WisdomTree Inc. Common Stock (WT)

FairStock Score: 66/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for asset-light businesses with recurring fees, and WisdomTree fits that mold as an ETF sponsor and index licensor. The recent numbers are encouraging: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $177.2M and net income was $44.3M, with a 25.00% margin. A year earlier, in fiscal Q2 2025, the quarter ended 2025-06-30, revenue was $112.6M and net income $24.8M. For the full fiscal year 2025, revenue was $493.8M and net income $109.1M, or diluted EPS $0.75, up from $427.7M revenue and $66.7M net income, or $0.33, in fiscal 2024. But the path is uneven: fiscal Q1 2026, the quarter ended 2026-03-31, produced a $23.1M net loss, and fiscal 2023 net income was $102.5M, above fiscal 2024. At the 2026-10-13 close of $21.61, FairStock’s calculations show a P/E of 39.29, P/B of 7.64, EV/EBITDA of 22.63, ROE of 18.73%, ROCE of 11.17%, and a 5.9% FCF yield. The Piotroski F-Score is 8/9, but the Altman Z-Score is 2.26, and debt-to-equity is 2.58. Graham’s number is $5.84, giving a margin of safety of -270.03%. FairStock classifies it as a FAST GROWER based on 21.7% four-year profit growth and 12.9% revenue growth. The business can compound if flows persist, but the price already assumes much, and the balance sheet and lumpy earnings demand caution.

In plain English: WisdomTree runs exchange-traded funds and sells index products. The business has been growing sales and made a solid profit lately, but profits have bounced around and it uses a lot of borrowed money. At $21.61 a share, the price looks high compared with its per-share profit and net assets, even though it produces positive cash flow.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer