WT

WisdomTree currently trades at $22.75 and has been a dream stock for shareholders. It’s returned 272% since August 2021, blowing past the S&P 500’s 73.1% gain. The company has also beaten the index over the past six months as its stock price is up 38.9% thanks to its solid quarterly results. Is now still a good time to buy WT? Or is this a case of a company fueled by heightened investor enthusiasm? Find out in our full research report, it’s free. Originally founded as a financial media company before pivoting to ETF management in 2006, WisdomTree (NYSE:WT) is a financial services company that creates and manages exchange-traded funds (ETFs) and other investment products for individual and institutional investors. Reviewing a company’s long-term sales performance reveals insights into its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Thankfully, WisdomTree’s 17.1% annualized revenue growth over the last five years was impressive. Its growth beat the average financials company and shows its offerings resonate with customers. Analyzing the long-term change in earnings per share (EPS) shows whether a company’s incremental sales were profitable — for example, revenue could be inflated through excessive spending on advertising and promotions. WisdomTree’s EPS grew at 28.8% compounded annual growth rate over the last five years, higher than its 17.1% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Return on equity, or ROE, quantifies financial firm profitability relative to shareholder equity — an essential capital source for these institutions. Over extended periods, superior ROE performance drives faster shareholder wealth compounding through reinvestment, share repurchases, and dividend growth. Over the last five years, WisdomTree has averaged an ROE of 16.3%, impressive for a company operating in a sector where the average shakes out around 10% and those putting up 25%+ are greatly admired. This shows WisdomTree has a strong competitive moat. These are just a few reasons why we think WisdomTree is one of the best financials companies out there, and with its shares beating the market recently, the stock trades at 18.8× forward P/E (or $22.75 per share). Is now the right time to buy? See for yourself in our comprehensive research report, it’s free. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. WisdomTree (WT) is in focus after July 2026 metrics showed over $1.3b of net inflows and U.S. assets under management moving past $100b, shortly after reporting stronger second quarter revenue and net income. See our latest analysis for WisdomTree. WisdomTree’s recent inflow and earnings news sits alongside strong share price momentum, with an 81.45% year to date share price return and a 68.76% one year total shareholder return. The five year total shareholder return of 310.36% points to a powerful longer term trend. If inflows into ETFs and asset managers have your attention, it can be useful to see what else is moving. Take a look at our screener covering 20 top founder-led companies After WisdomTree’s sharp share price move and strong recent results, the stock now trades above the average analyst target and the intrinsic value estimate. Is the market overpaying for momentum, or fairly pricing in the risks investors see? WisdomTree last closed at $22.70 compared with a narrative fair value estimate of $19.97 that uses detailed revenue, margin and earnings assumptions. Read the complete narrative. Curious what has to happen for WisdomTree to meet that fair value. The narrative leans on faster revenue growth, much higher margins and a reset in the earnings multiple. The mix of traditional ETFs, private assets and tokenized products plays a key role in those projections. Result: Fair Value of $19.97 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as fee compression across ETFs and potential regulatory or adoption setbacks for WisdomTree’s tokenized and digital asset products. Find out about the key risks to this WisdomTree narrative. With both risks and rewards in play for WisdomTree, do you want to rely only on headlines or test the story yourself? Take a closer look at the balance of upside and downside by reviewing the 2 key rewards and 3 important warning signs If WisdomTree has sharpened your focus, do not stop here. Broader ideas can help you stress test your thinking and uncover opportunities you might otherwise miss. Target companies the market may have overlooked by checking out screener containing 18 high quality undiscovered gems that pair solid fundamentals with quieter share price stories. Strengthen your downside protection by reviewing 88 resilient stocks with low risk scores that score well on resilience and business quality. Build a watchlist of financially robust businesses by using the solid balance sheet and fundamentals stocks screener (49 results) that highlights strong balance sheets and consistent fundamentals. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include WT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

WisdomTree delivered a positive Q2, as reflected by a 2.4% gain in its stock price following earnings. Management attributed the outperformance to strong organic asset inflows across both U.S. and European operations, successful integration of the Atlantic House acquisition, and growing contributions from the Ceres and private markets platforms. CEO Jonathan Laurence Steinberg emphasized that no single product or geography was responsible for the quarter’s results, highlighting the durability created by broad-based growth. CFO Bryan Joseph Edmiston underscored the significance of achieving a 40%+ operating margin, noting that higher revenue yields from recent acquisitions and increased scale helped expand profitability. Is now the time to buy WT? Find out in our full research report (it’s free). Revenue: $177.2 million vs analyst estimates of $171.4 million (57.3% year-on-year growth, 3.4% beat) Adjusted EPS: $0.31 vs analyst estimates of $0.26 (17.3% beat) Operating Margin: 40.5%, up from 30.8% in the same quarter last year Market Capitalization: $3.19 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Christoph Kotowski (Oppenheimer): Asked about the cadence and seasonality of Ceres flows and performance fees. CFO Bryan Joseph Edmiston explained that flows can be lumpy due to fund transitions, but performance fees should normalize around a standard capture rate. Kotowski (Oppenheimer): Inquired about Atlantic House revenue contributions and modeling. Edmiston clarified that advisory fees are stable, while structuring fees fluctuate each quarter, with upside potential as the business expands internationally. George Sutton (Craig-Hallum): Questioned future M&A focus and tokenization partnerships. CEO Jonathan Steinberg and Head of Digital Assets William Peck emphasized opportunistic, strategic M&A and highlighted a robust pipeline for tokenized product partnerships, especially as regulatory clarity improves. Wilma Burdis (Raymond James): Sought updates on incorporating private farmland into ETFs and the liquidity profile. CIO Jeremy Schwartz confirmed it is a priority but gave no timeline, noting the need for careful structuring to maintain liquidity. Mike Grondahl (Northland Securities): Asked about key priorities for Atlantic House post-acquisition and for the models portfolio business. Steinberg detailed plans to launch new ETFs using Atlantic House strategies in the U.S. and Europe, and Lilien highlighted continued growth and stickiness in the models business. Looking ahead, the StockStory team will closely watch (1) the pace and breadth of net inflows across core and newly acquired segments, (2) execution and investor uptake of new ETF and tokenized product launches in both the U.S. and Europe, and (3) progress integrating Atlantic House and Ceres, including the scaling of their unique capabilities across WisdomTree’s global platform. Effective management of capital allocation and regulatory developments in digital assets will also be important to monitor. WisdomTree currently trades at $21.48, up from $18.80 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members). ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.

Asset management firm WisdomTree (NYSE:WT) reported Q2 CY2026 results topping the market’s revenue expectations , with sales up 57.3% year on year to $177.2 million. Its non-GAAP profit of $0.31 per share was 17.3% above analysts’ consensus estimates. Is now the time to buy WT? Find out in our full research report (it’s free). Revenue: $177.2 million vs analyst estimates of $171.4 million (57.3% year-on-year growth, 3.4% beat) Adjusted EPS: $0.31 vs analyst estimates of $0.26 (17.3% beat) Operating Margin: 40.5%, up from 30.8% in the same quarter last year Market Capitalization: $2.88 billion WisdomTree delivered a positive Q2, as reflected by a 2.4% gain in its stock price following earnings. Management attributed the outperformance to strong organic asset inflows across both U.S. and European operations, successful integration of the Atlantic House acquisition, and growing contributions from the Ceres and private markets platforms. CEO Jonathan Laurence Steinberg emphasized that no single product or geography was responsible for the quarter’s results, highlighting the durability created by broad-based growth. CFO Bryan Joseph Edmiston underscored the significance of achieving a 40%+ operating margin, noting that higher revenue yields from recent acquisitions and increased scale helped expand profitability. Looking forward, WisdomTree’s guidance is anchored by expectations for continued organic asset growth, disciplined capital management, and further expansion of its private markets and tokenization business lines. Management highlighted the ongoing integration of Atlantic House and Ceres, and the launch pipeline for new ETFs and tokenized products as key priorities. Steinberg stated, “We are still in the early innings of what this platform can become,” while CIO Jeremy Schwartz discussed plans to grow solutions offerings and advance initiatives like incorporating private farmland into ETF structures. The company also sees significant potential in digital assets and tokenization, with William Peck noting robust pipelines and opportunities as regulatory clarity emerges. WisdomTree’s Q2 performance was shaped by broad-based asset inflows, recent acquisitions, and expanding platform capabilities, which together contributed to margin expansion and diversified revenue streams. Broad-based asset inflows: Management reported $3.1 billion in net inflows during the quarter, split between $2.1 billion in Europe and $1 billion in the U.S., with flows generated across multiple asset classes and client segments, leading to record assets under management (AUM). Acquisition impact: The Atlantic House acquisition added over $4 billion in AUM, boosted European revenue streams, and expanded WisdomTree’s capabilities in derivatives-based and outcome-oriented investment solutions. Management described the integration as successful and expects further growth as Atlantic House products are introduced to new markets. Private markets and Ceres momentum: The Ceres acquisition, focused on private assets, contributed both management and performance fees this quarter. Management noted a transition as Fund I closed and Fund II launched, with a strong pipeline of interested investors and expectations for stable performance fee generation going forward. Operating leverage and margin expansion: The company noted that scale from higher AUM and diversified revenue sources enabled adjusted operating margin to rise above 40%. Management attributed this to the firm’s ability to convert top-line growth into expanding profitability without sacrificing ongoing investment in new capabilities. Capital management initiatives: WisdomTree retired $127 million in convertible notes and initiated open-market share repurchases, buying back $29 million in stock. Management views these actions as discipline in capital allocation to enhance shareholder value while maintaining flexibility for strategic investments and deleveraging. WisdomTree’s forward outlook is centered on sustaining organic asset growth, leveraging acquisitions, and advancing tokenization and digital asset initiatives while maintaining disciplined capital allocation. Pipeline for new products: Management highlighted upcoming launches of ETFs in both the U.S. and Europe leveraging Atlantic House strategies, with expectations for as many as 15 new funds over the next 18 months. Additionally, there are ongoing efforts to incorporate private farmland into ETF structures, which could broaden the firm’s solutions offering and attract new types of investors. Tokenization and digital asset expansion: The company is prioritizing development of its tokenized money market fund (WTGXX) and has filed for a tokenized ETF, which could be the first of its kind if approved. Management believes the potential for tokenization is significant, especially as market infrastructure evolves and regulatory clarity improves, providing new avenues for distribution and revenue. Disciplined capital and risk management: Ongoing share repurchases and debt reduction remain priorities, but management cautioned that market volatility and integration of recent acquisitions could affect the pace of capital deployment. They are also monitoring risks related to digital asset flows and the evolving regulatory landscape, especially as digital assets and tokenized products become a larger part of the business. Looking ahead, the StockStory team will closely watch (1) the pace and breadth of net inflows across core and newly acquired segments, (2) execution and investor uptake of new ETF and tokenized product launches in both the U.S. and Europe, and (3) progress integrating Atlantic House and Ceres, including the scaling of their unique capabilities across WisdomTree’s global platform. Effective management of capital allocation and regulatory developments in digital assets will also be important to monitor. WisdomTree currently trades at $19.25, up from $18.80 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free for active Edge members). WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses. 