Reading WT? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WT free→Reading WT? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WT free→NYSEFinancialsAsset ManagementSnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, but management's recent track record has been unsteady, with frequent disruptive corporate changes. Earnings quality is robust, cash backs up reported profits, and risk is moderate. Peer multiples imply a price about 28% below where it trades (it looks expensive on this basis); the read is fair, quality intact. The outlook hinges on guidance changes and sector trends, particularly how bellwethers perform. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 8 valuation methods, at three horizons. Current price $17.97. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $18 WT trades at 19× p/e, in line with its 15× p/e peer median. Our $14 fair value reflects that, medium confidence. Analysts: $17–$22. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 31% of near-term growth above a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 67% of the time over the next year (vs 54% for the rest of the cohort, n=3733).
Over the trailing year it converted 2.45x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 54% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.26 → $0.27 (+4.0% / 30d). 3 raised, 0 cut, 5 covering analysts.
0 upgrades, 0 downgrades / 30d. 71% of analysts rate Buy.
1 PT revisions / 30d. Avg target 14.2% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
Market and fundamentals agree. Analysts are positioned bullishly on a fundamentally strong name.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$226.
How much price usually moves either way.
On a bad day, this stock has moved -$327.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,667.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Closing this repurchase shows WisdomTree's commitment to managing its debt. This can improve financial health.
Confirms:The buyback of $51.9 million in Convertible Senior Notes ends on June 1, 2026.
Disproves:The repurchase does not close as planned or is delayed beyond June 1, 2026.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
Advances: Complete acquisition of Atlantic House
Completion of Atlantic House deal supports growth objectives.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Other Events. On May 28, 2026, WisdomTree, Inc. (the “Company”) entered into individual, privately negotiated repurchase agreements with certain holders of its outstanding 3.25% Convertible Senior Notes due 2029 (the “Notes”) to repurchase approximately $51.9 million in aggregate principal amount of the Notes for an aggregate cash repurchase price of approximately $87.3 million (the “Notes repurchase transactions”). The Notes repurchase transactions are expected to close on June 1, 2026, subj…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$16.80 – $22.00 (median $20.00) · 5 analysts · as of 2026-06-02
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Asset Management & Custody Banks.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
WT WisdomTree Investments, Inc. | Typical Show detailsSector percentile: 66 of 100 | full | moderate |
BLK BlackRock | Typical Show detailsSector percentile: 65 of 100 | expensive | moderate |
BX Blackstone Inc. | Below typical Show detailsSector percentile: 23 of 100 | expensive | elevated |
BNY BNY Mellon | Typical Show detailsSector percentile: 62 of 100 | expensive | low |
BK BNY Mellon | Above typical Show detailsSector percentile: 100 of 100 | inexpensive | high |
4 material management or governance events in the past 24 months, led by M&A activity. Historically, Financials names rated volatile grew net income 54% of the time over the next year (vs 57% for the rest of the cohort, n=3774).
Not investment advice. As of 2026-06-12.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Finalize the acquisition of Atlantic House to expand market presence.
Execute the repurchase of $51.9 million in Convertible Senior Notes.
Continue the policy of distributing a quarterly dividend of $0.03 per share.
Why it matters: A drop in revenue growth signals a slowdown in WisdomTree's business. This could impact investor confidence.
Confirms:WisdomTree's revenue growth falls below its median of 12% over the next quarter.
Disproves:Revenue growth remains at or above the median of 12%.
Why it matters: Confirming the dividend shows WisdomTree cares about giving value to shareholders. It shows financial health.
Confirms:The quarterly dividend of $0.03 per share is paid on May 27, 2026.
Disproves:If the dividend payment is missed or lowered, it may mean financial problems.
Completion of Acquisition or Disposition of Assets. Please see the disclosure set forth under “
Entry into a Material Definitive Agreement. Sale and Purchase Agreement As previously disclosed, on March 13, 2026, WisdomTree, Inc. (the “Company”) and WisdomTree International Holdings Ltd (the “Buyer”), a wholly-owned subsidiary of the Company, entered into a Sale and Purchase Agreement (the “Purchase Agreement”) with Atlantic House Holdings Limited, a private limited company incorporated in England and Wales (“Atlantic House”), the shareholders of Atlantic House (together, the “Sellers”),…
Results of Operations and Financial Condition. On May 1, 2026, the Company issued a press release announcing its financial results for the three months ended March 31, 2026. A copy of the press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act…
Regulation FD Disclosure. On May 1, 2026, the Company issued a press release announcing the closing of the Acquisition. A copy of the press release containing this information is being furnished as Exhibit 99.2 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 7.01, including Exhibit 99.2, shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities under that Section and s…