WisdomTree, Inc. (WT) Stock Analysis
Breakout setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $19.32, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.6% away).
WisdomTree is an ETP sponsor and asset manager with $144.5 billion in AUM (15th globally) across U.S. ETFs ($88.5B), European ETPs ($53.5B), digital asset products ($0.8B), and private assets via Ceres farmland ($1.9B). Revenue ($493.8M in 2025) comes primarily from advisory... Read more
Hold if already holding. Not a fresh buy at $19.32, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.6% away). Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent Developments — WisdomTree, Inc.
Latest news
- Will WisdomTree, Inc. (WT) Beat Estimates Again in Its Next Earnings Report? - Yahoo Finance — Yahoo Finance positive
- Morgan Stanley raises WisdomTree stock price target on strong flows By Investing.com - Investing.com South Africa — Investing.com South Africa positive
- Analysts Offer Insights on Financial Companies: Innventure (INV) and WisdomTree (WT) - The Globe and Mail — The Globe and Mail neutral
- Morgan Stanley raises WisdomTree stock price target on strong flows - Investing.com — Investing.com positive
- VAL.W Price History for Valaris Ltd WT Stock - Barchart.com — Barchart.com neutral
Generated 2026-05-20T20:21:22Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProducttop 10 WisdomTree ETPs50%10-K Item 1A: '50% of our AUM was concentrated in ten of our WisdomTree ETPs'
- LOWProductgold-backed ETPs17%10-K Item 1A: 'approximately 17% of our AUM were in ETPs backed by gold'
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
Hold if already holding. Not a fresh buy at $19.32, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.6% away). Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Maintain position. Not compelling to add more. Target $19.45 (+0.7%), stop $17.97 (−7.5%), A.R:R -0.8:1. Score 6.1/10, moderate confidence.
Take-profit target: $19.45 (+0.6% upside). Target $19.45 (+0.7%), stop $17.97 (−7.5%), A.R:R -0.8:1. Stop-loss: $17.97.
Analyst target reached - limited upside remaining; Near 52-week high (2.6% away); Leverage penalty (D/E 2.5): -1.5.
WisdomTree, Inc. trades at a P/E of 45.8 (forward 14.3). TrendMatrix value score: 5.8/10. Verdict: Hold.
16 analysts cover WT with a consensus score of 4.1/5. Average price target: $20.
What does WisdomTree, Inc. do?WisdomTree is an ETP sponsor and asset manager with $144.5 billion in AUM (15th globally) across U.S. ETFs ($88.5B),...
WisdomTree is an ETP sponsor and asset manager with $144.5 billion in AUM (15th globally) across U.S. ETFs ($88.5B), European ETPs ($53.5B), digital asset products ($0.8B), and private assets via Ceres farmland ($1.9B). Revenue ($493.8M in 2025) comes primarily from advisory fees on AUM. The company also develops tokenized real world assets and stablecoins through its WisdomTree Connect platform.