Wisdomtree Stock Performance
| WT Stock | 8.50 0.01 0.12% |
The firm maintains a market beta of 0.9, which attests to possible diversification benefits within a given portfolio. WisdomTree returns are very sensitive to returns on the market. As the market goes up or down, WisdomTree is expected to follow. At this point, WisdomTree has a negative expected return of -0.35%. Please make sure to check out WisdomTree's kurtosis, as well as the relationship between the rate of daily change and price action indicator , to decide if WisdomTree performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days WisdomTree has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of inconsistent performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in April 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Actual Historical Performance (%)
One Day Return (0.29) | Five Day Return (1.23) | Year To Date Return (16.27) | Ten Year Return (59.42) | All Time Return 182.17 |
Forward Dividend Yield 0.014 | Payout Ratio | Forward Dividend Rate 0.12 | Dividend Date 2025-02-26 | Ex Dividend Date 2025-02-12 |
1 | Acquisition by Bryan Edmiston of 18926 shares of WisdomTree subject to Rule 16b-3 | 01/24/2025 |
2 | Disposition of 24752 shares by Marci Frankenthaler of WisdomTree subject to Rule 16b-3 | 01/27/2025 |
3 | Is WisdomTree Cloud Computing ETF a Strong ETF Right Now | 02/03/2025 |
4 | Wall Street 2.0 Ondo Finance Unveils Integrated Infrastructure Suite to Bring US Financial Markets onto the Blockchain | 02/06/2025 |
5 | Analysts Claim That Bitcoin , Ripple , and Ethereum Could Explode Very Soon While PlutoChain Attracts Attention | 02/12/2025 |
6 | XRP Price Prediction SEC Acknowledgment Of XRP Spot ETF Just The Start Of Rally To 10 and Beyond | 02/21/2025 |
7 | Net Asset Value | 02/24/2025 |
| WisdomTree dividend paid on 26th of February 2025 | 02/26/2025 |
9 | WisdomTree Emerging Markets Local Debt Fund declares monthly distribution of 0.1250 | 02/28/2025 |
10 | Global markets tumble as Trump tariffs on Canada, Mexico, and China spark trade war fears | 03/04/2025 |
11 | WisdomTree unveils first European defence ETF - Portfolio Adviser | 03/11/2025 |
12 | Morning Bid Global rebound enters day two, Wall St lags | 03/17/2025 |
| Begin Period Cash Flow | 129.3 M |
WisdomTree |
WisdomTree Relative Risk vs. Return Landscape
If you would invest 1,050 in WisdomTree on December 19, 2024 and sell it today you would lose (200.00) from holding WisdomTree or give up 19.05% of portfolio value over 90 days. WisdomTree is generating negative expected returns and assumes 1.567% volatility on return distribution over the 90 days horizon. Put differently, 13% of stocks are less risky than WisdomTree on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
WisdomTree Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WisdomTree, and traders can use it to determine the average amount a WisdomTree's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2204
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WT |
Estimated Market Risk
| 1.57 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.35 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.22 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WisdomTree by adding WisdomTree to a well-diversified portfolio.
WisdomTree Fundamentals Growth
WisdomTree Stock prices reflect investors' perceptions of the future prospects and financial health of WisdomTree, and WisdomTree fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0868 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.32 % | ||||
| Current Valuation | 1.5 B | ||||
| Shares Outstanding | 147.05 M | ||||
| Price To Book | 3.14 X | ||||
| Price To Sales | 2.92 X | ||||
| Revenue | 427.74 M | ||||
| Gross Profit | 211.36 M | ||||
| EBITDA | 117.37 M | ||||
| Net Income | 66.69 M | ||||
| Cash And Equivalents | 132.1 M | ||||
| Total Debt | 512.91 M | ||||
| Book Value Per Share | 2.83 X | ||||
| Cash Flow From Operations | 113.46 M | ||||
| Earnings Per Share | 0.33 X | ||||
| Market Capitalization | 1.25 B | ||||
| Total Asset | 1.03 B | ||||
| Retained Earnings | 129.82 M | ||||
| Working Capital | 209.18 M | ||||
About WisdomTree Performance
Assessing WisdomTree's fundamental ratios provides investors with valuable insights into WisdomTree's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (12.20) | (11.59) | |
| Return On Tangible Assets | 0.20 | 0.21 | |
| Return On Capital Employed | 0.15 | 0.16 | |
| Return On Assets | 0.06 | 0.07 | |
| Return On Equity | 0.17 | 0.18 |
Things to note about WisdomTree performance evaluation
Checking the ongoing alerts about WisdomTree for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WisdomTree help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| WisdomTree generated a negative expected return over the last 90 days | |
| WisdomTree has a strong financial position based on the latest SEC filings | |
| Over 99.0% of the company outstanding shares are owned by institutional investors | |
| On 26th of February 2025 WisdomTree paid 0.03 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Morning Bid Global rebound enters day two, Wall St lags |
- Analyzing WisdomTree's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WisdomTree's stock is overvalued or undervalued compared to its peers.
- Examining WisdomTree's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WisdomTree's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WisdomTree's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WisdomTree's stock. These opinions can provide insight into WisdomTree's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for WisdomTree Stock Analysis
When running WisdomTree's price analysis, check to measure WisdomTree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.