Nama Insights

WisdomTree (WT)

Financial Services · Asset Management · NYSE

WisdomTree (WT) is a Financial Services company in the Asset Management industry. It has a market capitalization of $2.94B, a trailing price-to-earnings ratio of 16.4 and a free-cash-flow yield of 5.1%. Over the most recent reported fiscal year, revenue grew 15.4% and free cash flow per share grew 43.0%. Nama's AI scorecard rates it Buy, 8.2 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 8.2/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Leading · +100.4% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-24.8%
How far the last close sits under the highest price of the past five years.
Market cap$2.94B
Trailing P/E16.4
Price / book7.1
Price / sales4.4
FCF yield5.1%
Dividend yield0.6%
Gross margin56.6%
Operating margin39.8%
Net margin13.3%
Revenue growth (YoY)+15.4%
Revenue growth (3-yr annual)+17.9%
EPS growth (YoY)+36.5%
FCF/share growth (YoY)+43.0%
Beta1.2
ExchangeNYSE
SectorFinancial Services
IndustryAsset Management

WT earnings

Next report: Jan 29, 2027 (Q4 2026, EPS estimate $0.31). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 30, 2026 $0.32 $0.30 +6.7% —
Q2 2026 Jul 31, 2026 $0.31 $0.26 +19.2% $177.16M
Q1 2026 May 1, 2026 $0.27 $0.25 +8.0% $159.47M
Q4 2025 Jan 30, 2026 $0.29 $0.24 +20.8% $147.43M

WT analyst price target

Median target $26.00 from 7 analysts, ranging $21.00 – $29.00.

Asset Management peers

TickerCompanyMarket capP/E
BLK BlackRock $182.05B 21.2
BX Blackstone $148.61B 20.1
BN Brookfield $92.37B 591.1
KKR KKR $89.11B 17.4
BAM Brookfield Asset Management $84.57B 29.2
APO Apollo Global Management $68.96B 13.6
STT State Street $45.05B 12.6
ARES Ares Management $44.45B 25.6
Explore live WT data on Nama Insights →

WT FAQ

Is WT a buy?
Nama's AI scorecard currently rates WisdomTree Buy (8.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is WT's P/E ratio?
WisdomTree trades at a trailing price-to-earnings ratio of 16.4.
When does WT report earnings?
WisdomTree's next scheduled report is on Jan 29, 2027. Analysts expect EPS of $0.31.
What is the WT price target?
The median analyst price target from 7 analysts is $26.00, with a range of $21.00 – $29.00.
Is WT Shariah compliant?
Nama's AAOIFI-style screen reads WisdomTree as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does WT pay a dividend?
Yes — WisdomTree's dividend yield is 0.6%.