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WETF

WisdomTree, Inc.

Financial Services

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Price alert · WETF

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5.26 0.00 0.00%
As of Nov 7, 2022
5.23 Day range 5.41

52-week range unavailable

Open
5.37
Prev close
5.26
Mkt cap
775.11M
Vol
1.01M
Avg vol
0
EPS
0.00
P/E
0.00
Div yield
2.23%
More statistics
Low
5.23
High
5.41
Forward P/E
21.92
Beta
1.46
Short ratio
8.97
Inst. own
77.00%
Dividend
0.12
Ex-div date
Nov 7, 2022
Earnings
Oct 28, 2022
50-d avg
5.04
200-d avg
5.40
1y target
5.63

2Y chart

Chart tools
Interval
WETF two-year price chart4.605.185.766.346.92Nov 21Jan 22Mar 22Jun 22Aug 22Nov 22

Key statistics

Market cap
775.11M
Enterprise value
967.08M
Trailing P/E
9.39
Forward P/E
21.92
PEG ratio
10.55
Price / sales
2.52
Price / book
2.27
EPS (TTM)
0.56
Beta
1.46
Dividend yield
2.23%
Payout ratio
21.43%
Profit margin
29.35%
Revenue (TTM)
307.21M
Revenue growth
-7.30%
Free cash flow
57.98M
Total cash
257.81M
Total debt
322.30M
Return on equity
21.01%
Shares outstanding
146.52M
Short % of float
9.30%
50-day average
5.04
200-day average
5.40

Analyst view

Consensus: hold

Hold
Price target (mean) 5.63 +7.0% upside
Target (low)
4.50
Target (mean)
5.63
Target (high)
6.50
Ratings (0m) 12 4 buy · 5 hold · 3 sell
  • Strong buy2
  • Buy2
  • Hold5
  • Sell3
  • Strong sell0

Next earnings

Oct 28, 2022

Expected Oct 28, 2022. Consensus EPS estimate 0.04.

Earnings history

Earnings

WETF recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Oct 28, 2022Sep 1, 20220.06———
Jul 29, 2022Jun 1, 20220.08———
Apr 29, 2022Mar 1, 20220.08———
Jan 28, 2022Dec 1, 20210.09———
Oct 29, 2021Sep 1, 20210.09———
Jul 30, 2021Jun 1, 20210.09———

Upgrades / downgrades

WETF analyst upgrades and downgrades
DateFirmActionFromTo
Nov 1, 2022Goldman Sachsmain—Sell
Oct 3, 2022Morgan Stanleymain—Equal-Weight
Jul 13, 2022Deutsche Bankmain—Hold
Jun 30, 2022Morgan Stanleymain—Equal-Weight
Sep 14, 2022Goldman Sachsmain—Sell
Jun 29, 2022Keefe, Bruyette & WoodsdownOutperformMarket Perform

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.

Sector
Financial Services
Industry
Asset Management
Country
United States

News

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Insider holders

WETF insider holders
InsiderRelationLatest transactionDateShares held
BLAKE LYNN S.DirectorStock Award(Grant)Jul 24, 202220,835
BOSSONE ANTHONYDirectorStock Award(Grant)Jul 24, 2022610,704
CONJEEVARAM SMITADirectorStock Award(Grant)Jul 24, 202242,683
COSGROVE SUSAN JDirectorStock Award(Grant)Jul 24, 202280,543
EDMISTON BRYAN JChief Financial OfficerStock Award(Grant)Apr 21, 202271,117
FUHR DEBORAHDirectorStock Award(Grant)Jul 24, 202220,835

Institution ownership

WETF institution ownership
Holder% heldSharesValueReported
Blackrock Inc.12.45%18,238,80595.94MJun 29, 2022
ArrowMark Colorado Holdings LLC10.17%14,903,59478.39MJun 29, 2022
Vanguard Group, Inc. (The)9.41%13,793,67072.55MJun 29, 2022
Massachusetts Financial Services Co.5.97%8,745,51646.00MSep 29, 2022
Azora Capital Lp5.48%8,036,09342.27MJun 29, 2022
Lion Point Capital, LP3.09%4,521,97923.79MJun 29, 2022

Fund ownership

WETF fund ownership
Holder% heldSharesValueReported
iShares Core S&P Smallcap ETF5.56%8,149,81942.87MSep 29, 2022
MFS New Discovery Fund3.86%5,650,49529.72MAug 30, 2022
Vanguard Explorer Fund, Inc.3.49%5,107,01326.86MJul 30, 2022
Vanguard Total Stock Market Index Fund2.50%3,662,56819.27MJun 29, 2022
Vanguard Small-Cap Index Fund2.16%3,166,04616.65MJun 29, 2022
iShares Russell 2000 ETF1.99%2,912,48715.32MSep 29, 2022
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