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WT

WisdomTreeC
NYSE / Financial Services
Last Price
Quote time unavailable
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Current thesis
The Q2 beat, record AUM, broad-based net inflows, operating-margin expansion, and acquisition contribution support a constructive earnings trajectory. Deleveraging and repurchases may further support per-share value.
Posture
Mixed
Lead driver
Sentiment
What changed
4 setup hits (3d) with net bullish as of 2026-09-09.
What can break
Atlantic House integration and acquisition-related amortization or expenses could pressure margins.
Momentum
92
Value
50
Sentiment
58
Setup hits (3d)
4 · Net Bullish
AI TargetsBase $22.50 · Bull $26.00 · Bear $18.50Analysis 2026-08-05; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-05 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $24.33
Why
Momentum92 · Δ7d -0.2
Value50 · Δ7d -0.1
Sentiment58 · Δ7d +5.6
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.

Confirming evidence

  • • 4 setup hits (3d) with net bullish as of 2026-09-09.
  • • Sentiment remains the lead driver in the composite, 7D delta +5.6.

Contradictions & invalidation

  • • Atlantic House integration and acquisition-related amortization or expenses could pressure margins.
  • • Cash-funded debt retirement and repurchases may limit balance-sheet flexibility.
  • • The stock already trades above the packet's median target, while gross margin declined sequentially due partly to higher expenses.

Catalyst clock

2026-08-19

Q2 earnings beat with record AUM and margin expansion

Lead driver: Sentiment · See AI snapshot
Momentum
92
9% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+4.1
Value
50
28% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
+0.0
Sentiment
58
62% active weight
Current posture
7d trendImproving
Δ7d
+5.6
Δ21d
-5.9
Why this grade

Composite grade C. Momentum 92.2 / Value 50.4 / Sentiment 58.2

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-05. Scenario method

B+
Bull case
25%
Probability
Target price
$26.00
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$22.50
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$18.50
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$3.5B
Beta
1.08
Shares Out
151.51M
P/E (TTM)
20.5
P/S (TTM)
4.04
P/FCF (TTM)
16.83
Rev YoY
+57.3%
EPS YoY
+67.7%
Gross Margin
+78.3%
Op Margin
+39.7%
Net Debt
$644.86M
Current Ratio
3.00
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data