WisdomTree Inc. (WT)

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WisdomTree Inc. (WT) is up 40.8% since the beginning of the year. At $17 per share, WT is trading 13.9% below its 52-week high of $20. Investors who bought $1,000 worth of WT shares 5 years ago would now be looking at an investment worth $2,678.

WisdomTree Inc. (WT) has returned 40.76% so far this year and 72.06% over the past 12 months. Over the last ten years, WT has returned 7.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.42% annually.

Based on dividend-adjusted daily data since Mar 4, 1993, WT's average daily return is +0.61%, while the average monthly return is +6.50%. At this rate, an investment would double in approximately 0.9 years.

Historically, 48% of months were positive and 52% were negative. The best month was Nov 2004 with a return of +1,775.0%, while the worst month was May 2001 at -56.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WT closed higher 41% of trading days. The best single day was Nov 18, 2004 with a return of +3,650.0%, while the worst single day was Nov 19, 2004 at -50.0%.

WisdomTree Inc. has an annualized alpha of 317.52%, beta of 0.91, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 04, 1993.

• This stock captured 184.70% of S&P 500 Index gains and 166.75% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WT ranks 84 for risk / return — in the top 84% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for WisdomTree Inc. (WT) and compare them to S&P 500 Index.

WisdomTree Inc. provided a 0.70% dividend yield over the last twelve months, with an annual payout of $0.12 per share. The company has been increasing its dividends for 7 consecutive years.

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.

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.

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 99.92%, occurring on Oct 25, 2004. Recovery took 2156 trading sessions.

The current WisdomTree Inc. drawdown is 16.73%.

The chart below shows the rolling one-month volatility.

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.

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.