WisdomTree Investments, Inc. (WT)
NYSEFinancialsAsset ManagementSnapshot 2026-10-29
$21.55+1.03%
Close 2026-10-29 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-10-29
Research Workspace
Put WT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Asset Management & Custody Banks is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 37% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 43%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskWisdomTree’s diversified product growth has to sustain strong inflows to support its earnings growth. Revenue growth accelerated from 47.5% to 57.3%, and Q2 FY2026 earnings beat consensus. WT trades at 20× earnings versus a 14× peer median, near its 20× historical multiple. The price reflects less growth than our forecast, so the peer premium still needs support. Our model puts the next-quarter miss probability near 24%. Peer multiples imply a price about 8% above where it trades; our read remains intact, but provisional.
Trailing returns as of 2026-10-29. WT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering WT (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for WT in the last 4 months.
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Compare WT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Asset Management & Custody Banks — fair value, gap to price, and forward P/E.
Compare the value case
Put WT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive organic growth through diversified product launches
New ETFs broaden product offerings, though the launch alone is an incremental catalyst.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $21.55
The last 12 months of price, then the range of analyst 12-month targets from today’s $21.55.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain quarterly dividend of $0.03 per share
Quarterly dividend declaration supports capital allocation objective.
Advances: Expand digital asset offerings and infrastructure
Partnership enhances digital asset offerings and infrastructure.
Advances: Drive organic growth through diversified product launches
Record AUM and inflows support organic growth objective.
Advances: Expand digital asset offerings and infrastructure
Confirms growth in digital asset offerings and strategic expansion.
New ETF launches align with growth objectives.
Significant inflows indicate strong demand for products.
Advances: Maintain quarterly dividend of $0.03 per share
Declaring dividends aligns with capital allocation strategy.