree, Inc. Fair Value Envelope

WT · NYSE

Our analysis suggests that WT has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $18.62, this represents a potential HIDDEN relative to our calculated worth for WisdomTree, Inc..

HIDDEN

Intrinsic Value

Current Price: $18.62

Related Guides

Blog Categories

Continue your WT research with focused valuation guides.

Fundamentals

Decode statement quality and operating durability.

Accounting

Interpret line items with cleaner analytical framing.

Forecasting

Translate historical performance into forward scenarios.

Reference

Use practical frameworks for statement-led valuation.

Research Paths

Pick your next lens

Snapshot

Start with context, operating signals, and key market metrics.

Value Model

Stress test fair value across bear, base, and bull assumptions.

Statements

Validate revenue quality, margins, and balance sheet durability.

Earnings Call

Read management commentary and compare it with reported outcomes.

Dividends

Check payout sustainability and long-term distribution behavior.

Analyst Expectations

Review consensus spread and where estimate risk is concentrated.