WisdomTree (WT, Financial) has published its financial metrics for May, offering insights into its assets under management and flow data categorized by asset class. This monthly update provides investors with critical information on the company's financial health and investment performance across different asset types. Analyzing these metrics helps investors make informed decisions regarding their engagement with WisdomTree's offerings. The data reflects the firm's strategic movements and financial position within the market during the past month.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 6 analysts, the average target price for WisdomTree Inc (WT, Financial) is $11.79 with a high estimate of $14.00 and a low estimate of $8.50. The average target implies an upside of 17.68% from the current price of $10.02. More detailed estimate data can be found on the WisdomTree Inc (WT) Forecast page.
Based on the consensus recommendation from 7 brokerage firms, WisdomTree Inc's (WT, Financial) average brokerage recommendation is currently 2.4, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for WisdomTree Inc (WT, Financial) in one year is $10.93, suggesting a upside of 9.08% from the current price of $10.02. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the WisdomTree Inc (WT) Summary page.
WT Key Business Developments
Release Date: May 02, 2025
- Assets Under Management (AUM): Record AUM of $115.8 billion, up 5.5% from the prior quarter.
- Net Inflows: $3 billion, reflecting an annualized organic growth rate of 11%.
- Revenue: $108 million for the quarter, 11.6% higher than the same period last year.
- Adjusted Net Income: $23 million or $0.16 per share.
- European Defence Fund Inflows: $770 million in Q1, with over $1.4 billion in net inflows year-to-date.
- Model Portfolios Assets Under Administration (AUA): $4 billion, up 4% to date.
- Tokenized Products Flows: Over $100 million in flows year-to-date.
- Client Growth: On track to grow the total number of clients using WisdomTree products by 4% this year.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- WisdomTree Inc (WT, Financial) achieved record assets under management (AUM) of $115.8 billion, marking a 5.5% increase from the previous quarter.
- The company reported net inflows of $3 billion, reflecting an annualized organic growth rate of 11%, with significant contributions from both US and European markets.
- The launch of the WisdomTree European Defence Fund was highly successful, attracting $770 million in Q1 and over $700 million in April, making it one of the most successful launches in the company's history.
- WisdomTree's model portfolios business showed strong performance with assets under advisement (AUA) reaching $4 billion, reflecting a nearly 20% annualized organic growth rate.
- The company is expanding its digital assets presence, with WisdomTree Prime and WisdomTree Connect gaining traction, and plans to enable on-chain transfers for users in the coming months.
Negative Points
- Revenue for the quarter was $108 million, slightly down from the previous quarter due to fewer trading days and lower average fee capture.
- Adjusted net income was impacted by seasonal compensation expenses, including payroll taxes and year-end bonuses.
- The market environment remains volatile, which could pose challenges for maintaining growth momentum.
- The regulatory environment for digital assets in the US remains restrictive, limiting the company's ability to expand its crypto offerings domestically.
- Despite the success of new fund launches, the company faces ongoing competition and pressure to innovate in a rapidly evolving market.
