WT
WisdomTreeBNYSE / Financial Services
Last Price
At close
2026-06-02
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
2 setup hits (3d) with net bullish as of 2026-06-02.
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
87
Value
49
Sentiment
48
Setup hits (3d)
2 · Net Bullish
AI TargetsBase $17.75 · Bull $19.50 · Bear $14.25
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-04 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Bullish
Target $19.04
Why
Momentum87 · Δ7d -5.8
Value49 · Δ7d +0.0
Sentiment48 · Δ7d +2.8
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
87
34% active weight
Current posture
7d trendFlat
Δ7d
-5.8
Δ21d
+2.3
Value
49
32% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.8
Sentiment
48
33% active weight
Current posture
7d trendImproving
Δ7d
+2.8
Δ21d
+8.4
Why this grade
Composite grade B. Momentum 86.6 / Value 48.6 / Sentiment 47.5
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$2.93B
Beta
1.08
Shares Out
140.72M
P/E (TTM)
20.5
P/S (TTM)
4.04
P/FCF (TTM)
16.83
Rev YoY
+11.0%
EPS YoY
+199.7%
Gross Margin
-
Op Margin
+29.9%
Net Debt
$272.37M
Current Ratio
2.82
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology