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Upturn AI SWOT - About
WisdomTree Inc. (WT)
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Upturn Advisory Summary
04/04/2025: WT (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 4.53% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.17B USD | Price to earnings Ratio 24.03 | 1Y Target Price 12.5 |
Price to earnings Ratio 24.03 | 1Y Target Price 12.5 | ||
Volume (30-day avg) 1788320 | Beta 1.25 | 52 Weeks Range 7.47 - 12.45 | Updated Date 04/6/2025 |
52 Weeks Range 7.47 - 12.45 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 1.51% | Basic EPS (TTM) 0.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.59% | Operating Margin (TTM) 31.65% |
Management Effectiveness
Return on Assets (TTM) 8.68% | Return on Equity (TTM) 14.17% |
Valuation
Trailing PE 24.03 | Forward PE 10.89 | Enterprise Value 1412372506 | Price to Sales(TTM) 2.73 |
Enterprise Value 1412372506 | Price to Sales(TTM) 2.73 | ||
Enterprise Value to Revenue 3.3 | Enterprise Value to EBITDA 12.03 | Shares Outstanding 147048000 | Shares Floating 105805174 |
Shares Outstanding 147048000 | Shares Floating 105805174 | ||
Percent Insiders 12.83 | Percent Institutions 99.16 |
Analyst Ratings
Rating 3.88 | Target Price 13.04 | Buy - | Strong Buy 4 |
Buy - | Strong Buy 4 | ||
Hold 3 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
WisdomTree Inc.
Company Overview
History and Background
WisdomTree Inc. was founded in 2006 and is headquartered in New York. The company is primarily known for its exchange-traded funds (ETFs), particularly those employing a fundamentally weighted indexing approach. It has expanded into digital assets and other investment strategies.
Core Business Areas
- ETFs: WisdomTree is primarily an ETF provider, offering a range of ETFs across different asset classes and investment strategies, including equity, fixed income, currency, and alternatives. Its defining feature is its focus on fundamentally weighted indexes.
- Digital Assets: WisdomTree has expanded into digital asset offerings, including crypto-related ETFs and platforms providing access to digital assets. This represents a diversification effort beyond traditional ETFs.
- Model Portfolios: WisdomTree offers model portfolios built with their ETFs, which financial advisors can use for client portfolios.
Leadership and Structure
Jonathan Steinberg is the Founder and CEO. The company has a typical corporate structure with a board of directors and various executive officers overseeing different functional areas such as investment management, sales, marketing, and technology.
Top Products and Market Share
Key Offerings
- WisdomTree U.S. Quality Dividend Growth Fund (DGRW): DGRW seeks to track the investment results of an index measuring the performance of dividend-paying U.S. common stocks with growth characteristics. Competitors include Vanguard Dividend Appreciation ETF (VIG) and Schwab U.S. Dividend Equity ETF (SCHD). As of 2023, its AUM was ~$13B.
- WisdomTree International Hedged Equity Fund (HEDJ): HEDJ seeks to track the investment results of an index measuring the performance of dividend-paying companies in the developed world ex-U.S., while at the same time hedging exposure to fluctuations in the value of the foreign currencies relative to the U.S. dollar. Competitors include iShares Currency Hedged MSCI EAFE ETF (HEFA) and Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF).
- WisdomTree Bitcoin Fund (BTCW): Provides exposure to Bitcoin. Competitors include IBIT and GBTC.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing pressure on fees and a growing trend toward passive investing (ETFs). Digital assets are a growing area of interest and investment.
Positioning
WisdomTree is a mid-sized player in the ETF market, differentiated by its fundamentally weighted indexing approach and more recent foray into digital assets. It aims to provide investors with smart beta strategies and access to emerging asset classes.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. WisdomTree is positioned to capture a share of this market through its ETF offerings, particularly within the smart beta and thematic investing segments. TAM for digital asset ETFs is growing.
Upturn SWOT Analysis
Strengths
- Innovative ETF product development (fundamentally weighted indexes)
- Early mover in digital asset ETFs
- Strong brand recognition within the ETF space
- Experienced management team
Weaknesses
- Smaller AUM compared to industry giants like BlackRock and Vanguard
- Reliance on ETF market performance
- Vulnerability to regulatory changes in the digital asset space
- Higher expense ratios compared to plain vanilla ETFs
Opportunities
- Growing demand for thematic and smart beta ETFs
- Expansion into new asset classes and investment strategies
- Partnerships with financial advisors and institutions
- Increased adoption of digital assets
Threats
- Intense competition from larger ETF providers
- Fee compression in the ETF industry
- Economic downturn impacting asset values
- Regulatory uncertainty surrounding digital assets
Competitors and Market Share
Key Competitors
- BLK
- V
- SSO
- INVESCO
- State Street
Competitive Landscape
WisdomTree faces intense competition from larger ETF providers with greater scale and resources. Its fundamentally weighted approach and digital asset initiatives differentiate it, but it needs to continue innovating to maintain its position.
Major Acquisitions
ALPHABETA.AI
- Year: 2024
- Acquisition Price (USD millions): 13
- Strategic Rationale: Acquisition of ALPHABETA.AI in 2024 enhanced their model portfolio offerings and improve the client experience.
Growth Trajectory and Initiatives
Historical Growth: Discuss WisdomTree Inc.'s growth trends over the past years.
Future Projections: Provide projections for WisdomTree Inc.'s future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by WisdomTree Inc..
Summary
WisdomTree is a relatively small but innovative ETF provider with a focus on fundamentally weighted indexes and digital assets. Its smaller size presents challenges in competing with larger firms, but its differentiated products and expansion into new asset classes offer growth potential. The company must navigate the competitive landscape and regulatory environment carefully to succeed. Its move into digital assets represents both a significant opportunity and a risk.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BLK
BlackRock Inc
BLK
BlackRock Inc
DIA
SPDR Dow Jones Industrial Average ETF Trust
DIA
SPDR Dow Jones Industrial Average ETF Trust
EEM
iShares MSCI Emerging Markets ETF
EEM
iShares MSCI Emerging Markets ETF
EFA
iShares MSCI EAFE ETF
EFA
iShares MSCI EAFE ETF
GDX
VanEck Gold Miners ETF
GDX
VanEck Gold Miners ETF
GLD
SPDR® Gold Shares
GLD
SPDR® Gold Shares
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
IJH
iShares Core S&P Mid-Cap ETF
IJH
iShares Core S&P Mid-Cap ETF
IJR
iShares Core S&P Small-Cap ETF
IJR
iShares Core S&P Small-Cap ETF
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Inc.
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1993-03-04 | Founder, CEO & Director Mr. Jonathan Laurence Steinberg | ||
Sector Financial Services | Industry Asset Management | Full time employees 313 | Website https://www.wisdomtree.com |
Full time employees 313 | Website https://www.wisdomtree.com | ||
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.
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