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WisdomTree, Inc. (WT)

(Delayed Data from NYSE)

$9.05 USD

9.05
1,010,285

-0.17 (-1.84%)

Updated May 10, 2024 04:00 PM ET

After-Market: $9.06 +0.01 (0.11%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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2-Buy of 5   2      

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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C Value F Growth B Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 39% (99 out of 251)

Industry: Financial - Miscellaneous Services

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Better trading starts here.

Balance Sheet

Research for WT

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for WisdomTree, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 129 132 141 73 75
Receivables 35 31 32 29 27
Notes Receivable 0 0 0 0 0
Inventories 59 126 127 35 17
Other Current Assets 6 5 4 4 4
Total Current Assets 230 294 304 142 123
Net Property & Equipment 0 1 1 8 8
Investments & Advances 10 36 15 9 28
Other Non-Current Assets 0 1 22 27 60
Deferred Charges 11 11 9 8 7
Intangibles 692 689 687 687 689
Deposits & Other Assets 0 1 0 0 1
Total Assets 944 1,034 1,038 897 935
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 99 70 63 53 57
Current Portion Long-Term Debt 0 59 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 4 2 4 1 3
Other Current Liabilities 0 17 17 17 15
Total Current Liabilities 103 148 84 74 79
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 183 211 213 159
Convertible Debt 275 262 319 167 0
Long-Term Debt 0 0 0 0 176
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 24 1 22 27 32
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 402 596 636 498 465
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 133 133 133 133 133
Common Stock (Par) 2 1 1 1 2
Capital Surplus 312 292 290 317 353
Retained Earnings 96 14 -22 -53 -18
Other Equity -1 -1 1 1 1
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 542 438 402 399 470
Total Liabilities & Shareholder's Equity 944 1,034 1,038 897 935
Total Common Equity 409 306 269 266 337
Shares Outstanding 150.34 146.52 145.10 148.70 155.20
Book Value Per Share 2.72 2.09 1.86 1.79 2.17

Fiscal Year End for WisdomTree, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,882 129 89 84 119
Receivables 40 35 36 35 37
Notes Receivable NA 0 0 0 0
Inventories 58 59 79 65 130
Other Current Assets 8 6 8 9 6
Total Current Assets 223 230 212 193 293
Net Property & Equipment 0 0 0 0 1
Investments & Advances 10 10 37 40 27
Other Non-Current Assets NA 0 0 0 0
Deferred Charges 5 11 10 8 6
Intangibles 692 692 692 691 690
Deposits & Other Assets 0 0 0 0 1
Total Assets 932 944 952 934 1,018
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable 74 99 70 67 52
Current Portion Long-Term Debt NA 0 0 0 60
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable 1 4 4 0 0
Other Current Liabilities NA 0 0 0 18
Total Current Liabilities 76 103 75 68 131
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 162
Convertible Debt 275 275 275 274 274
Long-Term Debt NA 0 0 0 0
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities 25 0 0 0
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities 376 402 350 342 567
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock 133 133 133 133 133
Common Stock (Par) 2 2 2 2 1
Capital Surplus 310 312 388 384 293
Retained Earnings 113 96 82 74 25
Other Equity -1 -1 -2 -1 -1
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity 556 542 602 591 451
Total Liabilities & Shareholder's Equity 932 944 952 934 1,018
Total Common Equity 423 409 469 459 319
Shares Outstanding 151.82 150.34 150.30 149.20 149.20
Book Value Per Share 2.79 2.72 3.12 3.08 2.13