US · WT
WisdomTree, Inc.
- Sector
- Financial Services · Asset Management
- Headquarters
- New York City, NY 10167
- Website
- wisdomtree.com
Price · as of 2025-12-31
$16.62
Market cap 2.41B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $37.95 | +128.34% |
| Intrinsic Value(DCF) | $59.81 | +259.87% |
| Graham-Dodd Method(GD) | $3.36 | -79.81% |
| Graham Formula(GF) | $17.77 | +6.94% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $5.91 | $0.01 | $0.36 | ||
| 2012 | $7.47 | $68.58 | $0.36 | $0.87 | $3.34 |
| 2013 | $12.19 | $71.66 | $116.40 | $2.90 | $32.97 |
| 2014 | $16.64 | $45.47 | $256.90 | $2.48 | $13.96 |
| 2015 | $10.41 | $37.41 | $1,310.89 | $0.00 | $39.67 |
| 2016 | $7.54 | $29.27 | $32.98 | $0.00 | $0.00 |
| 2017 | $8.64 | $27.62 | $13.84 | $0.00 | $2.45 |
| 2018 | $6.35 | $29.38 | $4.49 | $1.05 | $6.30 |
| 2019 | $3.39 | $25.73 | $0.95 | $0.00 | $0.00 |
| 2020 | $5.69 | $26.90 | $0.95 | $0.00 | $0.00 |
| 2021 | $4.87 | $29.36 | $1.94 | $0.98 | $10.03 |
| 2022 | $5.57 | $27.43 | $1.69 | $1.28 | $2.54 |
| 2023 | $8.24 | $31.25 | $2.55 | $4.60 | $16.47 |
| 2024 | $8.58 | $35.66 | $29.40 | $2.50 | $13.72 |
| 2025 | $17.52 | $37.95 | $48.04 | $3.36 | $17.77 |
AI valuation
Our deep-learning model estimates WisdomTree, Inc.'s (WT) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $37.95
- Current price
- $16.62
- AI upside
- +128.34%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$59.81
+259.87% upside
Graham-Dodd
$3.36
-79.81% upside
Graham Formula
$17.77
+6.94% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| WT | WisdomTree, Inc. | $16.62 | 2.41B | +128% | +260% | -80% | +7% | 22.54 | 5.95 | 4.98 | 16.84 | 17.71 | -4.36 | 72.12% | 35.28% | 22.10% | 26.83% | 16.73% | 8.57% | 2.31 | 5.73 | 1.75 | 1.71 | 3.62 | 12727.00% | 1543.00% | 3170.00% | 6.07% | 0.53 | 18.68% | 0.70% | 15.90% | 4.88% | 17.21 | 20.08 | 6.07 | 2.42 |
| AAMI | Acadian Asset Management | $53.86 | 1.92B | +86% | +114% | -76% | +2% | 24.86 | 32.82 | 3.35 | 12.18 | — | 32.82 | 92.88% | 27.38% | 13.46% | 198.51% | 44.12% | 11.59% | 5.33 | 7.50 | 1.67 | 1.67 | 1.22 | -45.00% | 1754.00% | -10000.00% | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 1.27% | 13.59 | — | 3.72 | 3.88 |
| GAM | General American Investor… | $61.79 | 1.45B | +15% | -68% | +85% | +2,860% | 4.49 | 0.71 | 4.38 | — | — | 0.71 | 100.00% | 97.53% | 97.53% | 16.53% | 16.51% | 16.31% | 0.00 | — | 31.80 | 31.80 | — | -3615.00% | 18065.00% | — | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 0.05% | 4.50 | — | 4.39 | 37.16 |
| GRAB | Grab Holdings Limited | $4.22 | 16.75B | +664% | -32% | -53% | -57% | 63.83 | 2.54 | 5.08 | 32.60 | — | 3.02 | 43.20% | 5.99% | 7.95% | 4.08% | 9.66% | 2.52% | 0.31 | 2.85 | 1.75 | 1.69 | -3.64 | -34221.00% | 2049.00% | -8271.00% | 0.78% | 0.05 | 8.61% | 0.00% | 0.00% | 1.60% | 61.16 | 92.20 | 3.67 | 0.61 |
| NIC | Nicolet Bankshares, Inc. | $152.76 | 2.26B | -29% | -4% | -41% | -6% | 15.51 | 1.86 | 4.23 | 9.69 | 72.18 | 2.67 | 69.47% | 33.83% | 27.27% | 12.40% | 27.63% | 1.68% | 0.11 | 1.14 | 0.95 | 0.95 | -2.81 | 2149.00% | 639.00% | 2748.00% | 6.39% | 0.02 | 27.40% | 0.80% | 12.40% | 10.48% | 9.69 | 12.13 | 3.28 | 0.36 |
| NWBI | Northwest Bancshares, Inc… | $12.45 | 1.82B | +133% | -0% | -77% | +63% | 14.70 | 0.98 | 2.11 | 2.91 | 89.35 | 1.32 | 68.32% | 18.79% | 14.37% | 7.23% | 21.71% | 0.81% | 0.24 | 0.73 | 0.13 | 0.13 | 1.29 | 1646.00% | 1630.00% | -7470.00% | 1.71% | 0.00 | 5.46% | 5.93% | 87.20% | 5.93% | 2.91 | 15.11 | 0.55 | -0.65 |
| OXLC | Oxford Lane Capital Corp. | $8.39 | 814.74M | -3% | +59% | — | — | 32.95 | 0.82 | 16.67 | 36.90 | — | 0.82 | 59.84% | 50.60% | 50.60% | 3.10% | 2.79% | 2.11% | 0.25 | 1.26 | 220.74 | 220.74 | 3.95 | -9046.00% | -6574.00% | 46852.00% | -44.08% | -485.50 | -40.54% | 19.32% | 636.70% | 19.32% | 36.90 | -2.54 | 18.67 | 0.98 |
| PACS | PACS Group, Inc. | $36.51 | 5.67B | -16% | +207% | -68% | +22% | — | 6.24 | 1.12 | 24.36 | — | 6.72 | 21.92% | 5.85% | 3.62% | 0.00% | 5.21% | 0.00% | 3.38 | 10.92 | 1.07 | 0.90 | 8.21 | 22105.00% | 2932.00% | -10000.00% | 0.00% | 0.00 | 0.00% | 0.00% | — | 0.00% | 28.76 | — | 1.68 | 1.99 |
| TSLX | Sixth Street Specialty Le… | $17.32 | 1.64B | +62% | -55% | — | -13% | -3977.62 | 1.04 | 4.64 | 14.71 | — | 1.04 | 72.84% | 53.55% | 47.34% | -0.03% | 5.46% | -0.01% | 1.08 | 1.83 | 0.18 | 0.18 | 7.47 | -1084.00% | 13.00% | 11446.00% | 24.04% | 1.34 | 11.75% | 10.20% | -40553.60% | 20.53% | 17.60 | 8.45 | 9.42 | 0.79 |
| TY | Tri-Continental Corporati… | $33.09 | 1.73B | +45% | -25% | +100% | +516% | 5.00 | 0.84 | 4.99 | 5.00 | 16.72 | 0.84 | 100.00% | 99.72% | 99.72% | 17.57% | 17.57% | 17.53% | 0.00 | 501955.58 | 2.91 | 2.86 | 0.00 | 2992.00% | 2668.00% | — | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 5.00 | — | 4.99 | 224.40 |
About WisdomTree, Inc.
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
- CEO
- Jonathan Laurence Steinberg
- Employees
- 315
- Beta
- 1.09
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($59.81 ÷ $16.62) − 1 = +259.87% (DCF, example).