WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Industry Landscape | Learn how yield curve dynamics and potential regulatory changes in open banking could reshape the financial sector, impacting WisdomTree's operations |
Market Positioning | Delve into WisdomTree's resilience, maintaining dividends and achieving impressive returns, while navigating challenges in attracting and retaining assets |
Asset Management Hurdles | Explore WisdomTree's strategies to overcome long-term net outflows in key investment categories amid fierce industry competition |
Financial Maneuve | WisdomTree's $345 million convertible notes offering aims to restructure finances, retire high-cost debt, and repurchase shares, potentially boosting 2025 earnings |
Metrics to compare | WT | Sector Sector - Average of metrics from a broad group of related Financials sector companies | Relationship RelationshipWTPeersSector | |
---|---|---|---|---|
P/E Ratio | 24.8x | 13.6x | 8.9x | |
PEG Ratio | −0.54 | 0.18 | 0.03 | |
Price / Book | 3.2x | 3.3x | 1.0x | |
Price / LTM Sales | 3.1x | 3.8x | 2.7x | |
Upside (Analyst Target) | 27.1% | −3.6% | 12.3% | |
Fair Value Upside | Unlock | 6.2% | 2.9% | Unlock |