WisdomTree Investments (Germany) Analysis
| 1WT Stock | EUR 14.05 0.31 2.26% |
200 Day MA 11.1762 | 50 Day MA 13.0561 | Beta 1.051 |
Macro event markers
WisdomTree Investments appears undervalued based on a Real Value estimate of $15.58. A central aim of stock analysis is to estimate fair intrinsic value. Intrinsic value estimates what WisdomTree Investments may be worth independently of its current market price. Stock analysis typically draws on both fundamental and technical methods. Together they provide complementary context for valuation and market behavior. Fundamental analysis examines financial strength, earnings, and operating stability. Technical analysis focuses on price and volume data to identify patterns and trend behavior.
WisdomTree Investments has over EUR149.6 Million in debt, suggesting a heavy reliance on debt financing. Based on recent performance metrics, Net Debt is expected to increase significantly. In the prior fiscal year, Net Debt was reported at 642.08 Million. As of March 2026, Long Term Debt is projected to grow to approximately 844.4 M, whereas Short and Long Term Debt is forecasted to decline to roughly 129.5 M. Higher debt levels can expand WisdomTree Investments' financial risk exposure. Interest obligations are one factor that can influence earnings metrics. Asset vs Debt
Equity vs Debt
Price Book 5.4176 | Enterprise Value Ebitda 16.2252 | Price Sales 4.0569 | Shares Float 123.1 M | Dividend Share 0.12 |
Debt-to-equity for WisdomTree Investments summarizes obligations relative to net assets. Higher values indicate greater reliance on debt financing, while lower values indicate more equity backing.
WisdomTree Investments Quarterly Net Debt | 642.08 Million |
WisdomTree |
WisdomTree Stock Analysis Notes
About 90.0% of the company shares are owned by institutions such as pension funds. The company has Price/Earnings To Growth (PEG) ratio of 1.53. WisdomTree Investments last dividend was issued on the 11th of February 2026. For WisdomTree Investments, recent data highlights $1.5 billion in Total Assets, $549.4 million in Intangible Assets, and -$328.2 million in Net Tangible Assets.Gross Profit | 181.67 Million |
Investor Notes and Alerts
| Over 90.0% of the company shares are owned by institutions such as pension funds | |
| Latest headline from news.google.com: Wisdomtree stock hits 52-week high at 17.68 USD By Investing.com - Investing.com Nigeria |
WisdomTree Investments Thematic Classifications
A thematic view of WisdomTree Investments is valuable because it lets investors test the idea inside a broader opportunity set instead of judging the security in isolation. The practical benefit is that investors can optimize around a trend, not just around one name that may or may not remain the best expression of that trend.
 | InvestingMoney and asset management including investment banking | |
 | Diversified AssetsAll types of close end funds |
WisdomTree Market Capitalization
For market cap analysis, WisdomTree Investments is currently valued at 2 B and falls into the mid-cap segment of asset management & custody banks. To frame that market cap reading, note enterprise value near 2.51 B, about 141.62 M shares outstanding, and a workforce of about 360 people.WisdomTree Profitability
Profitability analysis for WisdomTree Investments should focus on how efficiently revenue converts into operating income, net income, and ultimately free cash flow that can be reinvested or returned to shareholders. Annual revenue is about 493.75 Million. Investors should compare gross, operating, and net margins rather than relying on one headline figure.
The company has Profit Margin (PM) of 22.0 %, which suggests that it's business model is producing consistent profitability. This is better than most industry peers. Similarly, it shows Operating Margin (OM) of 41.0 %, which suggests that it covers its operating costs with $41.0 to spare per $100 of sales. Management Efficiency
The company has return on total asset (ROA) of 8.78 % implying that asset utilization produced $8.78 in profit per $100 deployed. This is on par with sector averages. Similarly, it shows a return on equity (ROE) of 26.83 %, indicating a return of $26.83 per $100 of equity invested.When investors examine management execution at WisdomTree Investments, they are looking for evidence that strategy, financial discipline, and operating results are moving in the same direction. The business currently sits in the Financial Services sector and the Asset Management industry. Current market capitalization is about 2 Billion, enterprise value is near 2.51 Billion, and annual revenue is around 493.75 Million.
Operating Margin | Short Long Term Debt | Operating Margin | Profit Margin | Expected Return 0.6402 |
Technical Drivers
According to pricing data from the 12th of March 2026, WisdomTree Investments trades at 14.05 per share. Quantitative signals reflect Market Risk Adjusted Performance of 0.8945, mean deviation of 1.93, and Downside Deviation of 2.45. Volume-adjusted indicators are evaluated relative to historical ranges. Current technical signals are evaluated against industry dispersion.WisdomTree Investments Price Movement Analysis
The output start index for this execution was one with a total number of output elements of sixty. The Extended Parabolic SAR indicator is used to determine the direction of WisdomTree Investments's momentum and the point in time when it has higher than normal probability of directional change. It has more input parameters than standard Parabolic SAR indicator.
WisdomTree Investments Outstanding Bonds
Reviewing WisdomTree Investments bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
WisdomTree Investments Predictive Daily Indicators
Daily trading signals in WisdomTree Investments help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 14.05 | |||
| Day Typical Price | 14.05 | |||
| Price Action Indicator | 0.16 | |||
| Period Momentum Indicator | 0.31 | |||
| Relative Strength Index | 57.25 |
WisdomTree Investments Forecast Models
Quantitative forecast tools for WisdomTree Investments focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.WisdomTree Investments Debt to Cash Allocation
Tracking debt and cash allocation over time can show when WisdomTree Investments is prioritizing expansion, refinancing, or capital return.
WisdomTree Investments has accumulated EUR149.6 M in total debt with debt to equity ratio (D/E) of 44.2, indicating WisdomTree Investments may have difficulties to generate enough cash to satisfy its financial obligations. WisdomTree Investments has a current ratio of 1.89, which is within standard range for the sector. Debt can assist WisdomTree Investments until it has trouble settling it off, either with new capital or with free cash flow. So, WisdomTree Investments' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like WisdomTree Investments sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for WisdomTree to invest in growth at high rates of return. When we think about WisdomTree Investments' use of debt, we should always consider it together with cash and equity.WisdomTree Investments Total Assets Over Time
WisdomTree Investments Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the WisdomTree Investments' operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of WisdomTree Investments, which in turn will lower the firm's financial flexibility.WisdomTree Investments Corporate Bonds Issued
Bond maturity for WisdomTree Investments is a core risk dimension. Longer duration can offer higher yield, but price sensitivity and credit uncertainty also increase.
WisdomTree Net Debt
Net Debt | 674.18 Million |
About WisdomTree Investments Inc
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds sponsor and asset manager. The company was founded in 1985 and is based in New York, New York. WISDOMTREE INV operates under Asset Management classification in Germany and is traded on Frankfurt Stock Exchange. It employs 214 people. The stock overview for WisdomTree Investments summarizes business drivers, financial profile, and market behavior. The company is positioned within Asset Management & Custody Banks, Financial Services, Investing. Current metrics include P/E of 44.81, P/B of 5.42, profit margin of 22.1%. WisdomTree Investments has a market cap of 2 B, P/E of 44.81, ROE of 26.83%. 
Raphi Shpitalnik · Junior Member of Macroaxis Editorial Board
Methodology
Unless otherwise specified, financial data for WisdomTree Investments is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. WisdomTree (DE:1WT) prices are typically delayed by approximately 20 minutes from primary exchanges for listed equities. Data may be delayed depending on reporting sources and market conventions. Assumptions: Inputs rely on public filings and market reference sources and institutional disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Publication cadence can introduce timing differences. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Analyst Sources
WisdomTree Investments may have analyst coverage included in Macroaxis-derived consensus inputs when available. Updates may occur throughout the day.
WisdomTree Stock is Curated By:
Raphi Shpitalnik · Junior Member of Macroaxis Editorial BoardBe your own money manager
Building wealth with WisdomTree Investments still requires portfolio discipline because one position should be evaluated by how it improves total return efficiency, not just by its standalone upside. The practical goal is to improve diversification, remove redundancy, and keep return expectations realistic.
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