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Interested in WisdomTree, Inc.? Here are five stocks we like better. Record growth: WisdomTree’s second-quarter AUM reached $162.9 billion, up 7% sequentially, supported by $3.1 billion in net inflows and favorable markets. Revenue rose 57% year over year to $177.2 million, while adjusted operating margin reached 42.6%. Atlantic House acquisition expands capabilities: Completed May 1, the acquisition added more than $4 billion in AUM and strengthens WisdomTree’s European, outcome-oriented and derivatives-based offerings. Management plans to launch about 15 ETFs using Atlantic House strategies over the next 18 months. Capital allocation and new growth initiatives: WisdomTree retired about $127 million of convertible debt and repurchased roughly $29 million of shares, while continuing to invest in portfolio solutions and tokenized financial products. Model assets rose to $9 billion, and management said interest in its tokenization pipeline remains strong. ABB’s Rotork Deal Could Put These Flow Control Stocks Back in Focus WisdomTree (NYSE:WT) reported record assets under management and higher revenue in the second quarter of 2026, aided by net inflows, favorable markets and the acquisition of Atlantic House. Assets under management totaled $162.9 billion at quarter-end, up 7% from March 31 and marking the company’s sixth consecutive quarter of record AUM, Chief Financial Officer Bryan Edmiston said. AUM records were reached in both the U.S. and European businesses. WisdomTree said global AUM had subsequently risen to about $164 billion, reflecting $700 million of net inflows and positive market movement since quarter-end. → Microsoft Just Flipped the AI Spending Narrative Overnight Water Infrastructure: Why This Boring Sector Could Get Exciting The company generated $3.1 billion of quarterly net inflows, including $2.1 billion in Europe and $1 billion in the U.S. Year-to-date net inflows totaled $9 billion, equivalent to an approximately 13% annualized organic growth rate, according to Edmiston. Second-quarter revenue was $177.2 million, rising 11% sequentially and 57% from a year earlier. Edmiston attributed the increase to higher AUM, the Atlantic House acquisition, contributions from Ceres and growth in other revenue. → 2 Unique Space ETFs That Could Upend the Industry 5 Small-Cap Stocks to Watch in 2026 as Investors Rotate Out of Big Tech Ceres contributed $5.4 million in management fees and $6 million in performance fees during the quarter. Other revenue totaled $19.5 million, reflecting higher AUM in European products and Atlantic House revenue, partly offset by more moderate European trading activity. WisdomTree reported adjusted net income of $48.1 million, or $0.31 per share. Chief Executive Officer Jonathan Steinberg said adjusted operating margin reached 42.6% in the quarter, while Edmiston said the year-to-date adjusted operating margin was 41.1%, up 900 basis points from the prior-year period. → MarketBeat Week in Review – 07/27- 07/31 “Surpassing a 40% operating margin marks an important milestone and underscores the scalability of our operating model as we continue to grow,” Edmiston said. Steinberg said earnings per share increased 72% year over year and 15% from the preceding quarter. He also pointed to the company’s investments in private markets, liquid alternatives and tokenized financial infrastructure as components of WisdomTree’s broader growth strategy. WisdomTree completed its acquisition of Atlantic House on May 1, adding more than $4 billion in AUM. The acquisition expands the company’s European presence and adds outcome-oriented and derivatives-based investment capabilities, management said. During the question-and-answer session, Will Peck said Atlantic House’s models business has about $1.5 billion in assets under administration and generates a 25-basis-point fee. He said the business is not expected to fluctuate materially quarter to quarter. Structuring fees may be more variable because they depend on the timing of product launches and issuance; Atlantic House generated $13 million of such fees in 2025. Steinberg said the company expects to launch about 15 exchange-traded funds in the U.S. and Europe over the next 18 months using Atlantic House strategies. He also said WisdomTree intends to expand Atlantic House’s portfolio-solutions business beyond the U.K. For Ceres, Edmiston said quarterly flows were about $5 million after the company closed its flagship fund to new investment and launched Fund 2. He characterized the quarter as a transition period. Edmiston said the $6 million quarterly performance-fee contribution was a more normalized figure than the prior quarter’s roughly $3 million, though first-quarter performance fees have some seasonality. Steinberg said WisdomTree’s distribution team had identified more than 100 interested Ceres investors representing more than $100 million of assets. WisdomTree retired approximately $127 million in principal amount of convertible notes maturing in 2026 and 2029 during the quarter, using cash to reduce leverage. It also began open-market share repurchases, buying about $29 million of stock, or roughly 1.7 million shares, through the date of the call. The company repurchased shares at an average price of $17.40, Steinberg said. Management did not commit to a specified quarterly repurchase amount, saying it would balance shareholder returns with deleveraging and flexibility for strategic initiatives. WisdomTree updated its diluted-share outlook for the second half of 2026 to a range of 152 million to 155 million shares, compared with prior guidance of 154 million shares. The revised outlook reflects repurchases to date and potential incremental shares associated with remaining convertible notes, which have conversion prices of approximately $19 and $21. The company also reduced its interest-income outlook to $8 million from $10 million, reflecting the use of some interest-earning assets for buybacks. All other previously provided forward guidance remained unchanged. President and Chief Operating Officer Jarrett Lilien said Portfolio Solutions continued to grow faster than the broader firm. Model assets under administration reached $9 billion, up from about $6 billion at the end of 2025. Lilien said flows into models are outpacing the company’s ETF business and are viewed as stickier, longer-term assets. Management also discussed opportunities in tokenization. Peck said WisdomTree’s pipeline had “never been more robust,” citing growing interest in tokenized financial products and stablecoins across broker-dealers, fintechs and other financial-services firms. WisdomTree currently offers a tokenized money market fund, WTGXX, and has filed for what Peck said could become the market’s first tokenized ETF if approved and launched. Steinberg said the company believes its tokenization platform is not reflected in its current valuation, while emphasizing that WisdomTree intends to continue disciplined capital allocation and investment across its growth initiatives. WisdomTree Investments, Inc (NYSE: WT) is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization. WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "WisdomTree Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

WisdomTree, Inc. (WT) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +19.23%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.27, delivering a surprise of +8%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. WisdomTree, Inc., which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $177.16 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.34%. This compares to year-ago revenues of $112.62 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. WisdomTree, Inc. shares have added about 54.2% since the beginning of the year versus the S&P 500's gain of 8.7%. While WisdomTree, Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for WisdomTree, Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.30 on $177.8 million in revenues for the coming quarter and $1.14 on $674.92 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. HA Sustainable Infrastructure Capital (HASI), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This provider of financing for sustainable infrastructure projects is expected to post quarterly earnings of $0.73 per share in its upcoming report, which represents a year-over-year change of +21.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. HA Sustainable Infrastructure Capital's revenues are expected to be $18.1 million, up 269.4% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree, Inc. (WT) : Free Stock Analysis Report HA Sustainable Infrastructure Capital, Inc. (HASI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

For the quarter ended June 2026, WisdomTree, Inc. (WT) reported revenue of $177.16 million, up 57.3% over the same period last year. EPS came in at $0.31, compared to $0.18 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $169.8 million, representing a surprise of +4.34%. The company delivered an EPS surprise of +19.23%, with the consensus EPS estimate being $0.26. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how WisdomTree, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Average AUM: $164.20 billion versus the four-analyst average estimate of $160.61 billion. AUM - end of period: $162.91 billion versus $162.84 billion estimated by four analysts on average. Inflows/(outflows) - Cryptocurrency: $71 million versus the three-analyst average estimate of $87.14 million. Inflows/(outflows) - U.S. Equity: $478 million versus the three-analyst average estimate of $381.69 million. Fixed Income - End of period assets: $22.66 billion versus $22.12 billion estimated by three analysts on average. Inflows/(outflows) - International Developed Market Equity: $727 million compared to the $1.17 billion average estimate based on three analysts. Inflows/(outflows) - Emerging Markets Equity: $-106 million versus $13.22 million estimated by three analysts on average. U.S. Equity - End of period assets: $46.39 billion versus the three-analyst average estimate of $45.99 billion. Operating Revenues- Performance fees: $5.96 million versus $5.07 million estimated by four analysts on average. Operating Revenues- Management fees: $5.37 million compared to the $5.03 million average estimate based on four analysts. Operating Revenues- Advisory fees: $146.3 million versus the four-analyst average estimate of $141.47 million. The reported number represents a year-over-year change of +41.7%. Operating Revenues- Other income: $19.53 million compared to the $16.65 million average estimate based on four analysts. The reported number represents a change of +108.2% year over year. View all Key Company Metrics for WisdomTree, Inc. here>>> Shares of WisdomTree, Inc. have returned +4.2% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree, Inc. (WT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved a sixth consecutive quarter of record AUM at $162.9 billion, driven by a combination of favorable market conditions, positive net inflows, and the strategic addition of Atlantic House. Delivered an annualized organic growth rate of approximately 13% year-to-date, reflecting a deliberate strategy to diversify growth across geographies, asset classes, and client channels. Expanded adjusted operating margins by 900 basis points year-over-year to 41.1%, demonstrating the inherent scalability of the operating model as top-line revenue grows. Attributed performance resilience to 'more ways to win,' moving away from dependence on single products or themes toward a broader portfolio including private markets and liquid alternatives. Integrated the Atlantic House acquisition to enhance capabilities in outcome-oriented and derivatives-based solutions, specifically targeting expansion beyond the UK into U.S. and European markets. Management contends the current share price does not reflect the intrinsic value of its tokenization platform and growing private markets business, which carry higher revenue yields. Anticipates launching approximately 15 new ETFs over the next 18 months in the U.S. and Europe leveraging Atlantic House's derivative-based investment strategies. Expects ongoing share repurchase activity to serve as a primary lever for long-term EPS growth, balancing capital returns with debt reduction and strategic flexibility. Projects continued momentum in portfolio solutions, with model AUM currently at $9 billion and flows outpacing the broader ETF business due to deeper advisor relationships. Maintains a robust pipeline for tokenized products, including a novel filing for a tokenized ETF that would expand the platform's reach beyond money market funds into equities. Guidance for the second half of the year assumes a diluted share count of 152 million to 155 million, factoring in repurchases and potential conversions of outstanding notes. Revised interest income guidance downward to $8 million from $10 million due to the reallocation of interest-earning assets toward share repurchases. Noted a transition period for Ceres as Fund I closed to new investment and Fund II launched in June, resulting in a temporary moderation of flow cadence. Identified potential volatility in Atlantic House structuring fees, which are dependent on the specific timing of product launches and issuances. Acknowledged that while tokenization is strategically critical, the current regulatory environment remains in a 'pre-Clarity Act' phase of uncertainty. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management clarified that Ceres performance fees of $6 million represent a more normalized level, while flows were impacted by the transition from Fund I to Fund II. Atlantic House's 'other revenue' includes a stable models business capturing 25 basis points on $1.5 billion AUA, while structuring fees will remain sporadic based on product launches. Management believes their on-chain platform holds roughly $1 billion in unrecognized value, solving the mismatch between 24/7 modern markets and legacy batch processing. The pipeline is described as robust, with interest from major U.S. broker-dealers and fintechs in adding wallet offerings and stablecoin services. The Ceres group is actively exploring the use of land for data centers and energy demand, though management noted these developments take time and involve complex community coordination. Management views the demand for compute and energy as a primary global economic theme where their land portfolio offers significant optionality.

