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.
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.
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).
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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 29.9% FCF Margin ($147.7M FCF) & 52% Gross Margin
SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)
Even with a 69/100 (C+) score, WT faces multiple-compression risk if 28.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($23.11) or 200D SMA ($19.06) invalidates the momentum regime and cuts Target Base ($22.62) toward Bear Floor ($17.64).
WisdomTree Inc. (WT) advanced +1.03% to $21.55, trading at 71% of its 52-week range ($10.69 – $25.91). Solid steady margins (33% return on capital), mixed timing at 29x P/E—hold if owned, no rush to chase.
WisdomTree shares closed at US$20.71, down 3.9% on the day, even as the asset manager reported one of its cleanest profit stories in years for Q3 2026. The market focused on the red on the screen. The business reported r
Operating margins expanded 7.5 points year-over-year, showing how scale translates into earnings power for shareholders.
WisdomTree (NYSE:WT) reported record assets under management and broad-based inflows for the third quarter of 2026, while executives outlined plans to expand the firm’s private-markets offerings and build its tokenizatio
Record $171B AUM and 43% margin expansion highlight strong quarterly performance.
Moby summary of WisdomTree, Inc.'s Q3 2026 earnings call
WisdomTree, Inc. (WT) Q3 2026 Earnings Call October 30, 2026 11:00 AM EDTCompany ParticipantsJessica Zaloom - Head of Corporate Communications & Public...
While the top- and bottom-line numbers for WisdomTree, Inc. (WT) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall St
Asset management firm WisdomTree (NYSE:WT) fell short of the market’s revenue expectations in Q3 2026, but revenue rose 42.8% year on year to $179.4 million. Its non-GAAP profit of $0.32 per share was 6.7% above analysts
WisdomTree (NYSE:WT) reported third-quarter financial results on Friday. The transcript from the company’s third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. For
2026-10-30. The following slide deck was published by WisdomTree, Inc.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +15.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on WT today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for WT. Explore sector supply chains on /butterfly.
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 → |
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 | — | — |
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.
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).
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.
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).
Why WT Stock advanced +1.03% Today — RQD Quant Desk Flash. Solid steady margins (33% return on capital), mixed timing at 29x P/E—hold if owned, no rush to chase.
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