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.
Financial Restructuring | WisdomTree's convertible notes offering aims to optimize capital structure, retire higher-cost debt, and enhance shareholder value through strategic financial maneuvers |
Earnings Boost Ahead | Projected 8-9% accretion to 2025 earnings estimates, with potential for improved profitability and financial efficiency in the medium term |
Market Challenges | Explore WisdomTree's resilience amid long-term net outflows in key investment categories and intense competition in the asset management industry |
Analyst Outlook | Keefe, Bruyette & Woods sets a $12.00 price target, reflecting market expectations for WisdomTree's future performance and growth potential |
Metrics to compare | WT | Sector Sector - Average of metrics from a broad group of related Financial sector companies | Relationship RelationshipWTPeersSector | |
---|---|---|---|---|
P/E Ratio | 31.4x | 13.5x | 9.5x | |
PEG Ratio | −1.50 | 0.04 | 0.03 | |
Price/Book | 4.2x | 3.6x | 1.0x | |
Price / LTM Sales | 4.2x | 2.4x | 2.8x | |
Upside (Analyst Target) | 14.7% | 5.4% | 13.1% | |
Fair Value Upside | Unlock | 5.4% | 1.9% | Unlock |