WisdomTree, Inc.

WisdomTree, Inc.verified

WT

Price:

$10.19

Market Cap:

$1.55B

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

The ROE as of September 2024 (TTM) for WisdomTree, Inc. (WT) is 15.09%

According to WisdomTree, Inc.’s latest financial reports and current stock price. The company's current ROE is 15.09%. This represents a change of 297.93% compared to the average of 3.79% of the last 4 quarters.

WisdomTree, Inc. (WT) Historical ROE (quarterly & annually)

How has WT ROE performed in the past?

The mean historical ROE of WisdomTree, Inc. over the last ten years is 15.06%. The current 15.09% ROE has changed 0.20% 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%.

Quarterly (TTM)
Annual

Average

15.06%

Median

15.34%

Minimum

-13.39%

Maximum

34.14%

WisdomTree, Inc. (WT) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
202318.93%14.14%
202216.58%-10.27%
202118.48%-238.03%
2020-13.39%-349.67%
20195.36%-47.54%
201810.22%-27.48%
201714.10%7.94%
201613.06%-61.74%
201534.14%3.04%
201433.13%-29.91%

WisdomTree, Inc. (WT) Average ROE

How has WT ROE performed in the past?

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. (WT) ROE vs. Peers

How is WT’s ROE compared to its peers?

WisdomTree, Inc.’s ROE is less than Invesco Advantage Municipal Income Trust II (20.74%), less than Invesco Municipal Trust (22.42%), less than Invesco California Value Municipal Income Trust (22.20%), less than Victory Capital Holdings, Inc. (21.91%), less than Invesco Trust for Investment Grade Municipals (11.72%), less than Invesco Quality Municipal Income Trust (11.68%), less than Invesco Municipal Opportunity Trust (22.49%), less than MFS High Income Municipal Trust (6.81%), less than DWS Municipal Income Trust (2.78%), less than Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (0%), less than General American Investors Company, Inc. (24.48%), less than BlackRock MuniYield Quality Fund III, Inc. (19.96%), less than Adams Natural Resources Fund, Inc. (4.41%), less than null (21.48%),

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