WisdomTree Inc. (WT)
Company Info
Highlights
$1.34B
$0.33
27.67
$438.98M
$297.93M
$94.88M
$7.47 - $12.45
$11.30
14.72%
8.20
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Inc. (WT) returned -10.67% year-to-date (YTD) and 0.60% over the past 12 months. Over the past 10 years, WT returned -5.00% annually, underperforming the S&P 500 benchmark at 10.43%.
WT
-10.67%
22.29%
-12.58%
0.60%
27.53%
-5.00%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of WT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.76% | -6.84% | -2.19% | -2.47% | 7.82% | -10.67% | |||||||
| 2024 | -2.31% | 19.55% | 14.02% | -3.16% | 12.38% | -0.60% | 20.48% | -14.81% | -1.48% | 3.60% | 15.80% | -12.13% | 53.55% |
| 2023 | 5.69% | 4.15% | -1.84% | 6.48% | 9.48% | 0.88% | 1.46% | 5.37% | -4.11% | -11.43% | 5.49% | 6.45% | 29.56% |
| 2022 | -8.33% | 0.89% | 4.26% | -0.68% | 2.63% | -14.79% | 2.56% | -3.11% | -6.59% | 16.03% | 3.17% | -2.15% | -8.94% |
| 2021 | -0.19% | -0.23% | 17.92% | 8.64% | -0.88% | -7.46% | -0.32% | 2.58% | -10.14% | 12.70% | -3.49% | -0.33% | 16.57% |
| 2020 | -13.02% | -2.90% | -42.61% | 39.06% | -6.78% | 16.05% | 3.75% | 4.62% | -14.44% | 13.75% | 18.53% | 25.00% | 14.13% |
| 2019 | 0.75% | 16.67% | -9.26% | 1.98% | -16.18% | 2.66% | 0.49% | -22.01% | 8.73% | -2.29% | -4.34% | -0.41% | -25.75% |
| 2018 | -7.65% | -16.84% | -4.58% | 15.27% | 3.96% | -17.15% | -3.74% | -5.60% | 3.16% | -8.37% | -8.40% | -6.21% | -46.31% |
| 2017 | -7.54% | -10.74% | -0.33% | -8.04% | 14.98% | 6.94% | 2.65% | -11.45% | 11.01% | 8.94% | 4.38% | 9.13% | 16.47% |
| 2016 | -23.47% | -0.46% | -3.54% | -4.72% | 14.74% | -21.05% | 1.53% | 6.45% | -2.00% | -16.62% | 30.15% | 0.72% | -26.58% |
| 2015 | 11.10% | 7.76% | 14.82% | -11.28% | 12.64% | 2.86% | 13.34% | -24.46% | -13.97% | 19.22% | 14.98% | -27.91% | 2.85% |
| 2014 | -20.33% | 10.42% | -15.79% | -13.95% | -7.97% | 18.96% | -16.99% | 15.30% | -3.80% | 29.61% | 3.51% | 3.23% | -11.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WT is 49, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Inc. (WT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Inc. provided a 0.96% dividend yield over the last twelve months, with an annual payout of $0.09 per share. The company has been increasing its dividends for 6 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.09 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.32 | $0.32 | $0.57 | $0.08 |
Dividend yield | 0.96% | 1.14% | 1.73% | 2.20% | 1.96% | 2.24% | 2.48% | 1.80% | 2.55% | 2.87% | 3.64% | 0.51% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.03 | |||||||
| 2024 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.12 |
| 2023 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.12 |
| 2022 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.12 |
| 2021 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.12 |
| 2020 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.12 |
| 2019 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.12 |
| 2018 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.12 |
| 2017 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.32 |
| 2016 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.32 |
| 2015 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.33 | $0.00 | $0.57 |
| 2014 | $0.08 | $0.00 | $0.08 |
Dividend Yield & Payout
Dividend Yield
WisdomTree Inc. has a dividend yield of 0.96%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
WisdomTree Inc. has a payout ratio of 17.91%, which is below the market average. This means WisdomTree Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Inc. was 99.93%, occurring on Oct 25, 2004. Recovery took 2156 trading sessions.
The current WisdomTree Inc. drawdown is 54.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.93% | May 29, 1996 | 2117 | Oct 25, 2004 | 2156 | May 20, 2013 | 4273 |
| -91.13% | Aug 4, 2015 | 1164 | Mar 18, 2020 | — | — | — |
| -48.33% | Jan 23, 2014 | 79 | May 15, 2014 | 175 | Jan 26, 2015 | 254 |
| -34.78% | Dec 21, 1993 | 262 | Jan 4, 1995 | 108 | Jun 8, 1995 | 370 |
| -32.65% | Sep 27, 1995 | 37 | Nov 16, 1995 | 26 | Dec 26, 1995 | 63 |
Volatility
Volatility Chart
The current WisdomTree Inc. volatility is 14.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
The chart below illustrates the trends in the financial health of WisdomTree Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of WisdomTree Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 45.5% positive surprise.
Valuation
The Valuation section provides an overview of how WisdomTree Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WT, comparing it with other companies in the Asset Management industry. Currently, WT has a P/E ratio of 27.7. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WT relative to other companies in the Asset Management industry. Currently, WT has a P/S ratio of 3.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WT in comparison with other companies in the Asset Management industry. Currently, WT has a P/B value of 3.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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