Record AUM of $162.9 Billion Diluted Earnings Per Share of $0.28; Adjusted Earnings Per Share of $0.31 13% Annualized Organic Flow Growth Rate Operating Margin Expanded by 780 bps Year over Year; or 900 bps, on an Adjusted Basis NEW YORK, July 31, 2026--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today reported financial results for the second quarter of 2026. $44.3 million of net income ($48.1(1) million, as adjusted). See "Non-GAAP Financial Measurements" for additional information. $162.9 billion of ending AUM, an increase of 6.7% from the prior quarter arising from AUM related to our acquisition of Atlantic House Holdings Limited ("Atlantic House"), market appreciation and net inflows. $3.1 billion of net inflows, across the United States and Europe primarily driven by inflows into our commodity, international developed equity and U.S. equity products, partly offset by outflows from our leveraged and inverse products. 0.36% average advisory fee, unchanged from the prior quarter. 0.43% revenue yield(2), a 1 basis point increase from the prior quarter due to revenues arising from the Atlantic House acquisition. $177.2 million of operating revenues, an increase of 11.1% from the prior quarter due to higher average AUM, the Atlantic House acquisition, and higher performance fees and higher other revenues attributable to our European listed exchange-traded products ("ETPs"). 82.9% gross margin(1), a 1.5 point decrease from the prior quarter primarily reflecting higher expenses, including those associated with anticipated fund launches. 40.5% operating income margin for the quarter (42.6%(1) as adjusted), an increase of 330 basis points from the prior quarter on both a GAAP and as adjusted basis. Operating margin expansion was primarily driven by higher revenues, seasonally elevated compensation expense in the prior period and lower acquisition-related costs, partially offset by higher intangible amortization arising from the Atlantic House acquisition. Adjusted operating income margin excludes intangible asset amortization and acquisition-related costs. 39.0% operating income margin year-to date (41.1%(3) as adjusted), an increase of 780 basis points (900 basis points(3), as adjusted) from the prior-year period. Operating income margin expansion was primarily driven by higher revenues, including contributions from Ceres Partners, LLC ("Ceres"), partly offset by higher intangible asset amortization related to the Ceres and Atlantic House acquisitions and increased third-party distribution fees. Adjusted operating income margin excludes intangible asset amortization and acquisition-related costs. $126.9 million aggregate principal amount of convertible senior notes retired, including $75.0 million of 3.25% convertible notes due 2026 (the "2026 Notes") and $51.9 million of 3.25% convertible senior notes due 2029 (the "2029 Notes"), for aggregate cash consideration of $207.5 million. Conversion prices of the 2026 Notes and 2029 Notes were $11.04 and $11.82, respectively. $25.9 million of common stock repurchased, representing approximately 1.5 million shares at an average repurchase price of $17.40 per share. $0.03 quarterly dividend declared, payable on August 26, 2026 to stockholders of record as of the close of business on August 12, 2026. Update from Jarrett Lilien, WisdomTree President and COO Update from Jonathan Steinberg, WisdomTree CEO OPERATING AND FINANCIAL HIGHLIGHTS RECENT BUSINESS DEVELOPMENTS QUARTERLY HIGHLIGHTS Operating Revenues Operating revenues increased 11.1% from the first quarter of 2026, due to higher average AUM, the Atlantic House acquisition, higher performance fees and higher other revenues attributable to our European listed ETPs. Operating revenues increased 57.3% from the second quarter of 2025, due to higher average AUM, a higher average advisory fee, revenues arising from the Ceres and Atlantic House acquisitions and increased other revenues from our European listed ETPs. Our average advisory fee was 0.36% for both the first and second quarters of 2026 and 0.35% for the second quarter of 2025. Operating Expenses Operating expenses increased 5.2% from the first quarter of 2026 primarily due to higher fund management and administration fees and intangible amortization related to the Atlantic House acquisition, partly offset by seasonally elevated compensation expense in the prior period and lower acquisition-related costs. Operating expenses increased 35.1% from the second quarter of 2025 primarily due to higher incentive compensation and headcount, as well as increased fund management and administration expenses, intangible asset amortization related to the Ceres and Atlantic House acquisitions and third-party distribution fees. Other Income/(Expenses) Interest expense increased 34.7% from the first quarter of 2026 and 170.5% from the second quarter of 2025 due to a higher level of debt outstanding and higher interest rates. Interest income increased 23.6% from the first quarter of 2026 and 53.3% from the second quarter of 2025 due to the higher level of interest-earning assets. During the second quarter of 2026, we recognized a $6.6 million loss related to the repurchase of $51.9 million in aggregate principal amount of our 2029 Notes. Contingent consideration related to the Ceres acquisition increased from $14.4 million on March 31, 2026 to $15.8 million at June 30, 2026, resulting in a $1.4 million loss on remeasurement recognized during the second quarter of 2026. Other gains and losses, net, was a gain of $6.4 million for the second quarter of 2026. This included a remeasurement gain of $4.4 million on British pounds held to complete the Atlantic House acquisition and a net gain of $2.9 million on our financial instruments owned. Gains and losses also generally arise from the sale of gold and cryptocurrency earned from advisory fees paid by our physically-backed gold and crypto ETPs, foreign exchange fluctuations and miscellaneous items. Income Taxes Our effective income tax rate for the second quarter of 2026 was 24.4%, resulting in income tax expense of $14.2 million. The effective tax rate differs from the U.S. federal statutory rate of 21.0% primarily due to non-deductible amounts associated with the repurchase of convertible notes. Our adjusted effective income tax rate for the second quarter of 2026 was 24.1%(1). SIX MONTH HIGHLIGHTS Operating revenues increased 52.5% as compared to 2025 due to higher average AUM, a higher average advisory fee, revenues arising from the Ceres and Atlantic House acquisitions and increased other revenues from our European listed ETPs. Operating expenses increased 35.3% as compared to 2025 primarily due to higher incentive compensation and headcount, as well as increased fund management and administration expenses, third-party distribution fees and intangible asset amortization arising from the Ceres and Atlantic House acquisitions. Significant items reported in other income/(expense) in 2026 include: an increase in interest expense of 136.7% due to a higher level of debt outstanding and higher interest rates; an increase in interest income of 45.3% due to an increase in our interest-earning assets; a remeasurement gain of $4.4 million on British pounds held to complete the Atlantic House acquisition, net gains on our financial instruments owned of $2.0 million, net losses on our investments of $0.5 million and $0.5 million of foreign currency remeasurement losses on U.S. dollars held by foreign subsidiaries. Gains and losses also generally arise from the sale of gold earned on management fees paid by our physically-backed gold ETPs, other foreign exchange fluctuations and miscellaneous items. Our effective income tax rate for 2026 was 51.9%, resulting in an income tax expense of $22.8 million. The effective tax rate differs from the federal statutory rate of 21.0% primarily due to non-deductible amounts associated with the repurchase of convertible notes, partly offset by tax windfalls associated with the vesting of stock-based compensation awards and a lower tax rate on foreign earnings. CONFERENCE CALL DIAL-IN AND WEBCAST DETAILS WisdomTree will discuss its results and operational highlights during a live webcast on Friday, July 31, 2026 at 11:00 a.m. ET, which, together with all earnings materials, can be accessed via WisdomTree’s investor relations website at https://ir.wisdomtree.com. A replay of the webcast will be available shortly after the call. Participants also can dial in using the following numbers: (877) 407-9210 or (201) 689-8049. Click here to access the participant international toll-free access numbers. To avoid delays, we encourage participants to log in or dial into the conference call 10 minutes ahead of the scheduled start time. About WisdomTree WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™ and blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform. * The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information. WisdomTree currently has approximately $167.9 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period. For more information about WisdomTree, WisdomTree Connect and WisdomTree Prime, visit: https://www.wisdomtree.com. Please visit us on X at @WisdomTreeNews. WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide. PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED BY ANY GOVERNMENT AGENCY The products and services available through WisdomTree Connect and the WisdomTree Prime app are not endorsed, indemnified or guaranteed by any regulatory agency. References to third-party platforms, protocols, or use cases are provided for informational purposes only and do not constitute an endorsement, recommendation, or solicitation by WisdomTree or its affiliates. WisdomTree and its affiliates do not control or operate such third-party platforms or protocols and are not responsible for their operation or performance. Note: Previously issued statistics may be restated due to fund closures and trade adjustments. Source: WisdomTree NON-GAAP FINANCIAL MEASUREMENTS In an effort to provide additional information regarding our results as determined by GAAP, we also disclose certain non-GAAP information which we believe provides useful and meaningful information. Our management reviews these non-GAAP financial measurements when evaluating our financial performance and results of operations; therefore, we believe it is useful to provide information with respect to these non-GAAP measurements so as to share this perspective of management. Non-GAAP measurements do not have any standardized meaning, do not replace nor are they superior to GAAP financial measurements and are unlikely to be comparable to similar measures presented by other companies. These non-GAAP financial measurements should be considered in the context with our GAAP results. The non-GAAP financial measurements contained in this press release include the following: Adjusted Operating Income, Operating Expenses, Income Before Income Taxes, Income Tax Expense, Net Income and Diluted Earnings per Share We disclose adjusted operating income, operating expenses, income before income taxes, income tax expense, net income and diluted earnings per share as non-GAAP financial measurements in order to report our results exclusive of items that are non-recurring or not core to our operating business. We believe presenting these non-GAAP financial measurements provides investors with a consistent way to analyze our performance. These non-GAAP financial measurements exclude the following: Gains or losses on financial instruments owned: We account for our financial instruments owned as trading securities, which requires these instruments to be measured at fair value with gains and losses reported in net income. We exclude these items when calculating our non-GAAP financial measurements as the gains and losses introduce earnings volatility and are not core to our operating business. Foreign currency remeasurement gains and losses on U.S. dollars held by foreign subsidiaries: GAAP requires account balances to be remeasured into an entity’s functional currency, with resulting gains and losses reported in net income. Foreign subsidiaries holding