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WT

WisdomTreeB
NYSE / Financial Services
Last Price
At close
2026-07-22
View Chart
Current thesis
The post-earnings bull case is that record AUM, nearly $6 billion of quarterly inflows, higher average fee mix, and margin expansion show WisdomTree is scaling beyond a single-product ETF story. The Atlantic House close and prior Ceres acquisition can lift revenue yield and diversify the platform if integration remains disciplined.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +14.9.
What can break
Atlantic House and Ceres integration must translate into durable fee-rate and earnings benefits; if flows slow or cost synergies lag, the acquisition case weakens.
Momentum
83
Value
51
Sentiment
45
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $17.75 · Bull $19.50 · Bear $14.25
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-22 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-04 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $20.56
Why
Momentum83 · Δ7d +14.9
Value51 · Δ7d 0.0
Sentiment45 · Δ7d -5.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
83
26% active weight
Current posture
7d trendImproving
Δ7d
+14.9
Δ21d
+44.3
Value
51
39% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-0.4
Sentiment
45
34% active weight
Current posture
7d trendSoftening
Δ7d
-5.4
Δ21d
-20.1
Why this grade

Composite grade B. Momentum 83.2 / Value 51.2 / Sentiment 45.5

Fundamentals (TTM)
As of 2026-07-22
Market Cap
$3.05B
Beta
1.08
Shares Out
152.94M
P/E (TTM)
20.5
P/S (TTM)
4.04
P/FCF (TTM)
16.83
Rev YoY
+47.5%
EPS YoY
-199.8%
Gross Margin
+78.2%
Op Margin
+29.9%
Net Debt
$644.86M
Current Ratio
4.57
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology