MIAX (55) CII (51) BULL (50) EEFT (76) ⌘ Pro Terminal →

WisdomTree Inc. (WT) — RQD Stock Rating Cockpit

$21.55 +1.03% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)

WisdomTree Inc. (WT) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C+ • HOLD / WATCH Cap $3.27B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERHOLD / WATCH • C+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE+5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WT)Realized 20D OHLCV Swing Band: ±7.6%

RSI-14 MOMENTUMNEUTRAL RANGE

34.830 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

3.80>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

8 / 99-Pt Accounting

52-WEEK LASER RANGE71% OF RANGE

L: $11$21.55H: $26

1. Money & Cash Health● HEALTHY

Are profits real cash in the bank?

Real cash coming in backs up reported profits (steady margins and healthy balance-sheet cushion).

Factor Grade: A+RQD 20 / 20

2. Big Money & Insiders● NEUTRAL

Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: CRQD 25 / 40

3. Hidden Risks & Market Weather● WATCH

SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: C-RQD 24 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on WT

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BULLISH (98)

33.3% ROIC with 42.0% gross margin and 4.52% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

NEUTRAL (60)

Altman-Z 4.20 and Piotroski 8/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

NEUTRAL (62)

25/40 institutional & smart-money positioning score with 12/20 macro alignment.

Bull Case: Why Buyers Like WT

✓Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.
✓Company leadership has skin in the game with net positive insider conviction.

Bear Case: What Could Go Wrong

!Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (WT Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

WT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +26.76%▲ ASCENDING CHANNEL

2026-10-30O $20.00H $21.55L $19.68C $21.55VOL 3.28M

RES: $29.02SUP: $20.57SMA50: $23.11SMA200: $19.06

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WT Butterfly Map → + Track WT →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

22.2%/yr Implied 5Y Growth

vs. +15.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WT. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for WT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WT)

Financials Rank #179 of 1096 ⚔️ MIAX vs WT Full Matrix →

1. Head-to-Head Financials Peer Comparison (WT vs. MIAX, CII, BULL, EEFT)

Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, WisdomTree Inc. (WT) ranks #179 by composite RQD confidence (69/100, grade C+) and #347 by equity capitalization ($3.27B). Within this direct 5-issuer industry benchmark cohort, EEFT leads on earnings valuation at 7.5x trailing P/E, while WT leads on capital efficiency and profitability with 33.3% ROIC and — gross margin. EEFT currently holds the highest overall quantitative score in the immediate peer group at 76/100 (B+) compared with WT at 69/100 (C+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
WT ACTIVE WisdomTree Inc.	C+	69/100	28.9x	—	33.3%	+1.03%	$3.27B	Benchmark Subject
MIAX Miami International Holdings Inc.	D+	55/100	—	—	16.2%	-1.69%	$3.12B	/miax-vs-wt →
CII BlackRock Enhanced Large Cap Core Fund Inc.	D	51/100	—	—	—	+0.68%	$3.55B	/cii-vs-wt →
BULL Webull Corporation (Class A)	D	50/100	116.3x	—	1.5%	-3.62%	$2.88B	/bull-vs-wt →
EEFT Euronet Worldwide Inc.	B+	76/100	7.5x	—	32.1%	+1.95%	$2.33B	/eeft-vs-wt →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000880631

In its most recent audited fiscal period (FY2025, filed 2025-12-31), WisdomTree Inc. (WT) reported GAAP revenue of $493.8M (+15.4% vs. FY2024 revenue of $427.7M , and +41.5% cumulative change since FY2023) , GAAP net income of $113.0M, operating cash flow of $147.9M, and free cash flow of $147.7M (+30.4% YoY). On the balance sheet, WT closed FY2025 with $1.51B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$493.8M	$113.0M	$147.9M	$147.7M	$1.51B	—
FY2024 (FY)	2024-12-31	$427.7M	$66.7M	$113.5M	$113.3M	$1.03B	—
FY2023 (FY)	2023-12-31	$349.0M	$102.5M	$85.6M	$85.6M	—	—

3. WT Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, WisdomTree Inc. (NYSE: WT) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $21.55 (+1.03% 1D, market cap $3.27B). Pillar breakdown: Fundamental Cash Engine 20/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 16/20. Across 1096 tracked Financials issuers, WT ranks #179 in composite RQD confidence.

How does WT compare to MIAX and CII in the Financials sector?

Within the Financials sector (Investment Bankers/Brokers/Service), WT carries a Roarable C+ (69/100 RQD), trailing P/E of 28.9x, gross margin of —, and ROIC of 33.3%. By comparison, MIAX (Miami International Holdings Inc.) holds a D+ grade (55/100 RQD, P/E N/A, ROIC 16.2%, cap $3.12B) and CII (BlackRock Enhanced Large Cap Core Fund Inc.) posts a D grade (51/100 RQD, P/E N/A, ROIC —, cap $3.55B). Among the 5-stock peer group, EEFT leads on earnings multiple (7.5x) while WT leads on capital efficiency (33.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WT?

Per WT's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000880631), WisdomTree Inc. generated $493.8M in revenue (+15.4% YoY), $113.0M in net income, and $147.7M in free cash flow against $1.51B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WT trading relative to its 50-day, 200-day, and 52-week technical levels?

WT last traded at $21.55 (+1.03% on volume of 2,222,353 shares), positioning the stock -6.75% below its 50-day simple moving average ($23.11) and +13.06% above its 200-day simple moving average ($19.06). Across its 52-week range of $10.69 to $25.91, WT sits at the 71.4% percentile with a 14-day RSI of 34.8 (NEUTRAL RANGE) and an implied next-earnings move of ±7.6% ($19.91 to $23.19).

WT Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell WT stock right now?

WisdomTree Inc. (WT) currently earns a Roarable Rating of C+ (Hold — HOLD) with 69/100 RQD Confidence. Solid steady margins (33% return on capital), mixed timing at 29x P/E—hold if owned, no rush to chase.

What is WT's 12-month price target and RQD AI Jury consensus?

WT's 12-month base price target is $22.62 (range $17.64 to $27.21), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: WT RQD Cockpit WT 12M Forecast WT Earnings & Move WT Dividends & DRIP WT Insiders & 13F WT Whale Options WT Profit Sankey WT News & Why