U.S. dollars remeasure these balances into their functional currencies and recognize the gains and losses. Also excluded are remeasurement gains on British pounds held to complete the Atlantic House acquisition. We exclude remeasurement effects from our non-GAAP financial measures, as they introduce earnings volatility, are not core to our operations and arise from balances denominated in our reporting currency. Tax windfalls and shortfalls upon vesting of stock-based compensation awards: GAAP requires the recognition of tax windfalls and shortfalls within income tax expense. These items arise upon the vesting of stock-based compensation awards and the magnitude is directly correlated to the number of awards vesting/exercised, as well as the difference between the price of our stock on the date the award was granted and the date the award vested or was exercised. We exclude these items when calculating our non-GAAP financial measurements as they introduce earnings volatility and are not core to our operating business. Remeasurement of contingent consideration arising from the Ceres acquisition: On October 1, 2025, we completed the Ceres acquisition for aggregate consideration consisting of (i) $275 million in cash payable at closing, subject to customary post-closing adjustments and (ii) contingent consideration of up to $225 million, payable in 2030, contingent upon Ceres achieving a compound annual growth rate ("CAGR") in revenues of 12% to 22% during the measurement period of January 1, 2025 through December 31, 2029. GAAP requires contingent consideration to be re-measured each reporting period with changes in fair value reported in net income. We exclude changes in fair value of contingent consideration when calculating our non-GAAP financial measurements as these items are not core to our operating business. Other items: Losses related to convertible notes transactions, amortization of intangible assets, changes in deferred tax asset valuation allowance, acquisition-related costs, imputed interest on our payable to Gold Bullion Holdings (Jersey) Limited ("GBH") and gains and losses recognized on our investments are excluded when calculating our non-GAAP financial measurements. Adjusted Effective Income Tax Rate We disclose our adjusted effective income tax rate as a non-GAAP financial measurement in order to report our effective income tax rate exclusive of items that are non-recurring or not core to our operating business. We believe reporting our adjusted effective income tax rate provides investors with a consistent way to analyze our income taxes. Our adjusted effective income tax rate is calculated by dividing adjusted income tax expense by adjusted income before income taxes. See above for information regarding the items that are excluded. Gross Margin and Gross Margin Percentage We disclose our gross margin and gross margin percentage as non-GAAP financial measurements because we believe they provide investors with a consistent way to analyze the amount we retain after paying third-party service providers to operate our ETPs. These measures also assist us in analyzing the profitability of our products. We define gross margin as total adjusted operating revenues less fund management and administration expenses. Gross margin percentage is calculated as gross margin divided by total adjusted operating revenues. CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This press release contains forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to our management. Although we believe that the expectations reflected in these forward-looking statements are reasonable, these statements relate to future events or our future financial performance, and involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "should," "expects," "intends," "plans," "anticipates," "believes," "estimates," "predicts," "potential," "continue" or the negative of these terms or other comparable terminology. These statements are only predictions. You should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties and other factors, which are, in some cases, beyond our control and could materially affect results. Factors that may cause actual results to differ materially from current expectations include, among other things, the risks described below. If one or more of these or other risks or uncertainties occur, or if our underlying assumptions prove to be incorrect, actual events or results may vary significantly from those implied or projected by the forward-looking statements. No forward-looking statement is a guarantee of future performance. You should read this press release completely and with the understanding that our actual future results may be materially different from any future results expressed or implied by these forward-looking statements. In particular, forward-looking statements in this press release may include statements about: anticipated trends, conditions and investor sentiment in the global markets and ETPs; anticipated levels of inflows into and outflows out of our ETPs; our ability to deliver favorable rates of return to investors; competition in our business; whether we will experience future growth; our ability to develop new products and services and their potential for success; our ability to maintain current vendors or find new vendors to provide services to us at favorable costs; our ability to successfully implement our strategy relating to digital assets and blockchain-enabled financial services, including WisdomTree Connect™ and WisdomTree Prime®, and achieve its objectives; our ability to successfully operate and expand our business in non-U.S. markets; the effect of laws and regulations that apply to our business; the potential benefits arising from the Ceres and Atlantic House acquisitions, including financial or strategic outcomes; and our ability to successfully implement our strategic goals relating to the acquisitions and integrate the acquired businesses. Our business is subject to many risks and uncertainties, including without limitation: declining prices of securities, gold and other precious metals and other commodities and changes in interest rates and general market conditions can adversely affect our business by reducing the market value of the assets we manage or causing WisdomTree ETP investors to sell their fund shares and trigger redemptions; fluctuations in the amount and mix of our AUM, whether caused by disruptions in the financial markets or otherwise, including but not limited to events such as a pandemic or war, geopolitical conflicts, political