WisdomTree Inc. (WT)
Company Info
| ISIN | US97717P1049 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | Mar 4, 1993 |
Highlights
| Market Cap | $1.70B |
|---|---|
| EPS (TTM) | $0.31 |
| PE Ratio | 37.52 |
| Total Revenue (TTM) | $521.25M |
| Gross Profit (TTM) | $387.37M |
| EBITDA (TTM) | $122.42M |
| Year Range | $6.17 - $11.95 |
| Target Price | $13.13 |
| Short % | 19.65% |
| Short Ratio | 14.65 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: WT vs. BOTZ, WT vs. IVZ, WT vs. ABBV, WT vs. SPY, WT vs. HBAN
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. had a return of 67.73% year-to-date (YTD) and 73.75% in the last 12 months. Over the past 10 years, WisdomTree Inc. had an annualized return of -0.63%, while the S&P 500 had an annualized return of 11.31%, indicating that WisdomTree Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 67.73% | 24.72% |
| 1 month | 13.11% | 2.30% |
| 6 months | 22.89% | 12.31% |
| 1 year | 73.75% | 32.12% |
| 5 years (annualized) | 20.15% | 13.81% |
| 10 years (annualized) | -0.63% | 11.31% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.31% | 19.55% | 14.02% | -3.16% | 12.38% | -0.60% | 20.48% | -14.81% | -1.48% | 3.60% | 67.73% | ||
| 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% |
| 2013 | 41.34% | 5.20% | 14.29% | 11.54% | 7.24% | -6.99% | 11.93% | -13.51% | 3.57% | 19.83% | 10.22% | 15.60% | 189.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WT is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 1.05% dividend yield over the last twelve months, with an annual payout of $0.12 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.32 | $0.32 | $0.57 | $0.08 |
Dividend yield | 1.05% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $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
Payout Ratio
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 44.95%.
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 10.95%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for WisdomTree Inc..
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Income Statement
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