WisdomTree, Inc. (WT) Stock Analysis
Range Bound setup
Financial Services · Asset Management
Sell if holding. Analyst target reached at $18.14 — A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.5): -1.5.
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
Sell if holding. Analyst target reached at $18.14 — A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.5): -1.5. Chart setup: RSI 41 mid-range, Bollinger mid-band. Score 6.3/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-06-15Recent 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 2026-06-15T18:11:47Z.
Upcoming dated catalysts
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.
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $18.14 — A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.5): -1.5. Chart setup: RSI 41 mid-range, Bollinger mid-band. Prior stop was $16.88. Score 6.3/10, moderate confidence.
Take-profit target: $19.45 (+7.2% upside). Prior stop was $16.88. Stop-loss: $16.88.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.5): -1.5; Elevated risk factors.
WisdomTree, Inc. trades at a P/E of 43.8 (forward 13.8). 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 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.