events, acts of terrorism and other matters beyond our control, may negatively impact revenues and operating margins, and may impede our ability to refinance our debt upon maturity or increase the cost of borrowing upon a refinancing; competitive pressures could reduce revenues and profit margins; we derive a substantial portion of our revenues from a limited number of products, and, as a result, our operating results are particularly exposed to investor sentiment toward investing in the products’ strategies and our ability to maintain the AUM of these products, as well as the performance of these products and market-specific and political and economic risk; a significant portion of our AUM is held in products with exposure to U.S. and international developed markets, and we therefore have exposure to domestic and foreign market conditions and are subject to currency exchange rate risks; withdrawals or broad changes in investments in our ETPs by investors with significant positions may negatively impact revenues and operating margins; we face increased operational, regulatory, financial and other risks as a result of conducting our business internationally, and as we expand our digital assets product offerings and services beyond our existing ETP business; many of our ETPs have a limited track record, and poor investment performance could cause our revenues to decline; and we depend on third parties to provide many critical services to operate our business and our ETPs. The failure of key vendors to adequately provide such services could materially affect our operating business and harm WisdomTree ETP investors. Additional risks include those associated with the Ceres and Atlantic House acquisitions, including the risk that the integrations may be more difficult, time-consuming or costly than expected, or that expected benefits (including projected business growth, realization of synergies, or the ability to raise additional capital into the funds of the acquired businesses) may not be realized as anticipated. Other factors, such as general economic conditions, including currency exchange rate fluctuations, also may have an effect on the results of our operations. For a more complete description of the risks noted above and other risks that could cause our actual results to differ from our current expectations, see "Risk Factors" in our Annual Report on Form 10-K for the year ended December 31, 2025. The forward-looking statements in this press release represent our views as of the date of this press release. We anticipate that subsequent events and developments may cause our views to change. However, while we may elect to update these forward-looking statements at some point in the future, we have no current intention of doing so except to the extent required by applicable law. Therefore, these forward-looking statements do not represent our views as of any date other than the date of this press release. Category: Business Update View source version on businesswire.com: https://www.businesswire.com/news/home/20260731339961/en/ Contacts Investor Relations Jeremy [email protected] Media Relations Jessica [email protected]

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. WisdomTree (WT) comes into focus ahead of its quarterly report expected on July 31, 2026, following recent earnings results that exceeded estimates with an average surprise of 17.04% across the last two quarters. See our latest analysis for WisdomTree. WisdomTree's recent share price has pulled back, with the stock down 6.03% on a 1 day basis and 8.48% over 7 days. However, the 30 day and year to date share price returns of 7.55% and 45.80% indicate that broader momentum remains positive alongside a 1 year total shareholder return of 37.65% and very large 3 and 5 year total shareholder returns. If WisdomTree's run has you thinking about what else might be moving, this is a good moment to widen your search and check out 19 top founder-led companies WisdomTree has delivered strong multi year shareholder returns and solid recent growth in revenue and net income. After such a move, the key question is whether the current US$18.24 share price still stacks up on valuation. Compared with WisdomTree's last close at $18.24, the most followed narrative points to a fair value of $19.97, implying a modest valuation gap that rests on specific growth and profitability assumptions. Read the complete narrative. Curious what has to happen for that fair value to make sense? The narrative leans on faster top line expansion, substantially higher margins, and a different earnings multiple. The full set of revenue, profit, and valuation assumptions might surprise you. Result: Fair Value of $19.97 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the WisdomTree narrative could be knocked off course if fee pressure in ETFs intensifies, or if its digital asset projects face tougher regulation or weaker demand. Find out about the key risks to this WisdomTree narrative. The analyst narrative points to WisdomTree trading below a fair value of $19.97, which suggests an 8.7% undervaluation at the recent $18.24 share price. However, the current P/E of 45.1x looks demanding next to the US Capital Markets peer average of 17x and a fair ratio of 24.1x. If the share price ever moved closer to that fair ratio, the valuation gap could work against recent shareholders rather than for them. For anyone weighing the story around private assets and digital products against this richer multiple, the key question is which side of the trade feels more compelling right now. See what the numbers say about this price — find out in our valuation breakdown. The mix of optimism and concern around WisdomTree is clear, so now is a good time to review the numbers yourself and decide where you stand. To help frame that view, take a look at the 2 key rewards and 3 important warning signs. Do not stop with just one stock. The most interesting opportunities often sit just off your radar, so give yourself a broader field to work with. Target stability and income potential by scanning companies with strong payouts in the 9 dividend fortresses. Hunt for value by focusing on companies that combine quality fundamentals with attractive prices using the 49 high quality undervalued stocks. Prioritise resilience by sorting for companies with stronger financial footing through the solid balance sheet and fundamentals stocks screener (48 results). This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include WT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]