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WisdomTreeFRA:1WT +1.18%88 5-Year Yield-on-Cost % is 0.61 as of Jul. 29, 2026, which is 70% below its 10-year median of 2.06. GuruFocus rates FRA:1WT with a GF Score™ of 88/100 and a GF Value™ of €15.42 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,113 Asset Management companies, WisdomTree ranks worse than 94.88% on this metric.
WisdomTree's yield on cost for the quarter that ended in Mar. 2026 was 0.61.
The historical rank and industry rank for WisdomTree's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:1WT'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.6 Med: 2.06 Max: 5.29
Current: 0.61
During the past 13 years, WisdomTree's highest Yield on Cost was 5.29. The lowest was 0.60. And the median was 2.06.
FRA:1WT's 5-Year Yield-on-Cost % is ranked worse than 94.88% of 1113
companies
in the Asset Management industry
Industry Median: 6.51
vs FRA:1WT: 0.61
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
WisdomTree 5-Year Yield-on-Cost % Related Terms
FRA:1WT vs FSK, HTGC, DBRG: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, WisdomTree's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
WisdomTree 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WisdomTree's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where WisdomTree's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of WisdomTree is calculated as
WisdomTree (FRA:1WT) has a 5-Year Yield-on-Cost % of 0.61 as of Jul. 29, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on WisdomTree and its competitors. This is 70% below median its historical median of 2.06. Over the past decade, WisdomTree's 5-Year Yield-on-Cost % has ranged from 0.60 to 5.29. According to the industry distribution chart, WisdomTree ranks #1056 out of 1113 companies in the Asset Management industry, placing it in the top 94.9%.
Is WisdomTree's 5-Year Yield-on-Cost % too high?
WisdomTree's current 5-Year Yield-on-Cost % of 0.61 is 70% below median its 10-year median of 2.06. Over the past 10 years, this metric has ranged from a low of 0.60 to a high of 5.29. The Asset Management industry median 5-Year Yield-on-Cost % is 6.51. WisdomTree's value of 0.61 is 90.6% below this industry median. Based on the distribution chart, WisdomTree ranks #1056 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, WisdomTree has a GF Score™ of 88/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does WisdomTree's 5-Year Yield-on-Cost % compare to FSK and HTGC?
According to the Asset Management industry distribution chart, WisdomTree ranks #1056 out of 1113 companies for 5-Year Yield-on-Cost %. This places WisdomTree in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.51. WisdomTree's value of 0.61 is 90.6% below this benchmark. Historically, WisdomTree's own 5-Year Yield-on-Cost % has ranged from 0.60 to 5.29 over the past decade. While the company's 10-year median is 2.06 vs. the industry median of 6.51, WisdomTree has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.51, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. WisdomTree's current 5-Year Yield-on-Cost % of 0.61 is 90.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on WisdomTree and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WisdomTree's current 5-Year Yield-on-Cost % is 0.61, which is 70% below median its own 10-year median of 2.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WisdomTree stock overvalued right now?
Based on GuruFocus' analysis, WisdomTree (FRA:1WT) is currently considered Modestly Overvalued. The stock's GF Value™ is €15.42, compared to a current price of €17.15 — trading 11.2% above its estimated fair value. The current 5-Year Yield-on-Cost % is 0.61, which is 70% below median its 10-year median of 2.06 and 90.6% below the Asset Management industry median of 6.51. WisdomTree's overall GF Score™ is 88/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For WisdomTree (FRA:1WT), the current 5-Year Yield-on-Cost % is 0.61 as of Jul. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is WisdomTree (FRA:1WT) Overvalued in 2026?
Based on GuruFocus' analysis, WisdomTree stock appears to be overvalued.
The current stock price of €17.15 is trading 11.2% above its estimated GF Value™ of €15.42.
GuruFocus considers WisdomTree to be Modestly Overvalued.
Key valuation signals for FRA:1WT:
5-Year Yield-on-Cost %: 0.61 (70% below median its 10-year median of 2.06)
GF Value™: €15.42 vs. price of €17.15 (11.2% above fair value)
Industry Position: 90.6% below the Asset Management median (#1056 of 1113)
No single metric tells the full story. See the FRA:1WT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers and online brokers. The majority of the company's revenue is generated from advisory fees earned from ETPs.
88GF Score
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