WisdomTree, Inc. (WT) Stock Analysis
Range Bound setup
Financial Services · Asset Management
Sell if holding. At $18.47, A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: HSBC and JP Morgan; Concentration risk — Counterparty: BNY Mellon.
WisdomTree manages $144.5 billion in AUM across ETFs, ETPs, digital assets, and farmland-focused private assets, ranking 15th globally among ETP sponsors at December 31, 2025. Revenue of $493.8 million in 2025 derives primarily from advisory fees based on a percentage of AUM,... Read more
Sell if holding. At $18.47, A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: HSBC and JP Morgan; Concentration risk — Counterparty: BNY Mellon. Chart setup: RSI 47 mid-range, Bollinger mid-band. Score 6.5/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 43d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About WisdomTree, Inc.
About WisdomTree, Inc.
WisdomTree managed $144.5 billion in AUM at December 31, 2025, ranking 15th among global ETP sponsors by AUM according to Morningstar. The platform covers U.S. listed ETFs ($88.5 billion), European listed ETPs ($53.5 billion), digital assets ($0.8 billion), and farmland-based private assets ($1.9 billion) added through the Ceres Acquisition on October 1, 2025. Operating revenues reached $493.8 million in 2025, up 15.4% from 2024.
WisdomTree earns advisory fees as a percentage of AUM, with fee rates varying by strategy—factor-based and thematic ETFs typically carry higher fees than commodity or market-cap-weighted products. About 50% of AUM at December 31, 2025, was concentrated in ten ETPs: 18% in three domestic equity ETFs, 15% in four precious metal products, 11% in the WisdomTree Floating Rate Treasury Fund (USFR), and 6% in two international developed market equity ETPs. Portfolio management is outsourced to Mellon Investments Corporation, Newton Investment Management North America, LLC, Voya Investment Management Co., LLC, and Insight North America LLC as sub-advisers; BNY Mellon provides custody, fund accounting, administration, and transfer agency services for U.S. listed ETFs. For European precious metal ETCs, physical gold and other metals are held in custody by HSBC and JP Morgan. Distribution flows through banks, registered investment advisers, wirehouse channels, and online brokers. The asset management industry is intensely competitive, with iShares (BlackRock), Vanguard, and State Street each managing multiples of WisdomTree's AUM.
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WisdomTree's European precious metal ETPs depend on HSBC and JP Morgan for physical custody of gold and other metals; the 10-K discloses that pandemic conditions, natural events, or human actions could restrict access to the underlying metal, and that recovery from a custodian failure may be inadequate. A separate custodial chain covers crypto ETPs through Swissquote Bank Ltd, BitGo Trust Company, Inc., and Coinbase Custody Trust LLC. Products issued by the European business are also subject to swap and derivative counterparty risks—where a counterparty default may result in recovery insufficient to cover all amounts payable to holders—creating layered counterparty exposure across both physically backed and synthetic product structures.
See also: Financial Services · Asset Management
From WisdomTree, Inc.'s most recent 10-K filing, extracted June 16, 2026.
Recent developments
updated 2026-06-17Recent Developments — WisdomTree, Inc.
Latest news
- NEWS Will WisdomTree, Inc. (WT) Beat Estimates Again in Its Next Earnings Report? - Yahoo Finance — Yahoo Finance positive
- NEWS Morgan Stanley raises WisdomTree stock price target on strong flows By Investing.com - Investing.com South Africa — Investing.com South Africa positive
- NEWS Analysts Offer Insights on Financial Companies: Innventure (INV) and WisdomTree (WT) - The Globe and Mail — The Globe and Mail neutral
- NEWS Morgan Stanley raises WisdomTree stock price target on strong flows - Investing.com — Investing.com positive
- NEWS VAL.W Price History for Valaris Ltd WT Stock - Barchart.com — Barchart.com neutral
Generated 2026-06-17T08:56:48Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProducttop ten 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'
- HIGHcounterpartyHSBC and JP Morgan10-K Item 1A: 'We depend on HSBC and JP Morgan to provide us with critical physical custody services for precious metals that back our ETCs'
- HIGHcounterpartyBNY Mellon10-K Item 1A: 'The Bank of New York Mellon to provide us with critical administrative services to operate our business and our U.S. listed ETFs'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $18.47, A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: HSBC and JP Morgan; Concentration risk — Counterparty: BNY Mellon. Chart setup: RSI 47 mid-range, Bollinger mid-band. Prior stop was $17.18. Score 6.5/10, moderate confidence.
Take-profit target: $19.32 (+4.6% upside). Prior stop was $17.18. Stop-loss: $17.18.
Concentration risk — Counterparty: HSBC and JP Morgan; Concentration risk — Counterparty: BNY Mellon; Analyst target reached - limited upside remaining.
WisdomTree, Inc. trades at a P/E of 44.7 (forward 14.0). TrendMatrix value score: 6.1/10. Verdict: Sell.
16 analysts cover WT with a consensus score of 4.1/5. Average price target: $20.
What does WisdomTree, Inc. do?WisdomTree manages $144.5 billion in AUM across ETFs, ETPs, digital assets, and farmland-focused private assets,...
WisdomTree manages $144.5 billion in AUM across ETFs, ETPs, digital assets, and farmland-focused private assets, ranking 15th globally among ETP sponsors at December 31, 2025. Revenue of $493.8 million in 2025 derives primarily from advisory fees based on a percentage of AUM, with U.S. listed ETFs ($88.5B) and European listed ETPs ($53.5B) as the largest segments.