WT
Price:
$12
Market Cap:
$1.75B
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.[Read more]
Industry
Asset Management
IPO Date
1993-03-04
Stock Exchange
NYSE
Ticker
WT
According to WisdomTree, Inc.’s latest financial reports and current stock price. The company's current ROE is 12.19%. This represents a change of 335.12% compared to the average of 2.80% of the last 4 quarters.
The mean historical ROE of WisdomTree, Inc. over the last ten years is 15.06%. The current 12.19% ROE has changed -19.05% with respect to the historical average. Over the past ten years (40 quarters), WT's ROE was at its highest in in the September 2022 quarter at 24.44%. The ROE was at its lowest in in the December 2022 quarter at -9.26%.
Average
15.06%
Median
15.34%
Minimum
-13.39%
Maximum
34.14%
Discovering the peaks and valleys of WisdomTree, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 14.14%
Maximum Annual ROE = 34.14%
Minimum Annual Increase = -349.67%
Minimum Annual ROE = -13.39%
Year | ROE | Change |
---|---|---|
2023 | 18.93% | 14.14% |
2022 | 16.58% | -10.27% |
2021 | 18.48% | -238.03% |
2020 | -13.39% | -349.67% |
2019 | 5.36% | -47.54% |
2018 | 10.22% | -27.48% |
2017 | 14.10% | 7.94% |
2016 | 13.06% | -61.74% |
2015 | 34.14% | 3.04% |
2014 | 33.13% | -29.91% |
The current ROE of WisdomTree, Inc. (WT) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
18.00%
5-year avg
9.19%
10-year avg
15.06%
WisdomTree, Inc.’s ROE is less than Invesco Advantage Municipal Income Trust II (12.62%), less than Invesco Municipal Trust (18.14%), less than Invesco California Value Municipal Income Trust (18.35%), less than Victory Capital Holdings, Inc. (24.13%), less than Invesco Trust for Investment Grade Municipals (10.22%), less than Invesco Quality Municipal Income Trust (10.37%), less than Invesco Municipal Opportunity Trust (18.03%), less than MFS High Income Municipal Trust (4.73%), less than DWS Municipal Income Trust (3.59%), less than Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (0%), less than General American Investors Company, Inc. (14.84%), less than BlackRock MuniYield Quality Fund III, Inc. (19.96%), less than Adams Natural Resources Fund, Inc. (4.56%), less than null (16.71%),
Company | ROE | Market cap |
---|---|---|
12.62% | $396.99M | |
18.14% | $546.71M | |
18.35% | $495.19M | |
24.13% | $4.45B | |
10.22% | $550.45M | |
10.37% | $527.78M | |
18.03% | $664.29M | |
4.73% | $119.17M | |
3.59% | $386.24M | |
0% | $418.55M | |
14.84% | $1.19B | |
19.96% | $748.42M | |
4.56% | $614.66M | |
16.71% | $0 |
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What is the 3-year average ROE for WisdomTree, Inc. (WT)?
What is the 5-year average ROE for WisdomTree, Inc. (WT)?
How does the current ROE for WisdomTree, Inc. (WT) compare to its historical average?