WisdomTree, Inc. (WT) Stock Analysis
Range Bound setup
Financial Services · Asset Management
Wait for pullback to $14.27. BUY gates pass at $16.93, but concentration risk — Product: top-10 ETPs (50.0%) and analyst target reached - limited upside remaining argue for a more patient entry. Engine's entry $14.27 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum.
WisdomTree is a global ETP sponsor and asset manager with approximately $144.5 billion in AUM at December 31, 2025, offering ETPs across equities, commodities, fixed income, cryptocurrency, and private assets (farmland via Ceres acquisition completed Oct 2025). Revenue of $493.8... Read more
Wait for pullback to $14.27. BUY gates pass at $16.93, but concentration risk — Product: top-10 ETPs (50.0%) and analyst target reached - limited upside remaining argue for a more patient entry. Engine's entry $14.27 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: RSI 57 mid-range, Bollinger mid-band. Earnings in 0 days. Wait until post-earnings. Score 6.6/10, moderate confidence.
Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProducttop-10 ETPs50%10-K Item 1A: '50% of our AUM was concentrated in ten of our WisdomTree ETPs with approximately 18% in three of our domestic equity ETFs, 15% in four of our precious metal products'
- LOWCommoditygold-backed ETPs17%10-K Item 1A: 'approximately 17% of our AUM were in ETPs backed by gold and approximately 11% were in ETPs backed by other commodities'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $14.27. BUY gates pass at $16.93, but concentration risk — Product: top-10 ETPs (50.0%) and analyst target reached - limited upside remaining argue for a more patient entry. Engine's entry $14.27 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: RSI 57 mid-range, Bollinger mid-band. Earnings in 0 days. Wait until post-earnings. Target $18.40 (+8.7%), stop $12.56 (−34.8%), Setup A.R:R 2.0:1. Score 6.6/10, moderate confidence.
Take-profit target: $18.40 (+14.2% upside). Target $18.40 (+8.7%), stop $12.56 (−34.8%), Setup A.R:R 2.0:1. Stop-loss: $12.56.
Concentration risk — Product: top-10 ETPs (50.0%); Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.3): -1.5.
WisdomTree, Inc. trades at a P/E of 21.6 (forward 13.4). TrendMatrix value score: 6.6/10. Verdict: Buy (Wait for Entry).
15 analysts cover WT with a consensus score of 4.1/5. Average price target: $19.
What does WisdomTree, Inc. do?WisdomTree is a global ETP sponsor and asset manager with approximately $144.5 billion in AUM at December 31, 2025,...
WisdomTree is a global ETP sponsor and asset manager with approximately $144.5 billion in AUM at December 31, 2025, offering ETPs across equities, commodities, fixed income, cryptocurrency, and private assets (farmland via Ceres acquisition completed Oct 2025). Revenue of $493.8 million in 2025 comes primarily from advisory fees based on a percentage of AUM across US listed ETFs ($88.5B) and European listed ETPs ($53.5B). The company also provides digital asset products including tokenized mutual funds and a blockchain-native wallet.