WisdomTree

WT · NYSE

$21.61+$0.28 (+1.31%)TodayMarket closed ·
Prev close $21.33

WT analyst rating

BuyConsensus of 5 analysts over the last 12 months. 60% rate it a buy.
  • Strong buy0
  • Buy3
  • Hold2
  • Underperform0
  • Sell0

12-month price target · 10 analysts

Average $25.69 (+18.9% upside)

Low
$18.48
Now
$21.61
High
$28.35

Upgrades and downgrades

The latest rating actions, newest first

WT analyst upgrades, downgrades and rating actions
FirmDateActionRating
Craig-HallumOct 2, 2026MaintainsBuy
Goldman SachsOct 2, 2026MaintainsNeutral
Morgan StanleySep 25, 2026MaintainsEqual-Weight
OppenheimerAug 26, 2026MaintainsOutperform
Northland Capital MarketsAug 19, 2026MaintainsOutperform
Goldman SachsAug 4, 2026MaintainsNeutral
OppenheimerAug 3, 2026MaintainsOutperform
Morgan StanleyJun 26, 2026MaintainsEqual-Weight
OppenheimerApr 29, 2026MaintainsOutperform
Morgan StanleyApr 1, 2026MaintainsEqual-Weight

The case for and against

Updated Jan 18, 2025

Bull case

WisdomTree Inc. is poised for growth, with management projecting an increase in its addressable market to approximately 85,000 advisers and nearly $18 trillion in addressable assets by year-end. The company has demonstrated strong financial performance, reflected in a 53% year-over-year increase in core operating income for 2Q24, coupled with a robust adjusted operating margin of 35.3%, which was above expectations. Furthermore, the growth in other revenues, signaling significant operating leverage potential, alongside recent positive net inflows amidst market conditions, supports a favorable outlook for the company’s future.

Bear case

WisdomTree's stock outlook appears negative due to several fundamental challenges, including significant net outflows of approximately $1.5 billion from commodity and currency products, as well as ongoing withdrawals from fixed income strategies, highlighting investor hesitation amidst economic uncertainties. The firm's concentration in a limited number of products exposes it to volatility, which is further exacerbated by evolving regulations and higher compliance costs, potentially leading to reduced profitability and increased litigation risks. Furthermore, while there were some net inflows reported in previous quarters, the overall trend suggests diluted asset management stability, raising concerns about the firm's ability to attract and retain client assets in the face of challenging market conditions.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.